Hershey Co Stock Performance
| HSY Stock | USD 184.86 2.41 1.32% |
The company retains a Market Volatility (i.e., Beta) of 0.4, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Hershey's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hershey is expected to be smaller as well. Hershey has an expected return of -0.0242%. Please make sure to check out Hershey treynor ratio, accumulation distribution, as well as the relationship between the Accumulation Distribution and period momentum indicator , to decide if Hershey performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Hershey Co has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, Hershey is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return (0.47) | Five Day Return (3.47) | Year To Date Return (4.99) | Ten Year Return 81.74 | All Time Return 21.5 K |
Forward Dividend Yield 0.0299 | Payout Ratio 0.4995 | Last Split Factor 2:1 | Forward Dividend Rate 5.48 | Dividend Date 2024-03-15 |
| Hershey dividend paid on 15th of March 2024 | 03/15/2024 |
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| Begin Period Cash Flow | 463.9 M |
Hershey |
Hershey Relative Risk vs. Return Landscape
If you would invest 18,911 in Hershey Co on January 19, 2024 and sell it today you would lose (425.00) from holding Hershey Co or give up 2.25% of portfolio value over 90 days. Hershey Co is generating negative expected returns assuming volatility of 1.5568% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than Hershey, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Hershey Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hershey's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Hershey Co, and traders can use it to determine the average amount a Hershey's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0155
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| Negative Returns | HSY |
Estimated Market Risk
| 1.56 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Hershey is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Hershey by adding Hershey to a well-diversified portfolio.
Hershey Fundamentals Growth
Hershey Stock prices reflect investors' perceptions of the future prospects and financial health of Hershey, and Hershey fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Hershey Stock performance.
| Return On Equity | 0.5 | ||||
| Return On Asset | 0.14 | ||||
| Profit Margin | 0.17 % | ||||
| Operating Margin | 0.17 % | ||||
| Current Valuation | 42.11 B | ||||
| Shares Outstanding | 149.6 M | ||||
| Price To Earning | 30.09 X | ||||
| Price To Book | 9.26 X | ||||
| Price To Sales | 3.40 X | ||||
| Revenue | 11.16 B | ||||
| Gross Profit | 4.5 B | ||||
| EBITDA | 3.12 B | ||||
| Net Income | 1.86 B | ||||
| Cash And Equivalents | 463.89 M | ||||
| Cash Per Share | 1.60 X | ||||
| Total Debt | 4.81 B | ||||
| Debt To Equity | 1.69 % | ||||
| Current Ratio | 0.80 X | ||||
| Book Value Per Share | 20.05 X | ||||
| Cash Flow From Operations | 2.32 B | ||||
| Earnings Per Share | 9.06 X | ||||
| Market Capitalization | 37.43 B | ||||
| Total Asset | 11.9 B | ||||
| Retained Earnings | 4.56 B | ||||
| Working Capital | (96.25 M) | ||||
| Current Asset | 1.85 B | ||||
| Current Liabilities | 2.22 B | ||||
About Hershey Performance
To evaluate Hershey Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Hershey generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Hershey Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Hershey market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Hershey's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 80.06 | 81.69 | |
| Return On Tangible Assets | 0.27 | 0.28 | |
| Return On Capital Employed | 0.29 | 0.21 | |
| Return On Assets | 0.16 | 0.09 | |
| Return On Equity | 0.45 | 0.34 |
Things to note about Hershey performance evaluation
Checking the ongoing alerts about Hershey for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Hershey help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Hershey generated a negative expected return over the last 90 days | |
| The company has 4.81 B in debt with debt to equity (D/E) ratio of 1.69, which is OK given its current industry classification. Hershey has a current ratio of 0.78, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Hershey until it has trouble settling it off, either with new capital or with free cash flow. So, Hershey's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Hershey sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Hershey to invest in growth at high rates of return. When we think about Hershey's use of debt, we should always consider it together with cash and equity. | |
| Over 81.0% of Hershey shares are owned by institutional investors | |
| On 15th of March 2024 Hershey paid $ 1.37 per share dividend to its current shareholders | |
| Latest headline from insidermonkey.com: What Makes The Hershey Company a Lucrative Investment |
- Analyzing Hershey's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Hershey's stock is overvalued or undervalued compared to its peers.
- Examining Hershey's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Hershey's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hershey's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Hershey's stock. These opinions can provide insight into Hershey's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Hershey Co. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Complementary Tools for Hershey Stock analysis
When running Hershey's price analysis, check to measure Hershey's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Hershey is operating at the current time. Most of Hershey's value examination focuses on studying past and present price action to predict the probability of Hershey's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Hershey's price. Additionally, you may evaluate how the addition of Hershey to your portfolios can decrease your overall portfolio volatility.
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Is Hershey's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Hershey. If investors know Hershey will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Hershey listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.12) | Dividend Share 4.456 | Earnings Share 9.06 | Revenue Per Share 54.533 | Quarterly Revenue Growth 0.002 |
The market value of Hershey is measured differently than its book value, which is the value of Hershey that is recorded on the company's balance sheet. Investors also form their own opinion of Hershey's value that differs from its market value or its book value, called intrinsic value, which is Hershey's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Hershey's market value can be influenced by many factors that don't directly affect Hershey's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Hershey's value and its price as these two are different measures arrived at by different means. Investors typically determine if Hershey is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hershey's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.