UHAL-B vs SJM

Comparison between U-Haul Holding Company - Series N (UHAL-B, Company) and J.M. Smucker Company (SJM, Company).

UHAL-B is from the Industrials sector, while SJM is from the Consumer Defensive sector.

UHAL-B vs SJM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UHAL-B(COMPANY)	SJM(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	45.49%	46.25%
Sharpe Ratio	0.83	0.43
5Y Beta	0.89	0.10
Industry	Rental & Leasing Services	Packaged Foods
P/E Ratio	153.11	-91.80
Forward P/E	65.36	11.98
PEG Ratio	N/A	1.68
Dividend Yield	N/A	3.69%
5Y Dividends CAGR	N/A	8.77%
Debt to Equity	106.36%	118.02%
Free Cash Flow Yield	-9.70%	9.09%
P/S Ratio	2.12	1.41
P/B Ratio	1.66	2.30

Market Cap

UHAL-B

$13B

Winner

SJM

$13B

Max Drawdown

Winner

UHAL-B

45.49%

SJM

46.25%

Sharpe Ratio

Winner

UHAL-B

0.83

SJM

0.43

5Y Beta

UHAL-B

0.89

Winner

SJM

0.10

Industry

UHAL-B

Rental & Leasing Services

SJM

Packaged Foods

P/E Ratio

UHAL-B

153.11

Winner

SJM

-91.80

Forward P/E

UHAL-B

65.36

Winner

SJM

11.98

PEG Ratio

UHAL-B

N/A

SJM

1.68

Dividend Yield

UHAL-B

N/A

SJM

3.69%

5Y Dividends CAGR

UHAL-B

N/A

SJM

8.77%

Debt to Equity

Winner

UHAL-B

106.36%

SJM

118.02%

Free Cash Flow Yield

UHAL-B

-9.70%

Winner

SJM

9.09%

P/S Ratio

UHAL-B

2.12

Winner

SJM

1.41

P/B Ratio

Winner

UHAL-B

1.66

SJM

2.30

UHAL-B vs SJM - Historical Returns

Returns include dividend reinvestment.

Period	UHAL-B	SJM
1 month	+11.59%	+6.39%
3 months	+36.24%	+24.03%
6 months	+43.39%	+10.76%
1 year	+27.24%	+13.49%
5 years(CAGR)	N/A	+1.98%
10 years(CAGR)	N/A	+0.46%
Max(CAGR)	+6.64%	+9.90%

Winner

UHAL-B

+11.59%

SJM

+6.39%

Winner

UHAL-B

+36.24%

SJM

+24.03%

Winner

UHAL-B

+43.39%

SJM

+10.76%

Winner

UHAL-B

+27.24%

SJM

+13.49%

5Y(CAGR)

UHAL-B

N/A

SJM

+1.98%

10Y(CAGR)

UHAL-B

N/A

SJM

+0.46%

Max(CAGR)

UHAL-B

+6.64%

Winner

SJM

+9.90%

UHAL-B vs SJM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UHAL-B	SJM
2026	+39.87%	+25.53%
2025	-26.22%	-8.60%
2024	-7.50%	-11.83%
2023	+28.47%	-18.06%
2022	+5.69%	+19.21%
2021	N/A	+21.00%
2020	N/A	+16.77%
2019	N/A	+14.43%
2018	N/A	-22.26%
2017	N/A	-1.19%
2016	N/A	+6.85%
2015	N/A	+25.62%
2014	N/A	+1.44%
2013	N/A	+18.05%
2012	N/A	+14.41%
2011	N/A	+22.31%
2010	N/A	+8.35%
2009	N/A	+46.26%
2008	N/A	-4.17%
2007	N/A	+6.67%
2006	N/A	+9.55%
2005	N/A	-3.95%
2004	N/A	+6.36%
2003	N/A	+13.63%
2002	N/A	+9.32%
2001	N/A	+37.10%
2000	N/A	+51.05%
1999	N/A	-3.02%

UHAL-B vs SJM Drawdown Comparison

The maximum drawdown for UHAL-B was -45.17%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

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

The current UHAL-B drawdown is -10.15%. The current SJM drawdown is -16.97%.

Rank	UHAL-B	SJM
#1	-45.17% Sep 25, 2024 - Mar 20, 2026	-38.30% Jun 29, 2007 - Oct 19, 2009
#2	-32.08% Dec 1, 2022 - Dec 21, 2023	-38.11% Jan 6, 2023 - Apr 13, 2026
#3	-19.54% Dec 27, 2023 - Sep 19, 2024	-36.72% Aug 22, 2016 - May 6, 2021
#4	-8.68% Nov 15, 2022 - Nov 21, 2022	-28.36% Nov 15, 1999 - Sep 6, 2000
#5	-5.73% Nov 21, 2022 - Nov 30, 2022	-26.01% Apr 1, 2004 - Feb 20, 2007
#6	-0.53% Sep 19, 2024 - Sep 24, 2024	-25.26% Dec 6, 2001 - Nov 15, 2002
#7	N/A	-20.31% Dec 28, 2000 - Sep 5, 2001
#8	N/A	-18.62% Jan 16, 2003 - Jun 17, 2003
#9	N/A	-18.37% Aug 5, 2013 - Feb 4, 2015
#10	N/A	-15.54% May 12, 2022 - Aug 24, 2022
#11	N/A	-14.87% Sep 6, 2001 - Oct 10, 2001
#12	N/A	-14.83% Jul 22, 2011 - Jan 12, 2012
#13	N/A	-14.17% Jun 4, 2021 - Dec 16, 2021
#14	N/A	-12.86% Apr 20, 2010 - Jul 26, 2010
#15	N/A	-12.45% Jan 18, 2022 - May 9, 2022

Correlation

Correlation between UHAL-B and SJM is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

0.08

-101

Dividend Comparison (1999 - 2026)

UHAL-B vs SJM dividend yield comparison.

Year	UHAL-B	SJM
2026	0.15%	1.85%
2025	0.43%	4.46%
2024	0.31%	3.89%
2023	0.24%	3.29%
2022	0.07%	2.54%
2021	0.00%	2.78%
2020	0.00%	3.08%
2019	0.00%	3.32%
2018	0.00%	3.49%
2017	0.00%	2.46%
2016	0.00%	2.22%
2015	0.00%	2.12%
2014	0.00%	2.42%
2013	0.00%	2.12%
2012	0.00%	2.32%
2011	0.00%	2.35%
2010	0.00%	2.36%
2009	0.00%	2.22%
2008	0.00%	14.44%
2007	0.00%	2.29%
2006	0.00%	2.29%
2005	0.00%	2.41%
2004	0.00%	2.08%
2003	0.00%	1.97%
2002	0.00%	1.86%
2001	0.00%	1.81%
2000	0.00%	2.25%
1999	0.00%	0.77%