MCD vs. HSY
Compare and contrast key facts about McDonald's Corporation (MCD) and The Hershey Company (HSY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCD or HSY.
Performance
MCD vs. HSY - Performance Comparison
Returns By Period
In the year-to-date period, MCD achieves a -0.11% return, which is significantly higher than HSY's -3.94% return. Over the past 10 years, MCD has outperformed HSY with an annualized return of 14.59%, while HSY has yielded a comparatively lower 8.58% annualized return.
MCD
-0.11%
-7.62%
10.82%
6.24%
11.13%
14.59%
HSY
-3.94%
-5.02%
-14.07%
-6.03%
5.74%
8.58%
Fundamentals
MCD | HSY | |
---|---|---|
Market Cap | $208.47B | $35.21B |
EPS | $11.40 | $8.70 |
PE Ratio | 25.52 | 20.00 |
PEG Ratio | 2.62 | 4.70 |
Total Revenue (TTM) | $25.94B | $10.97B |
Gross Profit (TTM) | $14.53B | $4.77B |
EBITDA (TTM) | $13.43B | $2.86B |
Key characteristics
MCD | HSY | |
---|---|---|
Sharpe Ratio | 0.38 | -0.34 |
Sortino Ratio | 0.64 | -0.35 |
Omega Ratio | 1.08 | 0.96 |
Calmar Ratio | 0.39 | -0.20 |
Martin Ratio | 0.87 | -1.02 |
Ulcer Index | 7.81% | 7.07% |
Daily Std Dev | 17.75% | 20.99% |
Max Drawdown | -73.62% | -49.15% |
Current Drawdown | -8.10% | -34.18% |
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Correlation
The correlation between MCD and HSY is 0.31, 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.
Risk-Adjusted Performance
MCD vs. HSY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for McDonald's Corporation (MCD) 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
MCD vs. HSY - Dividend Comparison
MCD's dividend yield for the trailing twelve months is around 2.30%, less than HSY's 3.15% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
McDonald's Corporation | 2.30% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% | 3.50% | 3.22% |
The Hershey Company | 3.15% | 2.39% | 1.67% | 1.76% | 2.07% | 2.03% | 2.57% | 2.24% | 2.32% | 2.50% | 1.96% | 1.86% |
Drawdowns
MCD vs. HSY - Drawdown Comparison
The maximum MCD drawdown since its inception was -73.62%, which is greater than HSY's maximum drawdown of -49.15%. Use the drawdown chart below to compare losses from any high point for MCD and HSY. For additional features, visit the drawdowns tool.
Volatility
MCD vs. HSY - Volatility Comparison
The current volatility for McDonald's Corporation (MCD) is 7.42%, while The Hershey Company (HSY) has a volatility of 7.98%. This indicates that MCD 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
MCD vs. HSY - Financials Comparison
This section allows you to compare key financial metrics between McDonald's Corporation 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