TopFunds

J.M. Smucker Company (The)

NYSE: SJM

Stock price

125.45 USD

(+0%) TODAY

Packaged Foods & MeatsPackaged Foods

Financial Performance

Share

5Y price score: (2)

Help

The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 14.1%

DATE RANGE:

US$ Per
Share

    Time scale:

    By default your notes are visible only to you.

    88.2

    52-week range

    127.6

    125.45

    Your model inputs

    Required return / cost of capital
    %
    FCFF terminal growth rate
    %

    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    8.6 %

    Dividend Yield TTM

    3.5 %

    Market cap $

    $ 13,408

    Price / Earnings TTM

    Help
    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    (96.5)

    Price / Book TTM

    2.3

    PEG TTM

    Help
    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    (0.6)

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    16.3 %

    14.3 %

    14.1 %

    Free cash flow per share growth

    61.4 %

    (3.2) %

    3 %

    Earnings per share growth

    153.1 %

    (116.7) %

    (122.6) %

    Founded: 1,897

    Employees: 9,000

    Business Summary:The J. M. Smucker Company is an international enterprise specializing in the production and marketing of a diverse portfolio of branded food and beverage items. Its operations are organized into three principal U.S. retail divisions: Pet Foods, Coffee, and Consumer Foods. The company's extensive product offerings encompass various coffee options, including roast, ground, single-serve, and premium blends; a wide selection of spreads such as peanut butter and fruit preserves; cooking staples like shortening and oils; convenient frozen sandwiches and snacks; and a full range of pet food and treats. Additionally, Smucker provides hot beverages, portion-controlled items, and flour products for the foodservice sector, alongside frozen handheld meals, juices, beverages, and baking ingredients. These items are marketed under numerous recognizable brands, including Meow Mix, 9Lives, Kibbles 'n Bits, Milk-Bone, Pup-Peroni, Rachael Ray Nutrish, Nature's Recipe, Folgers, Café Bustelo, Dunkin', 1850, Jif, Smucker's, Smucker's Uncrustables, Robin Hood, and Five Roses. The company distributes its products through a vast network, utilizing both direct sales and brokers to reach grocery stores, club stores, discount and dollar retailers, online platforms, pet specialty stores, natural food outlets and their distributors, pharmacies, military commissaries, and large mass merchandisers. Founded in 1897, The J. M. Smucker Company is headquartered in Orrville, Ohio.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q4 (Jun 9, 2026)

    1) Strategy & Leadership
    - Mark Smucker, CEO, expressed confidence in the company's momentum and the complementary nature of its portfolio.
    - The focus remains on three strategic priorities: driving organic volume growth, improving profitability, and disciplined capital deployment.
    - The company is committed to ongoing cost and productivity initiatives, targeting gross cost savings to support reinvestment and shareholder returns.

    2) Financial & Segment Results
    - Fiscal Q4 2026 results showed strong performance, with a notable $0.85 EPS growth year-over-year.
    - Coffee segment profit growth is expected due to green coffee deflation, while Sweet Baked Snacks anticipate a 30% profit increase driven by cost control and list price increases.
    - Frozen Handheld and Pet segments saw profitability improvements, with Uncrustables achieving over $1 billion in sales.
    - Full-year guidance anticipates a 3% to 4% decline in top-line net sales, with Q1 expected to be flat.

    3) Problems / Headwinds
    - The macroeconomic environment presents uncertainties, particularly regarding inflation and geopolitical tensions affecting costs.
    - The spreads business faced challenges due to category dynamics and a decision to limit promotional activities, impacting sales.
    - The company is cautious about consumer behavior, particularly in the coffee segment, and is modeling deflation prudently.

    4) Operational or Product Plans
    - The Uncrustables brand is transitioning to a fridge-friendly format, expected to enhance sales and consumer reception.
    - The company is focusing on strategic investments in marketing and innovation to support brand growth, particularly in the Uncrustables and Sweet Baked Snacks segments.
    - Ongoing portfolio evaluation includes stabilizing the Hostess business and improving profitability through SKU rationalization and innovation.

    5) Guidance & Outlook / Investor Angle
    - The company expects to generate around $1 billion in free cash flow for fiscal 2027, with plans to pay down an additional $500 million in debt.
    - Guidance excludes any share repurchase plans, but achieving a 3x leverage profile could open opportunities for future capital deployment.
    - The outlook for fiscal 2027 reflects a cautious approach, with anticipated challenges in certain segments but overall confidence in the company's strategic direction.

    Bottom line: J.M. Smucker is navigating a complex macro environment with a focus on strategic growth and profitability improvements, particularly in its coffee and Uncrustables segments. While facing headwinds, the company’s disciplined approach to capital management and ongoing innovation positions it well for long-term shareholder value creation.

    Annual Reports, Presentations And IR Contacts

    Go to the website
    Annual report links (10K)
    2026202520242023202220212020201920182017

    J.M. Smucker Company (The) — Financial Overview, Stock Price, Market Cap

    J.M. Smucker Company (The) is a company. Founded in 1897. As of August 26, 2026, the company's market capitalization is $13408182561 with a current stock price of $125.45.