SMPL vs BHRB

Comparison between Simply Good Foods Company (SMPL, Company) and Burke & Herbert Financial Services Corp (BHRB, Company).

SMPL is from the Consumer Defensive sector, while BHRB is from the Financial Services sector.

5-Year PerformanceBHRB has outperformed SMPL, delivering a return of +11.3% compared to -20.0%

SMPL vs BHRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMPL(COMPANY)	BHRB(COMPANY)
Market Cap	$1.07B	$1.06B
Max Drawdown	76.58%	48.39%
Sharpe Ratio	-2.11	0.44
5Y Beta	0.41	0.86
Industry	Packaged Foods	Banks - Regional
P/E Ratio	-7.23	9.05
Forward P/E	7.44	N/A
PEG Ratio	N/A	0.09
Dividend Yield	N/A	3.13%
5Y Dividends CAGR	N/A	6.58%
Debt to Equity	28.00%	60.73%
Free Cash Flow Yield	11.18%	7.98%

Market Cap

Winner

SMPL

$1.07B

BHRB

$1.06B

Max Drawdown

SMPL

76.58%

Winner

BHRB

48.39%

Sharpe Ratio

SMPL

-2.11

Winner

BHRB

0.44

5Y Beta

Winner

SMPL

0.41

BHRB

0.86

Industry

SMPL

Packaged Foods

BHRB

Banks - Regional

P/E Ratio

Winner

SMPL

-7.23

BHRB

9.05

Forward P/E

SMPL

7.44

BHRB

N/A

PEG Ratio

SMPL

N/A

BHRB

0.09

Dividend Yield

SMPL

N/A

BHRB

3.13%

5Y Dividends CAGR

SMPL

N/A

BHRB

6.58%

Debt to Equity

Winner

SMPL

28.00%

BHRB

60.73%

Free Cash Flow Yield

Winner

SMPL

11.18%

BHRB

7.98%

SMPL vs BHRB - Historical Returns

Returns include dividend reinvestment.

Period	SMPL	BHRB
1 month	-3.82%	+9.75%
3 months	+3.96%	+12.87%
6 months	-42.33%	+14.57%
1 year	-63.50%	+18.46%
5 years(CAGR)	-19.95%	+11.32%
10 years(CAGR)	+0.06%	+8.01%
Max(CAGR)	+0.06%	+8.58%

SMPL

-3.82%

Winner

BHRB

+9.75%

SMPL

+3.96%

Winner

BHRB

+12.87%

SMPL

-42.33%

Winner

BHRB

+14.57%

SMPL

-63.50%

Winner

BHRB

+18.46%

5Y(CAGR)

SMPL

-19.95%

Winner

BHRB

+11.32%

10Y(CAGR)

SMPL

+0.06%

Winner

BHRB

+8.01%

Max(CAGR)

SMPL

+0.06%

Winner

BHRB

+8.58%

SMPL vs BHRB - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	SMPL	BHRB
2026	-38.29%	+19.95%
2025	-48.53%	+6.76%
2024	-1.84%	+3.03%
2023	+5.68%	-8.24%
2022	-9.62%	+33.46%
2021	+39.92%	+33.99%
2020	+12.56%	-20.19%
2019	+50.85%	-21.52%
2018	+30.17%	+15.11%
2017	+18.83%	+35.80%
2016	N/A	+2.84%
2015	N/A	+5.04%
2014	N/A	-4.81%
2013	N/A	+2.03%
2012	N/A	+1.13%
2011	N/A	+3.27%
2010	N/A	+30.49%
2009	N/A	+11.79%
2008	N/A	+36.38%
2007	N/A	-23.18%
2006	N/A	-14.79%
2005	N/A	-0.25%
2004	N/A	-1.77%
2003	N/A	+73.00%
2002	N/A	+59.18%
2001	N/A	+2.82%

SMPL vs BHRB Drawdown Comparison

The maximum drawdown for SMPL was -76.58%, occurring on Apr 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for BHRB was -47.88%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current SMPL drawdown is -72.92%. The current BHRB drawdown is -4.32%.

Rank	SMPL	BHRB
#1	-76.58% Apr 19, 2022 - Apr 10, 2026	-47.88% May 23, 2023 - Oct 27, 2023
#2	-51.57% Sep 12, 2019 - Dec 30, 2020	-46.28% Mar 17, 2004 - Mar 23, 2010
#3	-20.17% Jan 4, 2022 - Apr 14, 2022	-44.76% Jan 23, 2019 - Nov 8, 2022
#4	-17.77% Nov 19, 2018 - Feb 12, 2019	-17.91% Mar 23, 2010 - Dec 29, 2010
#5	-17.37% Mar 17, 2021 - Apr 29, 2021	-16.37% Nov 16, 2022 - Apr 25, 2023
#6	-15.43% Jan 2, 2018 - Jul 2, 2018	-14.21% May 4, 2015 - Jun 7, 2017
#7	-13.87% Dec 31, 2020 - Mar 9, 2021	-11.88% May 20, 2013 - Apr 24, 2015
#8	-12.87% Nov 5, 2021 - Dec 27, 2021	-10.35% Apr 26, 2023 - May 22, 2023
#9	-12.54% Oct 1, 2018 - Nov 2, 2018	-9.62% Mar 23, 2011 - May 20, 2013
#10	-9.63% Jul 23, 2021 - Oct 25, 2021	-7.14% Dec 19, 2017 - Feb 15, 2018
#11	-9.17% May 7, 2021 - May 26, 2021	-6.52% Dec 29, 2010 - Mar 4, 2011
#12	-9.06% Oct 10, 2017 - Nov 15, 2017	-5.40% Apr 24, 2015 - May 4, 2015
#13	-8.85% Feb 15, 2019 - Apr 2, 2019	-4.87% Mar 19, 2002 - Apr 24, 2002
#14	-8.67% Jul 12, 2017 - Oct 10, 2017	-4.63% Nov 8, 2022 - Nov 15, 2022
#15	-7.82% Jul 9, 2019 - Aug 22, 2019	-4.43% Aug 1, 2002 - Dec 9, 2002