SJM vs AMH

Comparison between J.M. Smucker Company (SJM, Company) and American Homes 4 Rent - Class A (AMH, Company).

SJM is from the Consumer Defensive sector, while AMH is from the Real Estate sector.

5-Year PerformanceSJM has outperformed AMH, delivering a return of +0.6% compared to -0.8%

SJM vs AMH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SJM(COMPANY)	AMH(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	46.25%	38.52%
Sharpe Ratio	0.67	-0.37
5Y Beta	0.11	0.40
Industry	Packaged Foods	Reit - Residential
P/E Ratio	-85.96	23.33
Forward P/E	11.68	25.19
PEG Ratio	1.68	0.95
Dividend Yield	3.98%	3.79%
5Y Dividends CAGR	8.77%	33.24%
5Y EPS CAGR	N/A	26.36%
Debt to Equity	118.02%	74.02%
Free Cash Flow Yield	9.71%	7.07%
P/S Ratio	1.31	7.21
P/B Ratio	2.15	1.70

Market Cap

SJM

$12B

Winner

AMH

$12B

Max Drawdown

SJM

46.25%

Winner

AMH

38.52%

Sharpe Ratio

Winner

SJM

0.67

AMH

-0.37

5Y Beta

Winner

SJM

0.11

AMH

0.40

Industry

SJM

Packaged Foods

AMH

Reit - Residential

P/E Ratio

Winner

SJM

-85.96

AMH

23.33

Forward P/E

Winner

SJM

11.68

AMH

25.19

PEG Ratio

SJM

1.68

Winner

AMH

0.95

Dividend Yield

Winner

SJM

3.98%

AMH

3.79%

5Y Dividends CAGR

SJM

8.77%

Winner

AMH

33.24%

5Y EPS CAGR

SJM

N/A

AMH

26.36%

Debt to Equity

SJM

118.02%

Winner

AMH

74.02%

Free Cash Flow Yield

Winner

SJM

9.71%

AMH

7.07%

P/S Ratio

Winner

SJM

1.31

AMH

7.21

P/B Ratio

SJM

2.15

Winner

AMH

1.70

SJM vs AMH - Historical Returns

Returns include dividend reinvestment.

Period	SJM	AMH
1 month	+9.95%	+4.95%
3 months	+19.23%	+22.10%
6 months	+15.77%	+6.87%
1 year	+22.41%	-3.24%
5 years(CAGR)	+0.64%	-0.77%
10 years(CAGR)	+0.57%	+7.62%
Max(CAGR)	+9.72%	+7.82%

Winner

SJM

+9.95%

AMH

+4.95%

SJM

+19.23%

Winner

AMH

+22.10%

Winner

SJM

+15.77%

AMH

+6.87%

Winner

SJM

+22.41%

AMH

-3.24%

5Y(CAGR)

Winner

SJM

+0.64%

AMH

-0.77%

10Y(CAGR)

SJM

+0.57%

Winner

AMH

+7.62%

Max(CAGR)

Winner

SJM

+9.72%

AMH

+7.82%

SJM vs AMH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SJM	AMH
2026	+18.87%	+6.57%
2025	-8.60%	-9.53%
2024	-11.83%	+5.28%
2023	-18.06%	+23.97%
2022	+19.21%	-28.76%
2021	+21.00%	+51.55%
2020	+16.77%	+16.66%
2019	+14.43%	+35.72%
2018	-22.26%	-6.74%
2017	-1.19%	+6.06%
2016	+6.85%	+29.63%
2015	+25.62%	-2.84%
2014	+1.44%	+6.74%
2013	+18.05%	+4.17%
2012	+14.41%	N/A
2011	+22.31%	N/A
2010	+8.35%	N/A
2009	+46.26%	N/A
2008	-4.17%	N/A
2007	+6.67%	N/A
2006	+9.55%	N/A
2005	-3.95%	N/A
2004	+6.36%	N/A
2003	+13.63%	N/A
2002	+9.32%	N/A
2001	+37.10%	N/A
2000	+51.05%	N/A
1999	-3.02%	N/A

SJM vs AMH Drawdown Comparison

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

The maximum drawdown for AMH was -38.40%, occurring on Mar 23, 2020. Recovery took 146 trading sessions.

The current SJM drawdown is -21.38%. The current AMH drawdown is -13.72%.

Rank	SJM	AMH
#1	-38.30% Jun 29, 2007 - Oct 19, 2009	-38.40% Feb 14, 2020 - Sep 14, 2020
#2	-38.11% Jan 6, 2023 - Apr 13, 2026	-31.83% Dec 31, 2021 - Sep 13, 2024
#3	-36.72% Aug 22, 2016 - May 6, 2021	-29.75% Sep 13, 2024 - Mar 20, 2026
#4	-28.36% Nov 15, 1999 - Sep 6, 2000	-27.33% Jul 24, 2014 - May 25, 2016
#5	-26.01% Apr 1, 2004 - Feb 20, 2007	-20.63% Apr 18, 2017 - Apr 12, 2019
#6	-25.26% Dec 6, 2001 - Nov 15, 2002	-13.16% Aug 8, 2016 - Feb 6, 2017
#7	-20.31% Dec 28, 2000 - Sep 5, 2001	-10.30% Sep 2, 2021 - Dec 22, 2021
#8	-18.62% Jan 16, 2003 - Jun 17, 2003	-9.94% Sep 24, 2013 - Jan 10, 2014
#9	-18.37% Aug 5, 2013 - Feb 4, 2015	-9.48% Feb 12, 2021 - Mar 15, 2021
#10	-15.54% May 12, 2022 - Aug 24, 2022	-8.89% Sep 15, 2020 - Oct 5, 2020
#11	-14.87% Sep 6, 2001 - Oct 10, 2001	-8.62% Mar 10, 2014 - May 19, 2014
#12	-14.83% Jul 22, 2011 - Jan 12, 2012	-7.75% Nov 6, 2020 - Jan 20, 2021
#13	-14.17% Jun 4, 2021 - Dec 16, 2021	-7.30% Jul 10, 2019 - Sep 26, 2019
#14	-12.86% Apr 20, 2010 - Jul 26, 2010	-7.08% Oct 22, 2020 - Nov 6, 2020
#15	-12.45% Jan 18, 2022 - May 9, 2022	-6.69% Feb 28, 2017 - Apr 7, 2017

Correlation

Correlation between SJM and AMH is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (1999 - 2026)

SJM vs AMH dividend yield comparison.

Year	SJM	AMH
2026	1.96%	1.98%
2025	4.46%	3.74%
2024	3.89%	2.78%
2023	3.29%	2.45%
2022	2.54%	2.39%
2021	2.78%	0.92%
2020	3.08%	0.67%
2019	3.32%	0.76%
2018	3.49%	1.01%
2017	2.46%	0.92%
2016	2.22%	0.95%
2015	2.12%	1.20%
2014	2.42%	1.17%
2013	2.12%	0.31%
2012	2.32%	0.00%
2011	2.35%	0.00%
2010	2.36%	0.00%
2009	2.22%	0.00%
2008	14.44%	0.00%
2007	2.29%	0.00%
2006	2.29%	0.00%
2005	2.41%	0.00%
2004	2.08%	0.00%
2003	1.97%	0.00%
2002	1.86%	0.00%
2001	1.81%	0.00%
2000	2.25%	0.00%
1999	0.77%	0.00%