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WMK vs. JKHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

WMK vs. JKHY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Weis Markets, Inc. (WMK) and Jack Henry & Associates, Inc. (JKHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WMK achieves a 23.06% return, which is significantly higher than JKHY's -31.81% return. Over the past 10 years, WMK has outperformed JKHY with an annualized return of 7.09%, while JKHY has yielded a comparatively lower 5.29% annualized return.


WMK

1D
1.81%
1M
8.06%
YTD
23.06%
6M
19.13%
1Y
7.66%
3Y*
8.62%
5Y*
9.84%
10Y*
7.09%

JKHY

1D
-2.23%
1M
-11.57%
YTD
-31.81%
6M
-32.86%
1Y
-29.72%
3Y*
-7.56%
5Y*
-4.35%
10Y*
5.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WMK vs. JKHY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WMK
Weis Markets, Inc.
23.06%-3.57%8.00%-20.81%27.10%40.93%21.27%-12.73%18.61%-36.57%
JKHY
Jack Henry & Associates, Inc.
-31.81%5.50%8.65%-5.66%6.24%4.32%12.37%16.44%9.38%33.35%

Correlation

The correlation between WMK and JKHY is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.15

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

0.18

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

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.19

Correlation (All Time)
Calculated using the full available price history since Mar 26, 1990

0.22

Fundamentals

Market Cap

WMK:

$1.93B

JKHY:

$8.88B

EPS

WMK:

$3.98

JKHY:

$7.15

PE Ratio

WMK:

19.62

JKHY:

17.25

PS Ratio

WMK:

0.40

JKHY:

3.56

PB Ratio

WMK:

1.41

JKHY:

4.16

Total Revenue (TTM)

WMK:

$5.01B

JKHY:

$2.52B

Gross Profit (TTM)

WMK:

$1.16B

JKHY:

$1.11B

EBITDA (TTM)

WMK:

$210.17M

JKHY:

$830.17M

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Return for Risk

WMK vs. JKHY — Risk / Return Rank

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

WMK
WMK Risk / Return Rank: 4949
Overall Rank
WMK Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
WMK Sortino Ratio Rank: 4545
Sortino Ratio Rank
WMK Omega Ratio Rank: 4545
Omega Ratio Rank
WMK Calmar Ratio Rank: 5151
Calmar Ratio Rank
WMK Martin Ratio Rank: 5151
Martin Ratio Rank

JKHY
JKHY Risk / Return Rank: 55
Overall Rank
JKHY Sharpe Ratio Rank: 22
Sharpe Ratio Rank
JKHY Sortino Ratio Rank: 55
Sortino Ratio Rank
JKHY Omega Ratio Rank: 66
Omega Ratio Rank
JKHY Calmar Ratio Rank: 99
Calmar Ratio Rank
JKHY Martin Ratio Rank: 22
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.

WMK vs. JKHY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Weis Markets, Inc. (WMK) and Jack Henry & Associates, Inc. (JKHY). 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.


WMKJKHYDifference
Sharpe ratioReturn per unit of total volatility

+1.47

Sortino ratioReturn per unit of downside risk

+2.18

Omega ratioGain probability vs. loss probability

1.07

0.80

+0.27

Calmar ratioReturn relative to maximum drawdown

0.38

-0.84

+1.22

Martin ratioReturn relative to average drawdown

0.72

-1.90

+2.62

WMK vs. JKHY - Sharpe Ratio Comparison

The current WMK Sharpe Ratio is 0.29, which is higher than the JKHY Sharpe Ratio of -1.18. The chart below compares the historical Sharpe Ratios of WMK and JKHY, 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

WMK vs. JKHY - Drawdown Comparison

The maximum WMK drawdown since its inception was -48.66%, smaller than the maximum JKHY drawdown of -73.42%. Use the drawdown chart below to compare losses from any high point for WMK and JKHY.


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Drawdown Indicators


WMKJKHYDifference

Max Drawdown

Largest peak-to-trough decline

-48.66%

-73.42%

+24.76%

Max Drawdown (1Y)

Largest decline over 1 year

-20.22%

-35.40%

+15.18%

Max Drawdown (3Y)

Largest decline over 3 years

-29.37%

-35.40%

+6.03%

Max Drawdown (5Y)

Largest decline over 5 years

-36.18%

-38.35%

+2.17%

Max Drawdown (10Y)

Largest decline over 10 years

-48.66%

-38.35%

-10.31%

Current Drawdown

Current decline from peak

-11.23%

-38.35%

+27.12%

Average Drawdown

Average peak-to-trough decline

-16.09%

-16.30%

+0.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.71%

15.68%

-4.97%

Volatility

WMK vs. JKHY - Volatility Comparison

Weis Markets, Inc. (WMK) has a higher volatility of 8.96% compared to Jack Henry & Associates, Inc. (JKHY) at 8.39%. This indicates that WMK's price experiences larger fluctuations and is considered to be riskier than JKHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WMKJKHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.96%

8.39%

+0.57%

Volatility (6M)

Calculated over the trailing 6-month period

19.66%

20.63%

-0.97%

Volatility (1Y)

Calculated over the trailing 1-year period

26.72%

25.34%

+1.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.54%

23.74%

+4.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.77%

23.70%

+6.07%

Dividends

WMK vs. JKHY - Dividend Comparison

WMK's dividend yield for the trailing twelve months is around 1.74%, less than JKHY's 1.93% yield.


PositionTTM20252024202320222021202020192018201720162015
JKHY
Jack Henry & Associates, Inc.
1.93%1.27%1.25%1.27%1.12%1.10%1.06%1.10%1.17%1.06%1.26%1.28%
WMK
Weis Markets, Inc.
1.74%2.12%2.01%2.13%1.58%1.90%2.59%3.06%2.53%2.90%1.80%2.71%

Financials

WMK vs. JKHY - Financials Comparison

This section allows you to compare key financial metrics between Weis Markets, Inc. and Jack Henry & Associates, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


400.00M600.00M800.00M1.00B1.20B1.40B20222023202420252026
1.26B
636.25M
(WMK) Total Revenue
(JKHY) Total Revenue
Values in USD except per share items

WMK vs. JKHY - Profitability Comparison

The chart below illustrates the profitability comparison between Weis Markets, Inc. and Jack Henry & Associates, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%25.0%30.0%35.0%40.0%45.0%20222023202420252026
26.3%
42.8%
Portfolio components
WMK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Weis Markets, Inc. reported a gross profit of 330.25M and revenue of 1.26B. Therefore, the gross margin over that period was 26.3%.

JKHY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Jack Henry & Associates, Inc. reported a gross profit of 272.32M and revenue of 636.25M. Therefore, the gross margin over that period was 42.8%.

WMK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Weis Markets, Inc. reported an operating income of 35.70M and revenue of 1.26B, resulting in an operating margin of 2.8%.

JKHY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Jack Henry & Associates, Inc. reported an operating income of 155.05M and revenue of 636.25M, resulting in an operating margin of 24.4%.

WMK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Weis Markets, Inc. reported a net income of 27.85M and revenue of 1.26B, resulting in a net margin of 2.2%.

JKHY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Jack Henry & Associates, Inc. reported a net income of 122.89M and revenue of 636.25M, resulting in a net margin of 19.3%.


Frequently Asked Questions


WMK and JKHY have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WMK has higher volatility (8.96%) compared to JKHY (8.39%). In terms of maximum drawdown, WMK dropped -48.66% vs JKHY's -73.42%.

WMK currently has the higher Sharpe Ratio (0.29 vs -1.18), 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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