SJM vs. PG
Compare and contrast key facts about The J. M. Smucker Company (SJM) and The Procter & Gamble Company (PG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SJM or PG.
Key characteristics
SJM | PG | |
---|---|---|
YTD Return | -9.35% | 11.48% |
1Y Return | -23.76% | 5.72% |
3Y Return (Ann) | -1.77% | 9.85% |
5Y Return (Ann) | 1.48% | 11.54% |
10Y Return (Ann) | 4.47% | 10.05% |
Sharpe Ratio | -1.09 | 0.50 |
Daily Std Dev | 21.36% | 14.11% |
Max Drawdown | -62.94% | -54.23% |
Current Drawdown | -27.37% | -0.81% |
Fundamentals
SJM | PG | |
---|---|---|
Market Cap | $12.06B | $380.67B |
EPS | -$0.82 | $6.11 |
PE Ratio | 3.35 | 26.40 |
PEG Ratio | 1.56 | 3.28 |
Revenue (TTM) | $8.21B | $84.06B |
Gross Profit (TTM) | $2.72B | $39.25B |
EBITDA (TTM) | $1.80B | $24.22B |
Correlation
The correlation between SJM and PG is 0.26, 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. PG - Performance Comparison
In the year-to-date period, SJM achieves a -9.35% return, which is significantly lower than PG's 11.48% return. Over the past 10 years, SJM has underperformed PG with an annualized return of 4.47%, while PG has yielded a comparatively higher 10.05% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SJM vs. PG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The J. M. Smucker Company (SJM) and The Procter & Gamble Company (PG). 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.
Dividends
SJM vs. PG - Dividend Comparison
SJM's dividend yield for the trailing twelve months is around 3.70%, more than PG's 2.37% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
The J. M. Smucker Company | 3.70% | 3.29% | 2.54% | 2.78% | 3.08% | 3.32% | 3.49% | 2.46% | 2.22% | 2.12% | 2.42% | 2.12% |
The Procter & Gamble Company | 2.37% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.31% | 2.78% | 2.91% |
Drawdowns
SJM vs. PG - Drawdown Comparison
The maximum SJM drawdown since its inception was -62.94%, which is greater than PG's maximum drawdown of -54.23%. Use the drawdown chart below to compare losses from any high point for SJM and PG. For additional features, visit the drawdowns tool.
Volatility
SJM vs. PG - Volatility Comparison
The J. M. Smucker Company (SJM) has a higher volatility of 7.75% compared to The Procter & Gamble Company (PG) at 4.06%. This indicates that SJM's price experiences larger fluctuations and is considered to be riskier than PG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SJM vs. PG - Financials Comparison
This section allows you to compare key financial metrics between The J. M. Smucker Company and The Procter & Gamble Company. 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