PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
RGP vs. SON
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between RGP and SON is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

RGP vs. SON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Resources Connection, Inc. (RGP) and Sonoco Products Company (SON). The values are adjusted to include any dividend payments, if applicable.

-100.00%0.00%100.00%200.00%300.00%JulyAugustSeptemberOctoberNovemberDecember
-51.82%
202.59%
RGP
SON

Key characteristics

Sharpe Ratio

RGP:

-1.13

SON:

-0.39

Sortino Ratio

RGP:

-1.63

SON:

-0.42

Omega Ratio

RGP:

0.80

SON:

0.95

Calmar Ratio

RGP:

-0.60

SON:

-0.32

Martin Ratio

RGP:

-1.56

SON:

-0.69

Ulcer Index

RGP:

24.81%

SON:

10.59%

Daily Std Dev

RGP:

34.35%

SON:

18.98%

Max Drawdown

RGP:

-74.93%

SON:

-59.62%

Current Drawdown

RGP:

-63.02%

SON:

-19.35%

Fundamentals

Market Cap

RGP:

$280.15M

SON:

$4.96B

EPS

RGP:

$0.36

SON:

$2.91

PE Ratio

RGP:

23.25

SON:

17.34

PEG Ratio

RGP:

1.10

SON:

1.20

Total Revenue (TTM)

RGP:

$750.87M

SON:

$6.57B

Gross Profit (TTM)

RGP:

$278.80M

SON:

$1.39B

EBITDA (TTM)

RGP:

$36.38M

SON:

$952.12M

Returns By Period

In the year-to-date period, RGP achieves a -39.10% return, which is significantly lower than SON's -8.06% return. Over the past 10 years, RGP has underperformed SON with an annualized return of -3.28%, while SON has yielded a comparatively higher 4.47% annualized return.


RGP

YTD

-39.10%

1M

-1.33%

6M

-19.61%

1Y

-39.02%

5Y*

-9.93%

10Y*

-3.28%

SON

YTD

-8.06%

1M

-1.46%

6M

-9.25%

1Y

-8.52%

5Y*

-1.30%

10Y*

4.47%

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

RGP vs. SON - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Resources Connection, Inc. (RGP) 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.


Sharpe ratio
The chart of Sharpe ratio for RGP, currently valued at -1.13, compared to the broader market-4.00-2.000.002.00-1.13-0.39
The chart of Sortino ratio for RGP, currently valued at -1.63, compared to the broader market-4.00-2.000.002.004.00-1.63-0.42
The chart of Omega ratio for RGP, currently valued at 0.80, compared to the broader market0.501.001.502.000.800.95
The chart of Calmar ratio for RGP, currently valued at -0.60, compared to the broader market0.002.004.006.00-0.60-0.32
The chart of Martin ratio for RGP, currently valued at -1.56, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.56-0.69
RGP
SON

The current RGP Sharpe Ratio is -1.13, which is lower than the SON Sharpe Ratio of -0.39. The chart below compares the historical Sharpe Ratios of RGP and SON, 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-1.00-0.500.000.50JulyAugustSeptemberOctoberNovemberDecember
-1.13
-0.39
RGP
SON

Dividends

RGP vs. SON - Dividend Comparison

RGP's dividend yield for the trailing twelve months is around 6.85%, more than SON's 4.19% yield.


TTM20232022202120202019201820172016201520142013
RGP
Resources Connection, Inc.
6.85%3.95%3.05%3.14%4.46%3.31%3.52%2.98%2.18%2.20%1.82%1.81%
SON
Sonoco Products Company
4.19%3.62%3.16%3.11%2.90%2.75%3.05%2.90%2.77%4.21%2.91%2.95%

Drawdowns

RGP vs. SON - Drawdown Comparison

The maximum RGP drawdown since its inception was -74.93%, which is greater than SON's maximum drawdown of -59.62%. Use the drawdown chart below to compare losses from any high point for RGP and SON. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%JulyAugustSeptemberOctoberNovemberDecember
-63.02%
-19.35%
RGP
SON

Volatility

RGP vs. SON - Volatility Comparison

Resources Connection, Inc. (RGP) has a higher volatility of 7.65% compared to Sonoco Products Company (SON) at 6.25%. This indicates that RGP's price experiences larger fluctuations and is considered to be riskier than SON 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%16.00%JulyAugustSeptemberOctoberNovemberDecember
7.65%
6.25%
RGP
SON

Financials

RGP vs. SON - Financials Comparison

This section allows you to compare key financial metrics between Resources Connection, Inc. 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.


Quarterly
Annual

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


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


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.

Copyright © 2024 PortfoliosLab