COMP <GO>
HSY vs KO // 10Y YIELD & FRED MACRO BETA
The Hershey Company (NYSE) VS. Coca-Cola Company (The) (NYSE) • 15-METRIC TALLY: HSY 5
— KO 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: HSY
LAST: $165.61 (+3.33%) • MKT CAP: $32.20B
macro-sensitivity
1.08
LAST: $94.08 (+1.36%) • MKT CAP: $399.30B
macro-sensitivity
0.92
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HSY VS. KO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HSY | KO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 33.50% | 61.60% | -28.10 | KO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.80% | 25.30% | -10.50 | KO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.3x | 26.4x | -7.10 | HSY | /valuation <GO> |
| Free Cash Flow Yield | 5.66% | 1.33% | +4.33 | HSY | /fcf-yield <GO> |
| Operating Margin | 12.30% | 28.70% | -16.40 | KO | /operating-margins <GO> |
| Net Profit Margin | 7.60% | 27.30% | -19.70 | KO | /net-margins <GO> |
| Revenue Growth (YoY) | 4.40% | 1.90% | +2.50 | HSY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.37% | 2.20% | +1.17 | HSY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.93 | 6.84 | -2.91 | KO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 6.60% | +0.60 | KO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.4 | 62.5 | -14.10 | KO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.08 | 0.92 | +0.16 | HSY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 33.9x | 28.4x | +5.50 | KO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $32.20B | $399.30B | -$367.10B | KO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HSY REV | KO REV | HSY GROSS % | KO GROSS % | HSY FCF | KO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.69B | $47.94B | 33.5% | 61.6% | $1.82B | $5.30B |
| FY 2024 | $11.20B | $47.06B | 47.3% | 61.1% | $1.93B | $4.74B |
| FY 2023 | $11.16B | $45.75B | 44.0% | 44.0% | $1.82B | $9.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HSY // BETA 1.08
KO // BETA 0.92