Hershey Co Stock Performance
| HSY Stock | USD 174.81 0.14 0.08% |
The company retains a Market Volatility (i.e., Beta) of 0.18, which attests to not very significant fluctuations relative to the market. 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. At this point, Hershey has a negative expected return of -0.12%. Please make sure to check out Hershey's treynor ratio, accumulation distribution, as well as the relationship between the Accumulation Distribution and price action 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 latest weak performance, the Stock's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
Actual Historical Performance (%)
One Day Return 1.08 | Five Day Return 3.79 | Year To Date Return (7.98) | Ten Year Return 82.3 | All Time Return 16.9 K |
Forward Dividend Yield 0.0313 | Payout Ratio 0.6299 | Last Split Factor 2:1 | Forward Dividend Rate 5.48 | Dividend Date 2024-12-16 |
| Hershey dividend paid on 16th of September 2024 | 09/16/2024 |
1 | Farther Finance Advisors LLC Sells 1,422 Shares of The Hershey Company | 11/04/2024 |
2 | Hersheys Q3 Earnings Sour As Sales Dip And Outlook Darkens CEO Pledges Aggressive Turnaround Amid High Cocoa Costs | 11/07/2024 |
3 | Hershey Shares Dip 3 percent as Q3 Earnings Miss, Full-Year Outlook Revised Downward | 11/08/2024 |
4 | First National Trust Co Reduces Stock Position in The Hershey Company | 11/14/2024 |
5 | KIT KAT Brand Debuts First-Ever Seasonal Shape KIT KAT Santas | 11/18/2024 |
6 | U.S. Confectionery Market Assessment and Forecasts to 2028 - The Hershey Company, Mars and Ferrero Continue to Dominate the Market | 11/19/2024 |
7 | PNC Financial Services Group Inc. Sells 11,470 Shares of The Hershey Company | 11/20/2024 |
8 | Stir-fry restaurant expanding, sports retailer opening soon, Hotel Hershey announces restaurant closure | 11/22/2024 |
| Begin Period Cash Flow | 463.9 M |
Hershey |
Hershey Relative Risk vs. Return Landscape
If you would invest 18,960 in Hershey Co on August 27, 2024 and sell it today you would lose (1,479) from holding Hershey Co or give up 7.8% of portfolio value over 90 days. Hershey Co is generating negative expected returns assuming volatility of 1.2233% on return distribution over 90 days investment horizon. In other words, 10% 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 = -0.0976
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| Negative Returns | HSY |
Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 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 | 0.43 | ||||
| Return On Asset | 0.13 | ||||
| Profit Margin | 0.16 % | ||||
| Operating Margin | 0.22 % | ||||
| Current Valuation | 40.4 B | ||||
| Shares Outstanding | 147.74 M | ||||
| Price To Earning | 30.09 X | ||||
| Price To Book | 8.41 X | ||||
| Price To Sales | 3.22 X | ||||
| Revenue | 11.16 B | ||||
| Gross Profit | 4.5 B | ||||
| EBITDA | 2.95 B | ||||
| Net Income | 1.86 B | ||||
| Cash And Equivalents | 463.89 M | ||||
| Cash Per Share | 1.60 X | ||||
| Total Debt | 5.13 B | ||||
| Debt To Equity | 1.69 % | ||||
| Current Ratio | 0.80 X | ||||
| Book Value Per Share | 20.78 X | ||||
| Cash Flow From Operations | 2.32 B | ||||
| Earnings Per Share | 8.71 X | ||||
| Market Capitalization | 35.37 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
Evaluating Hershey's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hershey has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Hershey has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. 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 | |
| Hershey Co has 5.13 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. Note however, debt could still be an excellent tool for Hershey to invest in growth at high rates of return. | |
| Over 88.0% of Hershey shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Stir-fry restaurant expanding, sports retailer opening soon, Hotel Hershey announces restaurant closure |
- 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.
Additional 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.