Stock · SJM · Consumer Defensive

The J. M. Smucker Company

United States · Large Cap · listed since 1994 · Revenue 12 mo. $9.2B

Price as of 11/06/2026

StockScorer score
3.6
of 10 4 of 11 points Low Match To the score
Price
$130.55
1 Y +14.8%
Market cap
$13.8B
Phase
Mature
core business profitable, revenue barely moving
Revenue +2.0% a year (3 years)EBIT margin 4.0%Payout 32.1% of operating cash flow

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide.

moreless

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.

Original text from the data provider

Summary

The J. M. Smucker Company is around the middle of the Consumer Defensive sector overall

48.7 of 100

Mean of the six area values. Each area value is the mean of the stock's ranks among the companies in its sector. 50 is the middle of the sector, not a share of companies beaten.

Analysis

What the price requires

The price requires 1.0% FCF growth a year, more than achieved over the last 5 and 10 years.

If free cash flow stays at €1B (2026), it supports €11.5B. The remaining €848.2M of the market value assume it grows 1.0% a year for 10 years and not at all afterwards.

Required FCF growth per year

1.0%

no growth afterwards

Market value breakdown€12.4B market value, price as of 11/06/2026

€11.5B without growth
€848.2M priced-in growth
  • 5 yrs achieved −1.0%
  • 10 yrs achieved −1.8%
  • priced in 1.0%

Valuation against its own history

Price to operating cash flow 7.3×, below its usual range.

Middle half of 20 quarters: 8.7× to 13.2×, median 10.8×.

Measures only against its own past, not against what the company is worth. Price as of 11/06/2026.

2 signs support the expectation, 3 speak against it.

What supports it

with respect to the priced-in expectation

  • Low capital needs capex median 4.4% of revenue (10 years)
  • Steady FCF margin at least 7.9%, range 7.9 pp (10 years)

What speaks against it

with respect to the priced-in expectation

  • Expectation above the company's own record priced in 1.0%, achieved at most −1.0%
  • Loss over the last twelve months net income −€124.5M
  • Volatile earnings 4 drops or sign changes in up to 10 years

Since the last quarter

Q2 → Q3 2026

Mostly better than the previous quarter: 5 of 5 changes for the better.

  • FCF, 12 mo.$1.2B → $1.6B+37.4%better
  • Gross margin33.5% → 38.7%+5.1 ppbetter
  • EBIT margin4.0% → 9.0%+5.0 ppbetter
  • FCF margin12.8% → 17.4%+4.6 ppbetter
  • Return on equity−2.5% → 4.0%+6.5 ppbetter

3 more unchanged: Revenue, 12 mo., Net debt, Shares outstanding

Derivation

How the sector comparison is derived

Each area value is the average of its metrics' ranks within the sector (0 to 100, 50 is the middle). For metrics where lower is better, the rank is mirrored. The overall value is the average of the area values.

Price as of 11/06/2026.

Profitability35.0below the middleEarns less than the sector: Return on equity −2.50%, sector 12.35%.
MetricStockSector medianPosition in sector
Return on equity−2.50%12.35%Rank 6
Return on capital (Greenblatt)11.32%20.14%Rank 20
EBIT margin3.98%9.44%Rank 20
FCF margin12.77%6.71%Rank 84
Gross margin33.53%35.78%Rank 44
Growth53.5around the middleGrows about as fast as the sector.
MetricStockSector medianPosition in sector
Revenue growth, 1 year3.72%2.12%Rank 62
Earnings growth, 3 years per yeardoes not count towards the rank–5.20%
Earnings growth, 5 years per yeardoes not count towards the rank–6.07%
Sustainable growth (ROE × retained earnings)3.51%3.77%Rank 45
Valuation30.1below the middleValued higher than the sector: EV/EBIT 57.81, sector 16.74.
MetricStockSector medianPosition in sector
Earnings yield−1.00%4.25%Rank 4
FCF yield8.38%5.05%Rank 81
EV/saleslower is better2.301.51Rank 34
EV/EBITlower is better57.8116.74Rank 2
Momentum79.2above the middleShare price doing better than the sector: Share price, 6 months 32.02%, sector 11.30%.
MetricStockSector medianPosition in sector
Share price, 1 year14.82%3.24%Rank 70
Share price, 6 months32.02%11.30%Rank 97
Share price, 3 months13.78%9.00%Rank 73
Distance from 52-week high−2.13%−7.96%Rank 77
Quality69.5above the middleQuality above the sector: Price reaction to results, market-adjusted 4.52%, sector 0.22%.
MetricStockSector medianPosition in sector
Accruals (Sloan)lower is better−8.01%−0.99%Rank 92
Change in share countlower is better0.28%−0.62%Rank 7
Dividend streak in years165Rank 85
Price reaction to results, market-adjusted4.52%0.22%Rank 94
Balance sheet & risk24.9below the middleMore risk than the sector: Net debt/EBITDA 8.03, sector 1.96.
MetricStockSector medianPosition in sector
Equity ratio34.18%41.95%Rank 39
Net debt/EBITDAlower is better8.031.96Rank 1
Debt to equitylower is better1.280.67Rank 30
Volatility, 1 yearlower is better28.72%25.82%Rank 30

Ten years in figures

Revenue from $7.4B (2017) to $9.1B (2026), 2.3% a year.

Fiscal years, amounts in USD
YearRevenue, $BEBIT marginFCFSharesNet debt, $B
20177.414.1%$866.6M116M5.2
20187.414.2%$896.1M114M4.6
20197.811.9%$781.4M113M5.8
20207.815.7%$985.5M114M5.4
20218.017.3%$1.3B112M4.6
20228.012.8%$718.8M108M4.4
20238.51.9%$717.0M106M3.7
20248.216.0%$642.9M104M8.5
20258.7−7.7%$816.6M106M7.7
20269.14.0%$1.2B107M7.0
3.6 / 10Low MatchStockScorer score4 of 11 points

2 of 7 StockScorer Score rules met · How the score is built

The J. M. Smucker Company mainly meets criteria in the Valuation category. Result from 18 strategies checked.

This stock · Profitability: 33%This stock · Growth: 0%This stock · Valuation: 100%This stock · Momentum: 0%Median of all stocks · Profitability: 33%Median of all stocks · Growth: 0%Median of all stocks · Valuation: 0%Median of all stocks · Momentum: 0%50%100%ProfitabilityGrowthValuationMomentumThis stockMedian of all stocks

How The J. M. Smucker Company's score is built

The J. M. Smucker Company is rated here with the StockScorer Score strategy, the flagship rule set. It compares return and cash-flow metrics with the median of the company's own sector and checks growth and price trend.

2 of 7 rules met

4 of 11 points

  1. Free cash flow yield above the sector medianmet2 of 2 points
  2. Return on capital (Greenblatt ROC) above the sector mediannot met0 of 2 points
  3. Return on equity above the sector mediannot met0 of 1 point
  4. Free cash flow margin above the sector medianmet2 of 2 points
  5. Revenue growth above 15%not met0 of 2 points
  6. 3-year earnings growth above 12% p.a.no data0 of 1 point
  7. 12-month share price more than 20 percentage points ahead of the marketnot met0 of 1 point
  8. Exclusion: financial and real estate stocksdoes not apply

Detail data

How does The J. M. Smucker Company stock perform across 18 strategies?

Excerpt from 18 strategies checked. The full evaluation is visible after a free sign-up.

12 more strategies locked

With a free account, you can see the match across all strategies checked in one complete overview.

  • Mohanram G-Score: Growth Quality
  • Growth Momentum (CAN SLIM principle)
  • Acquirer's Multiple: EV/EBIT Deep Value
  • Altman Z-Score: Stress Test
  • Moat Quality
  • Defensive: Low Volatility
  • Balanced GARP
  • High-Growth / Rule of 40
  • Levermann Strategy (13 Criteria)
  • Magic Formula: Value + Quality
  • PEG Strategy (inspired by Peter Lynch)
  • Undervalued Stocks: Multi-Factor Check

The J. M. Smucker Company key metrics: P/E, P/B and equity ratio

Selected fundamental metrics for The J. M. Smucker Company.

MetricStockSector
P/E ratio−86.222.8
P/B ratio2.52.6
Return on equity (ROE)−2.5%12.3%
Equity ratio34.2%42.0%
Debt-to-equity (D/E)1.280.67
Dividend yield3.4%2.6%

Similar stocks in Consumer Defensive

How comparable stocks in the same sector score in the StockScorer model.

SymbolCompanyRating
SJMThe J. M. Smucker Companythis page
MKC-VMcCormick & Company Incorporatedlocked
HRLHormel Foods CorporationLow0.0
GISGeneral Mills IncMedium5.5
KHCThe Kraft Heinz Companylocked
1216.TWUni-President Enterprises Corplocked

Frequently asked questions about The J. M. Smucker Company stock

How does The J. M. Smucker Company stock (SJM) score in the StockScorer model?
The J. M. Smucker Company stock reaches a StockScorer score of 3.6 out of 10, which is a low match with the rule-based strategies. 2 out of 7 flagship profile rules are met.
What is The J. M. Smucker Company's P/E ratio?
The J. M. Smucker Company's P/E ratio is -86.2. The Consumer Defensive sector median is 22.8.
What sector is The J. M. Smucker Company in?
The J. M. Smucker Company is assigned to the Consumer Defensive sector. Its rank within the sector is 48.7 out of 100: 100 means the stock leads its peer group of large and mid-cap sector stocks in every measured area.

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