SJM vs. MKC
SJM (The J. M. Smucker Company) and MKC (McCormick & Company, Incorporated) are both stocks. Both operate in the Packaged Foods industry within the Consumer Defensive sector. Over the past 10 years, SJM returned -0.11%/yr vs 2.26%/yr for MKC. At a 0.39 correlation, their price movements are largely independent.
Performance
SJM vs. MKC - Performance Comparison
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Returns By Period
In the year-to-date period, SJM achieves a 15.40% return, which is significantly higher than MKC's -19.66% return. Over the past 10 years, SJM has underperformed MKC with an annualized return of -0.11%, while MKC has yielded a comparatively higher 2.26% annualized return.
SJM
- 1D
- -0.96%
- 1M
- -5.12%
- 6M
- 12.74%
- YTD
- 15.40%
- 1Y
- 9.92%
- 3Y*
- -5.75%
- 5Y*
- 0.15%
- 10Y*
- -0.11%
MKC
- 1D
- 2.48%
- 1M
- 10.80%
- 6M
- -18.13%
- YTD
- -19.66%
- 1Y
- -22.88%
- 3Y*
- -12.16%
- 5Y*
- -6.92%
- 10Y*
- 2.26%
SJM vs. MKC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SJM The J. M. Smucker Company | 15.40% | -7.56% | -9.61% | -17.79% | 20.06% | 21.05% | 14.50% | 14.90% | -22.58% | -0.49% |
MKC McCormick & Company, Incorporated | -19.66% | -8.33% | 13.97% | -15.68% | -12.65% | 2.67% | 14.70% | 23.65% | 39.01% | 11.34% |
Correlation
The correlation between SJM and MKC is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 1994 | 0.39 |
The correlation between SJM and MKC shifts across timeframes, from 0.39 (all time) to 0.53 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
SJM:
$11.81B
MKC:
$14.45B
SJM:
-$1.30
MKC:
$6.05
SJM:
1.30
MKC:
1.96
SJM:
2.13
MKC:
2.07
SJM:
$9.05B
MKC:
$7.39B
SJM:
$3.03B
MKC:
$2.85B
SJM:
$360.20M
MKC:
$1.37B
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Return for Risk
SJM vs. MKC — Risk / Return Rank
SJM
MKC
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.
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 | MKC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.14 | ||
| Sortino ratioReturn per unit of downside risk | +1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.88 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | -0.64 | +1.08 |
| Martin ratioReturn relative to average drawdown | 1.05 | -1.25 | +2.31 |
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Drawdowns
SJM vs. MKC - Drawdown Comparison
The maximum SJM drawdown since its inception was -45.67%, smaller than the maximum MKC drawdown of -52.02%. Use the drawdown chart below to compare losses from any high point for SJM and MKC.
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Drawdown Indicators
| SJM | MKC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.67% | -52.02% | +6.35% |
Max Drawdown (1Y)Largest decline over 1 year | -22.82% | -35.93% | +13.11% |
Max Drawdown (3Y)Largest decline over 3 years | -35.16% | -45.65% | +10.49% |
Max Drawdown (5Y)Largest decline over 5 years | -38.11% | -52.02% | +13.91% |
Max Drawdown (10Y)Largest decline over 10 years | -38.11% | -52.02% | +13.91% |
Current DrawdownCurrent decline from peak | -22.75% | -42.93% | +20.18% |
Average DrawdownAverage peak-to-trough decline | -13.50% | -11.10% | -2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.42% | 18.32% | -8.90% |
Volatility
SJM vs. MKC - Volatility Comparison
The current volatility for The J. M. Smucker Company (SJM) is 8.92%, while McCormick & Company, Incorporated (MKC) has a volatility of 10.77%. 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.
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Volatility by Period
| SJM | MKC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.92% | 10.77% | -1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 21.96% | 24.96% | -3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.34% | 29.17% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.58% | 24.77% | -0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.60% | 24.37% | +0.23% |
Dividends
SJM vs. MKC - Dividend Comparison
SJM's dividend yield for the trailing twelve months is around 3.98%, more than MKC's 3.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MKC McCormick & Company, Incorporated | 3.52% | 2.69% | 2.24% | 2.32% | 1.81% | 1.44% | 1.68% | 1.37% | 1.53% | 1.89% | 1.89% | 1.91% |
SJM The J. M. Smucker Company | 3.98% | 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. 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.
Total Revenue: Total amount of money received from sales and other business activities
SJM vs. MKC - Profitability Comparison
SJM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
MKC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, McCormick & Company, Incorporated reported a gross profit of 778.20M and revenue of 1.94B. Therefore, the gross margin over that period was 40.2%.
SJM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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%.
MKC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, McCormick & Company, Incorporated reported an operating income of 276.40M and revenue of 1.94B, resulting in an operating margin of 14.3%.
SJM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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%.
MKC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, McCormick & Company, Incorporated reported a net income of 160.20M and revenue of 1.94B, resulting in a net margin of 8.3%.
Frequently Asked Questions
SJM and MKC have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MKC has higher volatility (10.77%) compared to SJM (8.92%). In terms of maximum drawdown, SJM dropped -45.67% vs MKC's -52.02%.
SJM currently has the higher Sharpe Ratio (0.35 vs -0.79), 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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