SJM vs EQH

Comparison between J.M. Smucker Company (SJM, Company) and Equitable Holdings Inc (EQH, Company).

SJM is from the Consumer Defensive sector, while EQH is from the Financial Services sector.

5-Year PerformanceEQH has outperformed SJM, delivering a return of +9.9% compared to +0.3%

SJM vs EQH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SJM(COMPANY)	EQH(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	46.25%	61.62%
Sharpe Ratio	0.85	-0.49
5Y Beta	0.11	1.38
Industry	Packaged Foods	Asset Management
P/E Ratio	-85.18	-15.42
Forward P/E	12.20	4.58
PEG Ratio	1.68	N/A
Dividend Yield	3.77%	1.86%
5Y Dividends CAGR	8.77%	14.87%
5Y EPS CAGR	N/A	-30.68%
Debt to Equity	118.02%	1405.49%
Free Cash Flow Yield	9.80%	8.94%
P/S Ratio	1.32	1.04
P/B Ratio	2.29	164.14

Market Cap

Winner

SJM

$12B

EQH

$12B

Max Drawdown

Winner

SJM

46.25%

EQH

61.62%

Sharpe Ratio

Winner

SJM

0.85

EQH

-0.49

5Y Beta

Winner

SJM

0.11

EQH

1.38

Industry

SJM

Packaged Foods

EQH

Asset Management

P/E Ratio

Winner

SJM

-85.18

EQH

-15.42

Forward P/E

SJM

12.20

Winner

EQH

4.58

PEG Ratio

SJM

1.68

EQH

N/A

Dividend Yield

Winner

SJM

3.77%

EQH

1.86%

5Y Dividends CAGR

SJM

8.77%

Winner

EQH

14.87%

5Y EPS CAGR

SJM

N/A

EQH

-30.68%

Debt to Equity

Winner

SJM

118.02%

EQH

1405.49%

Free Cash Flow Yield

Winner

SJM

9.80%

EQH

8.94%

P/S Ratio

SJM

1.32

Winner

EQH

1.04

P/B Ratio

Winner

SJM

2.29

EQH

164.14

SJM vs EQH - Historical Returns

Returns include dividend reinvestment.

Period	SJM	EQH
1 month	+17.38%	+9.26%
3 months	+11.10%	+19.70%
6 months	+17.10%	-7.46%
1 year	+24.61%	-14.92%
5 years(CAGR)	+0.30%	+9.87%
10 years(CAGR)	+1.00%	+12.87%
Max(CAGR)	+9.88%	+12.87%

Winner

SJM

+17.38%

EQH

+9.26%

SJM

+11.10%

Winner

EQH

+19.70%

Winner

SJM

+17.10%

EQH

-7.46%

Winner

SJM

+24.61%

EQH

-14.92%

5Y(CAGR)

SJM

+0.30%

Winner

EQH

+9.87%

10Y(CAGR)

SJM

+1.00%

Winner

EQH

+12.87%

Max(CAGR)

SJM

+9.88%

Winner

EQH

+12.87%

SJM vs EQH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SJM	EQH
2026	+23.08%	-6.90%
2025	-8.60%	+2.13%
2024	-11.83%	+45.79%
2023	-18.06%	+19.98%
2022	+19.21%	-11.54%
2021	+21.00%	+35.63%
2020	+16.77%	+6.06%
2019	+14.43%	+55.18%
2018	-22.26%	-17.22%
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 EQH Drawdown Comparison

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

The maximum drawdown for EQH was -61.31%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.

The current SJM drawdown is -18.59%. The current EQH drawdown is -19.50%.

Rank	SJM	EQH
#1	-38.30% Jun 29, 2007 - Oct 19, 2009	-61.31% Feb 20, 2020 - Nov 24, 2020
#2	-38.11% Jan 6, 2023 - Apr 13, 2026	-35.87% Jun 30, 2025 - Mar 27, 2026
#3	-36.72% Aug 22, 2016 - May 6, 2021	-35.10% Feb 10, 2022 - Dec 14, 2023
#4	-28.36% Nov 15, 1999 - Sep 6, 2000	-34.83% Sep 4, 2018 - May 3, 2019
#5	-26.01% Apr 1, 2004 - Feb 20, 2007	-20.65% Feb 19, 2025 - Jun 26, 2025
#6	-25.26% Dec 6, 2001 - Nov 15, 2002	-19.60% May 5, 2021 - Nov 4, 2021
#7	-20.31% Dec 28, 2000 - Sep 5, 2001	-15.04% Jul 31, 2024 - Oct 11, 2024
#8	-18.62% Jan 16, 2003 - Jun 17, 2003	-13.18% Nov 4, 2021 - Jan 7, 2022
#9	-18.37% Aug 5, 2013 - Feb 4, 2015	-13.03% Jul 24, 2019 - Sep 27, 2019
#10	-15.54% May 12, 2022 - Aug 24, 2022	-12.24% May 3, 2019 - Jul 23, 2019
#11	-14.87% Sep 6, 2001 - Oct 10, 2001	-11.55% Nov 6, 2024 - Jan 15, 2025
#12	-14.83% Jul 22, 2011 - Jan 12, 2012	-11.29% Jan 14, 2021 - Feb 16, 2021
#13	-14.17% Jun 4, 2021 - Dec 16, 2021	-11.09% Jan 14, 2022 - Feb 9, 2022
#14	-12.86% Apr 20, 2010 - Jul 26, 2010	-10.91% Sep 27, 2019 - Oct 28, 2019
#15	-12.45% Jan 18, 2022 - May 9, 2022	-8.85% Dec 4, 2020 - Jan 12, 2021

Correlation

Correlation between SJM and EQH is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32

-101

Dividend Comparison (1999 - 2026)

SJM vs EQH dividend yield comparison.

Year	SJM	EQH
2026	1.89%	1.29%
2025	4.46%	2.20%
2024	3.89%	1.99%
2023	3.29%	2.58%
2022	2.54%	2.72%
2021	2.78%	2.17%
2020	3.08%	2.58%
2019	3.32%	2.34%
2018	3.49%	1.56%
2017	2.46%	0.00%
2016	2.22%	0.00%
2015	2.12%	0.00%
2014	2.42%	0.00%
2013	2.12%	0.00%
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%