COMP <GO>
HSY vs COST // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
The Hershey Company (NYSE) VS. Costco Wholesale Corporation (NASDAQ) • 15-METRIC TALLY: HSY 9
— COST 6
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: COST
LAST: $165.61 (+3.33%) • MKT CAP: $32.20B
options-implied-move
7.20%
LAST: $1,012.28 (+1.63%) • MKT CAP: $448.57B
options-implied-move
4.46%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HSY VS. COST)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HSY | COST | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 33.50% | 12.82% | +20.68 | HSY | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.80% | 42.43% | -27.63 | COST | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.3x | 31.4x | -12.06 | HSY | /valuation <GO> |
| Free Cash Flow Yield | 5.66% | 2.09% | +3.57 | HSY | /fcf-yield <GO> |
| Operating Margin | 12.30% | 3.85% | +8.45 | HSY | /operating-margins <GO> |
| Net Profit Margin | 7.60% | 3.04% | +4.56 | HSY | /net-margins <GO> |
| Revenue Growth (YoY) | 4.40% | 10.14% | -5.74 | COST | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.37% | 0.58% | +2.79 | HSY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.93 | 9.38 | -5.45 | COST | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | HSY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.20% | 4.46% | +2.74 | COST | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.4 | 66.5 | -18.12 | COST | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.08 | 0.73 | +0.35 | HSY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 33.9x | 39.7x | -5.82 | HSY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $32.20B | $448.57B | -$416.37B | COST | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HSY REV | COST REV | HSY GROSS % | COST GROSS % | HSY FCF | COST FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $303.15B | — | 12.8% | — | $9.38B |
| FY 2025 | $11.69B | $275.24B | 33.5% | 12.8% | $1.82B | $7.84B |
| FY 2024 | $11.20B | $254.45B | 47.3% | 12.6% | $1.93B | $6.63B |
| FY 2023 | $11.16B | $242.29B | 44.0% | 12.3% | $1.82B | $6.75B |
| FY 2022 | — | $226.95B | — | 12.2% | — | $3.50B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HSY // BETA 1.08
COST // BETA 0.73