Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SMG
BuyUnloved QualityFLAGThe Scotts Miracle-Gro Company · Basic Materials · United States · $3.5B · Avg Vol: $51M/d
Scotts Miracle-Gro has a dominant US lawn and garden brand position, but it carries high leverage taken on during the pandemic-era hydroponics expansion, and that segment subsequently collapsed, forcing large impairments and a deleveraging programme. Servicing that debt at current rates is the dominant variable. No default or restatement is known, so this is a flag rather than a removal.
COMPANY DESCRIPTION
The Scotts Miracle-Gro Company is a leading marketer of branded consumer lawn and garden products, with offerings including fertilizers, grass seed, potting mixes, and pest control solutions. Its competitive moat stems from strong brand recognition (e.g., Scotts, Miracle-Gro), extensive distribution networks, and innovation in product development. The company holds a dominant market share in the U.S. consumer lawn and garden category, solidifying its position through targeted acquisitions and sustainable gardening initiatives.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.9B | 3.6B | 3.6B | 3.4B | -4.5% | 3.5B | 3.3B | 3.4B | -0.8% |
| EPS | -7.88 | -6.79 | -0.61 | 2.52 | — | 2.59 | 2.98 | 3.19 | 12.5% |
| Shares | 55.5M | 56.5M | 57.1M | 57.8M | +4.1% | 58.2M | — | — | — |
| Debt | 3.3B | 2.9B | 2.5B | 2.4B | -10.0% | 2.5B | — | — | — |
| Equity | 147.7M | -267.3M | -390.6M | -357.5M | — | — | — | — | — |
| Op CF | -129.0M | 531.0M | 667.5M | 371.3M | -16.4% | 369.3M | — | — | — |
| Inv CF | -283.2M | -65.7M | -100.4M | -112.1M | — | — | — | — | — |
| Fin CF | 255.3M | -520.1M | -527.9M | -294.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of SMG are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SMG | The Scotts Miracle-Gro Company(you) | $3.5B | 78 | Buy |
| IPI | Intrepid Potash, Inc. | $506M | 83 | Strong Buy |
| CF | CF Industries Holdings, Inc. | $19.0B | 97 | Strong Buy |
| MOS | The Mosaic Company | $7.5B | 38 | Hold |
| IFOS.V | Itafos Inc. | $340M | 56 | Hold |
| CTVA | Corteva, Inc. | $56.0B | 63 | Hold |
| FMC | FMC Corporation | $1.4B | 18 | Strong Sell |
| AVNT | Avient Corporation | $4.1B | 82 | Strong Buy |
| FUL | H.B. Fuller Company | $3.0B | 72 | Buy |
| CBT | Cabot Corporation | $4.3B | 83 | Strong Buy |
Peer medians: ROE 2.2% · P/E 23.1x · Gross margin 24.1%