SJM vs ESI

Comparison between J.M. Smucker Company (SJM, Company) and Element Solutions Inc (ESI, Company).

SJM is from the Consumer Defensive sector, while ESI is from the Basic Materials sector.

5-Year PerformanceESI has outperformed SJM, delivering a return of +16.6% compared to -2.7%

SJM vs ESI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SJM(COMPANY)	ESI(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	46.25%	80.66%
Sharpe Ratio	-0.21	1.85
5Y Beta	0.15	1.50
Industry	Packaged Foods	Specialty Chemicals
P/E Ratio	-8.56	44.55
Forward P/E	10.11	25.06
PEG Ratio	-0.02	0.85
Dividend Yield	4.41%	0.73%
5Y Dividends CAGR	4.13%	31.95%
Debt to Equity	139.96%	0.00%
Free Cash Flow Yield	9.02%	-1.99%

Market Cap

Winner

SJM

$11B

ESI

$11B

Max Drawdown

Winner

SJM

46.25%

ESI

80.66%

Sharpe Ratio

SJM

-0.21

Winner

ESI

1.85

5Y Beta

Winner

SJM

0.15

ESI

1.50

Industry

SJM

Packaged Foods

ESI

Specialty Chemicals

P/E Ratio

Winner

SJM

-8.56

ESI

44.55

Forward P/E

Winner

SJM

10.11

ESI

25.06

PEG Ratio

Winner

SJM

-0.02

ESI

0.85

Dividend Yield

Winner

SJM

4.41%

ESI

0.73%

5Y Dividends CAGR

SJM

4.13%

Winner

ESI

31.95%

Debt to Equity

SJM

139.96%

Winner

ESI

0.00%

Free Cash Flow Yield

Winner

SJM

9.02%

ESI

-1.99%

SJM vs ESI - Historical Returns

Returns include dividend reinvestment.

Period	SJM	ESI
1 month	+12.67%	+16.39%
3 months	-8.74%	+37.00%
6 months	-6.71%	+66.37%
1 year	-5.90%	+96.48%
5 years(CAGR)	-2.75%	+16.58%
10 years(CAGR)	+0.44%	+17.92%
Max(CAGR)	+9.27%	+11.61%

SJM

+12.67%

Winner

ESI

+16.39%

SJM

-8.74%

Winner

ESI

+37.00%

SJM

-6.71%

Winner

ESI

+66.37%

SJM

-5.90%

Winner

ESI

+96.48%

5Y(CAGR)

SJM

-2.75%

Winner

ESI

+16.58%

10Y(CAGR)

SJM

+0.44%

Winner

ESI

+17.92%

Max(CAGR)

SJM

+9.27%

Winner

ESI

+11.61%

SJM vs ESI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SJM	ESI
2026	+5.43%	+70.90%
2025	-8.60%	+0.60%
2024	-11.83%	+12.89%
2023	-18.06%	+29.84%
2022	+19.21%	-24.79%
2021	+21.00%	+41.96%
2020	+16.77%	+52.07%
2019	+14.43%	+9.98%
2018	-22.26%	-0.10%
2017	-1.19%	+0.92%
2016	+6.85%	-19.72%
2015	+25.62%	-44.39%
2014	+1.44%	+65.86%
2013	+18.05%	+16.67%
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 ESI Drawdown Comparison

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

The maximum drawdown for ESI was -80.66%, occurring on Feb 11, 2016. Recovery took 2511 trading sessions.

The current SJM drawdown is -30.27%. The current ESI drawdown is -1.84%.

Rank	SJM	ESI
#1	-38.30% Jun 29, 2007 - Oct 19, 2009	-80.66% Jun 26, 2014 - Jun 18, 2024
#2	-38.11% Jan 6, 2023 - Apr 13, 2026	-39.98% Nov 25, 2024 - Jan 15, 2026
#3	-36.72% Aug 22, 2016 - May 6, 2021	-17.84% Feb 24, 2026 - Apr 8, 2026
#4	-28.36% Nov 15, 1999 - Sep 6, 2000	-15.19% Jul 16, 2024 - Nov 6, 2024
#5	-26.01% Apr 1, 2004 - Feb 20, 2007	-15.12% Mar 4, 2014 - May 16, 2014
#6	-25.26% Dec 6, 2001 - Nov 15, 2002	-7.18% Jan 23, 2014 - Feb 6, 2014
#7	-20.31% Dec 28, 2000 - Sep 5, 2001	-6.68% Jun 2, 2014 - Jun 9, 2014
#8	-18.62% Jan 16, 2003 - Jun 17, 2003	-6.59% Jun 12, 2014 - Jun 26, 2014
#9	-18.37% Aug 5, 2013 - Feb 4, 2015	-6.39% Feb 4, 2026 - Feb 6, 2026
#10	-15.54% May 12, 2022 - Aug 24, 2022	-4.45% May 6, 2026 - May 11, 2026
#11	-14.87% Sep 6, 2001 - Oct 10, 2001	-4.12% Nov 6, 2024 - Nov 22, 2024
#12	-14.83% Jul 22, 2011 - Jan 12, 2012	-4.09% Jun 18, 2024 - Jul 12, 2024
#13	-14.17% Jun 4, 2021 - Dec 16, 2021	-3.94% Apr 27, 2026 - Apr 29, 2026
#14	-12.86% Apr 20, 2010 - Jul 26, 2010	-3.60% Jan 16, 2026 - Jan 26, 2026
#15	-12.45% Jan 18, 2022 - May 9, 2022	-3.57% Dec 17, 2013 - Jan 23, 2014

Correlation

Correlation between SJM and ESI is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25

-101

Dividend Comparison (1999 - 2026)

SJM vs ESI dividend yield comparison.

Year	SJM	ESI
2026	1.09%	0.18%
2025	4.46%	1.28%
2024	3.89%	1.26%
2023	3.29%	1.38%
2022	2.54%	1.76%
2021	2.78%	1.03%
2020	3.08%	0.28%
2019	3.32%	0.00%
2018	3.49%	0.00%
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%