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Company Analysis

The J.M. Smucker Company SJM

A comprehensive view of key metrics, scores, and financial health for The J.M. Smucker Company

Overview of The J. M. Smucker Company

SJM NYQ
Consumer Defensive Packaged Foods Large Cap
The J. M. Smucker Company (SJM), is a Large Cap company, in the Packaged Foods industry, last closed at $106.08, about 1.4% undervalued vs fair value, -5.2% 1Y return, placing in the top 25% of its sector.
$106.08
0.08%
As of March 13, 2026
Previous close • Vol 90d: 27.6%
52-Week Range
Market Cap
$11.86B
Enterprise Value
$19.71B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.jmsmucker.com
HQ Orrville, OH
Employees 8,000
Fiscal year Apr 30

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$93
$108
$124
Current: $106.08 +1% vs base

Engine Room Money Flow™

Large Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$8.7B
6.7%%
Gross Profit
$3.4B
8.6%%
Operating Income
$1.7B
14.2%%
Net Income
$-1.2B
-265.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
-66.3%
Poor

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$1.1B
133.4% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
0/3
Improving
0
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating The J.M. Smucker Company's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
71
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
78
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing SJM's balance between Growth (30.0%), Profitability (39.3%), and Safety (30.7%). Growth 30% Safety 31% Profitability 39%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

46th percentile vs peers
46
Key Signals
Rev Growth YoY 6.7% 63p Revenue CAGR 3Y 2.9% 47p TSR 5.0% 64p EPS Growth YoY -2.62 9p
Strengths
  • Operating Margin in top 20% of peers (19.0%, 95th percentile)
  • Debt/Fcf Ratio in top 20% of peers (9.50, 80th percentile)
  • Consistently strong margins across 4 metrics
  • Conservative leverage compared to industry peers
Risks
  • Eps Growth Yoy in bottom 20% of peers (-2.62)

Profitability

60th percentile vs peers
61
Key Signals
Strengths
Risks
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Safety

47th percentile vs peers
47
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for The J.M. Smucker Company.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$107.52
- - -
+1.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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