SON vs. NWFL
SON (Sonoco Products Company) and NWFL (Norwood Financial Corp.) are both stocks. SON operates in Packaging & Containers (Consumer Cyclical), while NWFL operates in Banks - Regional (Financial Services). Over the past 10 years, SON returned 4.22%/yr vs 9.26%/yr for NWFL. At a 0.12 correlation, their price movements are largely independent.
Performance
SON vs. NWFL - Performance Comparison
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Returns By Period
In the year-to-date period, SON achieves a 17.94% return, which is significantly higher than NWFL's 12.27% return. Over the past 10 years, SON has underperformed NWFL with an annualized return of 4.22%, while NWFL has yielded a comparatively higher 9.26% annualized return.
SON
- 1D
- -0.43%
- 1M
- 2.21%
- YTD
- 17.94%
- 6M
- 19.23%
- 1Y
- 22.55%
- 3Y*
- -0.11%
- 5Y*
- -1.46%
- 10Y*
- 4.22%
NWFL
- 1D
- 0.15%
- 1M
- 2.79%
- YTD
- 12.27%
- 6M
- 8.89%
- 1Y
- 27.05%
- 3Y*
- 4.77%
- 5Y*
- 8.77%
- 10Y*
- 9.26%
SON vs. NWFL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SON Sonoco Products Company | 17.94% | -6.30% | -9.12% | -4.69% | 8.30% | 0.53% | -0.73% | 19.53% | 3.06% | 3.92% |
NWFL Norwood Financial Corp. | 12.27% | 8.41% | -13.60% | 2.42% | 34.10% | 3.36% | -30.30% | 21.46% | 2.67% | 54.40% |
Correlation
The correlation between SON and NWFL is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 4, 1998 | 0.12 |
The correlation between SON and NWFL shifts across timeframes, from 0.12 (all time) to 0.28 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
SON:
$10.39
NWFL:
$3.74
SON:
4.86
NWFL:
8.24
SON:
0.09
NWFL:
0.49
SON:
0.67
NWFL:
1.49
SON:
$7.49B
NWFL:
$142.09M
SON:
$1.57B
NWFL:
$67.28M
SON:
$1.40B
NWFL:
$28.94M
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Return for Risk
SON vs. NWFL — Risk / Return Rank
SON
NWFL
SON vs. NWFL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sonoco Products Company (SON) and Norwood Financial Corp. (NWFL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SON | NWFL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.23 | 2.11 | -0.88 |
| Martin ratioReturn relative to average drawdown | 2.41 | 5.04 | -2.63 |
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Drawdowns
SON vs. NWFL - Drawdown Comparison
The maximum SON drawdown since its inception was -65.36%, which is greater than NWFL's maximum drawdown of -49.67%. Use the drawdown chart below to compare losses from any high point for SON and NWFL.
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Drawdown Indicators
| SON | NWFL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.36% | -49.67% | -15.69% |
Max Drawdown (1Y)Largest decline over 1 year | -18.40% | -12.87% | -5.53% |
Max Drawdown (3Y)Largest decline over 3 years | -32.46% | -33.55% | +1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -32.94% | -33.55% | +0.61% |
Max Drawdown (10Y)Largest decline over 10 years | -41.57% | -43.94% | +2.37% |
Current DrawdownCurrent decline from peak | -11.90% | -4.12% | -7.78% |
Average DrawdownAverage peak-to-trough decline | -18.77% | -14.29% | -4.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.39% | 5.38% | +4.01% |
Volatility
SON vs. NWFL - Volatility Comparison
Sonoco Products Company (SON) and Norwood Financial Corp. (NWFL) have volatilities of 7.83% and 7.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SON | NWFL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.83% | 7.88% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 27.21% | 20.58% | +6.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.39% | 26.67% | +4.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.73% | 32.65% | -6.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.75% | 37.11% | -11.36% |
Dividends
SON vs. NWFL - Dividend Comparison
SON's dividend yield for the trailing twelve months is around 4.22%, more than NWFL's 4.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWFL Norwood Financial Corp. | 4.09% | 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 | 4.22% | 4.84% | 4.24% | 3.62% | 3.16% | 3.11% | 2.90% | 2.75% | 3.05% | 2.90% | 2.77% | 3.35% |
Financials
SON vs. NWFL - Financials Comparison
This section allows you to compare key financial metrics between Sonoco Products Company and Norwood Financial Corp.. 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
SON vs. NWFL - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
SON and NWFL have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NWFL has higher volatility (7.88%) compared to SON (7.83%). In terms of maximum drawdown, SON dropped -65.36% vs NWFL's -49.67%.
NWFL currently has the higher Sharpe Ratio (1.02 vs 0.72), 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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