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

Correlation

The correlation between SJM and BWXT is 0.32, 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.


Performance

SJM vs. BWXT - Performance Comparison

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

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Key characteristics

Sharpe Ratio

SJM:

0.08

BWXT:

0.74

Sortino Ratio

SJM:

0.39

BWXT:

1.15

Omega Ratio

SJM:

1.04

BWXT:

1.16

Calmar Ratio

SJM:

0.10

BWXT:

0.73

Martin Ratio

SJM:

0.50

BWXT:

1.83

Ulcer Index

SJM:

6.72%

BWXT:

13.21%

Daily Std Dev

SJM:

24.70%

BWXT:

33.67%

Max Drawdown

SJM:

-45.66%

BWXT:

-47.88%

Current Drawdown

SJM:

-23.86%

BWXT:

-17.49%

Fundamentals

Market Cap

SJM:

$11.99B

BWXT:

$9.94B

EPS

SJM:

-$2.40

BWXT:

$3.15

PEG Ratio

SJM:

2.35

BWXT:

2.31

PS Ratio

SJM:

1.36

BWXT:

3.57

PB Ratio

SJM:

1.74

BWXT:

9.04

Total Revenue (TTM)

SJM:

$6.58B

BWXT:

$2.78B

Gross Profit (TTM)

SJM:

$2.56B

BWXT:

$1.19B

EBITDA (TTM)

SJM:

$323.90M

BWXT:

$439.74M

Returns By Period

In the year-to-date period, SJM achieves a 5.14% return, which is significantly higher than BWXT's -1.27% return. Over the past 10 years, SJM has underperformed BWXT with an annualized return of 2.48%, while BWXT has yielded a comparatively higher 17.78% annualized return.


SJM

YTD

5.14%

1M

-0.22%

6M

8.28%

1Y

1.99%

5Y*

3.05%

10Y*

2.48%

BWXT

YTD

-1.27%

1M

5.61%

6M

-12.73%

1Y

24.61%

5Y*

16.29%

10Y*

17.78%

*Annualized

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Risk-Adjusted Performance

SJM vs. BWXT — Risk-Adjusted Performance Rank

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

SJM
The Risk-Adjusted Performance Rank of SJM is 5252
Overall Rank
The Sharpe Ratio Rank of SJM is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of SJM is 4747
Sortino Ratio Rank
The Omega Ratio Rank of SJM is 4545
Omega Ratio Rank
The Calmar Ratio Rank of SJM is 5656
Calmar Ratio Rank
The Martin Ratio Rank of SJM is 5757
Martin Ratio Rank

BWXT
The Risk-Adjusted Performance Rank of BWXT is 7373
Overall Rank
The Sharpe Ratio Rank of BWXT is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of BWXT is 6969
Sortino Ratio Rank
The Omega Ratio Rank of BWXT is 7171
Omega Ratio Rank
The Calmar Ratio Rank of BWXT is 7878
Calmar Ratio Rank
The Martin Ratio Rank of BWXT is 7171
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.

SJM vs. BWXT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The J. M. Smucker Company (SJM) and BWX Technologies, Inc. (BWXT). 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 current SJM Sharpe Ratio is 0.08, which is lower than the BWXT Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of SJM and BWXT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

SJM vs. BWXT - Dividend Comparison

SJM's dividend yield for the trailing twelve months is around 3.81%, more than BWXT's 0.67% yield.


TTM20242023202220212020201920182017201620152014
SJM
The J. M. Smucker Company
3.81%3.89%3.29%2.54%2.78%3.08%3.32%3.49%2.46%2.22%2.12%2.42%
BWXT
BWX Technologies, Inc.
0.67%0.86%1.20%1.52%1.75%1.26%1.10%1.67%0.69%0.91%0.83%1.32%

Drawdowns

SJM vs. BWXT - Drawdown Comparison

The maximum SJM drawdown since its inception was -45.66%, roughly equal to the maximum BWXT drawdown of -47.88%. Use the drawdown chart below to compare losses from any high point for SJM and BWXT. For additional features, visit the drawdowns tool.


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Volatility

SJM vs. BWXT - Volatility Comparison

The current volatility for The J. M. Smucker Company (SJM) is 5.46%, while BWX Technologies, Inc. (BWXT) has a volatility of 7.31%. This indicates that SJM experiences smaller price fluctuations and is considered to be less risky than BWXT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

SJM vs. BWXT - Financials Comparison

This section allows you to compare key financial metrics between The J. M. Smucker Company and BWX Technologies, Inc.. 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


500.00M1.00B1.50B2.00BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
2.19B
682.26M
(SJM) Total Revenue
(BWXT) Total Revenue
Values in USD except per share items

SJM vs. BWXT - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
40.2%
100.0%
(SJM) Gross Margin
(BWXT) Gross Margin
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%.

BWXT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, BWX Technologies, Inc. reported a gross profit of 682.26M and revenue of 682.26M. Therefore, the gross margin over that period was 100.0%.

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%.

BWXT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, BWX Technologies, Inc. reported an operating income of 96.63M and revenue of 682.26M, resulting in an operating margin of 14.2%.

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%.

BWXT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, BWX Technologies, Inc. reported a net income of 75.53M and revenue of 682.26M, resulting in a net margin of 11.1%.