SJM vs BJ

Comparison between J.M. Smucker Company (SJM, Company) and BJ`s Wholesale Club Holdings Inc (BJ, Company).

Both SJM and BJ are from the Consumer Defensive sector.

5-Year PerformanceBJ has outperformed SJM, delivering a return of +13.7% compared to -1.6%

SJM vs BJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SJM(COMPANY)	BJ(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	46.25%	38.76%
Sharpe Ratio	-0.13	-1.08
5Y Beta	0.14	0.02
Industry	Packaged Foods	Discount Stores
P/E Ratio	-8.74	19.09
Forward P/E	10.42	19.05
PEG Ratio	-0.02	2.08
Dividend Yield	4.24%	N/A
5Y Dividends CAGR	8.77%	N/A
5Y EPS CAGR	N/A	7.61%
Debt to Equity	139.96%	23.62%
Free Cash Flow Yield	8.84%	3.00%

Market Cap

Winner

SJM

$11B

Max Drawdown

SJM

46.25%

Winner

38.76%

Sharpe Ratio

Winner

SJM

-0.13

-1.08

5Y Beta

SJM

0.14

Winner

0.02

Industry

SJM

Packaged Foods

Discount Stores

P/E Ratio

Winner

SJM

-8.74

19.09

Forward P/E

Winner

SJM

10.42

19.05

PEG Ratio

Winner

SJM

-0.02

2.08

Dividend Yield

SJM

4.24%

N/A

5Y Dividends CAGR

SJM

8.77%

N/A

5Y EPS CAGR

SJM

N/A

7.61%

Debt to Equity

SJM

139.96%

Winner

23.62%

Free Cash Flow Yield

Winner

SJM

8.84%

3.00%

SJM vs BJ - Historical Returns

Returns include dividend reinvestment.

Period	SJM	BJ
1 month	+9.21%	-9.36%
3 months	-10.21%	-14.77%
6 months	+1.90%	-7.24%
1 year	-5.86%	-26.75%
5 years(CAGR)	-1.60%	+13.66%
10 years(CAGR)	+0.86%	N/A
Max(CAGR)	+9.39%	+18.49%

Winner

SJM

+9.21%

-9.36%

Winner

SJM

-10.21%

-14.77%

Winner

SJM

+1.90%

-7.24%

Winner

SJM

-5.86%

-26.75%

5Y(CAGR)

SJM

-1.60%

Winner

+13.66%

10Y(CAGR)

SJM

+0.86%

N/A

Max(CAGR)

SJM

+9.39%

Winner

+18.49%

SJM vs BJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SJM	BJ
2026	+8.81%	-8.40%
2025	-8.60%	+2.07%
2024	-11.83%	+32.72%
2023	-18.06%	-1.81%
2022	+19.21%	+0.72%
2021	+21.00%	+79.35%
2020	+16.77%	+64.96%
2019	+14.43%	-1.22%
2018	-22.26%	+0.73%
2017	-1.19%	N/A
2016	+6.85%	N/A
2015	+25.62%	N/A
2014	+1.44%	N/A
2013	+18.05%	N/A
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 BJ Drawdown Comparison

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

The maximum drawdown for BJ was -38.76%, occurring on Feb 28, 2020. Recovery took 429 trading sessions.

The current SJM drawdown is -28.03%. The current BJ drawdown is -29.80%.

Rank	SJM	BJ
#1	-38.30% Jun 29, 2007 - Oct 19, 2009	-38.76% Sep 6, 2018 - May 21, 2020
#2	-38.11% Jan 6, 2023 - Apr 13, 2026	-29.80% Apr 14, 2025 - May 27, 2026
#3	-36.72% Aug 22, 2016 - May 6, 2021	-27.30% Nov 18, 2021 - Aug 18, 2022
#4	-28.36% Nov 15, 1999 - Sep 6, 2000	-23.67% Nov 10, 2022 - May 20, 2024
#5	-26.01% Apr 1, 2004 - Feb 20, 2007	-21.78% Jan 27, 2021 - Jul 20, 2021
#6	-25.26% Dec 6, 2001 - Nov 15, 2002	-21.29% Aug 24, 2020 - Jan 27, 2021
#7	-20.31% Dec 28, 2000 - Sep 5, 2001	-15.92% Jul 16, 2024 - Nov 21, 2024
#8	-18.62% Jan 16, 2003 - Jun 17, 2003	-11.78% Dec 11, 2024 - Jan 30, 2025
#9	-18.37% Aug 5, 2013 - Feb 4, 2015	-11.63% Sep 9, 2022 - Nov 10, 2022
#10	-15.54% May 12, 2022 - Aug 24, 2022	-9.98% May 22, 2020 - Jun 22, 2020
#11	-14.87% Sep 6, 2001 - Oct 10, 2001	-9.95% Sep 3, 2021 - Oct 21, 2021
#12	-14.83% Jul 22, 2011 - Jan 12, 2012	-9.65% Jul 13, 2018 - Aug 23, 2018
#13	-14.17% Jun 4, 2021 - Dec 16, 2021	-7.41% Aug 24, 2018 - Aug 30, 2018
#14	-12.86% Apr 20, 2010 - Jul 26, 2010	-7.07% Feb 11, 2025 - Mar 6, 2025
#15	-12.45% Jan 18, 2022 - May 9, 2022	-6.47% Mar 7, 2025 - Apr 3, 2025