GIS vs. SJM
GIS (General Mills, Inc.) and SJM (The J. M. Smucker Company) are both stocks. Both operate in the Packaged Foods industry within the Consumer Defensive sector. Over the past 10 years, GIS returned -2.69%/yr vs 0.34%/yr for SJM. At a 0.43 correlation, their price movements are largely independent.
Performance
GIS vs. SJM - Performance Comparison
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Returns By Period
In the year-to-date period, GIS achieves a -16.19% return, which is significantly lower than SJM's 20.85% return. Over the past 10 years, GIS has underperformed SJM with an annualized return of -2.69%, while SJM has yielded a comparatively higher 0.34% annualized return.
GIS
- 1D
- -1.14%
- 1M
- 13.09%
- 6M
- -13.54%
- YTD
- -16.19%
- 1Y
- -19.76%
- 3Y*
- -17.88%
- 5Y*
- -5.14%
- 10Y*
- -2.69%
- ALL TIME*
- 9.20%
SJM
- 1D
- 2.89%
- 1M
- 4.41%
- 6M
- 14.54%
- YTD
- 20.85%
- 1Y
- 14.60%
- 3Y*
- -5.15%
- 5Y*
- 1.24%
- 10Y*
- 0.34%
- ALL TIME*
- 8.15%
GIS vs. SJM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GIS General Mills, Inc. | -16.19% | -23.75% | 1.45% | -19.97% | 28.09% | 18.53% | 13.60% | 43.13% | -31.57% | -0.65% |
SJM The J. M. Smucker Company | 20.85% | -7.56% | -9.61% | -17.79% | 20.06% | 21.05% | 14.50% | 14.90% | -22.58% | -0.49% |
Correlation
The correlation between GIS and SJM is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 1994 | 0.43 |
The correlation between GIS and SJM shifts across timeframes, from 0.43 (all time) to 0.65 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
GIS:
$19.83B
SJM:
$12.37B
GIS:
-$0.16
SJM:
-$1.30
GIS:
1.09
SJM:
1.36
GIS:
2.71
SJM:
2.23
GIS:
$18.42B
SJM:
$9.05B
GIS:
$6.19B
SJM:
$3.03B
GIS:
$300.90M
SJM:
$360.20M
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Return for Risk
GIS vs. SJM — Risk / Return Rank
GIS
SJM
GIS vs. SJM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for General Mills, Inc. (GIS) and The J. M. Smucker Company (SJM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GIS | SJM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -1.97 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.11 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.58 | 0.64 | -1.22 |
| Martin ratioReturn relative to average drawdown | -1.11 | 1.55 | -2.66 |
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Drawdowns
GIS vs. SJM - Drawdown Comparison
The maximum GIS drawdown since its inception was -59.63%, which is greater than SJM's maximum drawdown of -45.67%. Use the drawdown chart below to compare losses from any high point for GIS and SJM.
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Drawdown Indicators
| GIS | SJM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.63% | -45.67% | -13.96% |
Max Drawdown (1Y)Largest decline over 1 year | -34.48% | -22.82% | -11.66% |
Max Drawdown (3Y)Largest decline over 3 years | -53.45% | -35.16% | -18.29% |
Max Drawdown (5Y)Largest decline over 5 years | -59.63% | -38.11% | -21.52% |
Max Drawdown (10Y)Largest decline over 10 years | -59.63% | -38.11% | -21.52% |
Current DrawdownCurrent decline from peak | -52.58% | -19.10% | -33.48% |
Average DrawdownAverage peak-to-trough decline | -10.39% | -13.50% | +3.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.86% | 9.45% | +8.41% |
Volatility
GIS vs. SJM - Volatility Comparison
General Mills, Inc. (GIS) has a higher volatility of 13.02% compared to The J. M. Smucker Company (SJM) at 10.20%. This indicates that GIS's price experiences larger fluctuations and is considered to be riskier than SJM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GIS | SJM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.02% | 10.20% | +2.82% |
Volatility (6M)Calculated over the trailing 6-month period | 21.43% | 22.17% | -0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.40% | 28.58% | -2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.90% | 24.68% | -2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.42% | 24.66% | -2.24% |
Dividends
GIS vs. SJM - Dividend Comparison
GIS's dividend yield for the trailing twelve months is around 6.57%, more than SJM's 3.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GIS General Mills, Inc. | 6.57% | 5.20% | 3.73% | 3.47% | 2.50% | 3.03% | 3.37% | 3.66% | 5.03% | 3.27% | 3.01% | 3.00% |
SJM The J. M. Smucker Company | 3.80% | 4.46% | 3.89% | 3.29% | 2.54% | 2.78% | 3.08% | 3.32% | 3.49% | 2.46% | 2.22% | 2.12% |
Financials
GIS vs. SJM - Financials Comparison
This section allows you to compare key financial metrics between General Mills, Inc. and The J. M. Smucker Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
GIS vs. SJM - Profitability Comparison
GIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, General Mills, Inc. reported a gross profit of 1.60B and revenue of 4.61B. Therefore, the gross margin over that period was 34.8%.
SJM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, The J. M. Smucker Company reported a gross profit of 941.10M and revenue of 2.27B. Therefore, the gross margin over that period was 41.5%.
GIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, General Mills, Inc. reported an operating income of -2.09B and revenue of 4.61B, resulting in an operating margin of -45.4%.
SJM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, The J. M. Smucker Company reported an operating income of -542.70M and revenue of 2.27B, resulting in an operating margin of -23.9%.
GIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, General Mills, Inc. reported a net income of -2.01B and revenue of 4.61B, resulting in a net margin of -43.6%.
SJM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, The J. M. Smucker Company reported a net income of 388.10M and revenue of 2.27B, resulting in a net margin of 17.1%.
Frequently Asked Questions
GIS and SJM have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GIS has higher volatility (13.02%) compared to SJM (10.20%). In terms of maximum drawdown, GIS dropped -59.63% vs SJM's -45.67%.
SJM currently has the higher Sharpe Ratio (0.51 vs -0.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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