JM SMUCKER CO/THE (SJM) Fundamental Analysis & Valuation
NYSE:SJM • US8326964058
Current stock price
96.8 USD
-1.25 (-1.27%)
At close:
96.8 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.
- In the past year SJM had a positive cash flow from operations.
- 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 has a Return On Assets of -7.72%. This is in the lower half of the industry: SJM underperforms 67.82% of its industry peers.
- Looking at the Return On Equity, with a value of -23.98%, SJM is doing worse than 67.82% of the companies in the same industry.
- SJM's Return On Invested Capital of 6.95% is fine compared to the rest of the industry. SJM outperforms 75.86% 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 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
- The Operating Margin of SJM (15.01%) is better than 91.95% of its industry peers.
- In the last couple of years the Operating Margin of SJM has grown nicely.
- The Gross Margin of SJM (34.21%) is better than 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.
- The number of shares outstanding for SJM has been increased compared to 1 year ago.
- The number of shares outstanding for SJM has been reduced compared to 5 years ago.
- SJM has a worse debt/assets ratio than last year.
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 has a Altman-Z score of 1.33. This is in the lower half of the industry: SJM underperforms 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.
- 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.
- A Debt/Equity ratio of 1.40 is on the high side and indicates that SJM has dependencies on debt financing.
- Looking at the Debt to Equity ratio, with a value of 1.40, SJM is doing worse than 78.16% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.4 | ||
| Debt/FCF | 7.56 | ||
| Altman-Z | 1.33 |
ROIC/WACC0.99
WACC7.03%
2.3 Liquidity
- SJM has a Current 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 worse Current ratio (0.84) than 80.46% 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.
- The Quick ratio of SJM (0.35) is worse than 87.36% 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.
- SJM shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 2.93% yearly.
- Looking at the last year, SJM shows a small growth in Revenue. The Revenue has grown by 1.58% in the last year.
- Measured over the past years, SJM shows a small growth in Revenue. The Revenue has been growing by 2.27% on average per year.
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
- The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
- 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 11.14, the valuation of SJM can be described as reasonable.
- Based on the Price/Earnings ratio, SJM is valued a bit cheaper than the industry average as 75.86% of the companies are valued more expensively.
- When comparing the Price/Earnings ratio of SJM to the average of the S&P500 Index (26.54), we can say SJM is valued rather cheaply.
- SJM is valuated reasonably with a Price/Forward Earnings ratio of 9.43.
- 91.95% of the companies in the same industry are more expensive than SJM, based on the Price/Forward Earnings ratio.
- SJM's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 21.68.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.14 | ||
| Fwd PE | 9.43 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, SJM is valued a bit cheaper than the industry average as 63.22% of the companies are valued more expensively.
- SJM's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. SJM is cheaper than 75.86% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 10.63 | ||
| EV/EBITDA | 9.15 |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)3.8
EPS Next 2Y0.71%
EPS Next 3Y2.98%
5. SJM Dividend Analysis
5.1 Amount
- With a Yearly Dividend Yield of 4.57%, SJM is a good candidate for dividend investing.
- SJM's Dividend Yield is rather good when compared to the industry average which is at 2.23. SJM pays more dividend than 82.76% of the companies 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
- The earnings of SJM are negative and hence is the payout ratio. SJM will probably not be able to sustain this dividend level.
- 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
96.8
-1.25 (-1.27%)
Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryFood Products
Industry Strength22.98
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 Cap10.32B
Revenue(TTM)8.93B
Net Income(TTM)-1.26B
Analysts73.91
Price Target123.44 (27.52%)
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 | 11.14 | ||
| Fwd PE | 9.43 | ||
| P/S | 1.16 | ||
| P/FCF | 10.63 | ||
| P/OCF | 8.01 | ||
| P/B | 1.97 | ||
| P/tB | N/A | ||
| EV/EBITDA | 9.15 |
EPS(TTM)8.69
EY8.98%
EPS(NY)10.26
Fwd EY10.6%
FCF(TTM)9.11
FCFY9.41%
OCF(TTM)12.08
OCFY12.48%
SpS83.7
BVpS49.1
TBVpS-53.56
PEG (NY)N/A
PEG (5Y)3.8
Graham Number97.9771 (1.22%)
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
WACC7.03%
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 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%.