Hershey vs ADM

This page compares Hershey and ADM, examining how their businesses are structured, their financial performance, and the market context in which they operate. It presents neutral, accessible information to help readers understand the similarities and differences between the two companies. Educational content, not financial advice.

This page compares Hershey and ADM, examining how their businesses are structured, their financial performance, and the market context in which they operate. It presents neutral, accessible informatio...

Comparison Snapshot

Key Financial Metrics

HSY

Metric

ADM

$45.14B

Market Cap

$33.40B

-13.56%

Potential Profit

-16.14%

Hold

Analyst Rating

Hold

Why It's Moving

HSY Stock Warning: Why Analysts See -15% Downside Risk

Q4 revenue jumped 7% to $3.1B, topping estimates, with adjusted EPS of $1.71 crushing forecasts by 22%, driving the sharp post-earnings rally.
FY2026 EPS guidance of $8.20-$8.52 far exceeded consensus, signaling robust profit restoration, yet stock's 52% 52-week gain leaves it overvalued per analyst means.
DA Davidson lifted target to $243 on February 6 citing innovation pipeline and brand reinvestment, but 'Neutral' stance underscores threats from GLP-1 drugs and program shifts.

Sentiment:

🐻Bearish

ADM Stock Warning: Why Analysts See -16% Downside Risk

Ag Services operating profit dropped 11% year-over-year, hit by lower North American soybean exports and reduced trading opportunities from muted pricing.
Refined Products margins fell 4% due to softer food and fuel demand, exacerbated by U.S. biofuel policy uncertainty deferring growth.
2026 adjusted EPS guidance of $3.60-$4.25 signals flat-to-modest gains in a challenging environment, fueling analyst concerns over valuation.

Sentiment:

🐻Bearish

HSY Stock Warning: Why Analysts See -15% Downside Risk

Q4 revenue jumped 7% to $3.1B, topping estimates, with adjusted EPS of $1.71 crushing forecasts by 22%, driving the sharp post-earnings rally.
FY2026 EPS guidance of $8.20-$8.52 far exceeded consensus, signaling robust profit restoration, yet stock's 52% 52-week gain leaves it overvalued per analyst means.
DA Davidson lifted target to $243 on February 6 citing innovation pipeline and brand reinvestment, but 'Neutral' stance underscores threats from GLP-1 drugs and program shifts.

Sentiment:

🐻Bearish

ADM Stock Warning: Why Analysts See -16% Downside Risk

Ag Services operating profit dropped 11% year-over-year, hit by lower North American soybean exports and reduced trading opportunities from muted pricing.
Refined Products margins fell 4% due to softer food and fuel demand, exacerbated by U.S. biofuel policy uncertainty deferring growth.
2026 adjusted EPS guidance of $3.60-$4.25 signals flat-to-modest gains in a challenging environment, fueling analyst concerns over valuation.

Sentiment:

🐻Bearish

Investment Analysis

Hershey

HSY

Pros

Hershey maintains a dominant position in the US confectionery market with strong brand recognition and a diversified product portfolio.
The company has demonstrated consistent revenue growth and profitability, supported by a resilient business model in defensive sectors.
Hershey offers a reliable dividend yield, providing income stability for investors amid market volatility.

Considerations

Hershey faces margin pressure due to rising input costs and inflation, impacting its adjusted gross margin in recent quarters.
Consumer spending on discretionary items like confectionery may weaken during economic downturns, affecting sales growth.
International exposure remains limited, with most revenue generated from the US, constraining global diversification benefits.

ADM

Pros

ADM benefits from a diversified agricultural processing business, providing exposure to global food, feed, and biofuels markets.
The company has a strong global footprint and extensive supply chain infrastructure, supporting operational scale and resilience.
ADM offers a competitive dividend yield and has demonstrated cost management initiatives to maintain profitability in volatile commodity cycles.

Considerations

ADM's earnings are highly sensitive to commodity price fluctuations, which can lead to unpredictable financial performance.
The company faces margin compression risks from volatile input costs and competitive pressures in agricultural markets.
Regulatory and environmental risks, including changing trade policies and sustainability requirements, could impact future operations.

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