SMPL vs HFWA

Comparison between Simply Good Foods Company (SMPL, Company) and Heritage Financial Corp (HFWA, Company).

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

5-Year PerformanceHFWA has outperformed SMPL, delivering a return of +8.4% compared to -19.3%

SMPL vs HFWA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMPL(COMPANY)	HFWA(COMPANY)
Market Cap	$1.19B	$1.18B
Max Drawdown	76.58%	68.97%
Sharpe Ratio	-1.88	0.62
5Y Beta	0.42	0.80
Industry	Packaged Foods	Banks - Regional
P/E Ratio	-18.28	14.08
Forward P/E	8.38	12.33
PEG Ratio	1.64	0.40
Dividend Yield	N/A	3.26%
5Y Dividends CAGR	N/A	3.71%
5Y EPS CAGR	34.39%	4.17%
Debt to Equity	26.64%	0.00%
Free Cash Flow Yield	12.31%	6.78%
P/S Ratio	0.83	4.45
P/B Ratio	0.83	1.10

Market Cap

Winner

SMPL

$1.19B

HFWA

$1.18B

Max Drawdown

SMPL

76.58%

Winner

HFWA

68.97%

Sharpe Ratio

SMPL

-1.88

Winner

HFWA

0.62

5Y Beta

Winner

SMPL

0.42

HFWA

0.80

Industry

SMPL

Packaged Foods

HFWA

Banks - Regional

P/E Ratio

Winner

SMPL

-18.28

HFWA

14.08

Forward P/E

Winner

SMPL

8.38

HFWA

12.33

PEG Ratio

SMPL

1.64

Winner

HFWA

0.40

Dividend Yield

SMPL

N/A

HFWA

3.26%

5Y Dividends CAGR

SMPL

N/A

HFWA

3.71%

5Y EPS CAGR

Winner

SMPL

34.39%

HFWA

4.17%

Debt to Equity

SMPL

26.64%

Winner

HFWA

0.00%

Free Cash Flow Yield

Winner

SMPL

12.31%

HFWA

6.78%

P/S Ratio

Winner

SMPL

0.83

HFWA

4.45

P/B Ratio

Winner

SMPL

0.83

HFWA

1.10

SMPL vs HFWA - Historical Returns

Returns include dividend reinvestment.

Period	SMPL	HFWA
1 month	+1.27%	+2.44%
3 months	+22.32%	+8.71%
6 months	-40.33%	+24.16%
1 year	-60.48%	+19.31%
5 years(CAGR)	-19.28%	+8.43%
10 years(CAGR)	+0.69%	+8.97%
Max(CAGR)	+0.69%	+8.18%

SMPL

+1.27%

Winner

HFWA

+2.44%

Winner

SMPL

+22.32%

HFWA

+8.71%

SMPL

-40.33%

Winner

HFWA

+24.16%

SMPL

-60.48%

Winner

HFWA

+19.31%

5Y(CAGR)

SMPL

-19.28%

Winner

HFWA

+8.43%

10Y(CAGR)

SMPL

+0.69%

Winner

HFWA

+8.97%

Max(CAGR)

SMPL

+0.69%

Winner

HFWA

+8.18%

SMPL vs HFWA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SMPL	HFWA
2026	-34.71%	+26.41%
2025	-48.53%	+2.45%
2024	-1.84%	+21.08%
2023	+5.68%	-26.28%
2022	-9.62%	+28.53%
2021	+39.92%	+9.22%
2020	+12.56%	-14.06%
2019	+50.85%	-2.73%
2018	+30.17%	-0.02%
2017	+18.83%	+21.19%
2016	N/A	+46.02%
2015	N/A	+13.14%
2014	N/A	+6.05%
2013	N/A	+15.50%
2012	N/A	+15.98%
2011	N/A	-7.09%
2010	N/A	-1.63%
2009	N/A	+12.07%
2008	N/A	-32.82%
2007	N/A	-15.32%
2006	N/A	+3.52%
2005	N/A	+13.39%
2004	N/A	+6.88%
2003	N/A	+26.85%
2002	N/A	+56.03%
2001	N/A	+23.90%
2000	N/A	+22.62%
1999	N/A	+1.47%

SMPL vs HFWA 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 HFWA was -65.13%, occurring on Mar 9, 2009. Recovery took 2673 trading sessions.

The current SMPL drawdown is -71.35%. The current HFWA drawdown is -2.68%.

Rank	SMPL	HFWA
#1	-76.58% Apr 19, 2022 - Apr 10, 2026	-65.13% Apr 4, 2006 - Nov 14, 2016
#2	-51.57% Sep 12, 2019 - Dec 30, 2020	-55.47% Jul 23, 2018 - Oct 28, 2022
#3	-20.17% Jan 4, 2022 - Apr 14, 2022	-54.34% Nov 7, 2022 - Jun 26, 2026
#4	-17.77% Nov 19, 2018 - Feb 12, 2019	-22.87% Apr 3, 2003 - Sep 26, 2005
#5	-17.37% Mar 17, 2021 - Apr 29, 2021	-17.05% Dec 17, 1999 - Jun 29, 2000
#6	-15.43% Jan 2, 2018 - Jul 2, 2018	-14.54% Jan 25, 2017 - Apr 27, 2017
#7	-13.87% Dec 31, 2020 - Mar 9, 2021	-11.91% Apr 27, 2017 - Jul 26, 2017
#8	-12.87% Nov 5, 2021 - Dec 27, 2021	-11.34% Nov 29, 2017 - May 22, 2018
#9	-12.54% Oct 1, 2018 - Nov 2, 2018	-10.53% Sep 1, 2000 - Nov 22, 2000
#10	-9.63% Jul 23, 2021 - Oct 25, 2021	-9.26% Mar 20, 2001 - Jun 15, 2001
#11	-9.17% May 7, 2021 - May 26, 2021	-6.77% Dec 29, 2000 - Feb 7, 2001
#12	-9.06% Oct 10, 2017 - Nov 15, 2017	-6.65% Aug 1, 2017 - Sep 18, 2017
#13	-8.85% Feb 15, 2019 - Apr 2, 2019	-6.49% Sep 30, 2005 - Oct 28, 2005
#14	-8.67% Jul 12, 2017 - Oct 10, 2017	-6.11% Nov 6, 2017 - Nov 28, 2017
#15	-7.82% Jul 9, 2019 - Aug 22, 2019	-5.94% Aug 28, 2001 - Dec 3, 2001