UVSP vs SMPL

Comparison between Univest Financial Corp (UVSP, Company) and Simply Good Foods Company (SMPL, Company).

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

5-Year PerformanceUVSP has outperformed SMPL, delivering a return of +12.3% compared to -18.6%

UVSP vs SMPL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UVSP(COMPANY)	SMPL(COMPANY)
Market Cap	$1.17B	$1.16B
Max Drawdown	66.70%	76.58%
Sharpe Ratio	1.40	-2.10
5Y Beta	0.84	0.43
Industry	Banks - Regional	Packaged Foods
P/E Ratio	12.41	-17.95
Forward P/E	13.02	7.59
PEG Ratio	0.49	1.64
Dividend Yield	2.15%	N/A
5Y Dividends CAGR	13.09%	N/A
5Y EPS CAGR	4.64%	34.39%
Debt to Equity	2.75%	26.64%
Free Cash Flow Yield	9.25%	12.54%
P/S Ratio	3.55	0.84
P/B Ratio	1.19	0.76

Market Cap

Winner

UVSP

$1.17B

SMPL

$1.16B

Max Drawdown

Winner

UVSP

66.70%

SMPL

76.58%

Sharpe Ratio

Winner

UVSP

1.40

SMPL

-2.10

5Y Beta

UVSP

0.84

Winner

SMPL

0.43

Industry

UVSP

Banks - Regional

SMPL

Packaged Foods

P/E Ratio

UVSP

12.41

Winner

SMPL

-17.95

Forward P/E

UVSP

13.02

Winner

SMPL

7.59

PEG Ratio

Winner

UVSP

0.49

SMPL

1.64

Dividend Yield

UVSP

2.15%

SMPL

N/A

5Y Dividends CAGR

UVSP

13.09%

SMPL

N/A

5Y EPS CAGR

UVSP

4.64%

Winner

SMPL

34.39%

Debt to Equity

Winner

UVSP

2.75%

SMPL

26.64%

Free Cash Flow Yield

UVSP

9.25%

Winner

SMPL

12.54%

P/S Ratio

UVSP

3.55

Winner

SMPL

0.84

P/B Ratio

UVSP

1.19

Winner

SMPL

0.76

UVSP vs SMPL - Historical Returns

Returns include dividend reinvestment.

Period	UVSP	SMPL
1 month	+11.76%	+10.85%
3 months	+30.75%	-12.77%
6 months	+23.58%	-33.39%
1 year	+46.50%	-62.00%
5 years(CAGR)	+12.33%	-18.60%
10 years(CAGR)	+11.19%	+0.52%
Max(CAGR)	+8.23%	+0.52%

Winner

UVSP

+11.76%

SMPL

+10.85%

Winner

UVSP

+30.75%

SMPL

-12.77%

Winner

UVSP

+23.58%

SMPL

-33.39%

Winner

UVSP

+46.50%

SMPL

-62.00%

5Y(CAGR)

Winner

UVSP

+12.33%

SMPL

-18.60%

10Y(CAGR)

Winner

UVSP

+11.19%

SMPL

+0.52%

Max(CAGR)

Winner

UVSP

+8.23%

SMPL

+0.52%

UVSP vs SMPL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UVSP	SMPL
2026	+33.53%	-35.74%
2025	+16.07%	-48.53%
2024	+38.94%	-1.84%
2023	-11.76%	+5.68%
2022	-11.02%	-9.62%
2021	+50.25%	+39.92%
2020	-19.95%	+12.56%
2019	+26.16%	+50.85%
2018	-20.77%	+30.17%
2017	-6.48%	+18.83%
2016	+56.59%	N/A
2015	+8.74%	N/A
2014	+2.24%	N/A
2013	+20.31%	N/A
2012	+19.38%	N/A
2011	-21.77%	N/A
2010	+12.79%	N/A
2009	-44.90%	N/A
2008	+58.79%	N/A
2007	-29.61%	N/A
2006	+28.43%	N/A
2005	-18.45%	N/A
2004	+13.27%	N/A
2003	+34.55%	N/A
2002	+17.97%	N/A
2001	+63.07%	N/A
2000	-9.17%	N/A
1999	+6.15%	N/A

UVSP vs SMPL Drawdown Comparison

The maximum drawdown for UVSP was -62.00%, occurring on Sep 21, 2011. Recovery took 2046 trading sessions.

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

The current SMPL drawdown is -71.80%.

Rank	UVSP	SMPL
#1	-62.00% Sep 30, 2008 - Nov 14, 2016	-76.58% Apr 19, 2022 - Apr 10, 2026
#2	-53.40% Sep 28, 2017 - Mar 8, 2021	-51.57% Sep 12, 2019 - Dec 30, 2020
#3	-45.42% Jan 6, 2022 - Jul 26, 2024	-20.17% Jan 4, 2022 - Apr 14, 2022
#4	-45.42% Jan 27, 2004 - Sep 16, 2008	-17.77% Nov 19, 2018 - Feb 12, 2019
#5	-24.47% Jan 27, 2000 - Apr 20, 2001	-17.37% Mar 17, 2021 - Apr 29, 2021
#6	-21.09% Mar 3, 2003 - Dec 3, 2003	-15.43% Jan 2, 2018 - Jul 2, 2018
#7	-20.92% Nov 6, 2024 - Jul 3, 2025	-13.87% Dec 31, 2020 - Mar 9, 2021
#8	-16.84% Dec 29, 2016 - Sep 20, 2017	-12.87% Nov 5, 2021 - Dec 27, 2021
#9	-15.44% Jun 8, 2021 - Nov 1, 2021	-12.54% Oct 1, 2018 - Nov 2, 2018
#10	-14.64% Sep 16, 2008 - Sep 18, 2008	-9.63% Jul 23, 2021 - Oct 25, 2021
#11	-14.01% Jul 3, 2025 - Nov 25, 2025	-9.17% May 7, 2021 - May 26, 2021
#12	-13.61% Jul 26, 2024 - Sep 19, 2024	-9.06% Oct 10, 2017 - Nov 15, 2017
#13	-12.96% Sep 19, 2008 - Sep 30, 2008	-8.85% Feb 15, 2019 - Apr 2, 2019
#14	-10.59% Nov 11, 2021 - Jan 4, 2022	-8.67% Jul 12, 2017 - Oct 10, 2017
#15	-9.71% Mar 12, 2021 - Jun 7, 2021	-7.82% Jul 9, 2019 - Aug 22, 2019