PEN vs SJM

Comparison between Penumbra Inc (PEN, Company) and J.M. Smucker Company (SJM, Company).

PEN is from the Healthcare sector, while SJM is from the Consumer Defensive sector.

5-Year PerformancePEN has outperformed SJM, delivering a return of +4.2% compared to +2.0%

PEN vs SJM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEN(COMPANY)	SJM(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	62.64%	46.25%
Sharpe Ratio	1.01	0.43
5Y Beta	0.56	0.10
Industry	Medical Devices	Packaged Foods
P/E Ratio	79.74	-91.80
Forward P/E	63.69	11.98
PEG Ratio	0.12	1.68
Dividend Yield	N/A	3.69%
5Y Dividends CAGR	N/A	8.77%
5Y EPS CAGR	48.32%	N/A
Debt to Equity	0.00%	118.02%
Free Cash Flow Yield	1.70%	9.09%
P/S Ratio	8.46	1.41
P/B Ratio	8.26	2.30

Market Cap

Winner

PEN

$13B

SJM

$13B

Max Drawdown

PEN

62.64%

Winner

SJM

46.25%

Sharpe Ratio

Winner

PEN

1.01

SJM

0.43

5Y Beta

PEN

0.56

Winner

SJM

0.10

Industry

PEN

Medical Devices

SJM

Packaged Foods

P/E Ratio

PEN

79.74

Winner

SJM

-91.80

Forward P/E

PEN

63.69

Winner

SJM

11.98

PEG Ratio

Winner

PEN

0.12

SJM

1.68

Dividend Yield

PEN

N/A

SJM

3.69%

5Y Dividends CAGR

PEN

N/A

SJM

8.77%

5Y EPS CAGR

PEN

48.32%

SJM

N/A

Debt to Equity

Winner

PEN

0.00%

SJM

118.02%

Free Cash Flow Yield

PEN

1.70%

Winner

SJM

9.09%

P/S Ratio

PEN

8.46

Winner

SJM

1.41

P/B Ratio

PEN

8.26

Winner

SJM

2.30

PEN vs SJM - Historical Returns

Returns include dividend reinvestment.

Period	PEN	SJM
1 month	+2.08%	+6.39%
3 months	+0.21%	+24.03%
6 months	-4.74%	+10.76%
1 year	+35.36%	+13.49%
5 years(CAGR)	+4.24%	+1.98%
10 years(CAGR)	+17.15%	+0.46%
Max(CAGR)	+20.87%	+9.90%

PEN

+2.08%

Winner

SJM

+6.39%

PEN

+0.21%

Winner

SJM

+24.03%

PEN

-4.74%

Winner

SJM

+10.76%

Winner

PEN

+35.36%

SJM

+13.49%

5Y(CAGR)

Winner

PEN

+4.24%

SJM

+1.98%

10Y(CAGR)

Winner

PEN

+17.15%

SJM

+0.46%

Max(CAGR)

Winner

PEN

+20.87%

SJM

+9.90%

PEN vs SJM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PEN	SJM
2026	+4.99%	+25.53%
2025	+29.55%	-8.60%
2024	-2.98%	-11.83%
2023	+13.72%	-18.06%
2022	-21.66%	+19.21%
2021	+63.62%	+21.00%
2020	+6.84%	+16.77%
2019	+33.48%	+14.43%
2018	+35.25%	-22.26%
2017	+46.92%	-1.19%
2016	+14.52%	+6.85%
2015	+30.29%	+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%

PEN vs SJM Drawdown Comparison

The maximum drawdown for PEN was -62.64%, occurring on Jun 16, 2022. Recovery took 511 trading sessions.

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

The current PEN drawdown is -9.61%. The current SJM drawdown is -16.97%.

Rank	PEN	SJM
#1	-62.64% Apr 28, 2021 - May 9, 2023	-38.30% Jun 29, 2007 - Oct 19, 2009
#2	-52.44% Jun 30, 2023 - Jan 15, 2026	-38.11% Jan 6, 2023 - Apr 13, 2026
#3	-35.86% Nov 12, 2020 - Feb 9, 2021	-36.72% Aug 22, 2016 - May 6, 2021
#4	-35.83% Feb 19, 2020 - Jul 8, 2020	-28.36% Nov 15, 1999 - Sep 6, 2000
#5	-31.65% Jun 6, 2018 - Jun 14, 2019	-26.01% Apr 1, 2004 - Feb 20, 2007
#6	-28.12% Jul 24, 2019 - Feb 11, 2020	-25.26% Dec 6, 2001 - Nov 15, 2002
#7	-26.97% Nov 9, 2017 - Mar 6, 2018	-20.31% Dec 28, 2000 - Sep 5, 2001
#8	-26.12% Sep 22, 2016 - Feb 21, 2017	-18.62% Jan 16, 2003 - Jun 17, 2003
#9	-24.61% Jan 4, 2016 - Jun 6, 2016	-18.37% Aug 5, 2013 - Feb 4, 2015
#10	-21.70% Aug 13, 2020 - Oct 27, 2020	-15.54% May 12, 2022 - Aug 24, 2022
#11	-13.42% Dec 1, 2015 - Dec 11, 2015	-14.87% Sep 6, 2001 - Oct 10, 2001
#12	-12.79% Mar 1, 2021 - Apr 23, 2021	-14.83% Jul 22, 2011 - Jan 12, 2012
#13	-12.45% Oct 8, 2015 - Nov 13, 2015	-14.17% Jun 4, 2021 - Dec 16, 2021
#14	-12.23% Jan 27, 2026 - Jun 29, 2026	-12.86% Apr 20, 2010 - Jul 26, 2010
#15	-11.94% Jun 23, 2017 - Oct 2, 2017	-12.45% Jan 18, 2022 - May 9, 2022