J.M. Smucker Co (SJM)$103.36
Market Cap: 12.12 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for J.M. Smucker Co (SJM).
CONSUMER DEFENSIVE
PACKAGED FOODS
DCF ready
Valuation
23.4x
EV/FCF, 4.3% FCF yield
Quality
-9.4%
ROIC, N/A FCF margin
Growth
N/A
5Y sales (revenue) CAGR
Balance sheet
1.2x
Debt/equity, 0.8x current ratio
Superinvestors
3
Top: Charles Bobrinskoy (5.4%)
Strengths to research
- 3 tracked superinvestors report a position.
- 10 annual periods are available for trend analysis.
Watchouts
- Current ratio is below 1 at 0.8x.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for SJM.
Grade D
26
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| SJM Target | J.M. Smucker Co | $12.1B | -8.9x | 23.4x | -9.4% | N/A | N/A | N/A | N/A | N/A |
| JDEPY | JDE Peets NV | $11.8B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| CAG | Conagra Brands Inc. | $11.2B | 5.7x | 14.1x | 7.1% | 1.0% | 11.2% | 25.9% | 4.1x | N/A |
| CPB | Campbell's Co. | $10.6B | 10.2x | 14.9x | 15.4% | 3.4% | 6.9% | N/A | -0.1x | N/A |
| HRL | Hormel Foods Corp. | $16.1B | 24.4x | 28.8x | 6.1% | N/A | N/A | N/A | -0.7x | N/A |
| INGR | Ingredion Inc. | $8.6B | 9.2x | 14.8x | 17.1% | 3.8% | 7.1% | 25.3% | -0.8x | N/A |
| MKC | McCormick & Co. | $20.2B | 16.3x | 32.0x | 8.4% | 4.1% | 10.8% | 37.9% | 2.7x | N/A |
| LW | LAMB WESTON HOLDINGS, INC. | $7.2B | 17.5x | 47.5x | 6.5% | N/A | 3.6% | 21.7% | 3.5x | N/A |
| DAR | Darling Ingredients Inc. | $5.1B | 150.3x | 7.4x | 1.3% | 11.4% | 11.1% | 24.0% | -0.1x | N/A |
Financial Charts
No financial data available for SJM (annual).
3 superinvestors own SJM
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| John Rogers Ariel Appreciation Fund | 1,860,459 | $179M | 2.01% | 0.0% |
| Charles Bobrinskoy Ariel Focus Fund | 32,073 | $4M | 5.36% | ▲ +11.6% |
| Lee Ainslie Maverick Capital | 29,851 | $3M | 0.03% | 0.0% |