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J M Smucker Co (SJM)

Fair Value
Consumer DefensivePackaged FoodsUnited States

Fundamental

57

Price

$118.91

Market Cap

$12.89B

Part 1 · What the company is worth

Overview

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. The company operates through five segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, Sweet Baked Snacks, and Away From Home. It offers coffee, sweet baked goods, pet snacks, frozen handheld products, peanut butter, cat and dog food, fruit and specialty spreads, cookies, frozen sandwiches and snacks, hot beverages, portion control products, toppings and syrups, baking mixes and ingredients, and flour. The company provides its products under the Folgers, Café Bustelo, Dunkin', Jif, Smucker's, Uncrustables, Meow Mix, Milk-Bone, Pup-Peroni, Canine Carry Outs, Hostess, and 1850 brand names. It sells its products through direct sales and brokers to food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, distributors, drug stores, military commissaries, mass merchandisers, supermarket chains, national mass retailers, convenience stores, vending channels, and foodservice distributors and operators. The J. M. Smucker Company was founded in 1897 and is headquartered in Orrville, Ohio.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance Sheet & Liquidity

Revenue

$9.16B

Trailing 12 months (through 7/31/2026)

Net Income

$230M

Trailing 12 months (through 7/31/2026)

Free Cash Flow

$1.16B

Total Equity

$5.54B

Total Liabilities

$10.68B

Current Ratio

0.87

Interest Coverage

-

Debt/EBITDA

3.07

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

General caseFairly Valued

Fair Value

$138.07

Current Price

$118.91

Margin of Safety

+13.9%

Fair Value Range

$89.75 - $186.40

Spread across the valuation methods used, not a statistically calibrated confidence interval.

Estimation Methods

Analyst price target:$142.13
Discounted cash flow (DCF):$301.93
Earnings multiple (P/E):$23.81
Graham growth formula:$34.84
Earnings power value (EPV):$76.29
Justified P/B:$14.74
Dividend discount (Gordon):$81.28
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:$202.82
Revenue multiple:$101.57
Analyst Consensus:Buy (14B / 8H / 0S)
Last Earnings Surprise:+7.21%

Valuation Metrics

P/E Ratio

55.57

ROE

-2.5%

P/B Ratio

2.21

P/FCF

8.00

Gross Margin

38.7%

ROIC

4.7%

Profitability Radar

Value Creation (Economic Moat)

ROIC

4.7%

WACC

5.2%

ROIC − WACC

-0.5 pp

ROIC is roughly in line with the cost of capital — the company is barely covering its capital cost.

Fundamental Analysis Criteria

Passed (16)

  • Gross Margin 38.7%
  • P/FCF 8.00
  • P/B Ratio 2.21
  • Debt/Equity ratio
  • Operating Margin 9.0%
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Debt/EBITDA
  • Return on Tangible Assets
  • Analyst Consensus 64% Buy
  • Earnings Surprise avg 3.4%
  • Earnings Quality (OCF/NI) 8.32
  • Share Dilution 0.3%
  • Net Margin Trend 2.5% vs -16.8%
  • Piotroski F-Score 5/9

Failed (8)

  • EPS shows upward trend
  • Price CAGR -0.55%
  • ROIC 4.7%
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Fairly valued)
  • ROE 4.1%
  • Revenue Growth 5Y 2.5%

Unavailable (3)

  • Dividend Payout NaN%
  • Interest Coverage
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-Score

5/9

Mixed signals: some areas need attention

score
criteria

Earnings Quality

8.32

High quality: earnings backed by cash

Share Dilution

0.3%

Share count is stable

Institutional Holdings

Governance

Executive Team

NameTitleAge
Captain Mark T. SmuckerCEO, President & Chairman55
Mr. Tucker H. MarshallCFO and Executive VP of Frozen Handheld & Spreads and Sweet Baked Snacks48
Ms. Jill R. PenroseChief People & Administrative Officer and Chief of Staff52
Ms. Jeannette L. Knudsen J.D.Chief Legal & Governance Officer55
Mr. Robert D. FergusonChief Product Supply Officer and Executive VP of Coffee, Pet & Away from Home51
Mr. Douglas GuilhermeSenior Vice President of Operations and Supply Chain-
Mr. Bryan HutsonSenior Vice President of Information Services & Supply Chain-
Mr. Jeffrey Varcoe Ph.D.Senior Vice President of Science & Technical Excellence-
Crystal BeitingVice President of Investor Relations and FP&A-
Abbey LinvilleVice President of Corporate Communications-

Audit Risk

7

Board Risk

4

Compensation Risk

8

Shareholder Rights Risk

8

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Documents

  • Annual Report (10-K)

    A yearly overview of the business, its financial results, and the risks it faces.

    Filed on 2026-06-09

    View document
  • Quarterly Report (10-Q)

    A snapshot of financial performance for the most recent three-month period.

    Filed on 2026-08-26

    View document
  • Current Report (8-K)

    An announcement of a major event, such as a leadership change or big news.

    Filed on 2026-08-26

    View document

via SEC EDGAR

Income History

via SEC EDGAR

Latest News

Recent headlines for SJM, sourced from Markets Gazette.

  • 8/26/2026POSITIVE
    JM Smucker Rises on Outlook; Intuit Down on Full-Year Forecast | Stock Movers

    JM Smucker (SJM) experienced a stock price increase following the company's decision to raise its full-year outlook for both sales and profit. This upward revision is primarily attributed to robust growth observed in its popular Uncrustables sandwiches and coffee product lines. The positive momentum suggests strong consumer demand and effective brand management, providing a favorable outlook for investors.

  • 6/11/2026NEGATIVE
    Stock Of The Day: Is This The Top For J. M. Smucker?

    J.M. Smucker shares are exhibiting overbought conditions and have reached a significant resistance level, according to technical analysis. These bearish technical indicators suggest a potential downturn in the stock's price. Investors should note that the current price action indicates that the stock may have reached a temporary peak, and a correction lower is possible in the near term. The confluence of overbought momentum and price resistance presents a cautionary signal for current holders and potential new buyers.

  • 6/9/2026POSITIVE
    Smucker Plans to Lower Coffee Prices Next Year as Costs Drop

    The J. M. Smucker Company has announced plans to reduce coffee prices in the upcoming year, a move driven by declining input costs. This strategic pricing adjustment is expected to enhance consumer affordability and potentially boost sales volume for their coffee products. For investors, this signals a company proactively managing its cost structure and market positioning to maintain competitiveness. The ability to pass on savings while likely maintaining margins suggests operational efficiency and a favorable outlook for the company's consumer staples segment.

  • 6/9/2026POSITIVE
    Smucker Profit Tops Expectations, Buoyed by Coffee Prices

    JM Smucker Co. reported fourth-quarter profits exceeding Wall Street estimates, driven by strategic price increases for its coffee and jelly products. The packaged food company's ability to pass on costs to consumers underscores its pricing power and resilient demand. This performance suggests effective management in navigating inflationary pressures and maintaining profitability. For investors, the results indicate a company capable of delivering value even in a challenging economic environment, potentially signaling a positive outlook for future earnings and stock performance.

  • 6/8/2026POSITIVE
    How To Earn $500 A Month From JM Smucker Stock Ahead Of Q4 Earnings

    The J. M. Smucker Company (SJM) offers investors an attractive dividend yield of 4.25%, translating to $4.40 per share annually. This payout structure allows for a consistent monthly income stream, potentially generating $500 for investors who hold sufficient shares. As the company approaches its Q4 earnings report, this dividend yield provides a compelling reason for income-focused investors to consider SJM, highlighting its commitment to returning value to shareholders.

  • 5/8/2026NEUTRAL
    Deal Dispatch: J.M. Smucker Considers Strategic Review, Meta Buys Assured Robot Intelligence, Buzzfeed On Brink Of Bankruptcy

    J.M. Smucker Company is reportedly considering a strategic review, a move that could signal potential divestitures or a sale of the company. This news comes amidst other significant M&A activities, including Meta's acquisition of Assured Robot Intelligence and Gamestop's proposal to acquire eBay. Buzzfeed is also reportedly on the brink of bankruptcy. The potential strategic review by Smucker introduces uncertainty for investors, as the outcome could lead to significant changes in the company's structure and future operations. Further details on the scope and intent of the review are awaited.

via Markets Gazette