HSY vs. PSEC
HSY (The Hershey Company) and PSEC (Prospect Capital Corporation) are both stocks. HSY operates in Confectioners (Consumer Defensive), while PSEC operates in Asset Management (Financial Services). Over the past 10 years, HSY returned 9.11%/yr vs 0.41%/yr for PSEC. At a 0.17 correlation, their price movements are largely independent.
Performance
HSY vs. PSEC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HSY achieves a 1.25% return, which is significantly higher than PSEC's -3.27% return. Over the past 10 years, HSY has outperformed PSEC with an annualized return of 9.11%, while PSEC has yielded a comparatively lower 0.41% annualized return.
HSY
- 1D
- 0.45%
- 1M
- -3.82%
- YTD
- 1.25%
- 6M
- 1.34%
- 1Y
- 10.63%
- 3Y*
- -8.39%
- 5Y*
- 3.29%
- 10Y*
- 9.11%
PSEC
- 1D
- 1.32%
- 1M
- 7.59%
- YTD
- -3.27%
- 6M
- -2.63%
- 1Y
- -14.85%
- 3Y*
- -16.85%
- 5Y*
- -13.87%
- 10Y*
- 0.41%
HSY vs. PSEC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSY The Hershey Company | 1.25% | 10.98% | -6.51% | -17.88% | 21.86% | 29.58% | 5.90% | 40.20% | -2.92% | 12.33% |
PSEC Prospect Capital Corporation | -3.27% | -28.86% | -18.16% | -4.13% | -8.61% | 70.00% | -3.54% | 13.83% | 4.09% | -9.44% |
Correlation
The correlation between HSY and PSEC is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Jul 27, 2004 | 0.17 |
The correlation between HSY and PSEC shifts across timeframes, from 0.04 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.
Fundamentals
HSY:
$5.38
PSEC:
-$0.28
HSY:
3.08
PSEC:
5.20
HSY:
$11.99B
PSEC:
$151.90M
HSY:
$4.17B
PSEC:
-$59.07M
HSY:
$2.04B
PSEC:
-$94.23M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
HSY vs. PSEC — Risk / Return Rank
HSY
PSEC
HSY vs. PSEC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hershey Company (HSY) and Prospect Capital Corporation (PSEC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HSY | PSEC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.82 | ||
| Sortino ratioReturn per unit of downside risk | +1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 0.94 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | -0.63 | +0.98 |
| Martin ratioReturn relative to average drawdown | 0.87 | -1.13 | +2.00 |
Loading charts...
Drawdowns
HSY vs. PSEC - Drawdown Comparison
The maximum HSY drawdown since its inception was -49.15%, smaller than the maximum PSEC drawdown of -61.51%. Use the drawdown chart below to compare losses from any high point for HSY and PSEC.
Loading charts...
Drawdown Indicators
| HSY | PSEC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.15% | -61.51% | +12.36% |
Max Drawdown (1Y)Largest decline over 1 year | -25.01% | -27.04% | +2.03% |
Max Drawdown (3Y)Largest decline over 3 years | -42.23% | -50.64% | +8.41% |
Max Drawdown (5Y)Largest decline over 5 years | -45.25% | -57.21% | +11.96% |
Max Drawdown (10Y)Largest decline over 10 years | -45.25% | -57.21% | +11.96% |
Current DrawdownCurrent decline from peak | -28.02% | -53.33% | +25.31% |
Average DrawdownAverage peak-to-trough decline | -13.10% | -15.65% | +2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.00% | 15.04% | -5.04% |
Volatility
HSY vs. PSEC - Volatility Comparison
The current volatility for The Hershey Company (HSY) is 9.48%, while Prospect Capital Corporation (PSEC) has a volatility of 10.61%. This indicates that HSY experiences smaller price fluctuations and is considered to be less risky than PSEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HSY | PSEC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.48% | 10.61% | -1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 20.08% | 27.53% | -7.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.49% | 33.82% | -6.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.77% | 28.06% | -5.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.44% | 27.36% | -3.92% |
Dividends
HSY vs. PSEC - Dividend Comparison
HSY's dividend yield for the trailing twelve months is around 3.11%, less than PSEC's 22.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSY The Hershey Company | 3.11% | 3.01% | 3.24% | 2.39% | 1.67% | 1.76% | 2.07% | 2.03% | 2.57% | 2.24% | 2.32% | 2.50% |
PSEC Prospect Capital Corporation | 22.94% | 20.85% | 16.01% | 12.02% | 10.30% | 8.56% | 13.31% | 11.18% | 11.41% | 13.45% | 11.98% | 14.72% |
Financials
HSY vs. PSEC - Financials Comparison
This section allows you to compare key financial metrics between The Hershey Company and Prospect Capital Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
HSY vs. PSEC - Profitability Comparison
HSY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Hershey Company reported a gross profit of 1.22B and revenue of 3.10B. Therefore, the gross margin over that period was 39.4%.
PSEC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Prospect Capital Corporation reported a gross profit of 0.00 and revenue of 123.07M. Therefore, the gross margin over that period was 0.0%.
HSY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Hershey Company reported an operating income of 640.69M and revenue of 3.10B, resulting in an operating margin of 20.6%.
PSEC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Prospect Capital Corporation reported an operating income of 0.00 and revenue of 123.07M, resulting in an operating margin of 0.0%.
HSY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Hershey Company reported a net income of 435.11M and revenue of 3.10B, resulting in a net margin of 14.0%.
PSEC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Prospect Capital Corporation reported a net income of 0.00 and revenue of 123.07M, resulting in a net margin of 0.0%.
Frequently Asked Questions
HSY and PSEC have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PSEC has higher volatility (10.61%) compared to HSY (9.48%). In terms of maximum drawdown, HSY dropped -49.15% vs PSEC's -61.51%.
HSY currently has the higher Sharpe Ratio (0.32 vs -0.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for HSY and PSEC
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer