J.M. Smucker's sales grew 5% in its fiscal first quarter. Adjusted gross margins expanded 760 basis points to 42.8%, though 520 basis points came from tariff refunds. Coffee sales and segment profit (36% of sales) benefited from last year's price increases, easing input costs, and the refunds.
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.
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.
|
Metric
|
SJM
|
GIS
|
KHC
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.05 | 9.20 | 9.28 |
Price/Book Value | 2.15 | 2.27 | 0.74 |
Price/Sales | 1.35 | 0.93 | 1.07 |
Price/Cash Flow | 7.26 | 5.95 | 6.87 |
|
Metric
|
SJM
|
GIS
|
KHC
|
|---|---|---|---|
Quick Ratio | 0.29 | 0.32 | 0.57 |
Current Ratio | 0.87 | 0.70 | 1.06 |
Interest Coverage | 2.16 | −0.28 | −4.59 |
|
Metric
|
SJM
|
GIS
|
KHC
|
|---|---|---|---|
Return on Assets (Normalized) | 6.67% | 5.83% | 3.58% |
Return on Equity (Normalized) | 19.65% | 21.45% | 7.08% |
Return on Invested Capital (Normalized) | 10.67% | 10.10% | 5.47% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
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|
Market Cap
|
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United States