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Consumer Staples · S&P 500 · data as of 2026-10-05

SJM stock analysis: JM Smucker

JM Smucker (SJM) is an S&P 500 company in Packaged Foods & Meats. It grades strongest on growth and weakest on value.

The model's view of SJM · subscribers

Where SJM ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with SJM · updated 2026-10-05 · from prices and SEC filings

SJM price performance

SJM against the S&P 500, one year
+0%+20%S&P 500 +18%SJM +13%2025-09-292026-10-05
Year to date+22.4%S&P 500 +14.5% · ahead by 7.9 pts
1 year+11.7%S&P 500 +17.0% · behind by 5.3 pts
3 years+12.0%S&P 500 +89.3% · behind by 77.2 pts
5 years+14.0%S&P 500 +91.3% · behind by 77.4 pts

Total returns with dividends reinvested.

SJM factor grades

Each grade compares SJM with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

D+ValueP/E 54.3x (industry 31.9x)FCF yield 12.8% (industry 8.3%)
A-GrowthRevenue growth +5% (industry +4%)
CProfitabilityOperating margin 9.0% (industry 6.9%)ROIC 4.4% (industry 4.6%)
B+Momentum12-month change +12%From 52-wk high -12%

SJM in plain numbers

SJM key statistics

SectorConsumer Staples
IndustryPackaged Foods & Meats
IndexS&P 500
Market value$12.4B
Revenue growth (y/y)+5%
Free-cash-flow yield12.8%
Dividend yield3.8%
Next earnings (expected)2026-11-24
Valuation measures
Market value$12.4B
Enterprise value$18.9B
P/E (trailing)54.3x
Forward P/E (Torvanta estimate)54.3x
Price / sales1.4x
Price / book2.2x
EV / revenue2.1x
EV / EBITDA22.9x
Financial highlights
Revenue, last 12 months$9.2B
Net income, last 12 months$229.5M
EPS, last 12 months (GAAP)$2.14
Gross margin38.7%
Operating margin9.0%
Net margin2.5%
Return on equity3.9%
Return on invested capital4.4%
Cash$43.2M
Total debt$6.5B
Debt / equity1.14x
Free cash flow, last 12 months$1.6B
Current ratio0.87x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

SJM earnings trends

Revenue vs earnings
-$729.0M$38.1M$805.2M$1.6B$2.3BOct 2024 Revenue: $2.3BJan 2025 Revenue: $2.2BApr 2025 Revenue: $2.1BJul 2025 Revenue: $2.1BOct 2025 Revenue: $2.3BJan 2026 Revenue: $2.3BApr 2026 Revenue: $2.3BJul 2026 Revenue: $2.2BOct 2024 Net income: -$24.5MJan 2025 Net income: -$662.3MApr 2025 Net income: -$729.0MJul 2025 Net income: -$43.9MOct 2025 Net income: $241.3MJan 2026 Net income: -$724.2MApr 2026 Net income: $388.1MJul 2026 Net income: $324.3MOct 2024Jan 2025Apr 2025Jul 2025Oct 2025Jan 2026Apr 2026Jul 2026Net margin: -1.1%Net margin: -30.3%Net margin: -34.0%Net margin: -2.1%Net margin: 10.4%Net margin: -31.0%Net margin: 17.1%Net margin: 14.6%-34%-8%17%■ Revenue ■ Net income ━ Net margin
Earnings per share$-6.9$-4.2$-1.6$1.0$3.6Oct 2024 EPS (GAAP, diluted): $-0.2Jan 2025 EPS (GAAP, diluted): $-6.2Apr 2025 EPS (GAAP, diluted): $-6.9Jul 2025 EPS (GAAP, diluted): $-0.4Oct 2025 EPS (GAAP, diluted): $2.3Jan 2026 EPS (GAAP, diluted): $-6.8Apr 2026 EPS (GAAP, diluted): $3.6Jul 2026 EPS (GAAP, diluted): $3.0Oct 2024Jan 2025Apr 2025Jul 2025Oct 2025Jan 2026Apr 2026Jul 2026■ EPS (GAAP, diluted)

From the company's 10-Q and 10-K filings with the SEC.

JM Smucker financials (from SEC filings)

Fiscal yearFY2022FY2023FY2024FY2025FY2026
Revenue$8.0B$8.5B$8.2B$8.7B$9.1B
Net income$631.7M-$91.3M$744.0M-$1.2B-$138.7M
EPS (GAAP)$5.83$-0.86$7.14$-11.56$-1.30
Free cash flow$718.8M$717.0M$642.9M$816.6M$1.2B

SJM earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-26$3.03n/a+5%+4.4%
2026-06-09$3.64n/a+6%+16.9%
2026-02-26$-6.79n/a+7%+9.8%
2025-11-25$2.26n/a+3%-2.7%
2025-08-27$-0.41-124%-1%-4.1%
2025-06-10$-6.85-395%-3%-14.6%

About JM Smucker

HeadquartersOrrville, OH
Industry (SEC code)Canned, Fruits, Veg, Preserves, Jams & Jellies
Fiscal year endsApril 30
Incorporated inOH
Listed onNYSE
FormerlySMUCKER J M CO

From the company's SEC registration record.

Companies similar to SJM

CompanyMarket valueP/ERevenue growthOperating margin12-month change
SJM JM Smucker$12.4B54.3x+5%9.0%+12%
MKC McCormick$12.3B7.6x+10%14.9%-32%compare
HRL Hormel$11.1B31.9x+1%4.7%-14%compare
GIS General Mills$16.9Bn/a-5%4.8%-33%compare
TSN Tyson Foods$18.4B31.9x+3%2.3%-2%
KHC Kraft Heinz$25.9Bn/a-2%-12.8%-11%
MDLZ Mondelez$75.1B29.0x+8%9.4%-3%

All Consumer Staples stock ratings

Frequently asked questions

Is SJM stock a buy?

Torvanta does not tell individuals what to buy. Its grades for SJM are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is SJM's P/E ratio?

SJM trades at about 54.3 times its last 12 months of GAAP earnings reported to the SEC, and about 54.3 times Torvanta's own estimate of the next 12 months.

When does SJM report earnings next?

Based on its filing history, Torvanta expects JM Smucker to report around 2026-11-24.

Does SJM pay a dividend?

Yes. Its dividend yield is about 3.8%, and it has raised its dividend 16 years in a row.

How has SJM performed against the S&P 500?

Over the past year SJM returned +11.7%, against +17.0% for the S&P 500, dividends reinvested.

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Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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