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SJM vs BF-A

Comparison between J.M. Smucker Company (SJM, Company) and Brown-Forman Corp - Class A (BF-A, Company).

Both SJM and BF-A are from the Consumer Defensive sector.

5-Year PerformanceSJM has outperformed BF-A, delivering a return of +1.5% compared to -15.2%

SJM vs BF-A - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SJM
$13B
BF-A
$13B
Max Drawdown
Winner
SJM
46.25%
BF-A
71.55%
Sharpe Ratio
Winner
SJM
0.44
BF-A
-0.24
5Y Beta
Winner
SJM
0.11
BF-A
0.37
Industry
SJM
Packaged Foods
BF-A
Beverages - Wineries & Distilleries
P/E Ratio
Winner
SJM
-90.91
BF-A
17.63
Forward P/E
Winner
SJM
11.61
BF-A
15.55
PEG Ratio
Winner
SJM
1.68
BF-A
4.29
Dividend Yield
Winner
SJM
3.80%
BF-A
3.40%
5Y Dividends CAGR
Winner
SJM
8.77%
BF-A
5.22%
5Y EPS CAGR
SJM
N/A
BF-A
-5.00%
Debt to Equity
SJM
118.02%
Winner
BF-A
60.55%
Free Cash Flow Yield
Winner
SJM
9.18%
BF-A
7.11%
P/S Ratio
Winner
SJM
1.39
BF-A
3.14
P/B Ratio
Winner
SJM
2.23
BF-A
3.05

SJM vs BF-A - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SJM
+5.99%
BF-A
-4.92%
3M
Winner
SJM
+24.51%
BF-A
-6.85%
6M
Winner
SJM
+17.82%
BF-A
-2.50%
1Y
Winner
SJM
+13.43%
BF-A
-10.74%
5Y(CAGR)
Winner
SJM
+1.49%
BF-A
-15.15%
10Y(CAGR)
Winner
SJM
+0.45%
BF-A
-2.74%
Max(CAGR)
Winner
SJM
+9.90%
BF-A
+7.63%

SJM vs BF-A - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSJMBF-A
2026+25.02%+3.60%
2025-8.60%-26.36%
2024-11.83%-35.13%
2023-18.06%-7.30%
2022+19.21%-0.29%
2021+21.00%-4.25%
2020+16.77%+18.08%
2019+14.43%+35.86%
2018-22.26%-9.71%
2017-1.19%+46.63%
2016+6.85%-12.48%
2015+25.62%+27.43%
2014+1.44%+20.96%
2013+18.05%+18.50%
2012+14.41%+25.82%
2011+22.31%+16.85%
2010+8.35%+26.72%
2009+46.26%+9.96%
2008-4.17%-12.20%
2007+6.67%+14.28%
2006+9.55%-5.66%
2005-3.95%+43.70%
2004+6.36%+7.42%
2003+13.63%+44.98%
2002+9.32%+7.24%
2001+37.10%-1.06%
2000+51.05%+27.78%
1999-3.02%-14.26%

SJM vs BF-A Drawdown Comparison

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

The maximum drawdown for BF-A was -68.32%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The current SJM drawdown is -17.31%. The current BF-A drawdown is -63.24%.

RankSJMBF-A
#1-38.30%
Jun 29, 2007 - Oct 19, 2009
-68.32%
Dec 15, 2020 - Mar 24, 2026
#2-38.11%
Jan 6, 2023 - Apr 13, 2026
-41.16%
Jun 5, 2008 - Mar 22, 2010
#3-36.72%
Aug 22, 2016 - May 6, 2021
-36.98%
Feb 20, 2020 - Sep 2, 2020
#4-28.36%
Nov 15, 1999 - Sep 6, 2000
-33.54%
Nov 8, 1999 - Nov 10, 2000
#5-26.01%
Apr 1, 2004 - Feb 20, 2007
-24.74%
May 1, 2002 - Apr 2, 2003
#6-25.26%
Dec 6, 2001 - Nov 15, 2002
-23.94%
Aug 5, 2015 - Nov 27, 2017
#7-20.31%
Dec 28, 2000 - Sep 5, 2001
-20.22%
May 21, 2018 - Jun 13, 2019
#8-18.62%
Jan 16, 2003 - Jun 17, 2003
-19.48%
Mar 17, 2006 - Jun 5, 2008
#9-18.37%
Aug 5, 2013 - Feb 4, 2015
-17.31%
Jul 5, 2011 - Oct 18, 2011
#10-15.54%
May 12, 2022 - Aug 24, 2022
-15.01%
Feb 13, 2001 - Jul 25, 2001
#11-14.87%
Sep 6, 2001 - Oct 10, 2001
-14.29%
Sep 9, 2020 - Nov 16, 2020
#12-14.83%
Jul 22, 2011 - Jan 12, 2012
-13.45%
Jun 20, 2014 - Nov 28, 2014
#13-14.17%
Jun 4, 2021 - Dec 16, 2021
-13.29%
Mar 5, 2004 - Dec 13, 2004
#14-12.86%
Apr 20, 2010 - Jul 26, 2010
-12.66%
Apr 5, 2010 - Jul 23, 2010
#15-12.45%
Jan 18, 2022 - May 9, 2022
-12.30%
Jul 25, 2001 - Feb 22, 2002

Correlation

Correlation between SJM and BF-A is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

SJM vs BF-A dividend yield comparison.

YearSJMBF-A
20261.86%1.73%
20254.46%3.46%
20243.89%2.33%
20233.29%1.40%
20222.54%1.17%
20212.78%2.55%
20203.08%0.96%
20193.32%1.07%
20183.49%3.11%
20172.46%1.11%
20162.22%1.50%
20152.12%1.17%
20142.42%1.35%
20132.12%1.43%
20122.32%8.06%
20112.35%1.65%
20102.36%3.20%
20092.22%2.08%
200814.44%2.21%
20072.29%3.86%
20062.29%1.69%
20052.41%1.44%
20042.08%1.74%
20031.97%1.60%
20021.86%2.13%
20011.81%2.09%
20002.25%1.89%
19990.77%0.58%

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