Last Price$179.5(3.7%)
Market Cap$36.8B
LTM Rule of 40 (EBIT margin)
25.3%
5Y avg
29.3%
Food Confectioners industry
median
8.0%
Stock quality & Intrinsic value
7/10
(0.2%) overvalued
The Hershey Company Rule of 40 (EBIT margin)
Annual
Quarterly
LTM
Industry median
Company stand-alone
Crunching data... Almost there!
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rule of 40 (EBIT margin) | 27.0% | 22.3% | 9.3% | 15.3% | 17.6% | 23.0% | 24.6% | 26.7% | 26.6% | 23.2% | 13.6% | 16.9% | 18.5% | 24.5% | 22.5% | 18.9% | 28.1% | 32.2% | 30.1% | 26.2% |
Overvalued or undervalued?
Check the intrinsic value for HSY
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The Hershey Company (HSY) Rule of 40 (EBIT margin) comparison analysis
General
LTM Rule of 40 (EBIT margin)
OTHER METRICS
Company name
Revenue growth
EPS growth
Net Income margin
The Hershey CompanyHSY
25.3%
0.3%
20.7%
19.8%
Median Peer Set
1.0%
1.4%
(7.4%)
6.3%
Afya LimitedAFYA
45.7%
27.5%
6.2%
13.4%
Ambev S.A.ABEV
36.2%
3.6%
(8.7%)
16.1%
Mondelez International, Inc.MDLZ
18.0%
1.2%
(6.0%)
12.7%
Tootsie Roll Industries, Inc.TR
8.0%
(6.0%)
(4.7%)
12.0%
Albertsons Companies, Inc.ACI
3.3%
2.0%
(1.7%)
1.6%
Kellogg CompanyK
(1.3%)
(2.8%)
41.0%
10.5%
ATA Creativity GlobalAACG
(4.5%)
1.7%
(33.9%)
(15.2%)
Archer-Daniels-Midland CompanyADM
(6.5%)
(8.9%)
(41.5%)
2.1%
Forafric Global PLCAFRI
(19.0%)
5.4%
(34.7%)
(4.1%)
Rocky Mountain Chocolate Factory, Inc.RMCF
(20.4%)
(8.2%)
(25.0%)
(17.4%)
HSY key stats
USD
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% growth | 4,836.0 9.2% | 4,944.2 2.2% | 4,946.7 0.1% | 5,132.8 3.8% | 5,298.7 3.2% | 5,671.0 7.0% | 6,080.8 7.2% | 6,644.3 9.3% | 7,146.1 7.6% | 7,421.8 3.9% | 7,386.6 (0.5%) | 7,440.2 0.7% | 7,515.4 1.0% | 7,791.1 3.7% | 7,986.3 2.5% | 8,149.7 2.0% | 8,971.3 10.1% | 10,419.3 16.1% | 11,165.0 7.2% | 11,202.3 0.3% |
| Cost of Goods Sold (COGS) | 2,965.5 | 3,076.7 | 3,315.1 | 3,375.1 | 3,245.5 | 3,255.8 | 3,548.9 | 3,784.4 | 3,865.2 | 4,085.6 | 4,004.0 | 4,282.3 | 4,060.1 | 4,215.7 | 4,363.8 | 4,448.5 | 4,922.7 | 5,920.5 | 6,166.6 | 5,901.4 |
% margin | 1,870.4 38.7% | 1,867.5 37.8% | 1,631.6 33.0% | 1,757.7 34.2% | 2,053.1 38.7% | 2,415.2 42.6% | 2,531.9 41.6% | 2,859.9 43.0% | 3,280.8 45.9% | 3,336.2 45.0% | 3,382.7 45.8% | 3,157.9 42.4% | 3,455.4 46.0% | 3,575.3 45.9% | 3,622.5 45.4% | 3,701.3 45.4% | 4,048.6 45.1% | 4,498.8 43.2% | 4,998.3 44.8% | 5,300.9 47.3% |
| Operating Expenses | 913.0 | 860.4 | 895.9 | 1,167.8 | 1,208.7 | 1,426.5 | 1,477.8 | 1,703.8 | 1,922.5 | 1,901.0 | 1,969.3 | 1,915.4 | 1,885.5 | 1,874.8 | 1,905.9 | 1,890.9 | 2,001.4 | 2,236.0 | 2,438.1 | 2,402.7 |
| Research & Development Expenses (R&D) | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 39.0 | 47.6 | 47.6 | 49.3 | 47.3 | 45.9 | 38.5 | 37.1 | 37.6 | 40.1 | 46.9 | 50.0 | 0.0 |
| Selling, General & Administrative Expenses (SG&A) | 913.0 | 860.4 | 895.9 | 1,073.0 | 1,208.7 | 1,426.5 | 1,477.8 | 1,703.8 | 1,922.5 | 1,901.0 | 1,969.3 | 1,915.4 | 1,885.5 | 1,874.8 | 1,905.9 | 1,890.9 | 2,001.4 | 2,236.0 | 2,416.1 | 2,373.6 |
% margin | 860.9 17.8% | 992.6 20.1% | 458.8 9.3% | 589.9 11.5% | 761.6 14.4% | 905.3 16.0% | 1,055.0 17.4% | 1,156.1 17.4% | 1,358.3 19.0% | 1,435.2 19.3% | 1,037.8 14.0% | 1,205.8 16.2% | 1,313.4 17.5% | 1,623.7 20.8% | 1,596.0 20.0% | 1,377.1 16.9% | 1,613.2 18.0% | 1,677.7 16.1% | 2,560.9 22.9% | 2,898.2 25.9% |
| Interest Income | 0.0 | 0.0 | 2.5 | 1.8 | 0.9 | 1.3 | 2.6 | 2.9 | 3.2 | 4.1 | 3.5 | 1.8 | 1.8 | 8.0 | 8.0 | 4.1 | 2.4 | 2.5 | 9.7 | 0.0 |
| Interest Expense | 0.0 | 0.0 | 121.1 | 99.7 | 90.5 | 96.4 | 92.2 | 95.6 | 88.4 | 83.5 | 105.8 | 90.1 | 100.1 | 138.8 | 144.1 | 149.4 | 127.4 | 137.6 | 161.5 | 165.7 |
| Pre-tax Income | 772.9 | 876.5 | 340.2 | 492.0 | 671.1 | 808.9 | 962.8 | 1,015.6 | 1,251.3 | 1,306.0 | 901.8 | 1,099.5 | 1,110.7 | 1,410.1 | 1,380.8 | 1,495.0 | 1,797.2 | 1,917.1 | 2,171.9 | 2,473.9 |
% effective tax rate | 279.7 36.2% | 317.4 36.2% | 126.1 37.1% | 180.6 36.7% | 235.1 35.0% | 299.1 37.0% | 333.9 34.7% | 354.6 34.9% | 430.8 34.4% | 459.1 35.2% | 388.9 43.1% | 379.4 34.5% | 354.1 31.9% | 239.0 17.0% | 234.0 16.9% | 219.6 14.7% | 314.4 17.5% | 272.3 14.2% | 310.1 14.3% | 252.7 10.2% |
% margin | 493.2 10.2% | 559.1 11.3% | 214.2 4.3% | 311.4 6.1% | 436.0 8.2% | 509.8 9.0% | 629.0 10.3% | 660.9 9.9% | 820.5 11.5% | 846.9 11.4% | 513.0 6.9% | 720.0 9.7% | 783.0 10.4% | 1,177.6 15.1% | 1,149.7 14.4% | 1,278.7 15.7% | 1,477.5 16.5% | 1,644.8 15.8% | 1,861.8 16.7% | 2,221.2 19.8% |
| EPS | 2.05 | 2.44 | 0.94 | 1.37 | 1.91 | 2.24 | 2.78 | 3.01 | 3.76 | 3.91 | 2.40 | 3.45 | 3.79 | 5.61 | 5.49 | 6.13 | 7.15 | 8.00 | 9.09 | 10.97 |
| Diluted EPS | 1.97 | 2.34 | 0.93 | 1.36 | 1.90 | 2.21 | 2.74 | 2.89 | 3.61 | 3.54 | 2.32 | 3.34 | 3.66 | 5.58 | 5.46 | 6.11 | 7.11 | 7.96 | 9.06 | 10.94 |
% margin | 1,073.2 22.2% | 1,194.2 24.2% | 772.2 15.6% | 841.2 16.4% | 944.9 17.8% | 1,103.7 19.5% | 1,274.7 21.0% | 1,320.5 19.9% | 1,562.2 21.9% | 1,667.3 22.5% | 1,222.8 16.6% | 1,484.6 20.0% | 1,436.2 19.1% | 1,817.0 23.3% | 1,788.3 22.4% | 1,904.4 23.4% | 2,198.9 24.5% | 2,379.6 22.8% | 2,753.2 24.7% | 3,103.5 27.7% |
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FAQ
1) What is The Hershey Company's Rule of 40 (EBIT margin)?
As of today, Microsoft Corp's last 12-month Rule of 40 (EBIT margin) is 25.3%, based on the financial report for Dec 31, 2024 (Q4’2024). The average annual Rule of 40 (EBIT margin) for The Hershey Company have been 31.7% over the past three years, and 30.7% over the past five years.
2) Is The Hershey Company's Rule of 40 (EBIT margin) Good?
As of today, The Hershey Company's Rule of 40 (EBIT margin) is 25.3%, which is higher than industry median of 8.0%. It indicates that The Hershey Company's Rule of 40 (EBIT margin) is Good.