Obermatt

Flags

Financial distress

J.M. Smucker

NYQ:SJM · US8326964058
Food ProductsX-Large

360

17
EV / EBIT77
Price / Owner Earnings3
Owner Earnings Yield12
Dividend Yield85
Price/Sales34
EV / Gross Profit42
Price/Book26
Return on Capital45
Cash Return on Capital12
Return on Equity3
EBIT Margin78
Gross Profitability33
Accruals93
Owner Earnings Margin14
Sales growth58
Profit Growth81
Long-Term EPS Growth63
Reinvestment16
Price momentum60
Debt load29
Refinancing17
Debt Payback5
Liquidity39
Analyst ratings44
Opinion Changes72
Price Target Upside18
Market mood31
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

J.M. Smucker clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryFood Products
SizeX-Large
TypePublic Company
ExchangeNYSE
Founded1921
Employees3,204
ISINUS8326964058
Last UpdateApr 2, 2026
Themes
CoffeePet Food and SuppliesFast-Moving Consumer GoodsFood Processing

Description

The J. M. Smucker Company engages in the manufacturing and marketing of branded food and beverage products on a worldwide basis, although the majority of its sales are in the United States (‘U.S.’). Operations outside the U.S. are principally in Can…

Analysis

Middle-of-the-road

The J. M. Smucker Company sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is expensive. The owner-earnings multiple stands at 123.8×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 31% a year, against analyst forecasts of 7%. The market is pricing in far more than analysts expect: heroic expectations.

Growth is moderate; the safety picture is fragile. The company scores 8/20 on our value-creation score: creating some value.

Flags to be aware of: Some accounting patterns deserve a closer look. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
31
2023202420252026

All-time high

61

Apr 2024

All-time low

10

Jan 2025

Average rank

30

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
34
55
41
41
Price/Earnings
64
82
78
69
Price/Book
26
81
80
82
Dividend Yield
85
82
85
77
Value (overall)
52
72
83
73

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →