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LOW vs. HSY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LOW and HSY is 0.26, 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.


-0.50.00.51.00.3

Performance

LOW vs. HSY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lowe's Companies, Inc. (LOW) and The Hershey Company (HSY). The values are adjusted to include any dividend payments, if applicable.

10,000.00%20,000.00%30,000.00%40,000.00%50,000.00%60,000.00%JulyAugustSeptemberOctoberNovemberDecember
49,974.79%
11,839.69%
LOW
HSY

Key characteristics

Sharpe Ratio

LOW:

0.62

HSY:

-0.10

Sortino Ratio

LOW:

1.01

HSY:

0.04

Omega Ratio

LOW:

1.12

HSY:

1.00

Calmar Ratio

LOW:

0.77

HSY:

-0.07

Martin Ratio

LOW:

1.69

HSY:

-0.30

Ulcer Index

LOW:

8.09%

HSY:

8.04%

Daily Std Dev

LOW:

22.07%

HSY:

24.74%

Max Drawdown

LOW:

-62.28%

HSY:

-49.15%

Current Drawdown

LOW:

-12.42%

HSY:

-35.60%

Fundamentals

Market Cap

LOW:

$145.54B

HSY:

$35.94B

EPS

LOW:

$12.02

HSY:

$8.70

PE Ratio

LOW:

21.44

HSY:

20.42

PEG Ratio

LOW:

3.93

HSY:

4.80

Total Revenue (TTM)

LOW:

$83.72B

HSY:

$10.97B

Gross Profit (TTM)

LOW:

$26.94B

HSY:

$4.77B

EBITDA (TTM)

LOW:

$12.36B

HSY:

$2.86B

Returns By Period

In the year-to-date period, LOW achieves a 13.43% return, which is significantly higher than HSY's -6.00% return. Over the past 10 years, LOW has outperformed HSY with an annualized return of 15.90%, while HSY has yielded a comparatively lower 7.24% annualized return.


LOW

YTD

13.43%

1M

-5.82%

6M

9.36%

1Y

12.92%

5Y*

17.78%

10Y*

15.90%

HSY

YTD

-6.00%

1M

-2.15%

6M

-5.08%

1Y

-3.18%

5Y*

5.18%

10Y*

7.24%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


Sharpe ratio
The chart of Sharpe ratio for LOW, currently valued at 0.62, compared to the broader market-4.00-2.000.002.000.62-0.10
The chart of Sortino ratio for LOW, currently valued at 1.01, compared to the broader market-4.00-2.000.002.004.001.010.04
The chart of Omega ratio for LOW, currently valued at 1.12, compared to the broader market0.501.001.502.001.121.00
The chart of Calmar ratio for LOW, currently valued at 0.77, compared to the broader market0.002.004.006.000.77-0.07
The chart of Martin ratio for LOW, currently valued at 1.69, compared to the broader market-5.000.005.0010.0015.0020.0025.001.69-0.30
LOW
HSY

The current LOW Sharpe Ratio is 0.62, which is higher than the HSY Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of LOW and HSY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.00JulyAugustSeptemberOctoberNovemberDecember
0.62
-0.10
LOW
HSY

Dividends

LOW vs. HSY - Dividend Comparison

LOW's dividend yield for the trailing twelve months is around 1.82%, less than HSY's 3.22% yield.


TTM20232022202120202019201820172016201520142013
LOW
Lowe's Companies, Inc.
1.82%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
3.22%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 -49.15%. Use the drawdown chart below to compare losses from any high point for LOW and HSY. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-12.42%
-35.60%
LOW
HSY

Volatility

LOW vs. HSY - Volatility Comparison

The current volatility for Lowe's Companies, Inc. (LOW) is 6.64%, while The Hershey Company (HSY) has a volatility of 14.30%. 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.


4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
6.64%
14.30%
LOW
HSY

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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