WSO vs SJM
Comparison between Watsco Inc - Class A (WSO, Company) and J.M. Smucker Company (SJM, Company).
WSO is from the Industrials sector, while SJM is from the Consumer Defensive sector.
5-Year PerformanceWSO has outperformed SJM, delivering a return of +6.0% compared to +2.0%
WSO vs SJM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WSO vs SJM - Historical Returns
Returns include dividend reinvestment.
WSO vs SJM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WSO | SJM |
|---|---|---|
| 2026 | -5.32% | +25.53% |
| 2025 | -26.25% | -8.60% |
| 2024 | +15.59% | -11.83% |
| 2023 | +72.85% | -18.06% |
| 2022 | -15.46% | +19.21% |
| 2021 | +42.70% | +21.00% |
| 2020 | +31.13% | +16.77% |
| 2019 | +34.90% | +14.43% |
| 2018 | -15.44% | -22.26% |
| 2017 | +17.80% | -1.19% |
| 2016 | +31.98% | +6.85% |
| 2015 | +12.90% | +25.62% |
| 2014 | +15.03% | +1.44% |
| 2013 | +26.23% | +18.05% |
| 2012 | +25.50% | +14.41% |
| 2011 | +5.92% | +22.31% |
| 2010 | +31.75% | +8.35% |
| 2009 | +27.70% | +46.26% |
| 2008 | +12.47% | -4.17% |
| 2007 | -20.57% | +6.67% |
| 2006 | -24.16% | +9.55% |
| 2005 | +75.41% | -3.95% |
| 2004 | +55.09% | +6.36% |
| 2003 | +39.42% | +13.63% |
| 2002 | +16.77% | +9.32% |
| 2001 | +24.98% | +37.10% |
| 2000 | +2.27% | +51.05% |
| 1999 | +13.44% | -3.02% |
WSO vs SJM Drawdown Comparison
The maximum drawdown for WSO was -54.14%, occurring on Jan 18, 2008. Recovery took 1046 trading sessions.
The maximum drawdown for SJM was -38.30%, occurring on Mar 11, 2009. Recovery took 581 trading sessions.
The current WSO drawdown is -40.67%. The current SJM drawdown is -16.97%.
| Rank | WSO | SJM |
|---|---|---|
| #1 | -54.14% Feb 24, 2006 - Apr 22, 2010 | -38.30% Jun 29, 2007 - Oct 19, 2009 |
| #2 | -43.26% May 23, 2000 - Mar 7, 2002 | -38.11% Jan 6, 2023 - Apr 13, 2026 |
| #3 | -42.84% Nov 25, 2024 - Jul 31, 2026 | -36.72% Aug 22, 2016 - May 6, 2021 |
| #4 | -35.08% Nov 15, 1999 - Apr 20, 2000 | -28.36% Nov 15, 1999 - Sep 6, 2000 |
| #5 | -33.03% May 3, 2002 - Sep 2, 2003 | -26.01% Apr 1, 2004 - Feb 20, 2007 |
| #6 | -29.53% Jun 12, 2018 - Dec 6, 2019 | -25.26% Dec 6, 2001 - Nov 15, 2002 |
| #7 | -28.58% Apr 6, 2011 - Feb 1, 2012 | -20.31% Dec 28, 2000 - Sep 5, 2001 |
| #8 | -27.17% Dec 15, 2021 - Feb 2, 2023 | -18.62% Jan 16, 2003 - Jun 17, 2003 |
| #9 | -24.30% Mar 9, 2020 - Jun 9, 2020 | -18.37% Aug 5, 2013 - Feb 4, 2015 |
| #10 | -17.92% Apr 22, 2014 - Dec 3, 2014 | -15.54% May 12, 2022 - Aug 24, 2022 |
| #11 | -17.41% Oct 23, 2015 - Mar 18, 2016 | -14.87% Sep 6, 2001 - Oct 10, 2001 |
| #12 | -17.17% Apr 22, 2010 - Dec 2, 2010 | -14.83% Jul 22, 2011 - Jan 12, 2012 |
| #13 | -17.14% Apr 25, 2000 - May 22, 2000 | -14.17% Jun 4, 2021 - Dec 16, 2021 |
| #14 | -16.18% Jul 19, 2012 - Oct 4, 2012 | -12.86% Apr 20, 2010 - Jul 26, 2010 |
| #15 | -15.96% Apr 22, 2004 - Sep 21, 2004 | -12.45% Jan 18, 2022 - May 9, 2022 |
Correlation
Correlation between WSO and SJM is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
WSO vs SJM dividend yield comparison.
| Year | WSO | SJM |
|---|---|---|
| 2026 | 2.99% | 1.85% |
| 2025 | 3.47% | 4.46% |
| 2024 | 2.23% | 3.89% |
| 2023 | 2.29% | 3.29% |
| 2022 | 3.43% | 2.54% |
| 2021 | 2.44% | 2.78% |
| 2020 | 3.06% | 3.08% |
| 2019 | 3.55% | 3.32% |
| 2018 | 4.02% | 3.49% |
| 2017 | 2.71% | 2.46% |
| 2016 | 2.43% | 2.22% |
| 2015 | 2.39% | 2.12% |
| 2014 | 1.87% | 2.42% |
| 2013 | 1.20% | 2.12% |
| 2012 | 9.99% | 2.32% |
| 2011 | 3.40% | 2.35% |
| 2010 | 3.23% | 2.36% |
| 2009 | 3.86% | 2.22% |
| 2008 | 4.56% | 14.44% |
| 2007 | 3.56% | 2.29% |
| 2006 | 2.01% | 2.29% |
| 2005 | 1.04% | 2.41% |
| 2004 | 1.08% | 2.08% |
| 2003 | 0.88% | 1.97% |
| 2002 | 0.70% | 1.86% |
| 2001 | 0.70% | 1.81% |
| 2000 | 1.04% | 2.25% |
| 1999 | 0.00% | 0.77% |
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