LOW vs. HSY
Compare and contrast key facts about Lowe's Companies, Inc. (LOW) and The Hershey Company (HSY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LOW or HSY.
Key characteristics
| LOW | HSY | |
|---|---|---|
| YTD Return | 5.33% | 6.92% |
| 1Y Return | 16.82% | -26.29% |
| 3Y Return (Ann) | 7.05% | 7.98% |
| 5Y Return (Ann) | 17.76% | 12.48% |
| 10Y Return (Ann) | 19.89% | 9.96% |
| Sharpe Ratio | 0.71 | -1.36 |
| Daily Std Dev | 21.77% | 19.28% |
| Max Drawdown | -62.28% | -49.16% |
| Current Drawdown | -10.64% | -26.75% |
Fundamentals
| LOW | HSY | |
|---|---|---|
| Market Cap | $132.82B | $40.03B |
| EPS | $13.21 | $9.07 |
| PE Ratio | 17.57 | 21.82 |
| PEG Ratio | 3.02 | 3.59 |
| Revenue (TTM) | $86.38B | $11.16B |
| Gross Profit (TTM) | $32.26B | $4.50B |
| EBITDA (TTM) | $13.48B | $2.95B |
Correlation
The correlation between LOW and HSY is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LOW vs. HSY - Performance Comparison
In the year-to-date period, LOW achieves a 5.33% return, which is significantly lower than HSY's 6.92% return. Over the past 10 years, LOW has outperformed HSY with an annualized return of 19.89%, while HSY has yielded a comparatively lower 9.96% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
LOW vs. HSY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lowe's Companies, Inc. (LOW) and The Hershey Company (HSY). 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.
Dividends
LOW vs. HSY - Dividend Comparison
LOW's dividend yield for the trailing twelve months is around 1.90%, less than HSY's 2.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOW Lowe's Companies, Inc. | 1.90% | 1.93% | 1.86% | 1.08% | 1.40% | 1.72% | 1.93% | 1.64% | 1.77% | 1.34% | 1.19% | 1.37% |
HSY The Hershey Company | 2.42% | 2.39% | 1.67% | 1.76% | 2.07% | 2.03% | 2.57% | 2.24% | 2.32% | 2.50% | 1.96% | 1.86% |
Drawdowns
LOW vs. HSY - Drawdown Comparison
The maximum LOW drawdown since its inception was -62.28%, which is greater than HSY's maximum drawdown of -49.16%. Use the drawdown chart below to compare losses from any high point for LOW and HSY. For additional features, visit the drawdowns tool.
Volatility
LOW vs. HSY - Volatility Comparison
The current volatility for Lowe's Companies, Inc. (LOW) is 5.04%, while The Hershey Company (HSY) has a volatility of 5.56%. This indicates that LOW experiences smaller price fluctuations and is considered to be less risky than HSY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
LOW vs. HSY - Financials Comparison
This section allows you to compare key financial metrics between Lowe's Companies, Inc. and The Hershey Company. 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