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SMPL vs. MKC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SMPL vs. MKC - Performance Comparison

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

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Returns By Period

In the year-to-date period, SMPL achieves a -33.72% return, which is significantly lower than MKC's -19.66% return.


SMPL

1D
4.23%
1M
5.89%
6M
-35.58%
YTD
-33.72%
1Y
-59.53%
3Y*
-28.74%
5Y*
-18.33%
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMPL vs. MKC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SMPL
The Simply Good Foods Company
-33.72%-48.49%-1.57%4.13%-8.52%32.56%9.88%51.01%32.54%16.89%
MKC
McCormick & Company, Incorporated
-19.66%-8.33%13.97%-15.68%-12.65%2.67%14.70%23.65%39.01%7.49%

Correlation

The correlation between SMPL and MKC is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

Correlation (3Y)
Calculated over the trailing 3-year period

0.36

Correlation (5Y)
Calculated over the trailing 5-year period

0.32

Correlation (All Time)
Calculated using the full available price history since Jul 10, 2017

0.32

Fundamentals

Market Cap

SMPL:

$1.18B

MKC:

$14.45B

EPS

SMPL:

-$2.08

MKC:

$6.05

PS Ratio

SMPL:

0.91

MKC:

1.96

PB Ratio

SMPL:

0.84

MKC:

2.07

Total Revenue (TTM)

SMPL:

$1.39B

MKC:

$7.39B

Gross Profit (TTM)

SMPL:

$446.91M

MKC:

$2.85B

EBITDA (TTM)

SMPL:

-$224.73M

MKC:

$1.37B

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Return for Risk

SMPL vs. MKC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SMPL
SMPL Risk / Return Rank: 66
Overall Rank
SMPL Sharpe Ratio Rank: 22
Sharpe Ratio Rank
SMPL Sortino Ratio Rank: 33
Sortino Ratio Rank
SMPL Omega Ratio Rank: 22
Omega Ratio Rank
SMPL Calmar Ratio Rank: 99
Calmar Ratio Rank
SMPL Martin Ratio Rank: 1313
Martin Ratio Rank

MKC
MKC Risk / Return Rank: 1515
Overall Rank
MKC Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
MKC Sortino Ratio Rank: 1313
Sortino Ratio Rank
MKC Omega Ratio Rank: 1515
Omega Ratio Rank
MKC Calmar Ratio Rank: 2121
Calmar Ratio Rank
MKC Martin Ratio Rank: 1414
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.

SMPL vs. MKC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Simply Good Foods Company (SMPL) 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.


SMPLMKCDifference
Sharpe ratioReturn per unit of total volatility

-0.51

Sortino ratioReturn per unit of downside risk

-1.09

Omega ratioGain probability vs. loss probability

0.72

0.88

-0.16

Calmar ratioReturn relative to maximum drawdown

-0.86

-0.64

-0.22

Martin ratioReturn relative to average drawdown

-1.28

-1.25

-0.03

SMPL vs. MKC - Sharpe Ratio Comparison

The current SMPL Sharpe Ratio is -1.30, which is lower than the MKC Sharpe Ratio of -0.79. The chart below compares the historical Sharpe Ratios of SMPL and MKC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SMPL vs. MKC - Drawdown Comparison

The maximum SMPL drawdown since its inception was -76.58%, which is greater than MKC's maximum drawdown of -52.02%. Use the drawdown chart below to compare losses from any high point for SMPL and MKC.


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Drawdown Indicators


SMPLMKCDifference

Max Drawdown

Largest peak-to-trough decline

-76.58%

-52.02%

-24.56%

Max Drawdown (1Y)

Largest decline over 1 year

-69.34%

-35.93%

-33.41%

Max Drawdown (3Y)

Largest decline over 3 years

-75.54%

-45.65%

-29.89%

Max Drawdown (5Y)

Largest decline over 5 years

-76.58%

-52.02%

-24.56%

Max Drawdown (10Y)

Largest decline over 10 years

-52.02%

Current Drawdown

Current decline from peak

-70.14%

-42.93%

-27.21%

Average Drawdown

Average peak-to-trough decline

-18.52%

-11.10%

-7.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

46.62%

18.32%

+28.30%

Volatility

SMPL vs. MKC - Volatility Comparison

The Simply Good Foods Company (SMPL) has a higher volatility of 14.57% compared to McCormick & Company, Incorporated (MKC) at 10.77%. This indicates that SMPL's price experiences larger fluctuations and is considered to be riskier 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


SMPLMKCDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.57%

10.77%

+3.80%

Volatility (6M)

Calculated over the trailing 6-month period

38.42%

24.96%

+13.46%

Volatility (1Y)

Calculated over the trailing 1-year period

45.94%

29.17%

+16.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.44%

24.77%

+9.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.84%

24.37%

+12.47%

Dividends

SMPL vs. MKC - Dividend Comparison

SMPL has not paid dividends to shareholders, while MKC's dividend yield for the trailing twelve months is around 3.52%.


PositionTTM20252024202320222021202020192018201720162015
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%
SMPL
The Simply Good Foods Company
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

SMPL vs. MKC - Financials Comparison

This section allows you to compare key financial metrics between The Simply Good Foods 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


500.00M1.00B1.50B2.00B20222023202420252026
356.98M
1.94B
(SMPL) Total Revenue
(MKC) Total Revenue
Values in USD except per share items

SMPL vs. MKC - Profitability Comparison

The chart below illustrates the profitability comparison between The Simply Good Foods 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

30.0%32.0%34.0%36.0%38.0%40.0%42.0%20222023202420252026
32.5%
40.2%
Portfolio components
SMPL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, The Simply Good Foods Company reported a gross profit of 116.10M and revenue of 356.98M. Therefore, the gross margin over that period was 32.5%.

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%.

SMPL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, The Simply Good Foods Company reported an operating income of -49.86M and revenue of 356.98M, resulting in an operating margin of -14.0%.

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%.

SMPL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, The Simply Good Foods Company reported a net income of -51.97M and revenue of 356.98M, resulting in a net margin of -14.6%.

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


SMPL and MKC have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SMPL has higher volatility (14.57%) compared to MKC (10.77%). In terms of maximum drawdown, SMPL dropped -76.58% vs MKC's -52.02%.

MKC currently has the higher Sharpe Ratio (-0.79 vs -1.30), 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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