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HSY vs VTR

Comparison between Hershey Company (HSY, Company) and Ventas Inc (VTR, Company).

HSY is from the Consumer Defensive sector, while VTR is from the Real Estate sector.

5-Year PerformanceVTR has outperformed HSY, delivering a return of +11.3% compared to +3.6%

HSY vs VTR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
HSY
$43B
VTR
$43B
Max Drawdown
Winner
HSY
53.86%
VTR
79.54%
Sharpe Ratio
HSY
0.60
Winner
VTR
1.44
5Y Beta
Winner
HSY
0.04
VTR
0.19
Industry
HSY
Confectioners
VTR
Reit - Healthcare Facilities
P/E Ratio
Winner
HSY
83.48
VTR
152.11
Forward P/E
Winner
HSY
22.42
VTR
135.14
PEG Ratio
Winner
HSY
1.14
VTR
2.21
Dividend Yield
Winner
HSY
3.04%
VTR
2.48%
5Y Dividends CAGR
Winner
HSY
17.10%
VTR
-1.21%
5Y EPS CAGR
HSY
N/A
VTR
-12.40%
Debt to Equity
HSY
109.60%
Winner
VTR
0.00%
Free Cash Flow Yield
Winner
HSY
4.45%
VTR
4.02%
P/S Ratio
Winner
HSY
3.35
VTR
7.00
P/B Ratio
HSY
8.48
Winner
VTR
3.26

HSY vs VTR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HSY
+0.55%
VTR
-5.49%
3M
HSY
-17.94%
Winner
VTR
-2.85%
6M
HSY
+2.67%
Winner
VTR
+3.03%
1Y
HSY
+16.75%
Winner
VTR
+33.11%
5Y(CAGR)
HSY
+3.60%
Winner
VTR
+11.33%
10Y(CAGR)
Winner
HSY
+9.66%
VTR
+6.41%
Max(CAGR)
HSY
+10.18%
Winner
VTR
+17.69%

HSY vs VTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHSYVTR
2026+2.61%+6.74%
2025+11.38%+37.23%
2024-9.24%+20.45%
2023-16.20%+14.27%
2022+22.03%-9.97%
2021+30.78%+12.72%
2020+8.13%-7.55%
2019+42.52%+6.46%
2018-1.69%+3.84%
2017+11.80%+1.31%
2016+20.48%+15.51%
2015-11.83%-7.59%
2014+10.62%+31.98%
2013+33.47%-8.26%
2012+21.56%+21.30%
2011+35.34%+7.02%
2010+33.94%+26.54%
2009+3.28%+46.10%
2008-7.41%-20.28%
2007-18.95%+13.16%
2006-7.45%+34.99%
2005+3.23%+24.19%
2004+47.76%+29.52%
2003+16.17%+106.66%
2002+1.51%+4.13%
2001+5.88%+118.55%
2000+41.84%+66.92%
1999-8.53%-19.28%

HSY vs VTR Drawdown Comparison

The maximum drawdown for HSY was -49.17%, occurring on Mar 10, 2009. Recovery took 1491 trading sessions.

The maximum drawdown for VTR was -76.93%, occurring on Mar 18, 2020. Recovery took 1232 trading sessions.

The current HSY drawdown is -26.87%. The current VTR drawdown is -9.22%.

RankHSYVTR
#1-49.17%
May 16, 2005 - Apr 15, 2011
-76.93%
Oct 4, 2019 - Aug 28, 2024
#2-45.26%
May 1, 2023 - Feb 4, 2025
-64.16%
Sep 19, 2008 - Mar 16, 2010
#3-30.77%
Mar 4, 2020 - Mar 26, 2021
-45.78%
Nov 1, 1999 - Aug 1, 2000
#4-29.19%
Dec 3, 1999 - May 24, 2000
-33.09%
Aug 1, 2016 - Jun 14, 2019
#5-23.24%
Jan 22, 2015 - Jun 30, 2016
-32.37%
Feb 7, 2007 - Dec 6, 2007
#6-22.92%
May 26, 2000 - Nov 6, 2000
-31.13%
May 21, 2013 - Jan 12, 2015
#7-22.00%
Jul 29, 2002 - Nov 4, 2003
-28.37%
Jan 29, 2015 - May 10, 2016
#8-21.92%
Dec 19, 2017 - Mar 1, 2019
-26.13%
Oct 1, 2002 - May 5, 2003
#9-20.06%
Feb 25, 2002 - Jul 25, 2002
-23.74%
Apr 2, 2004 - Aug 31, 2004
#10-18.02%
Feb 24, 2014 - Dec 23, 2014
-21.52%
Apr 28, 2011 - Oct 28, 2011
#11-16.46%
Aug 22, 2016 - May 19, 2017
-19.49%
Apr 25, 2008 - Sep 18, 2008
#12-15.18%
Mar 30, 2001 - Jan 15, 2002
-17.32%
Aug 21, 2001 - Oct 5, 2001
#13-13.15%
Dec 27, 2000 - Mar 16, 2001
-15.30%
Aug 1, 2000 - Sep 8, 2000
#14-13.08%
Sep 4, 2019 - Feb 20, 2020
-14.22%
Nov 15, 2004 - May 31, 2005
#15-11.55%
Apr 20, 2022 - Aug 1, 2022
-14.04%
Dec 10, 2007 - Mar 20, 2008

Correlation

Correlation between HSY and VTR is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

HSY vs VTR dividend yield comparison.

YearHSYVTR
20261.57%0.63%
20253.01%2.48%
20243.24%3.06%
20232.39%3.61%
20221.67%4.00%
20211.76%3.52%
20202.07%4.37%
20192.03%5.49%
20182.57%5.40%
20172.24%5.19%
20162.32%4.74%
20152.50%20.47%
20141.96%4.14%
20131.86%4.77%
20122.16%3.83%
20112.23%4.17%
20102.71%4.08%
20093.32%4.69%
20083.43%6.11%
20072.88%4.20%
20062.07%3.73%
20051.68%4.50%
20041.50%4.74%
20031.88%4.86%
20021.87%8.30%
20011.72%9.91%
20001.68%16.18%
19990.55%0.00%

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