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

Correlation

The correlation between TR and HSY is 0.30, 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

TR vs. HSY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tootsie Roll Industries, Inc. (TR) and The Hershey Company (HSY). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
11.40%
-3.81%
TR
HSY

Key characteristics

Sharpe Ratio

TR:

-0.05

HSY:

-0.11

Sortino Ratio

TR:

0.09

HSY:

0.02

Omega Ratio

TR:

1.01

HSY:

1.00

Calmar Ratio

TR:

-0.03

HSY:

-0.07

Martin Ratio

TR:

-0.12

HSY:

-0.33

Ulcer Index

TR:

10.06%

HSY:

7.89%

Daily Std Dev

TR:

22.43%

HSY:

24.70%

Max Drawdown

TR:

-46.73%

HSY:

-49.15%

Current Drawdown

TR:

-27.37%

HSY:

-34.77%

Fundamentals

Market Cap

TR:

$1.33B

HSY:

$35.94B

EPS

TR:

$1.31

HSY:

$8.70

PE Ratio

TR:

24.69

HSY:

20.42

PEG Ratio

TR:

0.00

HSY:

4.80

Total Revenue (TTM)

TR:

$731.33M

HSY:

$10.97B

Gross Profit (TTM)

TR:

$250.14M

HSY:

$4.77B

EBITDA (TTM)

TR:

$111.87M

HSY:

$2.86B

Returns By Period

In the year-to-date period, TR achieves a -0.76% return, which is significantly higher than HSY's -4.79% return. Over the past 10 years, TR has underperformed HSY with an annualized return of 4.59%, while HSY has yielded a comparatively higher 7.52% annualized return.


TR

YTD

-0.76%

1M

-1.79%

6M

12.06%

1Y

-1.59%

5Y*

2.13%

10Y*

4.59%

HSY

YTD

-4.79%

1M

1.45%

6M

-4.19%

1Y

-2.76%

5Y*

5.46%

10Y*

7.52%

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

TR vs. HSY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Tootsie Roll Industries, Inc. (TR) 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 TR, currently valued at -0.05, compared to the broader market-4.00-2.000.002.00-0.05-0.11
The chart of Sortino ratio for TR, currently valued at 0.09, compared to the broader market-4.00-2.000.002.004.000.090.02
The chart of Omega ratio for TR, currently valued at 1.01, compared to the broader market0.501.001.502.001.011.00
The chart of Calmar ratio for TR, currently valued at -0.03, compared to the broader market0.002.004.006.00-0.03-0.07
The chart of Martin ratio for TR, currently valued at -0.12, compared to the broader market0.0010.0020.00-0.12-0.33
TR
HSY

The current TR Sharpe Ratio is -0.05, which is higher than the HSY Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of TR 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-1.00-0.500.000.50JulyAugustSeptemberOctoberNovemberDecember
-0.05
-0.11
TR
HSY

Dividends

TR vs. HSY - Dividend Comparison

TR's dividend yield for the trailing twelve months is around 0.84%, less than HSY's 3.18% yield.


TTM20232022202120202019201820172016201520142013
TR
Tootsie Roll Industries, Inc.
0.84%1.08%0.85%1.27%1.21%1.09%1.14%1.05%0.95%1.17%1.10%1.04%
HSY
The Hershey Company
3.18%2.39%1.67%1.76%2.07%2.03%2.57%2.24%2.32%2.50%1.96%1.86%

Drawdowns

TR vs. HSY - Drawdown Comparison

The maximum TR drawdown since its inception was -46.73%, roughly equal to the maximum HSY drawdown of -49.15%. Use the drawdown chart below to compare losses from any high point for TR and HSY. For additional features, visit the drawdowns tool.


-36.00%-34.00%-32.00%-30.00%-28.00%-26.00%-24.00%JulyAugustSeptemberOctoberNovemberDecember
-27.37%
-34.77%
TR
HSY

Volatility

TR vs. HSY - Volatility Comparison

The current volatility for Tootsie Roll Industries, Inc. (TR) is 5.69%, while The Hershey Company (HSY) has a volatility of 14.30%. This indicates that TR 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
5.69%
14.30%
TR
HSY

Financials

TR vs. HSY - Financials Comparison

This section allows you to compare key financial metrics between Tootsie Roll Industries, 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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