The J. M. Smucker Company logo

The J. M. Smucker Company(SJM)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL RECENCY
2-STAR RATING
Consider higher Upturn Star rating
BUY for 3 days
PROFIT SINCE LAST BUY
+1.7% ▲
LAST CLOSE
$129.98
10/23/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
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Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for SJM

10/23/2026: SJM (2-star) has a low Upturn Star Rating. Not recommended to BUY.

The J. M. Smucker Company is a well-established consumer staples firm known for household brands like Folgers, Jif, and Smucker's. Its core strength lies in its strong market presence and diversified portfolio spanning coffee, pet food, and snacks. The company is currently focused on growing high-potential segments like frozen convenience foods through strategic acquisitions. Key risks include the integration challenges of large acquisitions, high debt levels, and intense competition from private-label brands. The stock remains a potentially suitable choice for dividend-focused and defensive investors seeking income, though long-term growth will depend on successful execution in its core and newly acquired categories.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitThe company offers moderate growth potential driven by category expansion rather than high-growth disruption.
Momentum investorMixed fitMomentum appeal is generally limited, depending on positive short-term catalysts and market sentiment toward defensive staples.
Value investorStrong fitThe company's consistent cash flows and established market position often appeal to value-oriented investors.
Dividend investorStrong fitA long-standing history of consistent dividend payments makes it an attractive choice for income-focused portfolios.
Low-risk investorStrong fitAs a consumer staples company, SJM typically exhibits lower volatility compared to the broader market.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMediumCommodity price fluctuations can impact margins if not effectively offset by pricing.
Valuation riskMediumThe stock is often priced based on stability; sudden shifts in growth expectations can trigger valuation adjustments.
Competition risk (packaged foods)HighIntense competition from private-label and major food peers requires constant innovation and marketing.
Business qualityStrongThe company holds strong, recognizable brands that maintain consistent demand.
Dividend incomeStrongThe company has a strong commitment to returning capital to shareholders through dividends.
Execution riskMediumSuccessfully integrating large acquisitions like Hostess is critical to realizing promised synergies.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Smooth
PRICE STABILITY

Smooth

The stock has moved along a generally orderly path with only modest fluctuations.

Analysis of Past Performance

Type Stock
Historic Profit -5.03%
Avg. Invested days 45
Today’s Advisory Consider higher Upturn Star rating
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/23/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
SJM receives a 3-star rating, supported by solid company fundamentals, solid quantitative characteristics, and solid analyst coverage. The rating is constrained by soft unit economics, weak price momentum, and limited analyst upside.

Company Fundamentals

★★★★★
SJM has solid overall fundamentals (4 stars), with moderate financial health, solid growth momentum, and solid ownership. In FY2026 versus FY2025, strong earnings growth (+88.7%) and solid cash generation (FCF margin 12.8%) are partially offset by moderate revenue growth (+3.7%), weak profitability (net margin -1.5%), modest insider ownership of 2.26%.

Financial Health Rating

★★★★★
SJM's financial health is supported by solid cash strength, including free-cash-flow generation of $1.2B (12.8% of revenue). Profitability is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Earnings growth is SJM's strongest growth driver at +88.7% FY2026 versus FY2025 (strong, 5 stars). By comparison, free-cash-flow growth (+41.6%, strong) is also strong, while revenue growth (+3.7%, moderate) holds the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 91.5% and approximately 97.8% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 2.26% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 6.92%
Vanguard Capital Management, LLC 6.36%
State Street Corp 6.15%
Vanguard Portfolio Management, LLC 4.62%
Dimensional Fund Advisors, Inc. 4.30%

Unit Economics (Per $1K Revenue)

★★★★★
SJM generates approximately $335 of gross profit, $40 of operating income, and $128 of free cash flow for every $1,000 of revenue. Based on FY2026 results. Soft margins explain the 2-star rating, with weak cash conversion and soft capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: -122.28% (Tax Credit)

Quantitative Style Profile

★★★★★
SJM has a large-cap, liquid, relatively low-volatility profile. Weak momentum is the primary drawback, while valuation that is moderately attractive rather than deeply discounted.

Style Classification

Quality Focused

Low VolatilityLarge / Mega Cap StabilityHighly Liquid / Institution-Friendly

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 13.88B USD
Price to earnings Ratio 60.74
1Y Target Price 141.81
Price to earnings Ratio 60.74
1Y Target Price 141.81
Volume (30-day avg) 1.2M shares
Beta 0.27
52 Weeks Range 86.47 - 135.89
Updated Date 10/24/2026
52 Weeks Range 86.47 - 135.89
Updated Date 10/24/2026
Dividends yield (FY) 3.31%
Basic EPS (TTM) 2.14

How Company Makes Money

Business areaWhat it includesRetail investor read
CoffeeFolgers, Dunkin', Café Bustelo coffee products.Steady revenue from daily consumer coffee consumption habits.
Pet FoodsMeow Mix, Milk-Bone, Rachael Ray Nutrish.Benefits from high brand loyalty in the pet care market.
Consumer FoodsSmucker's, Jif, Uncrustables.Strong household staples with consistent demand.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE 60.74
Forward PE 12.29
Enterprise Value 19.79B
Price to Sales(TTM) 1.52
Enterprise Value 19.79B
Price to Sales(TTM) 1.52
Enterprise Value to Revenue 2.16
Enterprise Value to EBITDA 14.83
Shares Outstanding 106.82M
Shares Floating 104.52M
Shares Outstanding 106.82M
Shares Floating 104.52M
Percent Insiders 2.26
Percent Institutions 91.54

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.