JM Smucker Co SJM

Morningstar Rating
$112.96 −3.03 (2.61%)
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Company Report

Price vs Fair Value

SJM is trading at a 17% premium.
Price
$112.96
Fair Value
$835.34
Uncertainty
Vrqcd
1-Star Price
$315.18
5-Star Price
$551.28
Economic Moat
Lssv
Capital Allocation
Tlgs

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.

News

Trading Information

Previous Close Price
$115.99
Day Range
$112.59116.21
52-Week Range
$88.25119.39
Bid/Ask
$110.83 / $119.00
Shares Outstanding
106.66M
Market Cap
$12.05B
Volume/Avg
/ 2M

Key Statistics

Price/Earnings (Normalized)
12.72
Price/Sales
1.37
Dividend Yield (Trailing)
3.78%
Dividend Yield (Forward)
3.78%
Total Yield
3.82%

Company Profile

J.M. Smucker is a packaged food company that primarily sells through the US retail channel (73% of fiscal 2025 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) and international (primarily Canada). Retail coffee is its largest category (32% of sales) with brands Folgers and Dunkin’. Pet foods (19% of sales) holds leading brands like Milk-Bone and Meow Mix. Of its remaining, approximately 22% 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

Competitors

Valuation

Metric
SJM
GIS
KHC
Price/Earnings (Normalized)
12.7210.339.56
Price/Book Value
2.241.970.69
Price/Sales
1.371.021.16
Price/Cash Flow
8.988.437.05
Price/Earnings
SJM
GIS
KHC

Financial Strength

Metric
SJM
GIS
KHC
Quick Ratio
0.280.300.72
Current Ratio
0.780.561.20
Interest Coverage
0.846.42−4.86
Quick Ratio
SJM
GIS
KHC

Profitability

Metric
SJM
GIS
KHC
Return on Assets (Normalized)
5.72%5.51%6.86%
Return on Equity (Normalized)
16.95%19.36%13.26%
Return on Invested Capital (Normalized)
9.52%9.30%9.86%
Return on Assets
SJM
GIS
KHC

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