PortfoliosLab logoPortfoliosLab logo
SJM vs. MKC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

SJM vs. MKC - Performance Comparison

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

Loading graphics...

SJM vs. MKC - 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%
MKC
McCormick & Company, Incorporated
-25.94%-8.33%13.97%-15.68%-12.65%2.67%14.70%23.65%39.01%11.34%

Fundamentals

Market Cap

SJM:

$10.29B

MKC:

$13.59B

EPS

SJM:

-$11.77

MKC:

$6.10

PS Ratio

SJM:

1.15

MKC:

1.91

PB Ratio

SJM:

1.97

MKC:

1.95

Total Revenue (TTM)

SJM:

$8.93B

MKC:

$7.11B

Gross Profit (TTM)

SJM:

$3.00B

MKC:

$2.70B

EBITDA (TTM)

SJM:

-$291.90M

MKC:

$1.22B

Returns By Period

In the year-to-date period, SJM achieves a -0.41% return, which is significantly higher than MKC's -25.94% return. Over the past 10 years, SJM has underperformed MKC with an annualized return of -0.11%, while MKC has yielded a comparatively higher 1.96% 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%

MKC

1D
-6.11%
1M
-29.00%
YTD
-25.94%
6M
-23.56%
1Y
-37.12%
3Y*
-13.38%
5Y*
-8.92%
10Y*
1.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SJM vs. MKC — 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

MKC
MKC Risk / Return Rank: 22
Overall Rank
MKC Sharpe Ratio Rank: 11
Sharpe Ratio Rank
MKC Sortino Ratio Rank: 33
Sortino Ratio Rank
MKC Omega Ratio Rank: 44
Omega Ratio Rank
MKC Calmar Ratio Rank: 33
Calmar Ratio Rank
MKC Martin Ratio Rank: 11
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. MKC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The J. M. Smucker Company (SJM) and McCormick & Company, Incorporated (MKC). 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.


SJMMKCDifference

Sharpe ratio

Return per unit of total volatility

-0.51

-1.33

+0.82

Sortino ratio

Return per unit of downside risk

-0.52

-1.95

+1.43

Omega ratio

Gain probability vs. loss probability

0.93

0.77

+0.15

Calmar ratio

Return relative to maximum drawdown

-0.70

-0.98

+0.28

Martin ratio

Return relative to average drawdown

-1.43

-2.22

+0.79

SJM vs. MKC - Sharpe Ratio Comparison

The current SJM Sharpe Ratio is -0.51, which is higher than the MKC Sharpe Ratio of -1.33. The chart below compares the historical Sharpe Ratios of SJM and MKC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


SJMMKCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.51

-1.33

+0.82

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.09

-0.38

+0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.00

0.08

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.44

-0.14

Correlation

The correlation between SJM and MKC is 0.39, 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. MKC - Dividend Comparison

SJM's dividend yield for the trailing twelve months is around 4.54%, more than MKC's 3.63% 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%
MKC
McCormick & Company, Incorporated
3.63%2.69%2.24%2.32%1.81%1.44%1.68%1.37%1.53%1.89%1.89%1.91%

Drawdowns

SJM vs. MKC - Drawdown Comparison

The maximum SJM drawdown since its inception was -45.67%, roughly equal to the maximum MKC drawdown of -47.39%. Use the drawdown chart below to compare losses from any high point for SJM and MKC.


Loading graphics...

Drawdown Indicators


SJMMKCDifference

Max Drawdown

Largest peak-to-trough decline

-45.67%

-47.39%

+1.72%

Max Drawdown (1Y)

Largest decline over 1 year

-19.57%

-37.07%

+17.50%

Max Drawdown (5Y)

Largest decline over 5 years

-36.66%

-47.39%

+10.73%

Max Drawdown (10Y)

Largest decline over 10 years

-36.71%

-47.39%

+10.68%

Current Drawdown

Current decline from peak

-33.34%

-47.39%

+14.05%

Average Drawdown

Average peak-to-trough decline

-13.37%

-10.82%

-2.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.61%

16.39%

-6.78%

Volatility

SJM vs. MKC - Volatility Comparison

The current volatility for The J. M. Smucker Company (SJM) is 5.42%, while McCormick & Company, Incorporated (MKC) has a volatility of 10.65%. This indicates that SJM experiences smaller price fluctuations and is considered to be less risky than MKC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


SJMMKCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.42%

10.65%

-5.23%

Volatility (6M)

Calculated over the trailing 6-month period

18.25%

21.93%

-3.68%

Volatility (1Y)

Calculated over the trailing 1-year period

29.95%

27.93%

+2.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.60%

23.82%

-0.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.24%

23.96%

+0.28%

Financials

SJM vs. MKC - Financials Comparison

This section allows you to compare key financial metrics between The J. M. Smucker Company and McCormick & Company, Incorporated. 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


1.40B1.60B1.80B2.00B2.20B2.40B20222023202420252026
2.34B
1.87B
(SJM) Total Revenue
(MKC) Total Revenue
Values in USD except per share items

SJM vs. MKC - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

25.0%30.0%35.0%40.0%20222023202420252026
39.2%
37.8%
Portfolio components
SJM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The J. M. Smucker Company reported a gross profit of 915.80M and revenue of 2.34B. Therefore, the gross margin over that period was 39.2%.

MKC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, McCormick & Company, Incorporated reported a gross profit of 708.90M and revenue of 1.87B. Therefore, the gross margin over that period was 37.8%.

SJM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The J. M. Smucker Company reported an operating income of -548.40M and revenue of 2.34B, resulting in an operating margin of -23.4%.

MKC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, McCormick & Company, Incorporated reported an operating income of 227.50M and revenue of 1.87B, resulting in an operating margin of 12.1%.

SJM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The J. M. Smucker Company reported a net income of -724.20M and revenue of 2.34B, resulting in a net margin of -31.0%.

MKC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, McCormick & Company, Incorporated reported a net income of 1.02B and revenue of 1.87B, resulting in a net margin of 54.2%.