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MKC vs. SJM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between MKC and SJM is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.3

Performance

MKC vs. SJM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in McCormick & Company, Incorporated (MKC) and The J. M. Smucker Company (SJM). The values are adjusted to include any dividend payments, if applicable.

1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%December2025FebruaryMarchAprilMay
2,777.78%
1,069.98%
MKC
SJM

Key characteristics

Sharpe Ratio

MKC:

0.15

SJM:

0.17

Sortino Ratio

MKC:

0.36

SJM:

0.44

Omega Ratio

MKC:

1.04

SJM:

1.05

Calmar Ratio

MKC:

0.10

SJM:

0.12

Martin Ratio

MKC:

0.48

SJM:

0.64

Ulcer Index

MKC:

6.92%

SJM:

6.61%

Daily Std Dev

MKC:

21.82%

SJM:

24.60%

Max Drawdown

MKC:

-41.18%

SJM:

-45.66%

Current Drawdown

MKC:

-23.01%

SJM:

-24.31%

Fundamentals

Market Cap

MKC:

$20.14B

SJM:

$12.21B

EPS

MKC:

$2.90

SJM:

-$2.40

PEG Ratio

MKC:

3.68

SJM:

2.40

PS Ratio

MKC:

3.06

SJM:

1.39

PB Ratio

MKC:

3.76

SJM:

1.77

Total Revenue (TTM)

MKC:

$6.73B

SJM:

$6.58B

Gross Profit (TTM)

MKC:

$2.60B

SJM:

$2.56B

EBITDA (TTM)

MKC:

$1.32B

SJM:

$323.90M

Returns By Period

In the year-to-date period, MKC achieves a -0.65% return, which is significantly lower than SJM's 4.51% return. Over the past 10 years, MKC has outperformed SJM with an annualized return of 8.92%, while SJM has yielded a comparatively lower 2.77% annualized return.


MKC

YTD

-0.65%

1M

-0.93%

6M

-2.54%

1Y

2.12%

5Y*

0.64%

10Y*

8.92%

SJM

YTD

4.51%

1M

-1.09%

6M

2.23%

1Y

4.66%

5Y*

3.19%

10Y*

2.77%

*Annualized

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Risk-Adjusted Performance

MKC vs. SJM — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MKC
The Risk-Adjusted Performance Rank of MKC is 5252
Overall Rank
The Sharpe Ratio Rank of MKC is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of MKC is 4646
Sortino Ratio Rank
The Omega Ratio Rank of MKC is 4545
Omega Ratio Rank
The Calmar Ratio Rank of MKC is 5555
Calmar Ratio Rank
The Martin Ratio Rank of MKC is 5656
Martin Ratio Rank

SJM
The Risk-Adjusted Performance Rank of SJM is 5353
Overall Rank
The Sharpe Ratio Rank of SJM is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of SJM is 4848
Sortino Ratio Rank
The Omega Ratio Rank of SJM is 4747
Omega Ratio Rank
The Calmar Ratio Rank of SJM is 5757
Calmar Ratio Rank
The Martin Ratio Rank of SJM is 5959
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MKC vs. SJM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for McCormick & Company, Incorporated (MKC) 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.


The chart of Sharpe ratio for MKC, currently valued at 0.15, compared to the broader market-2.00-1.000.001.002.003.00
MKC: 0.15
SJM: 0.17
The chart of Sortino ratio for MKC, currently valued at 0.36, compared to the broader market-6.00-4.00-2.000.002.004.00
MKC: 0.36
SJM: 0.44
The chart of Omega ratio for MKC, currently valued at 1.04, compared to the broader market0.501.001.502.00
MKC: 1.04
SJM: 1.05
The chart of Calmar ratio for MKC, currently valued at 0.10, compared to the broader market0.001.002.003.004.005.00
MKC: 0.10
SJM: 0.12
The chart of Martin ratio for MKC, currently valued at 0.48, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
MKC: 0.48
SJM: 0.64

The current MKC Sharpe Ratio is 0.15, which is comparable to the SJM Sharpe Ratio of 0.17. The chart below compares the historical Sharpe Ratios of MKC and SJM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00December2025FebruaryMarchAprilMay
0.15
0.17
MKC
SJM

Dividends

MKC vs. SJM - Dividend Comparison

MKC's dividend yield for the trailing twelve months is around 2.31%, less than SJM's 3.77% yield.


TTM20242023202220212020201920182017201620152014
MKC
McCormick & Company, Incorporated
2.31%2.24%2.32%1.81%1.44%1.33%1.37%1.53%1.89%1.89%1.91%2.03%
SJM
The J. M. Smucker Company
3.77%3.89%3.29%2.54%2.78%3.08%3.32%3.49%2.46%2.22%2.12%2.42%

Drawdowns

MKC vs. SJM - Drawdown Comparison

The maximum MKC drawdown since its inception was -41.18%, smaller than the maximum SJM drawdown of -45.66%. Use the drawdown chart below to compare losses from any high point for MKC and SJM. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%December2025FebruaryMarchAprilMay
-23.01%
-24.31%
MKC
SJM

Volatility

MKC vs. SJM - Volatility Comparison

McCormick & Company, Incorporated (MKC) has a higher volatility of 10.83% compared to The J. M. Smucker Company (SJM) at 7.98%. This indicates that MKC'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.


4.00%5.00%6.00%7.00%8.00%9.00%10.00%11.00%December2025FebruaryMarchAprilMay
10.83%
7.98%
MKC
SJM

Financials

MKC vs. SJM - Financials Comparison

This section allows you to compare key financial metrics between McCormick & Company, Incorporated 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.20B1.40B1.60B1.80B2.00B2.20B20212022202320242025
1.61B
2.19B
(MKC) Total Revenue
(SJM) Total Revenue
Values in USD except per share items

MKC vs. SJM - Profitability Comparison

The chart below illustrates the profitability comparison between McCormick & Company, Incorporated and The J. M. Smucker Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%32.0%34.0%36.0%38.0%40.0%42.0%20212022202320242025
37.6%
40.2%
(MKC) Gross Margin
(SJM) Gross Margin
MKC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, McCormick & Company, Incorporated reported a gross profit of 604.00M and revenue of 1.61B. Therefore, the gross margin over that period was 37.6%.
SJM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The J. M. Smucker Company reported a gross profit of 878.10M and revenue of 2.19B. Therefore, the gross margin over that period was 40.2%.
MKC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, McCormick & Company, Incorporated reported an operating income of 225.20M and revenue of 1.61B, resulting in an operating margin of 14.0%.
SJM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The J. M. Smucker Company reported an operating income of -594.00M and revenue of 2.19B, resulting in an operating margin of -27.2%.
MKC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, McCormick & Company, Incorporated reported a net income of 162.30M and revenue of 1.61B, resulting in a net margin of 10.1%.
SJM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The J. M. Smucker Company reported a net income of -662.30M and revenue of 2.19B, resulting in a net margin of -30.3%.