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SJM vs. BWXT
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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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SJM vs. BWXT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SJM
The J. M. Smucker Company
-0.41%-7.56%-9.61%-17.79%20.06%21.05%14.50%14.90%-22.58%-0.49%
BWXT
BWX Technologies, Inc.
18.48%56.37%46.53%33.87%23.30%-19.40%-1.54%64.48%-36.10%53.59%

Fundamentals

Market Cap

SJM:

$10.29B

BWXT:

$18.78B

EPS

SJM:

-$11.77

BWXT:

$3.59

PS Ratio

SJM:

1.15

BWXT:

5.87

PB Ratio

SJM:

1.97

BWXT:

15.23

Total Revenue (TTM)

SJM:

$8.93B

BWXT:

$3.20B

Gross Profit (TTM)

SJM:

$3.00B

BWXT:

$1.58B

EBITDA (TTM)

SJM:

-$291.90M

BWXT:

$404.46M

Returns By Period

In the year-to-date period, SJM achieves a -0.41% return, which is significantly lower than BWXT's 18.48% return. Over the past 10 years, SJM has underperformed BWXT with an annualized return of -0.11%, while BWXT has yielded a comparatively higher 21.14% annualized return.


SJM

1D
1.33%
1M
-16.83%
YTD
-0.41%
6M
-9.40%
1Y
-15.27%
3Y*
-11.89%
5Y*
-2.02%
10Y*
-0.11%

BWXT

1D
6.73%
1M
-0.59%
YTD
18.48%
6M
11.22%
1Y
108.65%
3Y*
49.42%
5Y*
26.54%
10Y*
21.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SJM vs. BWXT — Risk / Return Rank

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

SJM
SJM Risk / Return Rank: 1717
Overall Rank
SJM Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
SJM Sortino Ratio Rank: 1919
Sortino Ratio Rank
SJM Omega Ratio Rank: 1919
Omega Ratio Rank
SJM Calmar Ratio Rank: 1818
Calmar Ratio Rank
SJM Martin Ratio Rank: 1212
Martin Ratio Rank

BWXT
BWXT Risk / Return Rank: 9393
Overall Rank
BWXT Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
BWXT Sortino Ratio Rank: 9191
Sortino Ratio Rank
BWXT Omega Ratio Rank: 9292
Omega Ratio Rank
BWXT Calmar Ratio Rank: 9494
Calmar Ratio Rank
BWXT Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SJM vs. BWXT - Risk-Adjusted Trends 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.


SJMBWXTDifference

Sharpe ratio

Return per unit of total volatility

-0.51

2.38

-2.89

Sortino ratio

Return per unit of downside risk

-0.52

2.91

-3.43

Omega ratio

Gain probability vs. loss probability

0.93

1.42

-0.49

Calmar ratio

Return relative to maximum drawdown

-0.70

4.88

-5.59

Martin ratio

Return relative to average drawdown

-1.43

12.70

-14.13

SJM vs. BWXT - Sharpe Ratio Comparison

The current SJM Sharpe Ratio is -0.51, which is lower than the BWXT Sharpe Ratio of 2.38. 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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Sharpe Ratios by Period


SJMBWXTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.51

2.38

-2.89

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.09

0.83

-0.92

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.00

0.70

-0.70

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.64

-0.33

Correlation

The correlation between SJM and BWXT is 0.19, 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.


Dividends

SJM vs. BWXT - Dividend Comparison

SJM's dividend yield for the trailing twelve months is around 4.54%, more than BWXT's 0.50% yield.


TTM20252024202320222021202020192018201720162015
SJM
The J. M. Smucker Company
4.54%4.46%3.89%3.29%2.54%2.78%3.08%3.32%3.49%2.46%2.22%2.12%
BWXT
BWX Technologies, Inc.
0.50%0.58%0.86%1.20%1.52%1.75%1.26%1.10%1.67%0.69%0.91%30.37%

Drawdowns

SJM vs. BWXT - Drawdown Comparison

The maximum SJM drawdown since its inception was -45.67%, 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.


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Drawdown Indicators


SJMBWXTDifference

Max Drawdown

Largest peak-to-trough decline

-45.67%

-47.88%

+2.21%

Max Drawdown (1Y)

Largest decline over 1 year

-19.57%

-22.01%

+2.44%

Max Drawdown (5Y)

Largest decline over 5 years

-36.66%

-36.48%

-0.18%

Max Drawdown (10Y)

Largest decline over 10 years

-36.71%

-47.74%

+11.03%

Current Drawdown

Current decline from peak

-33.34%

-7.94%

-25.40%

Average Drawdown

Average peak-to-trough decline

-13.37%

-13.20%

-0.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.61%

8.46%

+1.15%

Volatility

SJM vs. BWXT - Volatility Comparison

The current volatility for The J. M. Smucker Company (SJM) is 5.42%, while BWX Technologies, Inc. (BWXT) has a volatility of 18.71%. 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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Volatility by Period


SJMBWXTDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.42%

18.71%

-13.29%

Volatility (6M)

Calculated over the trailing 6-month period

18.25%

34.25%

-16.00%

Volatility (1Y)

Calculated over the trailing 1-year period

29.95%

45.92%

-15.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.60%

32.04%

-8.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.24%

30.32%

-6.08%

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


500.00M1.00B1.50B2.00B20222023202420252026
2.34B
885.84M
(SJM) Total Revenue
(BWXT) Total Revenue
Values in USD except per share items