The Hershey Company HSY
Consumer Defensive · Confectioners · United States · S&P 500
Based on the available data, The Hershey Company gets an algorithmic score of 51/100. It trades at 161.41 $, with a bearish technical trend (RSI 26.0) and 27.0% annual volatility.
Updated: 2026-09-30
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Strengths
- High ROE (32.8%): generates strong profit on equity.
- Attractive free-cash-flow yield (5.4%).
- Low beta (0.05): defensive profile.
- Meaningful dividend (3.60%).
Weaknesses
- —
Fundamentals
| P/E | 22.48 |
| Forward P/E | 16.37 |
| PEG | 0.85 |
| P/B | 7.11 |
| EV/EBITDA | 13.80 |
| P/S | 2.67 |
| ROE % | 32.81 |
| ROA % | 9.92 |
| Gross margin % | 38.38 |
| Operating margin % | 23.12 |
| Net margin % | 12.24 |
| Revenue growth % (y/y) | 6.60 |
| Earnings growth % (y/y) | 631.00 |
| Revenue CAGR % | 3.92 |
| Earnings CAGR % | -18.72 |
| Debt/Equity % | 129.82 |
| Current ratio | 1.18 |
| FCF yield % | 5.39 |
| Dividend yield % | 3.60 |
| Payout % | 77.10 |
Returns
| 1 month | -9.8 % |
| 3 months | -7.3 % |
| 6 months | -23.2 % |
| YTD | -9.5 % |
| 1 year | -11.6 % |
| 3 years | -15.1 % |
| 5 years | +6.6 % |
Risk
| 1-year volatility | 27.0 % |
| Beta | 0.05 |
| 5-year max drawdown | -45.2 % |
| Sharpe 1A | -0.47 |
Macroeconomic context
Defensive sector: stable demand in recessions. Sensitive to agricultural commodity costs and input inflation; competes with bonds for its dividend. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.