JM SMUCKER CO/THE (SJM) Fundamental Analysis & Valuation

NYSE:SJM • US8326964058

114.73 USD
+2.38 (+2.12%)
At close: Mar 4, 2026
114.73 USD
0 (0%)
After Hours: 3/4/2026, 8:04:00 PM

This SJM fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

4

SJM gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 88 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.


Dividend Valuation Growth Profitability Health

4

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.
SJM Yearly Net Income VS EBIT VS OCF VS FCFSJM Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M 1B -1B 1.5B

1.2 Ratios

  • With a Return On Assets value of -7.72%, SJM is not doing good in the industry: 67.05% of the companies in the same industry are doing better.
  • With a Return On Equity value of -23.98%, SJM is not doing good in the industry: 67.05% of the companies in the same industry are doing better.
  • With a decent Return On Invested Capital value of 6.95%, SJM is doing good in the industry, outperforming 73.86% of the companies in the same industry.
  • SJM had an Average Return On Invested Capital over the past 3 years of 7.05%. This is significantly below the industry average of 28.23%.
Industry RankSector 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%
SJM Yearly ROA, ROE, ROICSJM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 -10 -20

1.3 Margins

  • SJM has a better Operating Margin (15.01%) than 89.77% of its industry peers.
  • In the last couple of years the Operating Margin of SJM has grown nicely.
  • SJM has a Gross Margin of 34.21%. This is in the better half of the industry: SJM outperforms 77.27% of its industry peers.
  • SJM's Gross Margin has been stable in the last couple of years.
Industry RankSector 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%
SJM Yearly Profit, Operating, Gross MarginsSJM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 -10 20 30

2

2. SJM Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so SJM is still creating some value.
  • The number of shares outstanding for SJM has been increased compared to 1 year ago.
  • Compared to 5 years ago, SJM has less shares outstanding
  • Compared to 1 year ago, SJM has a worse debt to assets ratio.
SJM Yearly Shares OutstandingSJM Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M 100M
SJM Yearly Total Debt VS Total AssetsSJM Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B 20B

2.2 Solvency

  • SJM has an Altman-Z score of 1.41. This is a bad value and indicates that SJM is not financially healthy and even has some risk of bankruptcy.
  • The Altman-Z score of SJM (1.41) is comparable to the rest of the industry.
  • The Debt to FCF ratio of SJM is 7.56, which is on the high side as it means it would take SJM, 7.56 years of fcf income to pay off all of its debts.
  • SJM's Debt to FCF ratio of 7.56 is fine compared to the rest of the industry. SJM outperforms 64.77% of its industry peers.
  • SJM has a Debt/Equity ratio of 1.40. This is a high value indicating a heavy dependency on external financing.
  • Looking at the Debt to Equity ratio, with a value of 1.40, SJM is doing worse than 79.55% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.4
Debt/FCF 7.56
Altman-Z 1.41
ROIC/WACC1.03
WACC6.77%
SJM Yearly LT Debt VS Equity VS FCFSJM Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B

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 Current ratio of 0.84. This is in the lower half of the industry: SJM underperforms 76.14% of its industry peers.
  • A Quick Ratio of 0.35 indicates that SJM may have some problems paying its short term obligations.
  • The Quick ratio of SJM (0.35) is worse than 81.82% of its industry peers.
Industry RankSector Rank
Current Ratio 0.84
Quick Ratio 0.35
SJM Yearly Current Assets VS Current LiabilitesSJM Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B

3

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%.
  • The Earnings Per Share has been growing slightly by 2.93% on average over the past years.
  • SJM shows a small growth in Revenue. In the last year, the Revenue has grown by 1.58%.
  • SJM shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 2.27% yearly.
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 1.65% yearly.
  • SJM is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 2.18% yearly.
EPS Next Y-9.77%
EPS Next 2Y-0.06%
EPS Next 3Y2.46%
EPS Next 5Y1.65%
Revenue Next Year3.26%
Revenue Next 2Y2.41%
Revenue Next 3Y2.24%
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.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
SJM Yearly Revenue VS EstimatesSJM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2B 4B 6B 8B
SJM Yearly EPS VS EstimatesSJM Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2 4 6 8 10

5

4. SJM Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 13.20, which indicates a correct 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 75.00% of the companies listed in the same industry.
  • The average S&P500 Price/Earnings ratio is at 27.03. SJM is valued rather cheaply when compared to this.
  • A Price/Forward Earnings ratio of 11.35 indicates a reasonable valuation of SJM.
  • Based on the Price/Forward Earnings ratio, SJM is valued cheaply inside the industry as 84.09% of the companies are valued more expensively.
  • When comparing the Price/Forward Earnings ratio of SJM to the average of the S&P500 Index (25.11), we can say SJM is valued rather cheaply.
Industry RankSector Rank
PE 13.2
Fwd PE 11.35
SJM Price Earnings VS Forward Price EarningsSJM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, SJM is valued a bit cheaper than the industry average as 61.36% of the companies are valued more expensively.
  • Based on the Price/Free Cash Flow ratio, SJM is valued a bit cheaper than the industry average as 79.55% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 12.6
EV/EBITDA 9.96
SJM Per share dataSJM EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 -20 40 -40 60 80

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)4.51
EPS Next 2Y-0.06%
EPS Next 3Y2.46%

6

5. SJM Dividend Analysis

5.1 Amount

  • SJM has a Yearly Dividend Yield of 3.92%.
  • SJM's Dividend Yield is rather good when compared to the industry average which is at 2.23. SJM pays more dividend than 80.68% 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 RankSector Rank
Dividend Yield 3.92%

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 its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)4.24%
Div Incr Years22
Div Non Decr Years22
SJM Yearly Dividends per shareSJM Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3 4

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 2Y-0.06%
EPS Next 3Y2.46%
SJM Yearly Income VS Free CF VS DividendSJM Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M 1B -1B

SJM Fundamentals: All Metrics, Ratios and Statistics

JM SMUCKER CO/THE

NYSE:SJM (3/4/2026, 8:04:00 PM)

After market: 114.73 0 (0%)

114.73

+2.38 (+2.12%)

Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryFood Products
Earnings (Last)02-26
Earnings (Next)06-08
Inst Owners90.63%
Inst Owner Change4.87%
Ins Owners2.2%
Ins Owner Change-1.21%
Market Cap12.24B
Revenue(TTM)8.93B
Net Income(TTM)-1.26B
Analysts72.17
Price Target118.08 (2.92%)
Short Float %5.67%
Short Ratio2.98
Dividend
Industry RankSector Rank
Dividend Yield 3.92%
Yearly Dividend4.28
Dividend Growth(5Y)4.24%
DP-36.82%
Div Incr Years22
Div Non Decr Years22
Ex-Date02-13
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)-0.04%
PT rev (3m)-0.67%
EPS NQ rev (1m)-0.07%
EPS NQ rev (3m)-6.85%
EPS NY rev (1m)-0.04%
EPS NY rev (3m)-0.94%
Revenue NQ rev (1m)0.3%
Revenue NQ rev (3m)0.13%
Revenue NY rev (1m)0.01%
Revenue NY rev (3m)-0.05%
Valuation
Industry RankSector Rank
PE 13.2
Fwd PE 11.35
P/S 1.37
P/FCF 12.6
P/OCF 9.5
P/B 2.34
P/tB N/A
EV/EBITDA 9.96
EPS(TTM)8.69
EY7.57%
EPS(NY)10.11
Fwd EY8.81%
FCF(TTM)9.11
FCFY7.94%
OCF(TTM)12.08
OCFY10.53%
SpS83.7
BVpS49.1
TBVpS-53.56
PEG (NY)N/A
PEG (5Y)4.51
Graham Number97.98
Profitability
Industry RankSector 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 RankSector 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 1.41
F-Score5
WACC6.77%
ROIC/WACC1.03
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-9.77%
EPS Next 2Y-0.06%
EPS Next 3Y2.46%
EPS Next 5Y1.65%
Revenue 1Y (TTM)1.58%
Revenue growth 3Y2.94%
Revenue growth 5Y2.27%
Sales Q2Q%7.02%
Revenue Next Year3.26%
Revenue Next 2Y2.41%
Revenue Next 3Y2.24%
Revenue Next 5Y2.18%
EBIT growth 1Y-21.8%
EBIT growth 3Y12.06%
EBIT growth 5Y5.19%
EBIT Next Year11.68%
EBIT Next 3Y6.64%
EBIT Next 5Y4.2%
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 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 5 / 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 13.2 and the Price/Book (PB) ratio is 2.34.


Can you provide the dividend sustainability for SJM stock?

The dividend rating of JM SMUCKER CO/THE (SJM) is 6 / 10 and the dividend payout ratio is -36.82%.