SJM vs PEN

Comparison between J.M. Smucker Company (SJM, Company) and Penumbra Inc (PEN, Company).

SJM is from the Consumer Defensive sector, while PEN is from the Healthcare sector.

5-Year PerformancePEN has outperformed SJM, delivering a return of +4.2% compared to +2.0%

SJM vs PEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SJM(COMPANY)	PEN(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	46.25%	62.64%
Sharpe Ratio	0.43	1.01
5Y Beta	0.10	0.56
Industry	Packaged Foods	Medical Devices
P/E Ratio	-91.80	79.74
Forward P/E	11.98	63.69
PEG Ratio	1.68	0.12
Dividend Yield	3.69%	N/A
5Y Dividends CAGR	8.77%	N/A
5Y EPS CAGR	N/A	48.32%
Debt to Equity	118.02%	0.00%
Free Cash Flow Yield	9.09%	1.70%
P/S Ratio	1.41	8.46
P/B Ratio	2.30	8.26

Market Cap

SJM

$13B

Winner

PEN

$13B

Max Drawdown

Winner

SJM

46.25%

PEN

62.64%

Sharpe Ratio

SJM

0.43

Winner

PEN

1.01

5Y Beta

Winner

SJM

0.10

PEN

0.56

Industry

SJM

Packaged Foods

PEN

Medical Devices

P/E Ratio

Winner

SJM

-91.80

PEN

79.74

Forward P/E

Winner

SJM

11.98

PEN

63.69

PEG Ratio

SJM

1.68

Winner

PEN

0.12

Dividend Yield

SJM

3.69%

PEN

N/A

5Y Dividends CAGR

SJM

8.77%

PEN

N/A

5Y EPS CAGR

SJM

N/A

PEN

48.32%

Debt to Equity

SJM

118.02%

Winner

PEN

0.00%

Free Cash Flow Yield

Winner

SJM

9.09%

PEN

1.70%

P/S Ratio

Winner

SJM

1.41

PEN

8.46

P/B Ratio

Winner

SJM

2.30

PEN

8.26

SJM vs PEN - Historical Returns

Returns include dividend reinvestment.

Period	SJM	PEN
1 month	+6.39%	+2.08%
3 months	+24.03%	+0.21%
6 months	+10.76%	-4.74%
1 year	+13.49%	+35.36%
5 years(CAGR)	+1.98%	+4.24%
10 years(CAGR)	+0.46%	+17.15%
Max(CAGR)	+9.90%	+20.87%

Winner

SJM

+6.39%

PEN

+2.08%

Winner

SJM

+24.03%

PEN

+0.21%

Winner

SJM

+10.76%

PEN

-4.74%

SJM

+13.49%

Winner

PEN

+35.36%

5Y(CAGR)

SJM

+1.98%

Winner

PEN

+4.24%

10Y(CAGR)

SJM

+0.46%

Winner

PEN

+17.15%

Max(CAGR)

SJM

+9.90%

Winner

PEN

+20.87%

SJM vs PEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SJM	PEN
2026	+25.53%	+4.99%
2025	-8.60%	+29.55%
2024	-11.83%	-2.98%
2023	-18.06%	+13.72%
2022	+19.21%	-21.66%
2021	+21.00%	+63.62%
2020	+16.77%	+6.84%
2019	+14.43%	+33.48%
2018	-22.26%	+35.25%
2017	-1.19%	+46.92%
2016	+6.85%	+14.52%
2015	+25.62%	+30.29%
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 PEN Drawdown Comparison

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

The maximum drawdown for PEN was -62.64%, occurring on Jun 16, 2022. Recovery took 511 trading sessions.

The current SJM drawdown is -16.97%. The current PEN drawdown is -9.61%.

Rank	SJM	PEN
#1	-38.30% Jun 29, 2007 - Oct 19, 2009	-62.64% Apr 28, 2021 - May 9, 2023
#2	-38.11% Jan 6, 2023 - Apr 13, 2026	-52.44% Jun 30, 2023 - Jan 15, 2026
#3	-36.72% Aug 22, 2016 - May 6, 2021	-35.86% Nov 12, 2020 - Feb 9, 2021
#4	-28.36% Nov 15, 1999 - Sep 6, 2000	-35.83% Feb 19, 2020 - Jul 8, 2020
#5	-26.01% Apr 1, 2004 - Feb 20, 2007	-31.65% Jun 6, 2018 - Jun 14, 2019
#6	-25.26% Dec 6, 2001 - Nov 15, 2002	-28.12% Jul 24, 2019 - Feb 11, 2020
#7	-20.31% Dec 28, 2000 - Sep 5, 2001	-26.97% Nov 9, 2017 - Mar 6, 2018
#8	-18.62% Jan 16, 2003 - Jun 17, 2003	-26.12% Sep 22, 2016 - Feb 21, 2017
#9	-18.37% Aug 5, 2013 - Feb 4, 2015	-24.61% Jan 4, 2016 - Jun 6, 2016
#10	-15.54% May 12, 2022 - Aug 24, 2022	-21.70% Aug 13, 2020 - Oct 27, 2020
#11	-14.87% Sep 6, 2001 - Oct 10, 2001	-13.42% Dec 1, 2015 - Dec 11, 2015
#12	-14.83% Jul 22, 2011 - Jan 12, 2012	-12.79% Mar 1, 2021 - Apr 23, 2021
#13	-14.17% Jun 4, 2021 - Dec 16, 2021	-12.45% Oct 8, 2015 - Nov 13, 2015
#14	-12.86% Apr 20, 2010 - Jul 26, 2010	-12.23% Jan 27, 2026 - Jun 29, 2026
#15	-12.45% Jan 18, 2022 - May 9, 2022	-11.94% Jun 23, 2017 - Oct 2, 2017