SJW vs. MO
Compare and contrast key facts about SJW Group (SJW) and Altria Group, Inc. (MO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SJW or MO.
Key characteristics
| SJW | MO | |
|---|---|---|
| YTD Return | -13.19% | 11.12% |
| 1Y Return | -24.88% | 2.76% |
| 3Y Return (Ann) | -2.08% | 3.83% |
| 5Y Return (Ann) | 0.47% | 4.71% |
| 10Y Return (Ann) | 9.94% | 7.26% |
| Sharpe Ratio | -1.10 | 0.15 |
| Daily Std Dev | 22.75% | 17.85% |
| Max Drawdown | -63.00% | -65.96% |
| Current Drawdown | -30.64% | -8.28% |
Fundamentals
| SJW | MO | |
|---|---|---|
| Market Cap | $1.79B | $74.87B |
| EPS | $2.67 | $4.78 |
| PE Ratio | 20.80 | 9.12 |
| PEG Ratio | 3.46 | 6.31 |
| Revenue (TTM) | $682.45M | $20.46B |
| Gross Profit (TTM) | $357.17M | $14.18B |
| EBITDA (TTM) | $262.17M | $12.31B |
Correlation
The correlation between SJW and MO is 0.16, 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
SJW vs. MO - Performance Comparison
In the year-to-date period, SJW achieves a -13.19% return, which is significantly lower than MO's 11.12% return. Over the past 10 years, SJW has outperformed MO with an annualized return of 9.94%, while MO has yielded a comparatively lower 7.26% 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
SJW vs. MO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SJW Group (SJW) and Altria Group, Inc. (MO). 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
SJW vs. MO - Dividend Comparison
SJW's dividend yield for the trailing twelve months is around 2.79%, less than MO's 8.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SJW SJW Group | 2.79% | 2.33% | 1.77% | 1.86% | 1.85% | 1.69% | 2.01% | 1.63% | 1.44% | 2.62% | 2.33% | 2.44% |
MO Altria Group, Inc. | 8.85% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% | 4.06% | 4.79% |
Drawdowns
SJW vs. MO - Drawdown Comparison
The maximum SJW drawdown since its inception was -63.00%, roughly equal to the maximum MO drawdown of -65.96%. Use the drawdown chart below to compare losses from any high point for SJW and MO. For additional features, visit the drawdowns tool.
Volatility
SJW vs. MO - Volatility Comparison
SJW Group (SJW) has a higher volatility of 6.25% compared to Altria Group, Inc. (MO) at 3.69%. This indicates that SJW's price experiences larger fluctuations and is considered to be riskier than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SJW vs. MO - Financials Comparison
This section allows you to compare key financial metrics between SJW Group and Altria Group, 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.
Total Revenue: Total amount of money received from sales and other business activities