SJM vs HTHT

Comparison between J.M. Smucker Company (SJM, Company) and H World Group Ltd (HTHT, Company).

SJM is from the Consumer Defensive sector, while HTHT is from the Consumer Cyclical sector.

5-Year PerformanceHTHT has outperformed SJM, delivering a return of +1.7% compared to +1.7%

SJM vs HTHT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SJM(COMPANY)	HTHT(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	46.25%	64.02%
Sharpe Ratio	0.43	0.99
5Y Beta	0.10	0.56
Industry	Packaged Foods	Lodging
P/E Ratio	-91.47	17.44
Forward P/E	11.85	35.34
PEG Ratio	1.68	0.23
Dividend Yield	3.68%	5.04%
5Y Dividends CAGR	8.39%	N/A
Debt to Equity	118.02%	45.42%
Free Cash Flow Yield	9.13%	9.45%
P/S Ratio	1.43	0.50
P/B Ratio	2.28	7.68

Market Cap

Winner

SJM

$13B

HTHT

$13B

Max Drawdown

Winner

SJM

46.25%

HTHT

64.02%

Sharpe Ratio

SJM

0.43

Winner

HTHT

0.99

5Y Beta

Winner

SJM

0.10

HTHT

0.56

Industry

SJM

Packaged Foods

HTHT

Lodging

P/E Ratio

Winner

SJM

-91.47

HTHT

17.44

Forward P/E

Winner

SJM

11.85

HTHT

35.34

PEG Ratio

SJM

1.68

Winner

HTHT

0.23

Dividend Yield

SJM

3.68%

Winner

HTHT

5.04%

5Y Dividends CAGR

SJM

8.39%

HTHT

N/A

Debt to Equity

SJM

118.02%

Winner

HTHT

45.42%

Free Cash Flow Yield

SJM

9.13%

Winner

HTHT

9.45%

P/S Ratio

SJM

1.43

Winner

HTHT

0.50

P/B Ratio

Winner

SJM

2.28

HTHT

7.68

SJM vs HTHT - Historical Returns

Returns include dividend reinvestment.

Period	SJM	HTHT
1 month	+12.59%	+1.63%
3 months	+23.60%	-7.79%
6 months	+12.05%	-18.11%
1 year	+14.50%	+32.31%
5 years(CAGR)	+1.70%	+1.73%
10 years(CAGR)	+0.92%	+16.44%
Max(CAGR)	+10.02%	+17.68%

Winner

SJM

+12.59%

HTHT

+1.63%

Winner

SJM

+23.60%

HTHT

-7.79%

Winner

SJM

+12.05%

HTHT

-18.11%

SJM

+14.50%

Winner

HTHT

+32.31%

5Y(CAGR)

SJM

+1.70%

Winner

HTHT

+1.73%

10Y(CAGR)

SJM

+0.92%

Winner

HTHT

+16.44%

Max(CAGR)

SJM

+10.02%

Winner

HTHT

+17.68%

SJM vs HTHT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SJM	HTHT
2026	+29.45%	-10.36%
2025	-8.60%	+51.96%
2024	-11.83%	+3.05%
2023	-18.06%	-19.88%
2022	+19.21%	+14.12%
2021	+21.00%	-17.84%
2020	+16.77%	+9.38%
2019	+14.43%	+39.47%
2018	-22.26%	-27.11%
2017	-1.19%	+189.02%
2016	+6.85%	+71.49%
2015	+25.62%	+27.65%
2014	+1.44%	-15.28%
2013	+18.05%	+80.45%
2012	+14.41%	+21.79%
2011	+22.31%	-37.22%
2010	+8.35%	+56.47%
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 HTHT Drawdown Comparison

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

The maximum drawdown for HTHT was -64.02%, occurring on Mar 14, 2022. Recovery took 1264 trading sessions.

The current SJM drawdown is -14.38%. The current HTHT drawdown is -23.27%.

Rank	SJM	HTHT
#1	-38.30% Jun 29, 2007 - Oct 19, 2009	-64.02% Feb 12, 2021 - Feb 26, 2026
#2	-38.11% Jan 6, 2023 - Apr 13, 2026	-59.55% Oct 14, 2010 - Dec 23, 2013
#3	-36.72% Aug 22, 2016 - May 6, 2021	-49.41% Jun 18, 2018 - Nov 17, 2020
#4	-28.36% Nov 15, 1999 - Sep 6, 2000	-43.68% Jan 2, 2014 - Dec 23, 2015
#5	-26.01% Apr 1, 2004 - Feb 20, 2007	-27.10% Oct 23, 2017 - Dec 26, 2017
#6	-25.26% Dec 6, 2001 - Nov 15, 2002	-26.71% Feb 26, 2026 - Jul 21, 2026
#7	-20.31% Dec 28, 2000 - Sep 5, 2001	-25.42% Jan 22, 2018 - May 15, 2018
#8	-18.62% Jan 16, 2003 - Jun 17, 2003	-20.99% Dec 28, 2015 - Mar 17, 2016
#9	-18.37% Aug 5, 2013 - Feb 4, 2015	-18.81% Apr 5, 2010 - Jul 29, 2010
#10	-15.54% May 12, 2022 - Aug 24, 2022	-18.13% Nov 19, 2020 - Feb 5, 2021
#11	-14.87% Sep 6, 2001 - Oct 10, 2001	-16.15% Aug 6, 2010 - Aug 19, 2010
#12	-14.83% Jul 22, 2011 - Jan 12, 2012	-14.16% Mar 31, 2016 - Jul 12, 2016
#13	-14.17% Jun 4, 2021 - Dec 16, 2021	-14.15% Dec 5, 2016 - Jan 26, 2017
#14	-12.86% Apr 20, 2010 - Jul 26, 2010	-13.62% Jun 7, 2017 - Jul 17, 2017
#15	-12.45% Jan 18, 2022 - May 9, 2022	-10.66% Aug 29, 2016 - Nov 14, 2016

Correlation

Correlation between SJM and HTHT 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 HTHT dividend yield comparison.

Year	SJM	HTHT
2026	2.73%	3.10%
2025	4.46%	3.78%
2024	3.89%	1.91%
2023	3.29%	2.78%
2022	2.54%	0.50%
2021	2.78%	0.00%
2020	3.08%	0.71%
2019	3.32%	0.00%
2018	3.49%	1.12%
2017	2.46%	0.43%
2016	2.22%	0.00%
2015	2.12%	2.18%
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%