JM SMUCKER CO/THE (SJM) Fundamental Analysis & Valuation
NYSE:SJM • US8326964058
Current stock price
93.49 USD
+1.28 (+1.39%)
At close:
93.49 USD
0 (0%)
After Hours:
This SJM fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
1. SJM Profitability Analysis
1.1 Basic Checks
- SJM had positive earnings in the past year.
- SJM had a positive operating cash flow in the past year.
- In multiple years SJM reported negative net income over the last 5 years.
- SJM had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- The Return On Assets of SJM (-7.72%) is worse than 67.82% of its industry peers.
- With a Return On Equity value of -23.98%, SJM is not doing good in the industry: 66.67% of the companies in the same industry are doing better.
- SJM has a better Return On Invested Capital (6.95%) than 77.01% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for SJM is in line with the industry average of 6.76%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -7.72% | ||
| ROE | -23.98% | ||
| ROIC | 6.95% |
ROA(3y)-1.32%
ROA(5y)1.07%
ROE(3y)-3.94%
ROE(5y)1.33%
ROIC(3y)7.05%
ROIC(5y)7.03%
1.3 Margins
- With an excellent Operating Margin value of 15.01%, SJM belongs to the best of the industry, outperforming 93.10% of the companies in the same industry.
- SJM's Operating Margin has improved in the last couple of years.
- SJM has a Gross Margin of 34.21%. This is amongst the best in the industry. SJM outperforms 81.61% of its industry peers.
- In the last couple of years the Gross Margin of SJM has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 15.01% | ||
| PM (TTM) | N/A | ||
| GM | 34.21% |
OM growth 3Y8.86%
OM growth 5Y2.85%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y4.83%
GM growth 5Y0.21%
2. SJM Health Analysis
2.1 Basic Checks
- SJM has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
- SJM has more shares outstanding than it did 1 year ago.
- The number of shares outstanding for SJM has been reduced compared to 5 years ago.
- The debt/assets ratio for SJM is higher compared to a year ago.
2.2 Solvency
- Based on the Altman-Z score of 1.30, we must say that SJM is in the distress zone and has some risk of bankruptcy.
- SJM has a worse Altman-Z score (1.30) than 64.37% of its industry peers.
- The Debt to FCF ratio of SJM is 7.56, which is on the high side as it means it would take SJM, 7.56 years of fcf income to pay off all of its debts.
- SJM has a Debt to FCF ratio of 7.56. This is in the better half of the industry: SJM outperforms 64.37% of its industry peers.
- SJM has a Debt/Equity ratio of 1.40. This is a high value indicating a heavy dependency on external financing.
- SJM's Debt to Equity ratio of 1.40 is on the low side compared to the rest of the industry. SJM is outperformed by 77.01% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.4 | ||
| Debt/FCF | 7.56 | ||
| Altman-Z | 1.3 |
ROIC/WACC0.99
WACC7.01%
2.3 Liquidity
- A Current Ratio of 0.84 indicates that SJM may have some problems paying its short term obligations.
- The Current ratio of SJM (0.84) is worse than 78.16% of its industry peers.
- SJM has a Quick Ratio of 0.84. This is a bad value and indicates that SJM is not financially healthy enough and could expect problems in meeting its short term obligations.
- SJM has a Quick ratio of 0.35. This is amonst the worse of the industry: SJM underperforms 86.21% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.84 | ||
| Quick Ratio | 0.35 |
3. SJM Growth Analysis
3.1 Past
- The earnings per share for SJM have decreased strongly by -17.00% in the last year.
- The Earnings Per Share has been growing slightly by 2.93% on average over the past years.
- The Revenue has been growing slightly by 1.58% in the past year.
- The Revenue has been growing slightly by 2.27% on average over the past years.
EPS 1Y (TTM)-17%
EPS 3Y4.41%
EPS 5Y2.93%
EPS Q2Q%-8.81%
Revenue 1Y (TTM)1.58%
Revenue growth 3Y2.94%
Revenue growth 5Y2.27%
Sales Q2Q%7.02%
3.2 Future
- Based on estimates for the next years, SJM will show a small growth in Earnings Per Share. The EPS will grow by 1.65% on average per year.
- Based on estimates for the next years, SJM will show a small growth in Revenue. The Revenue will grow by 2.18% on average per year.
EPS Next Y-9.8%
EPS Next 2Y0.71%
EPS Next 3Y2.98%
EPS Next 5Y1.65%
Revenue Next Year3.2%
Revenue Next 2Y2.31%
Revenue Next 3Y2.16%
Revenue Next 5Y2.18%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
- The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
4. SJM Valuation Analysis
4.1 Price/Earnings Ratio
- Based on the Price/Earnings ratio of 10.76, the valuation of SJM can be described as reasonable.
- Compared to the rest of the industry, the Price/Earnings ratio of SJM indicates a rather cheap valuation: SJM is cheaper than 80.46% of the companies listed in the same industry.
- Compared to an average S&P500 Price/Earnings ratio of 27.33, SJM is valued rather cheaply.
- With a Price/Forward Earnings ratio of 9.11, the valuation of SJM can be described as very reasonable.
- Based on the Price/Forward Earnings ratio, SJM is valued cheaper than 94.25% of the companies in the same industry.
- SJM is valuated cheaply when we compare the Price/Forward Earnings ratio to 38.16, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 10.76 | ||
| Fwd PE | 9.11 |
4.2 Price Multiples
- SJM's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. SJM is cheaper than 64.37% of the companies in the same industry.
- SJM's Price/Free Cash Flow ratio is rather cheap when compared to the industry. SJM is cheaper than 82.76% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 10.27 | ||
| EV/EBITDA | 8.82 |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)3.67
EPS Next 2Y0.71%
EPS Next 3Y2.98%
5. SJM Dividend Analysis
5.1 Amount
- SJM has a Yearly Dividend Yield of 4.76%, which is a nice return.
- SJM's Dividend Yield is rather good when compared to the industry average which is at 2.19. SJM pays more dividend than 82.76% of the companies in the same industry.
- Compared to an average S&P500 Dividend Yield of 1.82, SJM pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.76% |
5.2 History
- The dividend of SJM has a limited annual growth rate of 4.24%.
- SJM has paid a dividend for at least 10 years, which is a reliable track record.
- SJM has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)4.24%
Div Incr Years23
Div Non Decr Years23
5.3 Sustainability
- SJM has negative earnings and hence a negative payout ratio. The dividend may be in danger.
- The dividend of SJM is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP-36.82%
EPS Next 2Y0.71%
EPS Next 3Y2.98%
SJM Fundamentals: All Metrics, Ratios and Statistics
93.49
+1.28 (+1.39%)
Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryFood Products
Earnings (Last)02-26 2026-02-26/bmo
Earnings (Next)06-08 2026-06-08/amc
Inst Owners95.04%
Inst Owner Change-0.01%
Ins Owners2.17%
Ins Owner Change0.23%
Market Cap9.97B
Revenue(TTM)8.93B
Net Income(TTM)-1.26B
Analysts73.91
Price Target124.12 (32.76%)
Short Float %6.26%
Short Ratio2.88
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.76% |
Yearly Dividend4.28
Dividend Growth(5Y)4.24%
DP-36.82%
Div Incr Years23
Div Non Decr Years23
Ex-Date02-13 2026-02-13 (1.1)
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)1.28%
Min EPS beat(2)-1.05%
Max EPS beat(2)3.6%
EPS beat(4)2
Avg EPS beat(4)0.46%
Min EPS beat(4)-2.68%
Max EPS beat(4)3.6%
EPS beat(8)6
Avg EPS beat(8)5.54%
EPS beat(12)10
Avg EPS beat(12)6.13%
EPS beat(16)14
Avg EPS beat(16)8.27%
Revenue beat(2)0
Avg Revenue beat(2)-0.39%
Min Revenue beat(2)-0.51%
Max Revenue beat(2)-0.28%
Revenue beat(4)0
Avg Revenue beat(4)-1.18%
Min Revenue beat(4)-2.86%
Max Revenue beat(4)-0.28%
Revenue beat(8)0
Avg Revenue beat(8)-1.53%
Revenue beat(12)1
Avg Revenue beat(12)-1.26%
Revenue beat(16)3
Avg Revenue beat(16)-0.95%
PT rev (1m)5.11%
PT rev (3m)4.75%
EPS NQ rev (1m)-0.44%
EPS NQ rev (3m)-2.7%
EPS NY rev (1m)-0.04%
EPS NY rev (3m)0.51%
Revenue NQ rev (1m)-0.04%
Revenue NQ rev (3m)-1.67%
Revenue NY rev (1m)-0.07%
Revenue NY rev (3m)-0.13%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 10.76 | ||
| Fwd PE | 9.11 | ||
| P/S | 1.12 | ||
| P/FCF | 10.27 | ||
| P/OCF | 7.74 | ||
| P/B | 1.9 | ||
| P/tB | N/A | ||
| EV/EBITDA | 8.82 |
EPS(TTM)8.69
EY9.3%
EPS(NY)10.26
Fwd EY10.98%
FCF(TTM)9.11
FCFY9.74%
OCF(TTM)12.08
OCFY12.92%
SpS83.7
BVpS49.1
TBVpS-53.56
PEG (NY)N/A
PEG (5Y)3.67
Graham Number97.9771 (4.8%)
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -7.72% | ||
| ROE | -23.98% | ||
| ROCE | 9.63% | ||
| ROIC | 6.95% | ||
| ROICexc | 6.98% | ||
| ROICexgc | 29.48% | ||
| OM | 15.01% | ||
| PM (TTM) | N/A | ||
| GM | 34.21% | ||
| FCFM | 10.88% |
ROA(3y)-1.32%
ROA(5y)1.07%
ROE(3y)-3.94%
ROE(5y)1.33%
ROIC(3y)7.05%
ROIC(5y)7.03%
ROICexc(3y)7.29%
ROICexc(5y)7.22%
ROICexgc(3y)42.35%
ROICexgc(5y)51.81%
ROCE(3y)9.69%
ROCE(5y)9.6%
ROICexgc growth 3Y0.14%
ROICexgc growth 5Y-1.19%
ROICexc growth 3Y8.65%
ROICexc growth 5Y4.85%
OM growth 3Y8.86%
OM growth 5Y2.85%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y4.83%
GM growth 5Y0.21%
F-Score5
Asset Turnover0.55
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.4 | ||
| Debt/FCF | 7.56 | ||
| Debt/EBITDA | 3.89 | ||
| Cap/Depr | 58.08% | ||
| Cap/Sales | 3.55% | ||
| Interest Coverage | 3.34 | ||
| Cash Conversion | 68.31% | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.84 | ||
| Quick Ratio | 0.35 | ||
| Altman-Z | 1.3 |
F-Score5
WACC7.01%
ROIC/WACC0.99
Cap/Depr(3y)108.43%
Cap/Depr(5y)96.8%
Cap/Sales(3y)5.76%
Cap/Sales(5y)5.27%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-17%
EPS 3Y4.41%
EPS 5Y2.93%
EPS Q2Q%-8.81%
EPS Next Y-9.8%
EPS Next 2Y0.71%
EPS Next 3Y2.98%
EPS Next 5Y1.65%
Revenue 1Y (TTM)1.58%
Revenue growth 3Y2.94%
Revenue growth 5Y2.27%
Sales Q2Q%7.02%
Revenue Next Year3.2%
Revenue Next 2Y2.31%
Revenue Next 3Y2.16%
Revenue Next 5Y2.18%
EBIT growth 1Y-21.8%
EBIT growth 3Y12.06%
EBIT growth 5Y5.19%
EBIT Next Year11.63%
EBIT Next 3Y7.14%
EBIT Next 5Y4.2%
FCF growth 1Y50.78%
FCF growth 3Y4.34%
FCF growth 5Y-3.69%
OCF growth 1Y3.47%
OCF growth 3Y2.13%
OCF growth 5Y-0.72%
JM SMUCKER CO/THE / SJM Fundamental Analysis FAQ
What is the fundamental rating for SJM stock?
ChartMill assigns a fundamental rating of 4 / 10 to SJM.
What is the valuation status for SJM stock?
ChartMill assigns a valuation rating of 6 / 10 to JM SMUCKER CO/THE (SJM). This can be considered as Fairly Valued.
What is the profitability of SJM stock?
JM SMUCKER CO/THE (SJM) has a profitability rating of 5 / 10.
What is the financial health of JM SMUCKER CO/THE (SJM) stock?
The financial health rating of JM SMUCKER CO/THE (SJM) is 2 / 10.
How sustainable is the dividend of JM SMUCKER CO/THE (SJM) stock?
The dividend rating of JM SMUCKER CO/THE (SJM) is 7 / 10 and the dividend payout ratio is -36.82%.