The J.M. Smucker Company (SJM) — Analysis Summary
The J.M. Smucker Company (SJM) has a market cap of $12.18B with year-over-year revenue growth of +3.7%. Net margin stands at -1.5%. The stock trades at a P/E ratio of -87.8.
Key Takeaways
- Revenue changed +3.7% year-over-year
- Net margin of -1.5%
- P/E ratio of -87.8
Compared to other companies in the CANNED, FRUITS, VEG, PRESERVES, JAMS & JELLIES sector, SJM posted revenue growth of +3.7% and trades at a P/E of -87.8.
The J.M. Smucker Company (SJM)
UPDATED — ET · SOURCE POLYGON
Red Flags & WarningsHigh Risk Signals
Multiple material red flags are active and deserve closer underwriting before relying on any valuation output.
Debt/EBITDA at 9.6x — highly leveraged, potential refinancing risk
Current ratio at 0.78x — current liabilities exceed current assets
J.M. Smucker is a packaged food company that primarily sells through the US retail channel (73% of fiscal 2025 revenue came through its retail pet foods, coffee, and frozen handheld/spreads segments), with the remaining share consisting of sweet baked snacks (through the Hostess acquisition) and international (primarily Canada). Retail coffee is its largest category (32% of sales) with brands Folgers and Dunkin'. Pet foods (19% of sales) holds leading brands like Milk-Bone and Meow Mix. Of its remaining, approximately 22% comes from frozen handhelds and spreads, through brands Jif, Smucker's, and Uncrustables. The company acquired Hostess Brands in fiscal 2024 to boost its snack and convenience store presence.
Sector
CANNED, FRUITS, VEG, PRESERVES, JAMS & JELLIES
Employees
8,000
Headquarters
ORRVILLE, OH
Exchange
XNYS
Systematic competitive advantage assessment based on 4yr data
This assessment is based on quantitative analysis of historical financial data and does not constitute investment advice. Moat ratings may change with industry and competitive dynamics.
First version surfaces recent SEC Forms 3, 4, and 5 activity. It does not yet parse individual buy/sell transactions.
Capital Structure
Cash Flow
Annual Dividend/Share
$4.40
Dividend Yield
3.93%
Dividend History
Disclaimer: This is not financial advice. Data sourced from SEC EDGAR and Polygon.io. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.