The J. M. Smucker Company logo

The J. M. Smucker Company(SJM)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL RECENCY
2-STAR RATING
WEAK BUY
BUY for 92 days
PROFIT SINCE LAST BUY
+21.47% ▲
LAST CLOSE
$121
09/25/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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Upturn Advisory & Investor View for SJM

09/25/2026: SJM (2-star) has a low Upturn Star Rating. Not recommended to BUY.

The J. M. Smucker Company is a prominent consumer packaged goods firm with a portfolio anchored by well-known brands in coffee, snacks, and pet food. The company's core strength lies in its strong market presence and the reliable cash flow generated by household staples like Jif and Folgers. Its primary growth story revolves around scaling the Uncrustables brand and expanding its presence in high-margin pet snacks. However, risks include sensitivity to commodity price fluctuations and the persistent threat of private-label competition. This stock may suit dividend-focused or value-oriented investors seeking defensive exposure, while stakeholders should monitor successful integration of recent acquisitions and the effectiveness of current margin expansion initiatives.

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 rather than high-octane expansion, focusing on mature segments.
Momentum investorWeak fitThe stock typically exhibits lower volatility and does not usually participate in speculative momentum rallies.
Value investorStrong fitThe company often trades at valuations reflective of its status as a stable, dividend-paying consumer staple.
Dividend investorStrong fitSmucker provides a consistent and reliable dividend history favored by income-focused portfolios.
Low-risk investorStrong fitAs a consumer staples business, the stock offers defensive characteristics suitable for more conservative investors.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityLowAs a consumer staple, the stock is generally less susceptible to broad market swings compared to cyclical sectors.
Valuation riskMediumInvestors must be wary of overpaying for stability in a slow-growth environment.
Competition risk (Retail and Private Label)Medium / highPrivate label brands constantly pressure margins in core categories like coffee and peanut butter.
Business qualityStrongThe company possesses a strong portfolio of trusted, household brands with deep consumer loyalty.
Dividend incomeStrongThe company's commitment to paying dividends is supported by consistent cash flow generation.
Execution riskMediumSuccessfully integrating large acquisitions like Hostess is critical to meeting long-term growth targets.

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 -4.97%
Avg. Invested days 51
Today’s Advisory WEAK BUY
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 09/25/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
SJM receives a 4-star rating, supported by solid company fundamentals, solid quantitative characteristics, and solid analyst coverage. The rating is constrained by weak price momentum.

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%), soft 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 90.8% 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

Vanguard Capital Management, LLC 6.32%
BlackRock Inc 6.30%
State Street Corp 6.08%
UBS Group AG 5.61%
Vanguard Portfolio Management, LLC 4.57%

Unit Economics (Per $1K Revenue)

★★★★★
SJM generates approximately $335 of gross profit, $148 of operating income, and $128 of free cash flow for every $1,000 of revenue. Based on FY2026 results. Strong margins, cash conversion, and capital efficiency support the rating.

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 12.93B USD
Price to earnings Ratio 56.81
1Y Target Price 141.44
Price to earnings Ratio 56.81
1Y Target Price 141.44
Volume (30-day avg) 1.4M shares
Beta 0.26
52 Weeks Range 86.47 - 135.89
Updated Date 09/26/2026
52 Weeks Range 86.47 - 135.89
Updated Date 09/26/2026
Dividends yield (FY) 3.63%
Basic EPS (TTM) 2.13

How Company Makes Money

Business areaWhat it includesRetail investor read
CoffeeFolgers and Dunkin' retail coffee sales.Steady cash flow segment driven by morning routine habits.
Consumer FoodsJif peanut butter, Uncrustables, fruit spreads.Essential pantry items with strong, reliable consumer loyalty.
Pet FoodsMilk-Bone, Meow Mix, and premium pet nutrition.Growing segment tapping into the 'humanization' of pet care.
GeographyPrimarily North American operations.Focused regional footprint reduces exposure to complex global geopolitical risks.

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 56.81
Forward PE 11.99
Enterprise Value 19.79B
Price to Sales(TTM) 1.41
Enterprise Value 19.79B
Price to Sales(TTM) 1.41
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 90.76

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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.

About The J. M. Smucker Company

Exchange NYSE
Headquarters Orrville, OH, United States
IPO Launch date 1994-10-31
CEO, President & Chairman Captain Mark T. Smucker
Sector Consumer Defensive
Industry Packaged Foods
Full time employees 8000
Full time employees 8000

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. The company operates through five segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, Sweet Baked Snacks, and Away From Home. It offers coffee, sweet baked goods, pet snacks, frozen handheld products, peanut butter, cat and dog food, fruit and specialty spreads, cookies, frozen sandwiches and snacks, hot beverages, portion control products, toppings and syrups, baking mixes and ingredients, and flour. The company provides its products under the Folgers, Café Bustelo, Dunkin', Jif, Smucker's, Uncrustables, Meow Mix, Milk-Bone, Pup-Peroni, Canine Carry Outs, Hostess, and 1850 brand names. It sells its products through direct sales and brokers to food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, distributors, drug stores, military commissaries, mass merchandisers, supermarket chains, national mass retailers, convenience stores, vending channels, and foodservice distributors and operators. The J. M. Smucker Company was founded in 1897 and is headquartered in Orrville, Ohio.