HSY:NYE-The Hershey Company (USD)

EQUITY | Confectioners | New York Stock Exchange

Last Closing

USD 197.92

Change

+2.04 (+1.04)%

Market Cap

USD 20.72B

Volume

3.40M

Analyst Target

USD 149.31
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The Hershey Co is engaged in the manufacturing, marketing, selling and distribution of chocolate and sugar confectionery products, pantry items, including baking ingredients, toppings and beverages; and gum and mint refreshment products.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-03 )

Largest Industry Peers for Confectioners

Symbol Name Price(Change) Market Cap
TR Tootsie Roll Industries Inc

-0.31 (-1.04%)

USD 2.17B

ETFs Containing HSY

AMER 5.12 % 0.00 %

N/A

N/A
EQRR ProShares Equities for Ri.. 2.79 % 0.35 %

+0.43 (+0%)

USD 0.02B
ULOVD:SW UBS (Irl) ETF plc - Facto.. 0.82 % 0.00 %

+0.03 (+0%)

USD 0.04B
ULOVE:SW UBS (Irl) ETF plc - Facto.. 0.82 % 0.00 %

+0.16 (+0%)

USD 4.92M
CWS AdvisorShares Focused Equ.. 0.00 % 0.68 %

+0.09 (+0%)

USD 0.15B
UC95:LSE UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

-12.50 (0%)

USD 0.04B
UBUR:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

-0.05 (0%)

USD 0.04B
UBUV:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

-0.01 (0%)

USD 4.95M
UBUR:XETRA UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

-0.06 (0%)

USD 0.04B
UBUV:XETRA UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

-0.07 (0%)

USD 9.08M
TULV:CA TD Q U.S. Low Volatility .. 0.00 % 0.00 %

+0.01 (+0%)

CAD 0.06B

Market Performance

  Market Performance vs. Industry/Classification (Confectioners) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.16% 100% F 70% C-
Dividend Return 0.73% 100% F 37% F
Total Return 6.89% 100% F 69% C-
Trailing 12 Months  
Capital Gain -28.12% 50% F 8% B-
Dividend Return 1.74% 100% F 25% F
Total Return -26.38% 50% F 8% B-
Trailing 5 Years  
Capital Gain 62.46% 100% F 79% B-
Dividend Return 15.21% 100% F 59% D-
Total Return 77.67% 100% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 10.89% 100% F 72% C
Dividend Return 12.98% 100% F 73% C
Total Return 2.09% 100% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 19.06% 50% F 58% F
Risk Adjusted Return 68.13% 100% F 89% A-
Market Capitalization 20.72B 100% F 94% A

Key Financial Ratios

  Ratio vs. Industry/Classification (Confectioners) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 26.00 100% 37%
Price/Book Ratio 9.63 50% 8%
Price / Cash Flow Ratio 16.99 100% 20%
Price/Free Cash Flow Ratio 16.05 50% 22%
Management Effectiveness  
Return on Equity 50.33% 100% 97%
Return on Invested Capital 27.09% 100% 92%
Return on Assets 13.85% 100% 96%
Debt to Equity Ratio 92.44% 50% 38%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.