HRL vs. SJM
HRL (Hormel Foods Corporation) 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, HRL returned -0.94%/yr vs 0.39%/yr for SJM. At a 0.39 correlation, their price movements are largely independent.
Performance
HRL vs. SJM - Performance Comparison
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Returns By Period
In the year-to-date period, HRL achieves a 7.14% return, which is significantly lower than SJM's 15.34% return. Over the past 10 years, HRL has underperformed SJM with an annualized return of -0.94%, while SJM has yielded a comparatively higher 0.39% annualized return.
HRL
- 1D
- 2.53%
- 1M
- 16.38%
- YTD
- 7.14%
- 6M
- 5.40%
- 1Y
- -15.87%
- 3Y*
- -11.73%
- 5Y*
- -9.29%
- 10Y*
- -0.94%
SJM
- 1D
- 3.06%
- 1M
- 6.88%
- YTD
- 15.34%
- 6M
- 15.18%
- 1Y
- 18.24%
- 3Y*
- -6.25%
- 5Y*
- 0.40%
- 10Y*
- 0.39%
HRL vs. SJM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRL Hormel Foods Corporation | 7.14% | -21.27% | 1.21% | -27.49% | -4.67% | 6.99% | 5.38% | 7.85% | 19.68% | 6.72% |
SJM The J. M. Smucker Company | 15.34% | -7.56% | -9.61% | -17.79% | 20.06% | 21.05% | 14.50% | 14.90% | -22.58% | -0.49% |
Correlation
The correlation between HRL and SJM is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 1994 | 0.39 |
The correlation between HRL and SJM shifts across timeframes, from 0.39 (all time) to 0.57 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
HRL:
$13.62B
SJM:
$11.79B
HRL:
$0.85
SJM:
-$1.30
HRL:
1.11
SJM:
1.30
HRL:
1.25
SJM:
2.13
HRL:
$12.22B
SJM:
$9.05B
HRL:
$1.92B
SJM:
$3.03B
HRL:
$868.07M
SJM:
$360.20M
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Return for Risk
HRL vs. SJM — Risk / Return Rank
HRL
SJM
HRL vs. SJM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hormel Foods Corporation (HRL) 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.
| HRL | SJM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.19 | ||
| Sortino ratioReturn per unit of downside risk | -1.79 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.14 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.46 | 0.80 | -1.27 |
| Martin ratioReturn relative to average drawdown | -0.72 | 1.95 | -2.67 |
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Drawdowns
HRL vs. SJM - Drawdown Comparison
The maximum HRL drawdown since its inception was -58.46%, which is greater than SJM's maximum drawdown of -45.67%. Use the drawdown chart below to compare losses from any high point for HRL and SJM.
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Drawdown Indicators
| HRL | SJM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.46% | -45.67% | -12.79% |
Max Drawdown (1Y)Largest decline over 1 year | -34.29% | -22.82% | -11.47% |
Max Drawdown (3Y)Largest decline over 3 years | -46.94% | -35.16% | -11.78% |
Max Drawdown (5Y)Largest decline over 5 years | -58.46% | -38.11% | -20.35% |
Max Drawdown (10Y)Largest decline over 10 years | -58.46% | -38.11% | -20.35% |
Current DrawdownCurrent decline from peak | -47.99% | -22.79% | -25.20% |
Average DrawdownAverage peak-to-trough decline | -11.90% | -13.48% | +1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.09% | 9.39% | +12.70% |
Volatility
HRL vs. SJM - Volatility Comparison
Hormel Foods Corporation (HRL) and The J. M. Smucker Company (SJM) have volatilities of 12.62% and 13.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRL | SJM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.62% | 13.16% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 20.78% | 21.41% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.66% | 28.14% | +1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.12% | 24.41% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.33% | 24.53% | -1.20% |
Dividends
HRL vs. SJM - Dividend Comparison
HRL's dividend yield for the trailing twelve months is around 4.71%, more than SJM's 3.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRL Hormel Foods Corporation | 4.71% | 4.89% | 3.60% | 3.43% | 2.28% | 2.01% | 2.00% | 1.86% | 1.76% | 1.87% | 1.67% | 1.26% |
SJM The J. M. Smucker Company | 3.98% | 4.46% | 3.89% | 3.29% | 2.54% | 2.78% | 3.08% | 3.32% | 3.49% | 2.46% | 2.22% | 2.12% |
Financials
HRL vs. SJM - Financials Comparison
This section allows you to compare key financial metrics between Hormel Foods Corporation 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
HRL vs. SJM - Profitability Comparison
HRL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hormel Foods Corporation reported a gross profit of 518.51M and revenue of 2.97B. Therefore, the gross margin over that period was 17.4%.
SJM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
HRL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hormel Foods Corporation reported an operating income of 217.11M and revenue of 2.97B, resulting in an operating margin of 7.3%.
SJM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.
HRL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hormel Foods Corporation reported a net income of 157.50M and revenue of 2.97B, resulting in a net margin of 5.3%.
SJM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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
HRL and SJM have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SJM has higher volatility (13.16%) compared to HRL (12.62%). In terms of maximum drawdown, HRL dropped -58.46% vs SJM's -45.67%.
SJM currently has the higher Sharpe Ratio (0.65 vs -0.54), 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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