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VLY vs SM

Comparison between Valley National Bancorp (VLY, Company) and SM Energy Company (SM, Company).

VLY is from the Financial Services sector, while SM is from the Energy sector.

5-Year PerformanceSM has outperformed VLY, delivering a return of +9.6% compared to +5.0%

VLY vs SM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
VLY
$7.87B
SM
$7.87B
Max Drawdown
Winner
VLY
71.87%
SM
98.88%
Sharpe Ratio
Winner
VLY
1.79
SM
0.63
5Y Beta
Winner
VLY
1.06
SM
1.15
Industry
VLY
Banks - Regional
SM
Oil & Gas E&p
P/E Ratio
Winner
VLY
13.97
SM
51.67
Forward P/E
VLY
10.94
Winner
SM
4.39
PEG Ratio
Winner
VLY
0.42
SM
0.55
Dividend Yield
Winner
VLY
3.11%
SM
2.53%
5Y Dividends CAGR
VLY
4.56%
Winner
SM
120.39%
5Y EPS CAGR
VLY
1.21%
SM
N/A
Debt to Equity
VLY
0.82%
Winner
SM
0.00%
Free Cash Flow Yield
VLY
7.04%
Winner
SM
27.55%
P/S Ratio
VLY
4.03
Winner
SM
2.06
P/B Ratio
Winner
VLY
1.02
SM
1.08

VLY vs SM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VLY
+8.59%
SM
+2.68%
3M
VLY
+21.92%
Winner
SM
+22.87%
6M
VLY
+23.87%
Winner
SM
+61.89%
1Y
Winner
VLY
+67.84%
SM
+21.84%
5Y(CAGR)
VLY
+4.99%
Winner
SM
+9.62%
10Y(CAGR)
Winner
VLY
+8.99%
SM
+1.78%
Max(CAGR)
VLY
+6.87%
Winner
SM
+6.98%

VLY vs SM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVLYSM
2026+24.42%+66.02%
2025+36.77%-51.47%
2024-11.39%+1.24%
2023+0.87%+23.24%
2022-15.77%+10.45%
2021+45.93%+363.97%
2020-9.35%-44.67%
2019+31.74%-26.03%
2018-18.01%-33.18%
2017-0.26%-35.30%
2016+27.30%+73.27%
2015+7.00%-48.64%
2014+1.81%-53.20%
2013+11.08%+52.35%
2012-10.45%-31.45%
2011+1.74%+21.34%
2010+18.96%+63.50%
2009-15.04%+56.80%
2008+23.18%-48.20%
2007-22.11%+10.56%
2006+17.03%-4.22%
2005-1.74%+82.35%
2004+3.41%+44.17%
2003+21.96%+11.53%
2002+3.63%+16.86%
2001+15.65%-30.19%
2000+32.74%+185.26%
1999+5.73%-0.33%

VLY vs SM Drawdown Comparison

The maximum drawdown for VLY was -62.18%, occurring on Mar 9, 2009. Recovery took 1700 trading sessions.

The maximum drawdown for SM was -98.85%, occurring on Apr 1, 2020. This drawdown has not yet recovered.

The current SM drawdown is -61.15%.

RankVLYSM
#1-62.18%
Sep 19, 2008 - Jun 23, 2015
-98.85%
Nov 26, 2013 - Apr 1, 2020
#2-53.93%
Jan 14, 2022 - Jan 29, 2026
-82.05%
Jun 30, 2008 - Feb 15, 2011
#3-48.36%
Jun 8, 2018 - Feb 10, 2021
-57.19%
Jan 16, 2001 - Apr 12, 2004
#4-33.56%
Dec 28, 2006 - Aug 11, 2008
-51.83%
Oct 27, 2011 - Oct 18, 2013
#5-24.57%
Nov 30, 2015 - Nov 10, 2016
-31.07%
Aug 3, 2011 - Oct 26, 2011
#6-22.77%
Dec 27, 2000 - Sep 28, 2001
-30.27%
Jul 7, 2000 - Sep 6, 2000
#7-22.27%
Dec 31, 1999 - Apr 11, 2000
-29.50%
Apr 21, 2006 - May 2, 2008
#8-17.94%
May 17, 2021 - Nov 5, 2021
-24.07%
Nov 9, 1999 - Feb 1, 2000
#9-14.54%
Mar 1, 2017 - Jan 19, 2018
-22.46%
Oct 13, 2000 - Nov 21, 2000
#10-14.30%
May 3, 2002 - Apr 30, 2003
-21.62%
Dec 28, 2000 - Jan 16, 2001
#11-14.22%
Dec 1, 2003 - Oct 26, 2004
-19.66%
Apr 5, 2011 - Jul 15, 2011
#12-13.65%
Jul 1, 2015 - Oct 28, 2015
-18.80%
Mar 4, 2005 - Jun 1, 2005
#13-13.64%
Feb 6, 2026 - Apr 20, 2026
-18.52%
Jan 30, 2006 - Apr 18, 2006
#14-13.18%
Aug 11, 2008 - Sep 18, 2008
-16.88%
Oct 3, 2005 - Dec 5, 2005
#15-12.73%
Nov 4, 2004 - Dec 1, 2005
-16.26%
Mar 10, 2000 - Apr 4, 2000

Correlation

Correlation between VLY and SM is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10
-101

Dividend Comparison (1999 - 2026)

VLY vs SM dividend yield comparison.

YearVLYSM
20260.76%1.41%
20253.77%5.35%
20244.86%1.91%
20234.05%1.55%
20223.89%0.46%
20213.20%0.07%
20204.51%0.33%
20193.84%0.89%
20184.95%0.65%
20173.92%0.45%
20163.78%0.29%
20154.47%0.51%
20144.53%0.26%
20135.90%0.12%
201217.76%0.19%
201113.65%0.14%
201012.04%0.17%
200912.25%0.29%
20088.89%0.49%
20079.68%0.26%
20067.04%0.27%
20057.78%0.27%
20046.87%0.24%
20036.47%0.35%
20023.36%0.40%
20016.96%0.47%
20005.52%0.32%
19990.50%0.20%

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