Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SJM
HoldHot AirThe J. M. Smucker Company · Consumer Defensive · United States · $14.1B · Avg Vol: $155M/d
COMPANY DESCRIPTION
The J. M. Smucker Company manufactures and markets branded food and beverage products, including coffee, pet food, fruit spreads, and peanut butter, under well-known names like Folgers, Jif, and Smucker's. Its strong portfolio of iconic, leading brands with high consumer loyalty and significant market shares creates a robust competitive moat. Smucker is a prominent consumer staples company known for its brand management and acquisition strategy.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 8.5B | 8.2B | 8.7B | 9.1B | 2.0% | 9.2B | 8.9B | 9.0B | -0.2% |
| EPS | 5.84 | -0.86 | 7.14 | -11.57 | -1.30 | 10.6% | 2.15 | — | — | — |
| Shares | — | 104.4M | 106.2M | 106.4M | 106.7M | +2.2% | 106.8M | — | — | — |
| Debt | — | 4.4B | 8.5B | 7.8B | 7.1B | 17.0% | 6.9B | — | — | — |
| Equity | — | 7.3B | 7.7B | 6.1B | 5.5B | -8.7% | — | — | — | — |
| Op CF | — | 1.2B | 1.2B | 1.2B | 1.5B | 7.3% | 1.9B | — | — | — |
| Inv CF | — | 256.2M | -4.0B | -100.3M | -258.8M | — | — | — | — | — |
| Fin CF | — | -964.6M | 2.1B | -1.1B | -1.2B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of SJM are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SJM | The J. M. Smucker Company(you) | $14.1B | 55 | Hold |
| MKC-V | McCormick & Company, Incorporated | $14.7B | 55 | Hold |
| DAR | Darling Ingredients Inc. | $10.1B | 56 | Hold |
| LW | Lamb Weston Holdings, Inc. | $7.6B | 55 | Hold |
| HRL | Hormel Foods Corporation | $11.9B | 45 | Hold |
| KHC | The Kraft Heinz Company | $30.5B | 55 | Hold |
| GIS | General Mills, Inc. | $22.2B | 45 | Hold |
| CPB | The Campbell's Company | $7.0B | 45 | Hold |
| INGR | Ingredion Incorporated | $6.6B | 64 | Hold |
| SFD | Smithfield Foods, Inc. | $8.6B | 73 | Buy |
Peer medians: ROE 10.0% · P/E 19.9x · Gross margin 34.5%