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Consumer Defensive - Packaged Foods - NYSE - US
$ 113.03
-1.85 %
$ 12 B
Market Cap
-47.1
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one SJM stock under the worst case scenario is HIDDEN Compared to the current market price of 113 USD, The J. M. Smucker Company is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one SJM stock under the base case scenario is HIDDEN Compared to the current market price of 113 USD, The J. M. Smucker Company is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one SJM stock under the best case scenario is HIDDEN Compared to the current market price of 113 USD, The J. M. Smucker Company is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart SJM

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$120.0$120.0$118.0$118.0$116.0$116.0$114.0$114.0$112.0$112.0$110.0$110.0$108.0$108.0$106.0$106.0$104.0$104.0$102.0$102.0$100.0$100.0$98.0$98.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
8.18 B REVENUE
-4.11%
1.31 B OPERATING INCOME
729.08%
744 M NET INCOME
914.90%
1.23 B OPERATING CASH FLOW
3.48%
-3.96 B INVESTING CASH FLOW
-1509.75%
2.14 B FINANCING CASH FLOW
322.02%
2.19 B REVENUE
-3.75%
-594 M OPERATING INCOME
-350.03%
-662 M NET INCOME
-2603.27%
239 M OPERATING CASH FLOW
-40.77%
207 M INVESTING CASH FLOW
488.74%
-447 M FINANCING CASH FLOW
-31.17%
Balance Sheet The J. M. Smucker Company
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Current Assets 1.97 B
Cash & Short-Term Investments 62 M
Receivables 736 M
Other Current Assets 1.17 B
Non-Current Assets 18.3 B
Long-Term Investments 22.1 M
PP&E 3.25 B
Other Non-Current Assets 15 B
3.63 %5.76 %16.02 %74.17 %Total Assets$20.3b
Current Liabilities 3.76 B
Accounts Payable 1.34 B
Short-Term Debt 1.63 B
Other Current Liabilities 791 M
Non-Current Liabilities 8.82 B
Long-Term Debt 6.93 B
Other Non-Current Liabilities 1.89 B
10.62 %12.99 %6.29 %55.05 %15.05 %Total Liabilities$12.6b
EFFICIENCY
Earnings Waterfall The J. M. Smucker Company
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Revenue 8.18 B
Cost Of Revenue 5.06 B
Gross Profit 3.12 B
Operating Expenses 1.81 B
Operating Income 1.31 B
Other Expenses 562 M
Net Income 744 M
9b9b8b8b7b7b6b6b5b5b4b4b3b3b2b2b1b1b008b(5b)3b(2b)1b(562m)744mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
38.09% GROSS MARGIN
38.09%
15.97% OPERATING MARGIN
15.97%
9.10% NET MARGIN
9.10%
9.67% ROE
9.67%
3.67% ROA
3.67%
5.37% ROIC
5.37%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis The J. M. Smucker Company
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1b1b1b1b1b1b800m800m600m600m400m400m200m200m00201620162017201720182018201920192020202020212021202220222023202320242024
Net Income 744 M
Depreciation & Amortization 431 M
Capital Expenditures -586 M
Stock-Based Compensation 23.9 M
Change in Working Capital -8.3 M
Others 108 M
Free Cash Flow 643 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets The J. M. Smucker Company
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Wall Street analysts predict an average 1-year price target for SJM of $130 , with forecasts ranging from a low of $116 to a high of $140 .
SJM Lowest Price Target Wall Street Target
116 USD 2.63%
SJM Average Price Target Wall Street Target
130 USD 14.78%
SJM Highest Price Target Wall Street Target
140 USD 23.86%
Price
Max Price Target
Min Price Target
Average Price Target
1401401351351301301251251201201151151101101051051001009595May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
1.01% DIVIDEND YIELD
1.08 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
4.504.504.004.003.503.503.003.002.502.502.002.001.501.501.001.000.500.500.000.000.640.670.750.780.850.880.90.991.021.061.080.640.670.750.780.850.880.90.991.021.060.670.750.780.850.880.90.991.021.061.080.672.620.752.840.783.060.853.260.883.460.93.560.993.781.024.021.064.161.084.281.082015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 8
6. Ownership
Insider Ownership The J. M. Smucker Company
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Sold
0-3 MONTHS
1.46 M USD 3
3-6 MONTHS
112 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
1.1 M USD 1
Bought
101 K USD 1
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
4 Dividend Growth Stocks the Trade Tariffs Can't Touch Tariffs are in the news and will impact the broad stock market in 2025 and potentially longer, but not all stocks are in the same precarious predicament. marketbeat.com - 1 week ago
These 3 Stocks are Ignoring the Market's Woes Recently, several stocks, including The J.M. Smucker Company, Newmont, and Celsius, have ignored the market's woes, showing relative strength. zacks.com - 2 weeks ago
Selling May Be Not Over – Grab These Safe High Yield Dividend Aristocrats Now After a stellar end to the week, which still ended down, many investors are likely ready to buy the correction sell-off, as the aggressive “buy the dip” strategy has worked for well over two years. 247wallst.com - 1 month ago
9 S&P 500 Stocks Reliably Rally 20% Or More During Recessions The odds of a recession might be increasing. And that's why it's important to know which S&P 500 stocks do just fine during the downturns. investors.com - 1 month ago
Buy Two Ideal March 'Safer' Dividend Dogs Of 34 Barron's 2025 Pro-Picks Barron's New-Year (NY) Roundtable (RT) selections published in three issues 1/13-27/2025, listed 34 dividend picks as the best of 2025. Analysts predict top picks like AdvanSix, Applied Materials, and Salesforce could net significant returns, with an average gain estimate of 28.85%. Two standout "safer" stocks, AT&T and Annaly Capital, meet the dogcatcher ideal, offering high yields relative to their prices. seekingalpha.com - 1 month ago
The J.M. Smucker Co. to Participate in the BofA Securities 2025 Consumer and Retail Conference ORRVILLE, Ohio , March 5, 2025 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) today announced that Mark Smucker, Chair of the Board, President and Chief Executive Officer, and Tucker Marshall, Chief Financial Officer, will participate in a fireside chat at the BofA Securities 2025 Consumer and Retail Conference on Tuesday, March 11, 2025, at 8:00 a.m. prnewswire.com - 1 month ago
The J.M. Smucker Sells Value Brands to JTM Foods in Portfolio Move SJM divests Cloverhill and Big Texas to JTM Foods, streamlining its portfolio to focus on Hostess and driving growth in sweet baked goods. zacks.com - 1 month ago
The J.M. Smucker Co. Completes the Divestiture of Certain Value Brands to JTM Foods, LLC ORRVILLE, Ohio , March 3, 2025 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) ("Company") announced today the closing of the transaction to divest its Cloverhill and Big Texas  brands, as well as certain private label products, to JTM Foods, LLC ("JTM"). prnewswire.com - 1 month ago
February Worst Month Since September of 2023 – Grab Our 5 Favorite Dividend Aristocrats Now The NASDAQ composite index has been scorching hot since the fall of 2022, as the Magnificent 7 drove the markets to all-time highs. 247wallst.com - 1 month ago
The J.M. Smucker Q3 Earnings Top Estimates, Sales Dip on Low Volumes SJM's Q3 results reflect stringent cost management and strong execution, while sales are somewhat affected by certain supply chain disruptions. zacks.com - 1 month ago
The J. M. Smucker Company (SJM) Q3 2025 Earnings Call Q&A Transcript The J. M. Smucker Company (NYSE:SJM ) Q3 2025 Earnings Q&A Call February 27, 2025 8:30 AM ET Company Participants Crystal Beiting - VP, IR & FP&A Mark Smucker - Chair of the Board, President and CEO Tucker Marshall - CFO Conference Call Participants Andrew Lazar - Barclays Ken Goldman - JPMorgan Peter Galbo - Bank of America Chris Carey - Wells Fargo Robert Moskow - TD Cowen Tom Palmer - Citi Alexia Howard - Bernstein Scott Marks - Jefferies Max Gumport - BNP Paribas Operator Good morning and welcome to the J.M. Smucker Company's Fiscal 2025 Third Quarter Earnings Question and Answer Session. seekingalpha.com - 1 month ago
Smucker (SJM) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates Although the revenue and EPS for Smucker (SJM) give a sense of how its business performed in the quarter ended January 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. zacks.com - 1 month ago
8. Profile Summary

The J. M. Smucker Company SJM

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COUNTRY US
INDUSTRY Packaged Foods
MARKET CAP $ 12 B
Dividend Yield 1.01%
Description The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. It operates in three segments: U.S. Retail Pet Foods, U.S. Retail Coffee, and U.S. Retail Consumer Foods. The company offers mainstream roast, ground, single serve, and premium coffee; peanut butter and specialty spreads; fruit spreads, shortening and oils, and frozen sandwiches and snacks; pet food and pet snacks; and foodservice hot beverage, foodservice portion control, and flour products, as well as dog and cat food, frozen handheld products, juices and beverages, and baking mixes and ingredients. It provides its products under the Meow Mix, 9Lives, Kibbles 'n Bits, Milk-Bone, Pup-Peroni, Rachael Ray Nutrish and Nature's Recipe, Folgers, Café Bustelo, Dunkin', Folgers, Café Bustelo, 1850, Jif, Smucker's, Smucker's Uncrustables, Robin Hood, and Five Roses. The company sells its products through direct sales and brokers to food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, natural foods stores and distributors, drug stores, military commissaries, and mass merchandisers. Smucker Company was founded in 1897 and is headquartered in Orrville, Ohio.
Contact One Strawberry Lane, Orrville, OH, 44667-0280 https://www.jmsmucker.com
IPO Date Oct. 31, 1994
Employees 9000
Officers Crystal Beiting Vice President of Investor Relations and FP&A Ms. Jeannette L. Knudsen J.D. Chief Legal Officer & Secretary Captain Mark T. Smucker Chief Executive Officer, President & Chairman Ms. Jill R. Penrose Chief People & Company Services Officer Mr. Bryan Hutson Senior Vice President of Information Services & Transformation and Portfolio Operations Abbey Linville Vice President of Corporate Communications Mr. Tucker H. Marshall Chief Financial Officer Mr. John P. Brase Chief Operating Officer Mr. Robert Crane Senior Vice President & Head of Sales and Sales Commercialization Ms. Gail Hollander Chief Marketing Officer