ESI vs SJM

Comparison between Element Solutions Inc (ESI, Company) and J.M. Smucker Company (SJM, Company).

ESI is from the Basic Materials sector, while SJM is from the Consumer Defensive sector.

5-Year PerformanceESI has outperformed SJM, delivering a return of +16.6% compared to -2.7%

ESI vs SJM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESI(COMPANY)	SJM(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	80.66%	46.25%
Sharpe Ratio	1.85	-0.21
5Y Beta	1.50	0.15
Industry	Specialty Chemicals	Packaged Foods
P/E Ratio	44.55	-8.56
Forward P/E	25.06	10.11
PEG Ratio	0.85	-0.02
Dividend Yield	0.73%	4.41%
5Y Dividends CAGR	31.95%	4.13%
Debt to Equity	0.00%	139.96%
Free Cash Flow Yield	-1.99%	9.02%

Market Cap

ESI

$11B

Winner

SJM

$11B

Max Drawdown

ESI

80.66%

Winner

SJM

46.25%

Sharpe Ratio

Winner

ESI

1.85

SJM

-0.21

5Y Beta

ESI

1.50

Winner

SJM

0.15

Industry

ESI

Specialty Chemicals

SJM

Packaged Foods

P/E Ratio

ESI

44.55

Winner

SJM

-8.56

Forward P/E

ESI

25.06

Winner

SJM

10.11

PEG Ratio

ESI

0.85

Winner

SJM

-0.02

Dividend Yield

ESI

0.73%

Winner

SJM

4.41%

5Y Dividends CAGR

Winner

ESI

31.95%

SJM

4.13%

Debt to Equity

Winner

ESI

0.00%

SJM

139.96%

Free Cash Flow Yield

ESI

-1.99%

Winner

SJM

9.02%

ESI vs SJM - Historical Returns

Returns include dividend reinvestment.

Period	ESI	SJM
1 month	+16.39%	+12.67%
3 months	+37.00%	-8.74%
6 months	+66.37%	-6.71%
1 year	+96.48%	-5.90%
5 years(CAGR)	+16.58%	-2.75%
10 years(CAGR)	+17.92%	+0.44%
Max(CAGR)	+11.61%	+9.27%

Winner

ESI

+16.39%

SJM

+12.67%

Winner

ESI

+37.00%

SJM

-8.74%

Winner

ESI

+66.37%

SJM

-6.71%

Winner

ESI

+96.48%

SJM

-5.90%

5Y(CAGR)

Winner

ESI

+16.58%

SJM

-2.75%

10Y(CAGR)

Winner

ESI

+17.92%

SJM

+0.44%

Max(CAGR)

Winner

ESI

+11.61%

SJM

+9.27%

ESI vs SJM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ESI	SJM
2026	+70.90%	+5.43%
2025	+0.60%	-8.60%
2024	+12.89%	-11.83%
2023	+29.84%	-18.06%
2022	-24.79%	+19.21%
2021	+41.96%	+21.00%
2020	+52.07%	+16.77%
2019	+9.98%	+14.43%
2018	-0.10%	-22.26%
2017	+0.92%	-1.19%
2016	-19.72%	+6.85%
2015	-44.39%	+25.62%
2014	+65.86%	+1.44%
2013	+16.67%	+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%

ESI vs SJM Drawdown Comparison

The maximum drawdown for ESI was -80.66%, occurring on Feb 11, 2016. Recovery took 2511 trading sessions.

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

The current ESI drawdown is -1.84%. The current SJM drawdown is -30.27%.

Rank	ESI	SJM
#1	-80.66% Jun 26, 2014 - Jun 18, 2024	-38.30% Jun 29, 2007 - Oct 19, 2009
#2	-39.98% Nov 25, 2024 - Jan 15, 2026	-38.11% Jan 6, 2023 - Apr 13, 2026
#3	-17.84% Feb 24, 2026 - Apr 8, 2026	-36.72% Aug 22, 2016 - May 6, 2021
#4	-15.19% Jul 16, 2024 - Nov 6, 2024	-28.36% Nov 15, 1999 - Sep 6, 2000
#5	-15.12% Mar 4, 2014 - May 16, 2014	-26.01% Apr 1, 2004 - Feb 20, 2007
#6	-7.18% Jan 23, 2014 - Feb 6, 2014	-25.26% Dec 6, 2001 - Nov 15, 2002
#7	-6.68% Jun 2, 2014 - Jun 9, 2014	-20.31% Dec 28, 2000 - Sep 5, 2001
#8	-6.59% Jun 12, 2014 - Jun 26, 2014	-18.62% Jan 16, 2003 - Jun 17, 2003
#9	-6.39% Feb 4, 2026 - Feb 6, 2026	-18.37% Aug 5, 2013 - Feb 4, 2015
#10	-4.45% May 6, 2026 - May 11, 2026	-15.54% May 12, 2022 - Aug 24, 2022
#11	-4.12% Nov 6, 2024 - Nov 22, 2024	-14.87% Sep 6, 2001 - Oct 10, 2001
#12	-4.09% Jun 18, 2024 - Jul 12, 2024	-14.83% Jul 22, 2011 - Jan 12, 2012
#13	-3.94% Apr 27, 2026 - Apr 29, 2026	-14.17% Jun 4, 2021 - Dec 16, 2021
#14	-3.60% Jan 16, 2026 - Jan 26, 2026	-12.86% Apr 20, 2010 - Jul 26, 2010
#15	-3.57% Dec 17, 2013 - Jan 23, 2014	-12.45% Jan 18, 2022 - May 9, 2022

Correlation

Correlation between ESI and SJM is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25

-101

Dividend Comparison (1999 - 2026)

ESI vs SJM dividend yield comparison.

Year	ESI	SJM
2026	0.18%	1.09%
2025	1.28%	4.46%
2024	1.26%	3.89%
2023	1.38%	3.29%
2022	1.76%	2.54%
2021	1.03%	2.78%
2020	0.28%	3.08%
2019	0.00%	3.32%
2018	0.00%	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%