NWFL vs. SON
NWFL (Norwood Financial Corp.) and SON (Sonoco Products Company) are both stocks. NWFL operates in Banks - Regional (Financial Services), while SON operates in Packaging & Containers (Consumer Cyclical). Over the past 10 years, NWFL returned 8.66%/yr vs 3.61%/yr for SON. At a 0.12 correlation, their price movements are largely independent.
Performance
NWFL vs. SON - Performance Comparison
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Returns By Period
In the year-to-date period, NWFL achieves a 6.97% return, which is significantly lower than SON's 13.36% return. Over the past 10 years, NWFL has outperformed SON with an annualized return of 8.66%, while SON has yielded a comparatively lower 3.61% annualized return.
NWFL
- 1D
- -3.86%
- 1M
- -0.17%
- YTD
- 6.97%
- 6M
- 3.47%
- 1Y
- 17.58%
- 3Y*
- 10.08%
- 5Y*
- 7.35%
- 10Y*
- 8.66%
SON
- 1D
- -1.36%
- 1M
- -1.23%
- YTD
- 13.36%
- 6M
- 19.58%
- 1Y
- 11.28%
- 3Y*
- -3.79%
- 5Y*
- -2.79%
- 10Y*
- 3.61%
NWFL vs. SON - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWFL Norwood Financial Corp. | 6.97% | 8.41% | -13.60% | 2.42% | 34.10% | 3.36% | -30.30% | 21.46% | 2.67% | 54.40% |
SON Sonoco Products Company | 13.36% | -6.30% | -9.12% | -4.69% | 8.30% | 0.53% | -0.73% | 19.53% | 3.06% | 3.92% |
Correlation
The correlation between NWFL and SON is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 5, 1998 | 0.12 |
The correlation between NWFL and SON shifts across timeframes, from 0.12 (all time) to 0.30 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
NWFL:
$3.74
SON:
$10.39
NWFL:
7.85
SON:
4.67
NWFL:
0.47
SON:
0.09
NWFL:
1.42
SON:
0.65
NWFL:
$142.09M
SON:
$7.49B
NWFL:
$67.28M
SON:
$1.57B
NWFL:
$28.94M
SON:
$1.40B
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Return for Risk
NWFL vs. SON — Risk / Return Rank
NWFL
SON
NWFL vs. SON - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Norwood Financial Corp. (NWFL) and Sonoco Products Company (SON). 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.
| NWFL | SON | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.10 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.37 | 0.62 | +0.76 |
| Martin ratioReturn relative to average drawdown | 3.26 | 1.25 | +2.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NWFL | SON | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.37 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | -0.11 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.14 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.24 | +0.02 |
Drawdowns
NWFL vs. SON - Drawdown Comparison
The maximum NWFL drawdown since its inception was -49.67%, smaller than the maximum SON drawdown of -65.36%. Use the drawdown chart below to compare losses from any high point for NWFL and SON.
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Drawdown Indicators
| NWFL | SON | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.67% | -65.36% | +15.69% |
Max Drawdown (1Y)Largest decline over 1 year | -12.87% | -18.40% | +5.53% |
Max Drawdown (3Y)Largest decline over 3 years | -33.55% | -32.46% | -1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -33.55% | -32.94% | -0.61% |
Max Drawdown (10Y)Largest decline over 10 years | -43.94% | -41.57% | -2.37% |
Current DrawdownCurrent decline from peak | -7.53% | -15.32% | +7.79% |
Average DrawdownAverage peak-to-trough decline | -14.31% | -18.78% | +4.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.42% | 9.03% | -3.61% |
Volatility
NWFL vs. SON - Volatility Comparison
The current volatility for Norwood Financial Corp. (NWFL) is 8.00%, while Sonoco Products Company (SON) has a volatility of 9.49%. This indicates that NWFL experiences smaller price fluctuations and is considered to be less risky than SON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWFL | SON | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.00% | 9.49% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 20.29% | 26.83% | -6.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.62% | 31.06% | -4.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.58% | 25.59% | +6.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.08% | 25.68% | +11.40% |
Dividends
NWFL vs. SON - Dividend Comparison
NWFL's dividend yield for the trailing twelve months is around 4.29%, less than SON's 4.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWFL Norwood Financial Corp. | 4.29% | 4.42% | 4.41% | 3.52% | 3.35% | 4.00% | 3.82% | 2.47% | 2.67% | 2.61% | 3.74% | 4.28% |
SON Sonoco Products Company | 4.39% | 4.84% | 4.24% | 3.62% | 3.16% | 3.11% | 2.90% | 2.75% | 3.05% | 2.90% | 2.77% | 3.35% |
Financials
NWFL vs. SON - Financials Comparison
This section allows you to compare key financial metrics between Norwood Financial Corp. and Sonoco Products 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
NWFL vs. SON - Profitability Comparison
NWFL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Norwood Financial Corp. reported a gross profit of 0.00 and revenue of 38.38M. Therefore, the gross margin over that period was 0.0%.
SON - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sonoco Products Company reported a gross profit of 345.63M and revenue of 1.68B. Therefore, the gross margin over that period was 20.6%.
NWFL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Norwood Financial Corp. reported an operating income of 0.00 and revenue of 38.38M, resulting in an operating margin of 0.0%.
SON - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sonoco Products Company reported an operating income of 127.09M and revenue of 1.68B, resulting in an operating margin of 7.6%.
NWFL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Norwood Financial Corp. reported a net income of 3.73M and revenue of 38.38M, resulting in a net margin of 9.7%.
SON - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sonoco Products Company reported a net income of 67.60M and revenue of 1.68B, resulting in a net margin of 4.0%.
Frequently Asked Questions
NWFL and SON have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SON has higher volatility (9.49%) compared to NWFL (8.00%). In terms of maximum drawdown, NWFL dropped -49.67% vs SON's -65.36%.
NWFL currently has the higher Sharpe Ratio (0.66 vs 0.37), 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.
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