SJM vs SF

Comparison between J.M. Smucker Company (SJM, Company) and Stifel Financial Corp (SF, Company).

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

5-Year PerformanceSF has outperformed SJM, delivering a return of +10.9% compared to -1.6%

SJM vs SF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SJM(COMPANY)	SF(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	46.25%	55.25%
Sharpe Ratio	-0.13	0.56
5Y Beta	0.14	1.31
Industry	Packaged Foods	Capital Markets
P/E Ratio	-8.74	16.35
Forward P/E	10.42	11.14
PEG Ratio	-0.02	0.75
Dividend Yield	4.24%	1.73%
5Y Dividends CAGR	8.77%	36.82%
5Y EPS CAGR	N/A	11.92%
Debt to Equity	139.96%	10.32%
Free Cash Flow Yield	8.84%	8.97%

Market Cap

Winner

SJM

$11B

Max Drawdown

Winner

SJM

46.25%

55.25%

Sharpe Ratio

SJM

-0.13

Winner

0.56

5Y Beta

Winner

SJM

0.14

1.31

Industry

SJM

Packaged Foods

Capital Markets

P/E Ratio

Winner

SJM

-8.74

16.35

Forward P/E

Winner

SJM

10.42

11.14

PEG Ratio

Winner

SJM

-0.02

0.75

Dividend Yield

Winner

SJM

4.24%

1.73%

5Y Dividends CAGR

SJM

8.77%

Winner

36.82%

5Y EPS CAGR

SJM

N/A

11.92%

Debt to Equity

SJM

139.96%

Winner

10.32%

Free Cash Flow Yield

SJM

8.84%

Winner

8.97%

SJM vs SF - Historical Returns

Returns include dividend reinvestment.

Period	SJM	SF
1 month	+9.21%	-9.19%
3 months	-10.21%	-4.19%
6 months	+1.90%	-11.83%
1 year	-5.86%	+12.73%
5 years(CAGR)	-1.60%	+10.88%
10 years(CAGR)	+0.86%	+16.90%
Max(CAGR)	+9.39%	+16.07%

Winner

SJM

+9.21%

-9.19%

SJM

-10.21%

Winner

-4.19%

Winner

SJM

+1.90%

-11.83%

SJM

-5.86%

Winner

+12.73%

5Y(CAGR)

SJM

-1.60%

Winner

+10.88%

10Y(CAGR)

SJM

+0.86%

Winner

+16.90%

Max(CAGR)

SJM

+9.39%

Winner

+16.07%

SJM vs SF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SJM	SF
2026	+8.81%	-17.06%
2025	-8.60%	+20.03%
2024	-11.83%	+56.07%
2023	-18.06%	+19.01%
2022	+19.21%	-17.01%
2021	+21.00%	+45.12%
2020	+16.77%	+24.74%
2019	+14.43%	+48.01%
2018	-22.26%	-30.66%
2017	-1.19%	+19.75%
2016	+6.85%	+20.54%
2015	+25.62%	-16.30%
2014	+1.44%	+8.46%
2013	+18.05%	+44.21%
2012	+14.41%	-4.60%
2011	+22.31%	-23.70%
2010	+8.35%	+4.94%
2009	+46.26%	+29.63%
2008	-4.17%	+35.57%
2007	+6.67%	+34.90%
2006	+9.55%	+2.56%
2005	-3.95%	+85.90%
2004	+6.36%	+50.83%
2003	+13.63%	+77.28%
2002	+9.32%	+7.63%
2001	+37.10%	-4.65%
2000	+51.05%	+19.52%
1999	-3.02%	-6.80%

SJM vs SF Drawdown Comparison

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

The maximum drawdown for SF was -55.25%, occurring on Feb 24, 2016. Recovery took 618 trading sessions.

The current SJM drawdown is -28.03%. The current SF drawdown is -20.12%.

Rank	SJM	SF
#1	-38.30% Jun 29, 2007 - Oct 19, 2009	-55.25% Jun 23, 2015 - Dec 4, 2017
#2	-38.11% Jan 6, 2023 - Apr 13, 2026	-51.89% Feb 20, 2020 - Nov 9, 2020
#3	-36.72% Aug 22, 2016 - May 6, 2021	-50.85% Mar 8, 2011 - Jan 16, 2014
#4	-28.36% Nov 15, 1999 - Sep 6, 2000	-42.10% Feb 1, 2018 - Feb 4, 2020
#5	-26.01% Apr 1, 2004 - Feb 20, 2007	-41.41% Sep 19, 2008 - May 4, 2009
#6	-25.26% Dec 6, 2001 - Nov 15, 2002	-40.06% Oct 11, 2007 - Jul 23, 2008
#7	-20.31% Dec 28, 2000 - Sep 5, 2001	-36.25% Feb 8, 2022 - Mar 28, 2024
#8	-18.62% Jan 16, 2003 - Jun 17, 2003	-34.67% Jan 30, 2025 - Oct 22, 2025
#9	-18.37% Aug 5, 2013 - Feb 4, 2015	-32.45% Oct 16, 2000 - Nov 3, 2003
#10	-15.54% May 12, 2022 - Aug 24, 2022	-31.50% Mar 30, 2006 - Jan 11, 2007
#11	-14.87% Sep 6, 2001 - Oct 10, 2001	-27.20% Dec 30, 2009 - Dec 14, 2010
#12	-14.83% Jul 22, 2011 - Jan 12, 2012	-25.97% Mar 9, 2004 - Nov 22, 2004
#13	-14.17% Jun 4, 2021 - Dec 16, 2021	-21.42% Feb 21, 2007 - May 25, 2007
#14	-12.86% Apr 20, 2010 - Jul 26, 2010	-21.02% Jan 6, 2026 - Mar 16, 2026
#15	-12.45% Jan 18, 2022 - May 9, 2022	-19.86% Dec 3, 2004 - Jun 23, 2005

Correlation

Correlation between SJM and SF is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (1999 - 2026)

SJM vs SF dividend yield comparison.

Year	SJM	SF
2026	2.14%	0.48%
2025	4.46%	1.47%
2024	3.89%	1.58%
2023	3.29%	2.08%
2022	2.54%	2.06%
2021	2.78%	0.85%
2020	3.08%	0.90%
2019	3.32%	0.99%
2018	3.49%	1.16%
2017	2.46%	0.34%
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%	0.53%
2001	1.81%	1.13%
2000	2.25%	1.04%
1999	0.77%	0.30%