Morningstar

JM Smucker Co SJM

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Stock XNYS Rating as of
$121.39 +1.88 (1.57%)
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As of Delayed Price Closed

Company Report

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Despite Some Strong Brands, Smucker Lacks a Moat and Is Vulnerable to Ongoing Economic Headwinds

Kristoffer Inton

Smucker has leading share in some categories, especially its Uncrustables brand, but we don’t think it has enough pricing power or entrenched retailer relationships to create an economic moat. Its long-term strategy targets low-single-digit sales growth, mid-single-digit adjusted operating income growth, and high-single-digit adjusted EPS growth. However, we expect it will fall short and deliver mid-single-digit adjusted EPS growth.

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Price vs Fair Value

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SJM is trading at a LOCK|>$M&>&N premium.
Price
$121.39
Fair Value
LOCK|CV
Uncertainty
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1-Star Price
tf#
5-Star Price
X$
Economic Moat
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Capital Allocation
LOCK|^X

Bulls Say, Bears Say

Bulls

Even after paring back its pet exposure, Smucker has retained ownership of its strongest pet brands, which could allow it to benefit from the continued trend of increased pet ownership and spending.

Bears

Paying a full price for Hostess Brands has increased the difficulty for Smucker to create value from the acquisition while also significantly adding to its debt load.

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Trading Information

Previous Close Price
$119.51
Day Range
$119.54–121.51
52-Week Range
$88.25–127.65
Bid/Ask
$121.00 / $123.50
Shares Outstanding
106.88M
Market Cap
$12.97B
Volume/Avg
905,381 / 2M

Key Statistics

Price/Earnings (Normalized)
13.25
Price/Sales
1.43
Dividend Yield (Trailing)
3.64%
Dividend Yield (Forward)
3.69%
Total Yield
3.68%

Company Profile

J.M. Smucker is a packaged food company that primarily sells through the US retail channel (75% of fiscal 2026 revenue came through its retail pet foods, coffee, and frozen handheld/spreads segments), with the remaining share consisting of sweet baked snacks (through the Hostess acquisition), away from home, and international (primarily Canada). Retail coffee is its largest category (37% of sales) with brands Folgers, Dunkin’, and Cafe Bustelo. Pet foods (18% of sales) holds leading brands like Milk-Bone and Meow Mix. Of its remaining, approximately 20% comes from frozen handhelds and spreads, through brands Jif, Smucker’s, and Uncrustables. The company acquired Hostess Brands in fiscal 2024 to boost its snack and convenience store presence.
Sector
Consumer Defensive
Industry
Packaged Foods
Stock Style Box
Small Value
Total Number of Employees
8,000
Website
https://www.jmsmucker.com

Competitors

Valuation

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Metric
SJM
GIS
KHC
Price/Earnings (Normalized)
 13.2511.0410.00
Price/Book Value
 2.342.840.84
Price/Sales
 1.431.141.21
Price/Cash Flow
 9.367.977.81
Price/Earnings
SJM
GIS
KHC

Financial Strength

Metric
SJM
GIS
KHC
Quick Ratio
 0.280.350.57
Current Ratio
 0.780.681.06
Interest Coverage
 0.841.66−4.59
Quick Ratio
SJM
GIS
KHC

Profitability

Metric
SJM
GIS
KHC
Return on Assets (Normalized)
 5.72%5.93%3.58%
Return on Equity (Normalized)
 16.95%21.35%7.08%
Return on Invested Capital (Normalized)
 9.52%10.05%5.47%
Return on Assets
SJM
GIS
KHC

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