JM SMUCKER CO/THE (SJM) Fundamental Analysis & Valuation
NYSE:SJM • US8326964058
Current stock price
96.97 USD
-1.06 (-1.08%)
At close:
96.97 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
- In the past year SJM was profitable.
- SJM had a positive operating cash flow in the past year.
- In multiple years SJM reported negative net income over the last 5 years.
- In the past 5 years SJM always reported a positive cash flow from operatings.
1.2 Ratios
- SJM's Return On Assets of -7.72% is on the low side compared to the rest of the industry. SJM is outperformed by 67.82% of its industry peers.
- With a Return On Equity value of -23.98%, SJM is not doing good in the industry: 67.82% of the companies in the same industry are doing better.
- SJM has a better Return On Invested Capital (6.95%) than 75.86% of its industry peers.
- SJM had an Average Return On Invested Capital over the past 3 years of 7.05%. This is in line with the industry average of 7.69%.
| 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
- SJM has a better Operating Margin (15.01%) than 91.95% of its industry peers.
- 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 80.46% 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
- With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), SJM 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.
- Compared to 1 year ago, SJM has a worse debt to assets ratio.
2.2 Solvency
- Based on the Altman-Z score of 1.33, we must say that SJM is in the distress zone and has some risk of bankruptcy.
- SJM's Altman-Z score of 1.33 is on the low side compared to the rest of the industry. SJM is outperformed by 66.67% of its industry peers.
- SJM has a debt to FCF ratio of 7.56. This is a slightly negative value and a sign of low solvency as SJM would need 7.56 years to pay back of all of its debts.
- With a decent Debt to FCF ratio value of 7.56, SJM is doing good in the industry, outperforming 64.37% of the companies in the same industry.
- SJM has a Debt/Equity ratio of 1.40. This is a high value indicating a heavy dependency on external financing.
- With a Debt to Equity ratio value of 1.40, SJM is not doing good in the industry: 78.16% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.4 | ||
| Debt/FCF | 7.56 | ||
| Altman-Z | 1.33 |
ROIC/WACC0.99
WACC7.04%
2.3 Liquidity
- A Current Ratio of 0.84 indicates that SJM may have some problems paying its short term obligations.
- SJM's Current ratio of 0.84 is on the low side compared to the rest of the industry. SJM is outperformed by 80.46% of its industry peers.
- A Quick Ratio of 0.35 indicates that SJM may have some problems paying its short term obligations.
- Looking at the Quick ratio, with a value of 0.35, SJM is doing worse than 87.36% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.84 | ||
| Quick Ratio | 0.35 |
3. SJM Growth Analysis
3.1 Past
- SJM shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -17.00%.
- Measured over the past 5 years, SJM shows a small growth in Earnings Per Share. The EPS has been growing by 2.93% on average per year.
- Looking at the last year, SJM shows a small growth in Revenue. The Revenue has grown by 1.58% in the last 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
- SJM is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 1.59% yearly.
- 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 5Y1.59%
Revenue Next Year3.16%
Revenue Next 2Y2.27%
Revenue Next 3Y2.12%
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.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
4. SJM Valuation Analysis
4.1 Price/Earnings Ratio
- A Price/Earnings ratio of 11.16 indicates a reasonable valuation of SJM.
- Compared to the rest of the industry, the Price/Earnings ratio of SJM indicates a somewhat cheap valuation: SJM is cheaper than 74.71% of the companies listed in the same industry.
- When comparing the Price/Earnings ratio of SJM to the average of the S&P500 Index (26.77), we can say SJM is valued rather cheaply.
- SJM is valuated reasonably with a Price/Forward Earnings ratio of 9.45.
- 91.95% of the companies in the same industry are more expensive than SJM, based on the Price/Forward Earnings ratio.
- Compared to an average S&P500 Price/Forward Earnings ratio of 21.75, SJM is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.16 | ||
| Fwd PE | 9.45 |
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.
- 75.86% of the companies in the same industry are more expensive than SJM, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 10.65 | ||
| EV/EBITDA | 9.15 |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)3.81
EPS Next 2Y0.71%
EPS Next 3Y2.98%
5. SJM Dividend Analysis
5.1 Amount
- SJM has a Yearly Dividend Yield of 4.57%, which is a nice return.
- Compared to an average industry Dividend Yield of 2.24, SJM pays a better dividend. On top of this SJM pays more dividend than 82.76% of the companies listed in the same industry.
- SJM's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.57% |
5.2 History
- The dividend of SJM has a limited annual growth rate of 4.24%.
- SJM has been paying a dividend for at least 10 years, so it has 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
96.97
-1.06 (-1.08%)
Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryFood Products
Industry Strength23.6
Industry Growth11.18
Earnings (Last)02-26 2026-02-26/bmo
Earnings (Next)06-08 2026-06-08/amc
Inst Owners95.04%
Inst Owner Change-0.52%
Ins Owners2.17%
Ins Owner Change0.23%
Market Cap10.34B
Revenue(TTM)8.93B
Net Income(TTM)-1.26B
Analysts73.91
Price Target123.44 (27.3%)
Short Float %4.86%
Short Ratio2.23
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.57% |
Yearly Dividend4.28
Dividend Growth(5Y)4.24%
DP-36.82%
Div Incr Years23
Div Non Decr Years23
Ex-Date05-15 2026-05-15 (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)4.54%
PT rev (3m)4.5%
EPS NQ rev (1m)-0.25%
EPS NQ rev (3m)-2.65%
EPS NY rev (1m)-0.04%
EPS NY rev (3m)0.47%
Revenue NQ rev (1m)-0.17%
Revenue NQ rev (3m)-1.76%
Revenue NY rev (1m)-0.04%
Revenue NY rev (3m)-0.21%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.16 | ||
| Fwd PE | 9.45 | ||
| P/S | 1.16 | ||
| P/FCF | 10.65 | ||
| P/OCF | 8.03 | ||
| P/B | 1.98 | ||
| P/tB | N/A | ||
| EV/EBITDA | 9.15 |
EPS(TTM)8.69
EY8.96%
EPS(NY)10.26
Fwd EY10.58%
FCF(TTM)9.11
FCFY9.39%
OCF(TTM)12.08
OCFY12.46%
SpS83.7
BVpS49.1
TBVpS-53.56
PEG (NY)N/A
PEG (5Y)3.81
Graham Number97.9771 (1.04%)
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 | 1.33 |
F-Score5
WACC7.04%
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 5Y1.59%
Revenue 1Y (TTM)1.58%
Revenue growth 3Y2.94%
Revenue growth 5Y2.27%
Sales Q2Q%7.02%
Revenue Next Year3.16%
Revenue Next 2Y2.27%
Revenue Next 3Y2.12%
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 5Y4.11%
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 1 / 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%.