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SJM

J.M. Smucker Company (The)
$127.81
-1.43% Oct 21 close
Consumer StaplesS&P 500 Compare
-13%-2%+9%+20%+31%Oct 2025Oct 2026Apr 2026
SJMSPY
1W
+4.9%
1M
+6.6%
3M
+9.3%
6M
+37.3%
YTD
+34.7%
1Y
+27.1%

Live chart

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What they do

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. The company operates through five segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, Sweet Baked Snacks, and Away From Home. It offers coffee, sweet baked goods, pet snacks, frozen handheld products, peanut butter, cat and dog food, fruit and specialty spreads, cookies.

Consumer Defensive · Packaged Foods

For information only · Important disclosures

Grades vs sector

Momentum
74th percentile in sector
B+
12-1 return: +19.6%
Percentile within its GICS sector across the S&P 1500.
Growth
61st percentile in sector
B-
Revenue growth (YoY): +5.0%
Percentile within its GICS sector across the S&P 1500.
Value
74th percentile in sector
B+
Forward E/P: 8.6% · EBITDA/EV: 11.0%
Percentile within its GICS sector across the S&P 1500.
Profitability
25th percentile in sector
D+
Profit margin: +2.5% · Return on equity: +3.9%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 5 live models right now.

Quality Growth
Outside this model's universe or screens
Momentum Top 15
ranked 154 of 499 · 12-month momentum 25.8%
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
Coteau Long Book
Not in the current book

News

More news
Should Tyson Foods Stock Holders Look At JM Smucker Instead?
Trefis · Oct 16

Key stats

52-week range$87.73 – $132.34
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Leans undervalued
Model read-out from the numbers below, not advice. Score +1 (DCF counts double).
▲DCF (base case)above the price by 23%
•Piotroski F-score6/9
▼Net debt / EBITDA8.1x

Discounted cash flow

Bear
$77
-39%
growth -3% · disc. 10.2% · term. 2.0%
Base
$157
+23%
growth 2% · disc. 9.2% · term. 2.5%
Bull
$265
+108%
growth 5% · disc. 8.2% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Not enough data to run a reverse DCF.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-07-31). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.00 (n/a) × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Consumer Staples

P/E (trailing)
sector median 23.5×
–
Forward P/E
sector median 14.5×
–
EV / EBITDA
sector median 11.9×
–
Price / sales
sector median 1.1×
–
Price / book
sector median 3.1×
–
FCF yield
sector median 6.5%
–

Quality & financial health

Gross margin
38.7%
Operating margin
9.0%
FCF margin
17.3%
Net margin
2.5%
Return on equity
4.0%
Return on invested capital
4.3%
Net debt / EBITDA
8.1×
Current ratio
0.9×
Interest cover
8.7×
Cash conversion (OCF/NI)
8.3×
Piotroski F-score 6/9 · last two fiscal years
✗ Positive net income✓ Positive operating cash flow✓ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✗ Gross margin improved✓ Asset turnover improved

Analysts

No analyst targets available.

Annual history

FYRevenueNet incomeFree cash flow
2026$9.1B$-138.7M$1.2B
2025$8.7B$-1.2B$816.6M
2024$8.2B$744.0M$642.9M
2023$8.5B$-91.3M$717.0M
2022$8.0B$631.7M$718.8M
2021$8.0B$876.3M$1.3B

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +2.0%.

Earnings

Next report: 2026-11-24 · before open · EPS est 2.55
24-1125-0225-0625-0825-1126-0226-0626-080.003.24
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-08-262.223.24+46.2%
2026-06-092.642.77+5.0%
2026-02-262.262.38+5.2%
2025-11-252.102.10-0.0%
2025-08-271.931.90-1.4%
2025-06-102.252.31+2.8%
2025-02-272.372.61+10.3%
2024-11-262.512.76+10.2%
Insider trades
Smucker Mark T
Director, CEO, Chair of Board · 2026-08-31
SELL
$11.1M
Ferguson Robert D
Chief Product Supply Officer · 2026-08-31
SELL
$333.9K
Marshall Tucker H
Chief Financial Officer · 2026-08-28
SELL
$1.5M
Marshall Tucker H
Chief Financial Officer · 2026-08-28
SELL
$977.3K
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Stats refreshed 2026-10-21 18:22:01 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app

Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.

Beta 0.9 · Oct 21, 2026