Technology stocks vs. traditional industry stocks: Comparison of returns and risks

Yijie Wu

Co-Presenters: Individual Presentation

College: College of Business and Public Management

Major: Finance

Faculty Research Mentor: Huaibing Yu

Abstract:

Over the past decade, technology stocks have soared, driven by advances in fields like artificial intelligence, cloud computing, and e-commerce. Meanwhile, traditional industries such as energy, manufacturing, and consumer goods have faced challenges due to fluctuating commodity prices and changing regulations. This paper explores the performance and risk profiles of both technology and traditional industry stocks from 2019 to 2024, focusing on how they respond to market changes.We will look at representative stocks from each sector—such as Apple, Microsoft, and Nvidia for technology, as well as ExxonMobil, Caterpillar, and Procter & Gamble for traditional industries. The study will calculate key financial metrics, including historical returns, standard deviations, and beta values. We'll also use the Capital Asset Pricing Model (CAPM) to assess their risk premiums. Data will be gathered from trusted sources like Yahoo Finance, Google Finance, and FRED.By comparing both sectors' volatility and risk-adjusted returns, the research aims to offer insights into how each sector behaves in different market conditions. The findings will help investors better understand potential risks and rewards, guiding their investment strategies and decision-making.

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Franchise vs. Direct Ownership A Financial Analysis of Bar Chain Business Models in the U.S.