JM SMUCKER CO/THE (SJM) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:SJM - US8326964058 - Common Stock
102.19 USD
-1.01 (-0.98%)
102.19 USD
0 (0%)
SJM gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 87 industry peers in the Food Products industry. SJM has a medium profitability rating, but doesn't score so well on its financial health evaluation. SJM has a valuation in line with the averages, but on the other hand it scores bad on growth. SJM also has an excellent dividend rating.
1. Profitability
1.1 Basic Checks
- SJM had positive earnings in the past year.
- In the past year SJM had a positive cash flow from operations.
- The reported net income has been mixed in the past 5 years: SJM reported negative net income in multiple 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 -6.77%. This is in the lower half of the industry: SJM underperforms 68.97% of its industry peers.
- The Return On Equity of SJM (-19.70%) is worse than 67.82% of its industry peers.
- Looking at the Return On Invested Capital, with a value of 6.49%, SJM is in the better half of the industry, outperforming 72.41% of the companies in the same industry.
- Measured over the past 3 years, the Average Return On Invested Capital for SJM is significantly below the industry average of 27.79%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -6.77% | ||
| ROE | -19.7% | ||
| ROIC | 6.49% |
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's Operating Margin of 15.61% is amongst the best of the industry. SJM outperforms 91.95% of its industry peers.
- SJM's Operating Margin has improved in the last couple of years.
- SJM has a better Gross Margin (35.14%) 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 | 15.61% | ||
| PM (TTM) | N/A | ||
| GM | 35.14% |
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. Health
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.
- The number of shares outstanding for SJM has been increased compared to 1 year ago.
- SJM has less shares outstanding than it did 5 years ago.
- The debt/assets ratio for SJM is higher compared to a year ago.
2.2 Solvency
- SJM has an Altman-Z score of 1.34. This is a bad value and indicates that SJM is not financially healthy and even has some risk of bankruptcy.
- Looking at the Altman-Z score, with a value of 1.34, SJM is doing worse than 64.37% of the companies in the same industry.
- SJM has a debt to FCF ratio of 12.27. This is a negative value and a sign of low solvency as SJM would need 12.27 years to pay back of all of its debts.
- The Debt to FCF ratio of SJM (12.27) is comparable to the rest of the industry.
- A Debt/Equity ratio of 1.29 is on the high side and indicates that SJM has dependencies on debt financing.
- SJM has a Debt to Equity ratio of 1.29. This is in the lower half of the industry: SJM underperforms 78.16% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.29 | ||
| Debt/FCF | 12.27 | ||
| Altman-Z | 1.34 |
ROIC/WACC0.96
WACC6.79%
2.3 Liquidity
- SJM has a Current Ratio of 0.89. 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 Current ratio of SJM (0.89) is worse than 79.31% of its industry peers.
- SJM has a Quick Ratio of 0.89. This is a bad value and indicates that SJM is not financially healthy enough and could expect problems in meeting its short term obligations.
- With a Quick ratio value of 0.37, SJM is not doing good in the industry: 85.06% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.89 | ||
| Quick Ratio | 0.37 |
3. Growth
3.1 Past
- SJM shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -13.73%.
- 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 decrease in Revenue. The Revenue has decreased by -0.66% in the last year.
- SJM shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 2.27% yearly.
EPS 1Y (TTM)-13.73%
EPS 3Y4.41%
EPS 5Y2.93%
EPS Q2Q%-23.91%
Revenue 1Y (TTM)-0.66%
Revenue growth 3Y2.94%
Revenue growth 5Y2.27%
Sales Q2Q%2.59%
3.2 Future
- SJM is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 1.12% yearly.
- SJM is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 2.12% yearly.
EPS Next Y-10.25%
EPS Next 2Y-0.75%
EPS Next 3Y1.97%
EPS Next 5Y1.12%
Revenue Next Year3.36%
Revenue Next 2Y2.78%
Revenue Next 3Y2.44%
Revenue Next 5Y2.12%
3.3 Evolution
- The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
- 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. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 11.46, the valuation of SJM can be described as very reasonable.
- Based on the Price/Earnings ratio, SJM is valued cheaply inside the industry as 81.61% of the companies are valued more expensively.
- SJM's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.94.
- The Price/Forward Earnings ratio is 10.25, which indicates a very decent valuation of SJM.
- Based on the Price/Forward Earnings ratio, SJM is valued cheaply inside the industry as 86.21% of the companies are valued more expensively.
- When comparing the Price/Forward Earnings ratio of SJM to the average of the S&P500 Index (23.94), we can say SJM is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.46 | ||
| Fwd PE | 10.25 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, SJM is valued a bit cheaper than the industry average as 60.92% 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 70.11% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 17.16 | ||
| EV/EBITDA | 9.51 |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)3.91
EPS Next 2Y-0.75%
EPS Next 3Y1.97%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 4.20%, SJM is a good candidate for dividend investing.
- Compared to an average industry Dividend Yield of 2.28, SJM pays a better dividend. On top of this SJM pays more dividend than 81.61% 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 1.83.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.2% |
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 Years22
Div Non Decr Years22
5.3 Sustainability
- SJM has negative earnings and hence a negative payout ratio. The dividend may be in danger.
- SJM's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP-38.54%
EPS Next 2Y-0.75%
EPS Next 3Y1.97%
102.19
-1.01 (-0.98%)
Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryFood Products
Earnings (Last)11-25 2025-11-25/bmo
Earnings (Next)02-25 2026-02-25/bmo
Inst Owners90.63%
Inst Owner Change-0.96%
Ins Owners2.2%
Ins Owner Change-1.22%
Market Cap10.90B
Revenue(TTM)8.77B
Net Income(TTM)-1.19B
Analysts71.3
Price Target118.12 (15.59%)
Short Float %6.78%
Short Ratio4.34
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.2% |
Yearly Dividend4.28
Dividend Growth(5Y)4.24%
DP-38.54%
Div Incr Years22
Div Non Decr Years22
Ex-Date02-13 2026-02-13 (1.1)
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-1.86%
Min EPS beat(2)-2.68%
Max EPS beat(2)-1.05%
EPS beat(4)2
Avg EPS beat(4)1.88%
Min EPS beat(4)-2.68%
Max EPS beat(4)9.25%
EPS beat(8)6
Avg EPS beat(8)6.11%
EPS beat(12)10
Avg EPS beat(12)6.08%
EPS beat(16)14
Avg EPS beat(16)8.7%
Revenue beat(2)0
Avg Revenue beat(2)-0.79%
Min Revenue beat(2)-1.06%
Max Revenue beat(2)-0.51%
Revenue beat(4)0
Avg Revenue beat(4)-1.8%
Min Revenue beat(4)-2.86%
Max Revenue beat(4)-0.51%
Revenue beat(8)0
Avg Revenue beat(8)-1.56%
Revenue beat(12)1
Avg Revenue beat(12)-1.34%
Revenue beat(16)3
Avg Revenue beat(16)-0.95%
PT rev (1m)-0.3%
PT rev (3m)-0.04%
EPS NQ rev (1m)0.21%
EPS NQ rev (3m)-7.02%
EPS NY rev (1m)-0.02%
EPS NY rev (3m)-0.88%
Revenue NQ rev (1m)0.17%
Revenue NQ rev (3m)-0.21%
Revenue NY rev (1m)0.03%
Revenue NY rev (3m)-0.08%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.46 | ||
| Fwd PE | 10.25 | ||
| P/S | 1.24 | ||
| P/FCF | 17.16 | ||
| P/OCF | 11.25 | ||
| P/B | 1.8 | ||
| P/tB | N/A | ||
| EV/EBITDA | 9.51 |
EPS(TTM)8.92
EY8.73%
EPS(NY)9.97
Fwd EY9.76%
FCF(TTM)5.96
FCFY5.83%
OCF(TTM)9.08
OCFY8.89%
SpS82.23
BVpS56.8
TBVpS-55.24
PEG (NY)N/A
PEG (5Y)3.91
Graham Number106.77
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -6.77% | ||
| ROE | -19.7% | ||
| ROCE | 9.13% | ||
| ROIC | 6.49% | ||
| ROICexc | 6.52% | ||
| ROICexgc | 27.39% | ||
| OM | 15.61% | ||
| PM (TTM) | N/A | ||
| GM | 35.14% | ||
| FCFM | 7.24% |
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 Turnover0.5
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.29 | ||
| Debt/FCF | 12.27 | ||
| Debt/EBITDA | 4.12 | ||
| Cap/Depr | 63.68% | ||
| Cap/Sales | 3.8% | ||
| Interest Coverage | 3.33 | ||
| Cash Conversion | 51.19% | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.89 | ||
| Quick Ratio | 0.37 | ||
| Altman-Z | 1.34 |
F-Score5
WACC6.79%
ROIC/WACC0.96
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)-13.73%
EPS 3Y4.41%
EPS 5Y2.93%
EPS Q2Q%-23.91%
EPS Next Y-10.25%
EPS Next 2Y-0.75%
EPS Next 3Y1.97%
EPS Next 5Y1.12%
Revenue 1Y (TTM)-0.66%
Revenue growth 3Y2.94%
Revenue growth 5Y2.27%
Sales Q2Q%2.59%
Revenue Next Year3.36%
Revenue Next 2Y2.78%
Revenue Next 3Y2.44%
Revenue Next 5Y2.12%
EBIT growth 1Y-16.52%
EBIT growth 3Y12.06%
EBIT growth 5Y5.19%
EBIT Next Year9.97%
EBIT Next 3Y6.33%
EBIT Next 5Y3.45%
FCF growth 1Y-24.09%
FCF growth 3Y4.34%
FCF growth 5Y-3.69%
OCF growth 1Y-31.9%
OCF growth 3Y2.13%
OCF growth 5Y-0.72%
JM SMUCKER CO/THE / SJM FAQ
What is the fundamental rating for SJM stock?
ChartMill assigns a fundamental rating of 3 / 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.
How profitable is JM SMUCKER CO/THE (SJM) stock?
JM SMUCKER CO/THE (SJM) has a profitability rating of 4 / 10.
Can you provide the PE and PB ratios for SJM stock?
The Price/Earnings (PE) ratio for JM SMUCKER CO/THE (SJM) is 11.46 and the Price/Book (PB) ratio is 1.8.
Can you provide the dividend sustainability for SJM stock?
The dividend rating of JM SMUCKER CO/THE (SJM) is 7 / 10 and the dividend payout ratio is -38.54%.