SJM vs. KR
SJM (The J. M. Smucker Company) and KR (The Kroger Co.) are both stocks. Both are in the Consumer Defensive sector — SJM in Packaged Foods, KR in Grocery Stores. Over the past 10 years, SJM returned 1.01%/yr vs 8.32%/yr for KR. At a 0.23 correlation, their price movements are largely independent.
Performance
SJM vs. KR - Performance Comparison
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Returns By Period
In the year-to-date period, SJM achieves a 21.63% return, which is significantly higher than KR's 4.64% return. Over the past 10 years, SJM has underperformed KR with an annualized return of 1.01%, while KR has yielded a comparatively higher 8.32% annualized return.
SJM
- 1D
- -0.29%
- 1M
- 16.77%
- YTD
- 21.63%
- 6M
- 17.12%
- 1Y
- 24.64%
- 3Y*
- -4.77%
- 5Y*
- 0.30%
- 10Y*
- 1.01%
KR
- 1D
- 0.92%
- 1M
- -1.80%
- YTD
- 4.64%
- 6M
- 3.46%
- 1Y
- 1.54%
- 3Y*
- 13.84%
- 5Y*
- 13.21%
- 10Y*
- 8.32%
SJM vs. KR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SJM The J. M. Smucker Company | 21.63% | -7.56% | -9.61% | -17.79% | 20.06% | 21.05% | 14.50% | 14.90% | -22.58% | -0.49% |
KR The Kroger Co. | 4.64% | 4.25% | 36.91% | 4.99% | 0.44% | 45.41% | 11.90% | 7.90% | 2.08% | -18.97% |
Correlation
The correlation between SJM and KR is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 1994 | 0.23 |
The correlation between SJM and KR shifts across timeframes, from 0.19 (1 year) to 0.31 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SJM:
-$1.30
KR:
$1.20
SJM:
1.37
KR:
0.29
SJM:
$9.05B
KR:
$147.23B
SJM:
$3.03B
KR:
$33.42B
SJM:
$360.20M
KR:
$5.29B
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Return for Risk
SJM vs. KR — Risk / Return Rank
SJM
KR
SJM vs. KR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The J. M. Smucker Company (SJM) and The Kroger Co. (KR). 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.
| SJM | KR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.84 | ||
| Sortino ratioReturn per unit of downside risk | +1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.03 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.08 | 0.08 | +1.01 |
| Martin ratioReturn relative to average drawdown | 2.64 | 0.15 | +2.49 |
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Drawdowns
SJM vs. KR - Drawdown Comparison
The maximum SJM drawdown since its inception was -45.67%, smaller than the maximum KR drawdown of -66.81%. Use the drawdown chart below to compare losses from any high point for SJM and KR.
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Drawdown Indicators
| SJM | KR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.67% | -66.81% | +21.14% |
Max Drawdown (1Y)Largest decline over 1 year | -22.82% | -19.44% | -3.38% |
Max Drawdown (3Y)Largest decline over 3 years | -35.16% | -19.44% | -15.72% |
Max Drawdown (5Y)Largest decline over 5 years | -38.11% | -31.07% | -7.04% |
Max Drawdown (10Y)Largest decline over 10 years | -38.11% | -46.25% | +8.14% |
Current DrawdownCurrent decline from peak | -18.58% | -13.95% | -4.63% |
Average DrawdownAverage peak-to-trough decline | -13.48% | -22.44% | +8.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.36% | 10.13% | -0.77% |
Volatility
SJM vs. KR - Volatility Comparison
The J. M. Smucker Company (SJM) has a higher volatility of 12.38% compared to The Kroger Co. (KR) at 9.04%. This indicates that SJM's price experiences larger fluctuations and is considered to be riskier than KR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SJM | KR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.38% | 9.04% | +3.34% |
Volatility (6M)Calculated over the trailing 6-month period | 20.78% | 20.04% | +0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.74% | 27.54% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.31% | 26.85% | -2.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.46% | 28.94% | -4.48% |
Dividends
SJM vs. KR - Dividend Comparison
SJM's dividend yield for the trailing twelve months is around 3.78%, more than KR's 2.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KR The Kroger Co. | 2.16% | 2.14% | 2.00% | 2.41% | 2.11% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% |
SJM The J. M. Smucker Company | 3.78% | 4.46% | 3.89% | 3.29% | 2.54% | 2.78% | 3.08% | 3.32% | 3.49% | 2.46% | 2.22% | 2.12% |
Financials
SJM vs. KR - Financials Comparison
This section allows you to compare key financial metrics between The J. M. Smucker Company and The Kroger Co.. 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
SJM vs. KR - Profitability Comparison
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%.
KR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a gross profit of 7.12B and revenue of 33.86B. Therefore, the gross margin over that period was 21.0%.
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%.
KR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported an operating income of -1.54B and revenue of 33.86B, resulting in an operating margin of -4.6%.
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%.
KR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a net income of -1.32B and revenue of 33.86B, resulting in a net margin of -3.9%.
Frequently Asked Questions
SJM and KR have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SJM has higher volatility (12.38%) compared to KR (9.04%). In terms of maximum drawdown, SJM dropped -45.67% vs KR's -66.81%.
SJM currently has the higher Sharpe Ratio (0.89 vs 0.06), 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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