The J.M. Smucker Company

Canned, Fruits, Veg, Preserves, Jams & Jellies

SJMStrained7 of 11 basics passed

$119.83

+0.35%

Market cap $12.8B

$119.83

+0.35%

Market cap $12.8B

The J.M. Smucker Company operates in Consumer Defensive (Canned, Fruits, Veg, Preserves, Jams & Jellies).

The J.M. Smucker Company is a $12.8B consumer staples company. Revenue grew 5.1% over the last year, and it keeps 3¢ of every dollar of sales as profit. It trades at 55.8× earnings — near the highest of its own history.

Website: jmsmucker.com
Location: Orrville, OH
Employees: 8 000
Sector: Consumer Defensive

Share price · 3 years

$115.96 → $119.83+3.3%

price only — dividends excluded

Key facts · TTM

Revenue: total sales; $9.16B
Profit: keeps 3¢ of every $1 sold; $230M
Free cash flow: cash left after running the business; $1.59B
P/E: years of profit in the price; 55.8
EPS: earnings per share, TTM; $1.65
Dividend: pays out 37% of profit · 29% of FCF; 3.65%
Shares: shares outstanding; 138.7M
Volatility: beta vs the market — under 1 swings less; 0.27

Revenue, last 10 years

52-week range

Low $89.53$119.83High $132.34

Today's price is 71% of the way from the year's low to its high.

P/E vs its history5y

55.8×median 25.8×

Higher than 94% of past days — near the highest of its own history.

Valuation vs own history

P/E

55.8×

P/S

1.4×

95%

EV/EBITDA

11.4×

98%

P/B

2.2×

15%

FCF yield

12.4%

98%

Share of the last ~5 years that was pricier than today (cheaper than usual). Based on the daily valuation record.

Standing in Consumer Defensive

Size$12.8Btop 73%
Revenue growth+2%top 58%
Net margin3%top 73%
Return on equity4%top 88%
P/E55.8×top 92%
Dividend yield3.65%top 39%

Ranked against 41 Consumer Defensive companies with a full CV — for P/E, lower ranks higher.

Skills

Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.

Strong quality; Growth, Profitability, Health and Moat lag behind.

Valuation62

P/E vs own history94th pct · 0/25
FCF yield12.4% · 25/25
P/S1.4x · 25/25
EV/EBITDA18.7x · 12/25

Growth31

Revenue CAGR3.1% · 6/25
Net income CAGRn/a · 0/25
EPS CAGR ~5Yn/a · 0/25
Fwd implied growth401.3% · 25/25

Profitability23

ROICn/a · 0/25
ROE4.1% · 5/25
Net margin2.5% · 6/25
Operating margin9.0% · 12/25

Health9

Altman Zn/a · 0/25
Current ratio0.87 · 6/25
Interest coverage0.8x · 3/25
Net cash / debtn/a · 0/25

Quality85

Piotroski F5/9 · 15/25
Beneish M-7.40 · 25/25
FCF conversion692% · 25/25
Margin stabilityσ 5.8% · 20/25

Moat38

ROIC >12% years0/10 yrs · 0/25
Median gross margin38.1% · 13/25
FCF-positive years11/11 yrs · 25/25
Worst-year net marginworst -14.1% · 0/25

How the scores work →

Experience

The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.

FY2018Financial
Best year on record
$1.34B net income
FY2016Financial
First recorded profitable year
$689M net income
FY2016Financial
Revenue already above $1B
$7.81B in first reported year
FY2016Financial
Positive free cash flow every year since
11-year streak

Achievements

Verifiable track record, straight from the reported numbers.

$10 000 invested in 2021 would be worth ~$9 785 today — price return only

$9.1B revenue in FY2026

Revenue up 5.1% year over year

Positive free cash flow 11 years in a row

8 000 employees

Strengths & watch-outs

What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.

Strengths

Strong cash conversion — FCF is 17.3% of revenue

Watch-outs

Thin interest coverage (0.8×)
Loss-making in 3 of the recent years

Qualifications

The basics a company should meet before you research it further. Each check uses the reported numbers.

7 of 11 checks passed

Revenue growing — the company sells more than a year ago+5.1% YoY
Profitable — makes more than it spends$230M TTM
Profit growing — earnings are higher than last year+88.7% YoY
Generates cash — cash left after running and investing$1.59B TTM
Debt under control — could handle its obligationscurrent ratio 0.87
Established company — not a micro-cap — lower blow-up risk$12.8B market cap
Not printing shares — share count not ballooning — you keep your slice+21.7% shares over ~5y
Proven track record — years of profitability behind it8/11 profitable years
Financially stable — balance sheet not near distresshealth score 9/100
Pays a dividend — returns cash to shareholdersyield 3.65%
Valuation not extreme — price not wildly above earningsP/E 55.8

Peer comparisonThe J.M. Smucker Company vs 6 largest consumer defensive peers — cap, P/E, growth and margin side by sideOpen ▾

Company	Market cap	P/E	Revenue growth	Net margin	Profile
SJM this company	$12.8B	55.8	+5.1%	2.5%	Strained
WMT Walmart Inc.	$882.9B	40.8	+6.2%	3.0%	Strained
COST Costco Wholesale Corp	$419.2B	45.5	+10.1%	3.0%	Mixed
KO Coca-Cola Company	$379.3B	26.5	+6.5%	28.6%	Mixed
PG Procter & Gamble Company	$351.2B	21.9	+3.3%	18.4%	Solid
PM Philip Morris International Inc.	$313.6B	28.8	+8.9%	25.6%	Strained
PEP PepsiCo, Inc.	$171.8B	16.5	+6.4%	11.1%	Strained

Head-to-head: SJM vs WMT · SJM vs COST · SJM vs KO

References

What covering analysts publish about the company — information only, not a recommendation.

Strong buy 5Buy 9Hold 8

Appendix · Financial records

The full statements behind this CV, FY2016–FY2026. For readers who want to check the numbers.

Profit & lossRevenue $9.16B · net income $230M (TTM)Open ▾

Profit & loss

Revenue and profit over the company's career — the income statement, visualised.

How FY2026 revenue flows to profit

RevenueNet income

Revenue (TTM)

$9.16B

YoY 5.1%

Net income (TTM)

$230M

Margin 2.5%

Gross margin

39.2%

Operating margin

9.0%

P/E ratio

55.8

Dividend yield

3.65%

Income statement — full detail

Figures in USD billions · EPS in USD

	2021	2022	2023	2024	2025	2026
Revenue	8.0	8.0	8.5	8.2	8.7	9.1
Gross profit	3.1	2.7	2.8	3.1	3.4	3.0
Operating income (EBIT)	1.4	1.0	0.2	1.3	-0.7	0.4
Net income	0.9	0.6	-0.1	0.7	-1.2	-0.1
EPS (diluted)	7.79	5.83	—	7.00	-11.00	-1.00

Cash flowFree cash flow $1.59B · operating cash flow $1.91B (TTM)Open ▾

Cash flow statement

Cash generated by the business and what is left after investment — year by year.

Operating cash flowFree cash flow

Free cash flow (TTM)

$1.59B

Margin 17.3%

Operating cash flow (TTM)

$1.91B

FCF margin

17.3%

Cash flow statement — full detail

Figures in USD billions

	2021	2022	2023	2024	2025	2026
Operating cash flow	1.6	1.1	1.2	1.2	1.2	1.5
Capital expenditure	-0.3	-0.4	-0.5	-0.6	-0.4	-0.3
Free cash flow	1.3	0.7	0.7	0.6	0.8	1.2
FCF margin	15.7%	9.0%	8.4%	7.9%	9.4%	12.8%

Balance sheetAssets — · debt n/a (FY2026)Open ▾

Balance sheet

How the balance sheet is built — what it owns versus how it is financed.

Debt repayment

0.0 yrs

Years of free cash flow to clear net debt

Interest coverage

0.8x

EBIT ÷ interest expense

ROE

4.1%

Profit per $1 of equity

Balance sheet — full detail

Figures in USD billions

	2021	2022	2023	2024	2025	2026
Cash & equivalents	0.3	0.2	0.7	0.1	0.1	—
Total assets	16.3	16.1	15.0	20.3	17.6	—
Total liabilities	8.2	7.9	7.7	12.6	11.5	—
Total debt	3.6	4.5	4.3	7.4	7.7	—
Equity	8.1	8.1	7.3	7.7	6.1	—
Net debt	3.3	4.3	3.7	7.3	7.6	—

Want the live picture — intraday moves, valuation history and full analysis?

Deeper analysis of SJM on PreMarketPrice

Figures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $119.83 · market cap $12.8B.