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SJM vs WSO

Comparison between J.M. Smucker Company (SJM, Company) and Watsco Inc - Class A (WSO, Company).

SJM is from the Consumer Defensive sector, while WSO is from the Industrials sector.

5-Year PerformanceWSO has outperformed SJM, delivering a return of +6.0% compared to +2.0%

SJM vs WSO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SJM
$13B
WSO
$13B
Max Drawdown
Winner
SJM
46.25%
WSO
57.62%
Sharpe Ratio
Winner
SJM
0.43
WSO
-0.67
5Y Beta
Winner
SJM
0.10
WSO
0.90
Industry
SJM
Packaged Foods
WSO
Industrial Distribution
P/E Ratio
Winner
SJM
-91.80
WSO
25.57
Forward P/E
Winner
SJM
11.98
WSO
25.91
PEG Ratio
SJM
1.68
Winner
WSO
1.53
Dividend Yield
Winner
SJM
3.69%
WSO
3.67%
5Y Dividends CAGR
SJM
8.77%
Winner
WSO
15.93%
5Y EPS CAGR
SJM
N/A
WSO
19.70%
Debt to Equity
SJM
118.02%
Winner
WSO
0.00%
Free Cash Flow Yield
Winner
SJM
9.09%
WSO
5.50%
P/S Ratio
Winner
SJM
1.41
WSO
1.88
P/B Ratio
Winner
SJM
2.30
WSO
4.61

SJM vs WSO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SJM
+6.39%
WSO
-18.87%
3M
Winner
SJM
+24.03%
WSO
-25.06%
6M
Winner
SJM
+10.76%
WSO
-22.29%
1Y
Winner
SJM
+13.49%
WSO
-20.69%
5Y(CAGR)
SJM
+1.98%
Winner
WSO
+5.97%
10Y(CAGR)
SJM
+0.46%
Winner
WSO
+11.86%
Max(CAGR)
SJM
+9.90%
Winner
WSO
+17.03%

SJM vs WSO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSJMWSO
2026+25.53%-5.32%
2025-8.60%-26.25%
2024-11.83%+15.59%
2023-18.06%+72.85%
2022+19.21%-15.46%
2021+21.00%+42.70%
2020+16.77%+31.13%
2019+14.43%+34.90%
2018-22.26%-15.44%
2017-1.19%+17.80%
2016+6.85%+31.98%
2015+25.62%+12.90%
2014+1.44%+15.03%
2013+18.05%+26.23%
2012+14.41%+25.50%
2011+22.31%+5.92%
2010+8.35%+31.75%
2009+46.26%+27.70%
2008-4.17%+12.47%
2007+6.67%-20.57%
2006+9.55%-24.16%
2005-3.95%+75.41%
2004+6.36%+55.09%
2003+13.63%+39.42%
2002+9.32%+16.77%
2001+37.10%+24.98%
2000+51.05%+2.27%
1999-3.02%+13.44%

SJM vs WSO Drawdown Comparison

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

The maximum drawdown for WSO was -54.14%, occurring on Jan 18, 2008. Recovery took 1046 trading sessions.

The current SJM drawdown is -16.97%. The current WSO drawdown is -40.67%.

RankSJMWSO
#1-38.30%
Jun 29, 2007 - Oct 19, 2009
-54.14%
Feb 24, 2006 - Apr 22, 2010
#2-38.11%
Jan 6, 2023 - Apr 13, 2026
-43.26%
May 23, 2000 - Mar 7, 2002
#3-36.72%
Aug 22, 2016 - May 6, 2021
-42.84%
Nov 25, 2024 - Jul 31, 2026
#4-28.36%
Nov 15, 1999 - Sep 6, 2000
-35.08%
Nov 15, 1999 - Apr 20, 2000
#5-26.01%
Apr 1, 2004 - Feb 20, 2007
-33.03%
May 3, 2002 - Sep 2, 2003
#6-25.26%
Dec 6, 2001 - Nov 15, 2002
-29.53%
Jun 12, 2018 - Dec 6, 2019
#7-20.31%
Dec 28, 2000 - Sep 5, 2001
-28.58%
Apr 6, 2011 - Feb 1, 2012
#8-18.62%
Jan 16, 2003 - Jun 17, 2003
-27.17%
Dec 15, 2021 - Feb 2, 2023
#9-18.37%
Aug 5, 2013 - Feb 4, 2015
-24.30%
Mar 9, 2020 - Jun 9, 2020
#10-15.54%
May 12, 2022 - Aug 24, 2022
-17.92%
Apr 22, 2014 - Dec 3, 2014
#11-14.87%
Sep 6, 2001 - Oct 10, 2001
-17.41%
Oct 23, 2015 - Mar 18, 2016
#12-14.83%
Jul 22, 2011 - Jan 12, 2012
-17.17%
Apr 22, 2010 - Dec 2, 2010
#13-14.17%
Jun 4, 2021 - Dec 16, 2021
-17.14%
Apr 25, 2000 - May 22, 2000
#14-12.86%
Apr 20, 2010 - Jul 26, 2010
-16.18%
Jul 19, 2012 - Oct 4, 2012
#15-12.45%
Jan 18, 2022 - May 9, 2022
-15.96%
Apr 22, 2004 - Sep 21, 2004

Correlation

Correlation between SJM and WSO is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

SJM vs WSO dividend yield comparison.

YearSJMWSO
20261.85%2.99%
20254.46%3.47%
20243.89%2.23%
20233.29%2.29%
20222.54%3.43%
20212.78%2.44%
20203.08%3.06%
20193.32%3.55%
20183.49%4.02%
20172.46%2.71%
20162.22%2.43%
20152.12%2.39%
20142.42%1.87%
20132.12%1.20%
20122.32%9.99%
20112.35%3.40%
20102.36%3.23%
20092.22%3.86%
200814.44%4.56%
20072.29%3.56%
20062.29%2.01%
20052.41%1.04%
20042.08%1.08%
20031.97%0.88%
20021.86%0.70%
20011.81%0.70%
20002.25%1.04%
19990.77%0.00%

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