SM vs ZWS

Comparison between SM Energy Company (SM, Company) and Zurn Elkay Water Solutions Corp (ZWS, Company).

SM is from the Energy sector, while ZWS is from the Industrials sector.

5-Year PerformanceZWS has outperformed SM, delivering a return of +33.1% compared to +6.7%

SM vs ZWS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SM(COMPANY)	ZWS(COMPANY)
Market Cap	$7.87B	$7.87B
Max Drawdown	98.88%	52.43%
Sharpe Ratio	0.56	1.02
5Y Beta	1.15	0.95
Industry	Oil & Gas E&p	Pollution & Treatment Controls
P/E Ratio	51.67	36.96
Forward P/E	4.40	25.45
PEG Ratio	0.55	1.33
Dividend Yield	2.62%	0.83%
5Y Dividends CAGR	120.39%	25.51%
5Y EPS CAGR	N/A	21.30%
Debt to Equity	0.00%	31.06%
Free Cash Flow Yield	27.55%	4.44%
P/S Ratio	2.06	4.52
P/B Ratio	1.08	4.89

Market Cap

$7.87B

Winner

ZWS

$7.87B

Max Drawdown

98.88%

Winner

ZWS

52.43%

Sharpe Ratio

0.56

Winner

ZWS

1.02

5Y Beta

1.15

Winner

ZWS

0.95

Industry

Oil & Gas E&p

ZWS

Pollution & Treatment Controls

P/E Ratio

51.67

Winner

ZWS

36.96

Forward P/E

Winner

4.40

ZWS

25.45

PEG Ratio

Winner

0.55

ZWS

1.33

Dividend Yield

Winner

2.62%

ZWS

0.83%

5Y Dividends CAGR

Winner

120.39%

ZWS

25.51%

5Y EPS CAGR

N/A

ZWS

21.30%

Debt to Equity

Winner

0.00%

ZWS

31.06%

Free Cash Flow Yield

Winner

27.55%

ZWS

4.44%

P/S Ratio

Winner

2.06

ZWS

4.52

P/B Ratio

Winner

1.08

ZWS

4.89

SM vs ZWS - Historical Returns

Returns include dividend reinvestment.

Period	SM	ZWS
1 month	-12.05%	+1.84%
3 months	+7.11%	+8.30%
6 months	+52.73%	+3.43%
1 year	+7.06%	+38.50%
5 years(CAGR)	+6.69%	+33.08%
10 years(CAGR)	+0.93%	+26.05%
Max(CAGR)	+6.60%	+18.26%

-12.05%

Winner

ZWS

+1.84%

+7.11%

Winner

ZWS

+8.30%

Winner

+52.73%

ZWS

+3.43%

+7.06%

Winner

ZWS

+38.50%

5Y(CAGR)

+6.69%

Winner

ZWS

+33.08%

10Y(CAGR)

+0.93%

Winner

ZWS

+26.05%

Max(CAGR)

+6.60%

Winner

ZWS

+18.26%

SM vs ZWS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SM	ZWS
2026	+51.10%	+4.69%
2025	-51.47%	+27.18%
2024	+1.24%	+29.41%
2023	+23.24%	+39.55%
2022	+10.45%	-41.25%
2021	+363.97%	+296.38%
2020	-44.67%	+21.46%
2019	-26.03%	+39.10%
2018	-33.18%	-11.66%
2017	-35.30%	+29.20%
2016	+73.27%	+6.93%
2015	-48.64%	-35.15%
2014	-53.20%	+4.02%
2013	+52.35%	+24.36%
2012	-31.45%	+6.50%
2011	+21.34%	N/A
2010	+63.50%	N/A
2009	+56.80%	N/A
2008	-48.20%	N/A
2007	+10.56%	N/A
2006	-4.22%	N/A
2005	+82.35%	N/A
2004	+44.17%	N/A
2003	+11.53%	N/A
2002	+16.86%	N/A
2001	-30.19%	N/A
2000	+185.26%	N/A
1999	-0.33%	N/A

SM vs ZWS 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 ZWS was -52.43%, occurring on Jan 19, 2016. Recovery took 1140 trading sessions.

The current SM drawdown is -64.64%. The current ZWS drawdown is -7.31%.

Rank	SM	ZWS
#1	-98.85% Nov 26, 2013 - Apr 1, 2020	-52.43% Mar 7, 2014 - Sep 14, 2018
#2	-82.05% Jun 30, 2008 - Feb 15, 2011	-47.25% Nov 19, 2021 - Oct 16, 2024
#3	-57.19% Jan 16, 2001 - Apr 12, 2004	-45.35% Feb 13, 2020 - Nov 9, 2020
#4	-51.83% Oct 27, 2011 - Oct 18, 2013	-31.93% Apr 30, 2012 - Oct 21, 2013
#5	-31.07% Aug 3, 2011 - Oct 26, 2011	-31.89% Sep 21, 2018 - Dec 11, 2019
#6	-30.27% Jul 7, 2000 - Sep 6, 2000	-30.17% Dec 9, 2024 - Jul 30, 2025
#7	-29.50% Apr 21, 2006 - May 2, 2008	-19.24% Jan 12, 2021 - Feb 17, 2021
#8	-24.07% Nov 9, 1999 - Feb 1, 2000	-17.02% Feb 6, 2026 - Apr 23, 2026
#9	-22.46% Oct 13, 2000 - Nov 21, 2000	-12.18% Apr 27, 2026 - May 19, 2026
#10	-21.62% Dec 28, 2000 - Jan 16, 2001	-10.09% Jan 22, 2014 - Feb 18, 2014
#11	-19.66% Apr 5, 2011 - Jul 15, 2011	-10.05% Mar 12, 2021 - Apr 29, 2021
#12	-18.80% Mar 4, 2005 - Jun 1, 2005	-8.92% May 7, 2021 - Jul 12, 2021
#13	-18.52% Jan 30, 2006 - Apr 18, 2006	-8.33% Jul 12, 2021 - Jul 21, 2021
#14	-16.88% Oct 3, 2005 - Dec 5, 2005	-6.83% Nov 5, 2025 - Nov 26, 2025
#15	-16.26% Mar 10, 2000 - Apr 4, 2000	-5.66% Sep 15, 2021 - Sep 27, 2021

Correlation

Correlation between SM and ZWS is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.01

-101

Dividend Comparison (1999 - 2026)

SM vs ZWS dividend yield comparison.

Year	SM	ZWS
2026	1.55%	0.45%
2025	5.35%	0.82%
2024	1.91%	0.88%
2023	1.55%	0.99%
2022	0.46%	0.95%
2021	0.07%	92.93%
2020	0.33%	0.81%
2019	0.89%	0.00%
2018	0.65%	0.00%
2017	0.45%	0.00%
2016	0.29%	0.00%
2015	0.51%	0.00%
2014	0.26%	0.00%
2013	0.12%	0.00%
2012	0.19%	0.00%
2011	0.14%	0.00%
2010	0.17%	0.00%
2009	0.29%	0.00%
2008	0.49%	0.00%
2007	0.26%	0.00%
2006	0.27%	0.00%
2005	0.27%	0.00%
2004	0.24%	0.00%
2003	0.35%	0.00%
2002	0.40%	0.00%
2001	0.47%	0.00%
2000	0.32%	0.00%
1999	0.20%	0.00%