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FactSet Industry Company Symbol Company Name Price Sec Market Value Net Sales % Chg in Price (= Return) P/E Ratio - TTM Div Yield 3y

  
FactSet Industry Company Symbol Company Name Price Sec Market Value Net Sales % Chg in Price (= Return) P/E Ratio - TTM Div Yield 3y BETA Sales Weightage
Food: Specialty/Candy BCPC Balchem Corp 156.7 5,059.10 922.4 24.6 0.5 1 1.109089662
Food: Specialty/Candy CAG Conagra Brands, Inc. 29.2 13,795.20 12,171.90 -17.8 4.8 0.1 14.63481971
Food: Specialty/Candy FLO Flowers Foods, Inc. 23 4,822.00 5,090.80 -13.8 4 0.5 6.120932578
Food: Specialty/Candy HSY Hershey Company 202.6 30,198.80 11,165.00 -16.6 2.4 0.2 13.42416919
Food: Specialty/Candy INGR Ingredion Incorporated 116.4 7,678.80 8,160.00 20.5 2.5 0.7 9.811132926
Food: Specialty/Candy IFF International Flavors & Fragrances Inc. 83.6 21,203.90 11,479.00 0.9 3.9 1.2 13.80171506
Food: Specialty/Candy JJSF J & J Snack Foods Corp. 141.9 2,752.90 1,555.80 0.8 2 0.4 1.870600703
Food: Specialty/Candy SJM J.M. Smucker Company 126.6 13,266.60 8,207.80 -16.6 3.4 0.3 9.868605003
Food: Specialty/Candy JBSS John B. Sanfilippo & Son, Inc. 106.9 959.7 998.1 11.2 0.8 0.4 1.200041029
Food: Specialty/Candy K Kellanova 55.8 18,865.10 15,207.00 -8.2 4.2 0.2 18.28405618
Food: Specialty/Candy LW Lamb Weston Holdings, Inc. 104.2 14,984.40 6,345.90 7 1.2 0.3 7.629959367
Food: Specialty/Candy LANC Lancaster Colony Corporation 199.5 5,474.20 1,867.10 0.7 1.7 0.4 2.244878592
Calculate and input the following portfolio data: Risk Free Rate %
1.25
% Change in Price P/E Ratio - TTM Div Yield 3y BETA Treynor Ratio
EQUAL WEIGHTED
CAP WEIGHTED (1/3 each)
SALES WEIGHTED

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Answer To calculate the portfolio data I will use the following formulas Treynor Ratio Portfolio Ret... blur-text-image

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