ZWS vs SM

Comparison between Zurn Elkay Water Solutions Corp (ZWS, Company) and SM Energy Company (SM, Company).

ZWS is from the Industrials sector, while SM is from the Energy sector.

5-Year PerformanceZWS has outperformed SM, delivering a return of +32.7% compared to +9.6%

ZWS vs SM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZWS(COMPANY)	SM(COMPANY)
Market Cap	$7.87B	$7.87B
Max Drawdown	52.43%	98.88%
Sharpe Ratio	0.96	0.63
5Y Beta	0.95	1.15
Industry	Pollution & Treatment Controls	Oil & Gas E&p
P/E Ratio	36.96	51.67
Forward P/E	24.81	4.39
PEG Ratio	1.33	0.55
Dividend Yield	0.85%	2.53%
5Y Dividends CAGR	25.50%	120.39%
5Y EPS CAGR	21.30%	N/A
Debt to Equity	31.06%	0.00%
Free Cash Flow Yield	4.44%	27.55%
P/S Ratio	4.52	2.06
P/B Ratio	4.89	1.08

Market Cap

Winner

ZWS

$7.87B

Max Drawdown

Winner

ZWS

52.43%

98.88%

Sharpe Ratio

Winner

ZWS

0.96

0.63

5Y Beta

Winner

ZWS

0.95

1.15

Industry

ZWS

Pollution & Treatment Controls

Oil & Gas E&p

P/E Ratio

Winner

ZWS

36.96

51.67

Forward P/E

ZWS

24.81

Winner

4.39

PEG Ratio

ZWS

1.33

Winner

0.55

Dividend Yield

ZWS

0.85%

Winner

2.53%

5Y Dividends CAGR

ZWS

25.50%

Winner

120.39%

5Y EPS CAGR

ZWS

21.30%

N/A

Debt to Equity

ZWS

31.06%

Winner

0.00%

Free Cash Flow Yield

ZWS

4.44%

Winner

27.55%

P/S Ratio

ZWS

4.52

Winner

2.06

P/B Ratio

ZWS

4.89

Winner

1.08

ZWS vs SM - Historical Returns

Returns include dividend reinvestment.

Period	ZWS	SM
1 month	-5.45%	+2.68%
3 months	+2.62%	+22.87%
6 months	+1.59%	+61.89%
1 year	+33.73%	+21.84%
5 years(CAGR)	+32.69%	+9.62%
10 years(CAGR)	+25.78%	+1.78%
Max(CAGR)	+18.16%	+6.98%

ZWS

-5.45%

Winner

+2.68%

ZWS

+2.62%

Winner

+22.87%

ZWS

+1.59%

Winner

+61.89%

Winner

ZWS

+33.73%

+21.84%

5Y(CAGR)

Winner

ZWS

+32.69%

+9.62%

10Y(CAGR)

Winner

ZWS

+25.78%

+1.78%

Max(CAGR)

Winner

ZWS

+18.16%

+6.98%

ZWS vs SM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ZWS	SM
2026	+3.19%	+66.02%
2025	+27.18%	-51.47%
2024	+29.41%	+1.24%
2023	+39.55%	+23.24%
2022	-41.25%	+10.45%
2021	+296.38%	+363.97%
2020	+21.46%	-44.67%
2019	+39.10%	-26.03%
2018	-11.66%	-33.18%
2017	+29.20%	-35.30%
2016	+6.93%	+73.27%
2015	-35.15%	-48.64%
2014	+4.02%	-53.20%
2013	+24.36%	+52.35%
2012	+6.50%	-31.45%
2011	N/A	+21.34%
2010	N/A	+63.50%
2009	N/A	+56.80%
2008	N/A	-48.20%
2007	N/A	+10.56%
2006	N/A	-4.22%
2005	N/A	+82.35%
2004	N/A	+44.17%
2003	N/A	+11.53%
2002	N/A	+16.86%
2001	N/A	-30.19%
2000	N/A	+185.26%
1999	N/A	-0.33%

ZWS vs SM Drawdown Comparison

The maximum drawdown for ZWS was -52.43%, occurring on Jan 19, 2016. Recovery took 1140 trading sessions.

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

The current ZWS drawdown is -8.64%. The current SM drawdown is -61.15%.

Rank	ZWS	SM
#1	-52.43% Mar 7, 2014 - Sep 14, 2018	-98.85% Nov 26, 2013 - Apr 1, 2020
#2	-47.25% Nov 19, 2021 - Oct 16, 2024	-82.05% Jun 30, 2008 - Feb 15, 2011
#3	-45.35% Feb 13, 2020 - Nov 9, 2020	-57.19% Jan 16, 2001 - Apr 12, 2004
#4	-31.93% Apr 30, 2012 - Oct 21, 2013	-51.83% Oct 27, 2011 - Oct 18, 2013
#5	-31.89% Sep 21, 2018 - Dec 11, 2019	-31.07% Aug 3, 2011 - Oct 26, 2011
#6	-30.17% Dec 9, 2024 - Jul 30, 2025	-30.27% Jul 7, 2000 - Sep 6, 2000
#7	-19.24% Jan 12, 2021 - Feb 17, 2021	-29.50% Apr 21, 2006 - May 2, 2008
#8	-17.02% Feb 6, 2026 - Apr 23, 2026	-24.07% Nov 9, 1999 - Feb 1, 2000
#9	-12.18% Apr 27, 2026 - May 19, 2026	-22.46% Oct 13, 2000 - Nov 21, 2000
#10	-10.09% Jan 22, 2014 - Feb 18, 2014	-21.62% Dec 28, 2000 - Jan 16, 2001
#11	-10.05% Mar 12, 2021 - Apr 29, 2021	-19.66% Apr 5, 2011 - Jul 15, 2011
#12	-8.92% May 7, 2021 - Jul 12, 2021	-18.80% Mar 4, 2005 - Jun 1, 2005
#13	-8.33% Jul 12, 2021 - Jul 21, 2021	-18.52% Jan 30, 2006 - Apr 18, 2006
#14	-6.83% Nov 5, 2025 - Nov 26, 2025	-16.88% Oct 3, 2005 - Dec 5, 2005
#15	-5.66% Sep 15, 2021 - Sep 27, 2021	-16.26% Mar 10, 2000 - Apr 4, 2000

Correlation

Correlation between ZWS and SM is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.01

-101

Dividend Comparison (1999 - 2026)

ZWS vs SM dividend yield comparison.

Year	ZWS	SM
2026	0.46%	1.41%
2025	0.82%	5.35%
2024	0.88%	1.91%
2023	0.99%	1.55%
2022	0.95%	0.46%
2021	92.93%	0.07%
2020	0.81%	0.33%
2019	0.00%	0.89%
2018	0.00%	0.65%
2017	0.00%	0.45%
2016	0.00%	0.29%
2015	0.00%	0.51%
2014	0.00%	0.26%
2013	0.00%	0.12%
2012	0.00%	0.19%
2011	0.00%	0.14%
2010	0.00%	0.17%
2009	0.00%	0.29%
2008	0.00%	0.49%
2007	0.00%	0.26%
2006	0.00%	0.27%
2005	0.00%	0.27%
2004	0.00%	0.24%
2003	0.00%	0.35%
2002	0.00%	0.40%
2001	0.00%	0.47%
2000	0.00%	0.32%
1999	0.00%	0.20%