EQH vs SJM

Comparison between Equitable Holdings Inc (EQH, Company) and J.M. Smucker Company (SJM, Company).

EQH is from the Financial Services sector, while SJM is from the Consumer Defensive sector.

5-Year PerformanceEQH has outperformed SJM, delivering a return of +9.9% compared to +0.3%

EQH vs SJM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQH(COMPANY)	SJM(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	61.62%	46.25%
Sharpe Ratio	-0.59	0.92
5Y Beta	1.38	0.11
Industry	Asset Management	Packaged Foods
P/E Ratio	-15.42	-85.18
Forward P/E	4.58	11.79
PEG Ratio	N/A	1.68
Dividend Yield	1.93%	4.32%
5Y Dividends CAGR	14.87%	8.77%
5Y EPS CAGR	-30.68%	N/A
Debt to Equity	1405.49%	118.02%
Free Cash Flow Yield	8.94%	9.80%
P/S Ratio	1.04	1.32
P/B Ratio	164.14	2.29

Market Cap

EQH

$12B

Winner

SJM

$12B

Max Drawdown

EQH

61.62%

Winner

SJM

46.25%

Sharpe Ratio

EQH

-0.59

Winner

SJM

0.92

5Y Beta

EQH

1.38

Winner

SJM

0.11

Industry

EQH

Asset Management

SJM

Packaged Foods

P/E Ratio

EQH

-15.42

Winner

SJM

-85.18

Forward P/E

Winner

EQH

4.58

SJM

11.79

PEG Ratio

EQH

N/A

SJM

1.68

Dividend Yield

EQH

1.93%

Winner

SJM

4.32%

5Y Dividends CAGR

Winner

EQH

14.87%

SJM

8.77%

5Y EPS CAGR

EQH

-30.68%

SJM

N/A

Debt to Equity

EQH

1405.49%

Winner

SJM

118.02%

Free Cash Flow Yield

EQH

8.94%

Winner

SJM

9.80%

P/S Ratio

Winner

EQH

1.04

SJM

1.32

P/B Ratio

EQH

164.14

Winner

SJM

2.29

EQH vs SJM - Historical Returns

Returns include dividend reinvestment.

Period	EQH	SJM
1 month	+9.26%	+17.38%
3 months	+19.70%	+11.10%
6 months	-7.46%	+17.10%
1 year	-14.92%	+24.61%
5 years(CAGR)	+9.87%	+0.30%
10 years(CAGR)	+12.87%	+1.00%
Max(CAGR)	+12.87%	+9.88%

EQH

+9.26%

Winner

SJM

+17.38%

Winner

EQH

+19.70%

SJM

+11.10%

EQH

-7.46%

Winner

SJM

+17.10%

EQH

-14.92%

Winner

SJM

+24.61%

5Y(CAGR)

Winner

EQH

+9.87%

SJM

+0.30%

10Y(CAGR)

Winner

EQH

+12.87%

SJM

+1.00%

Max(CAGR)

Winner

EQH

+12.87%

SJM

+9.88%

EQH vs SJM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EQH	SJM
2026	-6.90%	+23.08%
2025	+2.13%	-8.60%
2024	+45.79%	-11.83%
2023	+19.98%	-18.06%
2022	-11.54%	+19.21%
2021	+35.63%	+21.00%
2020	+6.06%	+16.77%
2019	+55.18%	+14.43%
2018	-17.22%	-22.26%
2017	N/A	-1.19%
2016	N/A	+6.85%
2015	N/A	+25.62%
2014	N/A	+1.44%
2013	N/A	+18.05%
2012	N/A	+14.41%
2011	N/A	+22.31%
2010	N/A	+8.35%
2009	N/A	+46.26%
2008	N/A	-4.17%
2007	N/A	+6.67%
2006	N/A	+9.55%
2005	N/A	-3.95%
2004	N/A	+6.36%
2003	N/A	+13.63%
2002	N/A	+9.32%
2001	N/A	+37.10%
2000	N/A	+51.05%
1999	N/A	-3.02%

EQH vs SJM Drawdown Comparison

The maximum drawdown for EQH was -61.31%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.

The maximum drawdown for SJM was -38.30%, occurring on Mar 11, 2009. Recovery took 581 trading sessions.

The current EQH drawdown is -19.50%. The current SJM drawdown is -18.59%.

Rank	EQH	SJM
#1	-61.31% Feb 20, 2020 - Nov 24, 2020	-38.30% Jun 29, 2007 - Oct 19, 2009
#2	-35.87% Jun 30, 2025 - Mar 27, 2026	-38.11% Jan 6, 2023 - Apr 13, 2026
#3	-35.10% Feb 10, 2022 - Dec 14, 2023	-36.72% Aug 22, 2016 - May 6, 2021
#4	-34.83% Sep 4, 2018 - May 3, 2019	-28.36% Nov 15, 1999 - Sep 6, 2000
#5	-20.65% Feb 19, 2025 - Jun 26, 2025	-26.01% Apr 1, 2004 - Feb 20, 2007
#6	-19.60% May 5, 2021 - Nov 4, 2021	-25.26% Dec 6, 2001 - Nov 15, 2002
#7	-15.04% Jul 31, 2024 - Oct 11, 2024	-20.31% Dec 28, 2000 - Sep 5, 2001
#8	-13.18% Nov 4, 2021 - Jan 7, 2022	-18.62% Jan 16, 2003 - Jun 17, 2003
#9	-13.03% Jul 24, 2019 - Sep 27, 2019	-18.37% Aug 5, 2013 - Feb 4, 2015
#10	-12.24% May 3, 2019 - Jul 23, 2019	-15.54% May 12, 2022 - Aug 24, 2022
#11	-11.55% Nov 6, 2024 - Jan 15, 2025	-14.87% Sep 6, 2001 - Oct 10, 2001
#12	-11.29% Jan 14, 2021 - Feb 16, 2021	-14.83% Jul 22, 2011 - Jan 12, 2012
#13	-11.09% Jan 14, 2022 - Feb 9, 2022	-14.17% Jun 4, 2021 - Dec 16, 2021
#14	-10.91% Sep 27, 2019 - Oct 28, 2019	-12.86% Apr 20, 2010 - Jul 26, 2010
#15	-8.85% Dec 4, 2020 - Jan 12, 2021	-12.45% Jan 18, 2022 - May 9, 2022

Correlation

Correlation between EQH and SJM is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32

-101

Dividend Comparison (1999 - 2026)

EQH vs SJM dividend yield comparison.

Year	EQH	SJM
2026	1.29%	1.89%
2025	2.20%	4.46%
2024	1.99%	3.89%
2023	2.58%	3.29%
2022	2.72%	2.54%
2021	2.17%	2.78%
2020	2.58%	3.08%
2019	2.34%	3.32%
2018	1.56%	3.49%
2017	0.00%	2.46%
2016	0.00%	2.22%
2015	0.00%	2.12%
2014	0.00%	2.42%
2013	0.00%	2.12%
2012	0.00%	2.32%
2011	0.00%	2.35%
2010	0.00%	2.36%
2009	0.00%	2.22%
2008	0.00%	14.44%
2007	0.00%	2.29%
2006	0.00%	2.29%
2005	0.00%	2.41%
2004	0.00%	2.08%
2003	0.00%	1.97%
2002	0.00%	1.86%
2001	0.00%	1.81%
2000	0.00%	2.25%
1999	0.00%	0.77%