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LW vs SM

Comparison between Lamb Weston Holdings Inc (LW, Company) and SM Energy Company (SM, Company).

LW is from the Consumer Defensive sector, while SM is from the Energy sector.

5-Year PerformanceSM has outperformed LW, delivering a return of +3.3% compared to -8.9%

LW vs SM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
LW
$6.19B
SM
$6.17B
Max Drawdown
Winner
LW
66.57%
SM
98.88%
Sharpe Ratio
LW
-0.08
Winner
SM
0.32
5Y Beta
Winner
LW
0.59
SM
1.10
Industry
LW
Packaged Foods
SM
Oil & Gas E&p
P/E Ratio
Winner
LW
19.17
SM
40.49
Forward P/E
LW
13.26
Winner
SM
3.63
PEG Ratio
LW
1.01
Winner
SM
0.45
Dividend Yield
Winner
LW
3.45%
SM
3.14%
5Y Dividends CAGR
LW
10.03%
Winner
SM
120.39%
5Y EPS CAGR
LW
-6.79%
SM
N/A
Debt to Equity
LW
14.73%
Winner
SM
0.00%
Free Cash Flow Yield
LW
10.25%
Winner
SM
35.15%
P/S Ratio
Winner
LW
0.94
SM
1.71
P/B Ratio
LW
3.37
Winner
SM
0.90

LW vs SM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LW
+10.33%
SM
-17.93%
3M
Winner
LW
+17.73%
SM
-11.72%
6M
LW
+10.45%
Winner
SM
+42.50%
1Y
LW
-10.35%
Winner
SM
+7.07%
5Y(CAGR)
LW
-8.87%
Winner
SM
+3.35%
10Y(CAGR)
Winner
LW
+6.08%
SM
+0.83%
Max(CAGR)
LW
+6.08%
Winner
SM
+6.35%

LW vs SM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLWSM
2026+10.45%+42.50%
2025-34.91%-51.47%
2024-36.11%+1.24%
2023+25.27%+23.24%
2022+41.71%+10.45%
2021-15.08%+363.97%
2020-5.08%-44.67%
2019+18.12%-26.03%
2018+34.39%-33.18%
2017+53.23%-35.30%
2016+24.79%+73.27%
2015N/A-48.64%
2014N/A-53.20%
2013N/A+52.35%
2012N/A-31.45%
2011N/A+21.34%
2010N/A+63.50%
2009N/A+56.80%
2008N/A-48.20%
2007N/A+10.56%
2006N/A-4.22%
2005N/A+82.35%
2004N/A+44.17%
2003N/A+11.53%
2002N/A+16.86%
2001N/A-30.19%
2000N/A+185.26%
1999N/A-0.33%

LW vs SM Drawdown Comparison

The maximum drawdown for LW was -64.56%, occurring on Apr 1, 2026. This drawdown has not yet recovered.

The maximum drawdown for SM was -98.85%, occurring on Apr 1, 2020. This drawdown has not yet recovered.

The current LW drawdown is -57.34%. The current SM drawdown is -66.65%.

RankLWSM
#1-64.56%
Jul 3, 2023 - Apr 1, 2026
-98.85%
Nov 26, 2013 - Apr 1, 2020
#2-53.05%
Feb 18, 2020 - Jan 5, 2023
-82.05%
Jun 30, 2008 - Feb 15, 2011
#3-28.84%
Nov 13, 2018 - Nov 15, 2019
-57.19%
Jan 16, 2001 - Apr 12, 2004
#4-10.99%
Jan 23, 2018 - Apr 5, 2018
-51.83%
Oct 27, 2011 - Oct 18, 2013
#5-10.11%
Aug 6, 2018 - Oct 4, 2018
-31.07%
Aug 3, 2011 - Oct 26, 2011
#6-9.79%
Jun 2, 2017 - Oct 2, 2017
-30.27%
Jul 7, 2000 - Sep 6, 2000
#7-6.40%
Dec 12, 2016 - Dec 23, 2016
-29.50%
Apr 21, 2006 - May 2, 2008
#8-6.29%
May 10, 2018 - Jun 25, 2018
-24.07%
Nov 9, 1999 - Feb 1, 2000
#9-5.86%
Mar 2, 2023 - Mar 29, 2023
-22.46%
Oct 13, 2000 - Nov 21, 2000
#10-4.84%
May 19, 2023 - Jun 13, 2023
-21.62%
Dec 28, 2000 - Jan 16, 2001
#11-4.77%
Apr 6, 2017 - May 16, 2017
-19.66%
Apr 5, 2011 - Jul 15, 2011
#12-4.35%
Jan 17, 2023 - Feb 15, 2023
-18.80%
Mar 4, 2005 - Jun 1, 2005
#13-3.68%
Apr 27, 2018 - May 8, 2018
-18.52%
Jan 30, 2006 - Apr 18, 2006
#14-3.54%
Jul 13, 2018 - Aug 3, 2018
-16.88%
Oct 3, 2005 - Dec 5, 2005
#15-3.52%
Dec 30, 2016 - Feb 1, 2017
-16.26%
Mar 10, 2000 - Apr 4, 2000

Correlation

Correlation between LW and SM is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

0.30
-101

Dividend Comparison (1999 - 2026)

LW vs SM dividend yield comparison.

YearLWSM
20261.66%1.64%
20253.53%5.35%
20242.15%1.91%
20231.04%1.55%
20221.10%0.46%
20211.48%0.07%
20201.17%0.33%
20190.93%0.89%
20181.04%0.65%
20171.33%0.45%
20160.00%0.29%
20150.00%0.51%
20140.00%0.26%
20130.00%0.12%
20120.00%0.19%
20110.00%0.14%
20100.00%0.17%
20090.00%0.29%
20080.00%0.49%
20070.00%0.26%
20060.00%0.27%
20050.00%0.27%
20040.00%0.24%
20030.00%0.35%
20020.00%0.40%
20010.00%0.47%
20000.00%0.32%
19990.00%0.20%

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