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SM vs VLY

Comparison between SM Energy Company (SM, Company) and Valley National Bancorp (VLY, Company).

SM is from the Energy sector, while VLY is from the Financial Services sector.

5-Year PerformanceSM has outperformed VLY, delivering a return of +9.6% compared to +5.0%

SM vs VLY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SM
$7.87B
Winner
VLY
$7.87B
Max Drawdown
SM
98.88%
Winner
VLY
71.87%
Sharpe Ratio
SM
0.63
Winner
VLY
1.79
5Y Beta
SM
1.15
Winner
VLY
1.06
Industry
SM
Oil & Gas E&p
VLY
Banks - Regional
P/E Ratio
SM
51.67
Winner
VLY
13.97
Forward P/E
Winner
SM
4.39
VLY
10.94
PEG Ratio
SM
0.55
Winner
VLY
0.42
Dividend Yield
SM
2.53%
Winner
VLY
3.11%
5Y Dividends CAGR
Winner
SM
120.39%
VLY
4.56%
5Y EPS CAGR
SM
N/A
VLY
1.21%
Debt to Equity
Winner
SM
0.00%
VLY
0.82%
Free Cash Flow Yield
Winner
SM
27.55%
VLY
7.04%
P/S Ratio
Winner
SM
2.06
VLY
4.03
P/B Ratio
SM
1.08
Winner
VLY
1.02

SM vs VLY - Historical Returns

Returns include dividend reinvestment.

1M
SM
+2.68%
Winner
VLY
+8.59%
3M
Winner
SM
+22.87%
VLY
+21.92%
6M
Winner
SM
+61.89%
VLY
+23.87%
1Y
SM
+21.84%
Winner
VLY
+67.84%
5Y(CAGR)
Winner
SM
+9.62%
VLY
+4.99%
10Y(CAGR)
SM
+1.78%
Winner
VLY
+8.99%
Max(CAGR)
Winner
SM
+6.98%
VLY
+6.87%

SM vs VLY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSMVLY
2026+66.02%+24.42%
2025-51.47%+36.77%
2024+1.24%-11.39%
2023+23.24%+0.87%
2022+10.45%-15.77%
2021+363.97%+45.93%
2020-44.67%-9.35%
2019-26.03%+31.74%
2018-33.18%-18.01%
2017-35.30%-0.26%
2016+73.27%+27.30%
2015-48.64%+7.00%
2014-53.20%+1.81%
2013+52.35%+11.08%
2012-31.45%-10.45%
2011+21.34%+1.74%
2010+63.50%+18.96%
2009+56.80%-15.04%
2008-48.20%+23.18%
2007+10.56%-22.11%
2006-4.22%+17.03%
2005+82.35%-1.74%
2004+44.17%+3.41%
2003+11.53%+21.96%
2002+16.86%+3.63%
2001-30.19%+15.65%
2000+185.26%+32.74%
1999-0.33%+5.73%

SM vs VLY Drawdown Comparison

The maximum drawdown for SM was -98.85%, occurring on Apr 1, 2020. This drawdown has not yet recovered.

The maximum drawdown for VLY was -62.18%, occurring on Mar 9, 2009. Recovery took 1700 trading sessions.

The current SM drawdown is -61.15%.

RankSMVLY
#1-98.85%
Nov 26, 2013 - Apr 1, 2020
-62.18%
Sep 19, 2008 - Jun 23, 2015
#2-82.05%
Jun 30, 2008 - Feb 15, 2011
-53.93%
Jan 14, 2022 - Jan 29, 2026
#3-57.19%
Jan 16, 2001 - Apr 12, 2004
-48.36%
Jun 8, 2018 - Feb 10, 2021
#4-51.83%
Oct 27, 2011 - Oct 18, 2013
-33.56%
Dec 28, 2006 - Aug 11, 2008
#5-31.07%
Aug 3, 2011 - Oct 26, 2011
-24.57%
Nov 30, 2015 - Nov 10, 2016
#6-30.27%
Jul 7, 2000 - Sep 6, 2000
-22.77%
Dec 27, 2000 - Sep 28, 2001
#7-29.50%
Apr 21, 2006 - May 2, 2008
-22.27%
Dec 31, 1999 - Apr 11, 2000
#8-24.07%
Nov 9, 1999 - Feb 1, 2000
-17.94%
May 17, 2021 - Nov 5, 2021
#9-22.46%
Oct 13, 2000 - Nov 21, 2000
-14.54%
Mar 1, 2017 - Jan 19, 2018
#10-21.62%
Dec 28, 2000 - Jan 16, 2001
-14.30%
May 3, 2002 - Apr 30, 2003
#11-19.66%
Apr 5, 2011 - Jul 15, 2011
-14.22%
Dec 1, 2003 - Oct 26, 2004
#12-18.80%
Mar 4, 2005 - Jun 1, 2005
-13.65%
Jul 1, 2015 - Oct 28, 2015
#13-18.52%
Jan 30, 2006 - Apr 18, 2006
-13.64%
Feb 6, 2026 - Apr 20, 2026
#14-16.88%
Oct 3, 2005 - Dec 5, 2005
-13.18%
Aug 11, 2008 - Sep 18, 2008
#15-16.26%
Mar 10, 2000 - Apr 4, 2000
-12.73%
Nov 4, 2004 - Dec 1, 2005

Correlation

Correlation between SM and VLY is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10
-101

Dividend Comparison (1999 - 2026)

SM vs VLY dividend yield comparison.

YearSMVLY
20261.41%0.76%
20255.35%3.77%
20241.91%4.86%
20231.55%4.05%
20220.46%3.89%
20210.07%3.20%
20200.33%4.51%
20190.89%3.84%
20180.65%4.95%
20170.45%3.92%
20160.29%3.78%
20150.51%4.47%
20140.26%4.53%
20130.12%5.90%
20120.19%17.76%
20110.14%13.65%
20100.17%12.04%
20090.29%12.25%
20080.49%8.89%
20070.26%9.68%
20060.27%7.04%
20050.27%7.78%
20040.24%6.87%
20030.35%6.47%
20020.40%3.36%
20010.47%6.96%
20000.32%5.52%
19990.20%0.50%

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