TR vs IVT

Comparison between Tootsie Roll Industries Inc (TR, Company) and InvenTrust Properties Corp (IVT, Company).

TR is from the Consumer Defensive sector, while IVT is from the Real Estate sector.

5-Year PerformanceIVT has outperformed TR, delivering a return of +98.4% compared to +5.5%

TR vs IVT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TR(COMPANY)	IVT(COMPANY)
Market Cap	$2.76B	$2.76B
Max Drawdown	52.29%	100.00%
Sharpe Ratio	0.40	1.58
5Y Beta	0.08	0.47
Industry	Confectioners	Reit - Retail
P/E Ratio	31.29	25.06
Forward P/E	26.67	105.26
PEG Ratio	3.43	0.05
Dividend Yield	0.94%	2.72%
5Y Dividends CAGR	7.64%	N/A
5Y EPS CAGR	11.48%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	3.58%	5.63%
P/S Ratio	3.88	8.95
P/B Ratio	3.00	1.55

Market Cap

Winner

$2.76B

IVT

$2.76B

Max Drawdown

Winner

52.29%

IVT

100.00%

Sharpe Ratio

0.40

Winner

IVT

1.58

5Y Beta

Winner

0.08

IVT

0.47

Industry

Confectioners

IVT

Reit - Retail

P/E Ratio

31.29

Winner

IVT

25.06

Forward P/E

Winner

26.67

IVT

105.26

PEG Ratio

3.43

Winner

IVT

0.05

Dividend Yield

0.94%

Winner

IVT

2.72%

5Y Dividends CAGR

7.64%

IVT

N/A

5Y EPS CAGR

11.48%

IVT

N/A

Debt to Equity

0.00%

IVT

0.00%

Free Cash Flow Yield

3.58%

Winner

IVT

5.63%

P/S Ratio

Winner

3.88

IVT

8.95

P/B Ratio

3.00

Winner

IVT

1.55

TR vs IVT - Historical Returns

Returns include dividend reinvestment.

Period	TR	IVT
1 month	-1.20%	+8.71%
3 months	-11.43%	+18.51%
6 months	+1.93%	+26.96%
1 year	+14.54%	+36.28%
5 years(CAGR)	+5.53%	+98.40%
10 years(CAGR)	+3.25%	+38.48%
Max(CAGR)	+4.53%	+19.73%

-1.20%

Winner

IVT

+8.71%

-11.43%

Winner

IVT

+18.51%

+1.93%

Winner

IVT

+26.96%

+14.54%

Winner

IVT

+36.28%

5Y(CAGR)

+5.53%

Winner

IVT

+98.40%

10Y(CAGR)

+3.25%

Winner

IVT

+38.48%

Max(CAGR)

+4.53%

Winner

IVT

+19.73%

TR vs IVT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TR	IVT
2026	+7.72%	+29.73%
2025	+16.86%	-2.06%
2024	-2.47%	+22.71%
2023	-19.68%	+13.82%
2022	+21.55%	-12.49%
2021	+26.33%	+2399.18%
2020	-10.90%	-28.43%
2019	+6.75%	+3.55%
2018	-6.65%	+3.33%
2017	-4.41%	-26.48%
2016	+33.73%	-1.68%
2015	+8.65%	-52.20%
2014	-0.01%	-8.33%
2013	+26.61%	N/A
2012	+16.12%	N/A
2011	-16.19%	N/A
2010	+8.91%	N/A
2009	+11.00%	N/A
2008	+1.74%	N/A
2007	-14.82%	N/A
2006	+19.67%	N/A
2005	-8.09%	N/A
2004	-0.84%	N/A
2003	+22.04%	N/A
2002	-17.53%	N/A
2001	-9.94%	N/A
2000	+44.18%	N/A
1999	+4.91%	N/A

TR vs IVT Drawdown Comparison

The maximum drawdown for TR was -44.81%, occurring on Mar 5, 2009. Recovery took 2718 trading sessions.

The maximum drawdown for IVT was -100.00%, occurring on Sep 6, 2016. Recovery took 1776 trading sessions.

The current TR drawdown is -17.54%.

Rank	TR	IVT
#1	-44.81% May 29, 2002 - Mar 15, 2013	-100.00% Jul 22, 2014 - Sep 27, 2021
#2	-36.40% Feb 6, 2023 - Oct 1, 2025	-74.53% Sep 29, 2021 - Oct 12, 2021
#3	-30.35% Dec 20, 2016 - Apr 24, 2019	-33.32% Jun 3, 2022 - Oct 16, 2024
#4	-30.34% Jan 27, 2021 - Oct 25, 2022	-15.72% Nov 27, 2024 - Feb 4, 2026
#5	-29.07% Feb 7, 2001 - May 13, 2002	-15.14% Apr 4, 2022 - Jun 2, 2022
#6	-27.17% May 22, 2019 - Jan 27, 2021	-12.82% Jan 4, 2022 - Mar 18, 2022
#7	-22.49% Aug 1, 2013 - Jan 22, 2015	-9.54% Oct 12, 2021 - Dec 6, 2021
#8	-20.03% Oct 16, 2025 - Mar 9, 2026	-6.51% May 19, 2014 - Jul 10, 2014
#9	-19.01% Apr 9, 2026 - Jun 22, 2026	-6.17% Apr 27, 2026 - May 26, 2026
#10	-17.05% Oct 6, 2000 - Dec 20, 2000	-4.51% Dec 8, 2021 - Dec 20, 2021
#11	-14.29% Nov 3, 1999 - May 15, 2000	-4.19% Mar 17, 2026 - Apr 9, 2026
#12	-12.69% Jun 9, 2016 - Dec 8, 2016	-3.08% Nov 11, 2024 - Nov 27, 2024
#13	-12.16% Mar 23, 2015 - Mar 4, 2016	-2.71% May 28, 2026 - Jun 5, 2026
#14	-10.93% Aug 17, 2000 - Oct 6, 2000	-2.63% Oct 18, 2024 - Oct 30, 2024
#15	-10.35% Jan 26, 2015 - Mar 20, 2015	-2.54% Dec 30, 2021 - Jan 4, 2022

Correlation

Correlation between TR and IVT is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (1999 - 2026)

TR vs IVT dividend yield comparison.

Year	TR	IVT
2026	0.49%	0.70%
2025	0.98%	3.37%
2024	1.11%	3.00%
2023	1.08%	3.40%
2022	0.85%	3.47%
2021	0.99%	0.82%
2020	1.21%	1.73%
2019	1.05%	3.51%
2018	1.08%	0.00%
2017	0.99%	1.13%
2016	0.91%	4.18%
2015	1.11%	0.77%
2014	1.04%	0.00%
2013	0.98%	0.00%
2012	3.16%	0.00%
2011	1.35%	0.00%
2010	1.11%	0.00%
2009	1.17%	0.00%
2008	1.51%	0.00%
2007	1.57%	0.00%
2006	3.90%	0.00%
2005	4.39%	0.00%
2004	0.81%	0.00%
2003	0.78%	0.00%
2002	0.91%	0.00%
2001	0.72%	0.00%
2000	0.41%	0.00%
1999	0.12%	0.00%