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Consumer Defensive - Packaged Foods - NYSE - US
$ 106.92
-2.51 %
$ 11.4 B
Market Cap
15.1
P/E
1. INTRINSIC VALUE

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.[ Read More ]

The intrinsic value of one SJM stock under the base case scenario is HIDDEN Compared to the current market price of 107 USD, The J. M. Smucker Company is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart SJM

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FINANCIALS
8.18 B REVENUE
-4.11%
1.31 B OPERATING INCOME
11.99%
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%
2.13 B REVENUE
-3.65%
350 M OPERATING INCOME
-14.23%
185 M NET INCOME
-24.52%
173 M OPERATING CASH FLOW
-59.61%
-172 M INVESTING CASH FLOW
-66.73%
-23 M FINANCING CASH FLOW
92.28%
Balance Sheet Decomposition 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
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
EFFICIENCY
Earnings Waterfall The J. M. Smucker Company
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Revenue 8.18 B
Cost Of Revenue 5.28 B
Gross Profit 2.9 B
Operating Expenses 1.45 B
Operating Income 1.31 B
Other Expenses 562 M
Net Income 744 M
RATIOS
35.45% GROSS MARGIN
35.45%
15.97% OPERATING MARGIN
15.97%
9.10% NET MARGIN
9.10%
9.67% ROE
9.67%
3.67% ROA
3.67%
6.07% ROIC
6.07%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis The J. M. Smucker Company
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Net Income 744 M
Depreciation & Amortization 431 M
Capital Expenditures -586 M
Stock-Based Compensation 23.9 M
Change in Working Capital -44.5 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 $132 , with forecasts ranging from a low of $121 to a high of $140 .
SJM Lowest Price Target Wall Street Target
121 USD 13.17%
SJM Average Price Target Wall Street Target
132 USD 23.06%
SJM Highest Price Target Wall Street Target
140 USD 30.94%
4. DIVIDEND ANALYSIS
0.89% DIVIDEND YIELD
1.08 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership The J. M. Smucker Company
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
1.1 M USD 1
6-9 MONTHS
1.19 M USD 1
9-12 MONTHS
187 K USD 1
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
110 K USD 1
6-9 MONTHS
125 K USD 1
9-12 MONTHS
Date Value Insider Amount Avg Price
4 months ago
Jun 21, 2024
Sell 1.1 M USD
SMUCKER MARK T
Chair of Board, Pres & CEO
- 10000
110.16 USD
7 months ago
Mar 27, 2024
Sell 399 K USD
Knudsen Jeannette L
Chief Legal Officer
- 3200
124.77 USD
8 months ago
Mar 04, 2024
Sell 792 K USD
Knudsen Jeannette L
Chief Legal Officer
- 6500
121.78 USD
8 months ago
Feb 29, 2024
Bought 110 K USD
AMIN TARANG
Director
+ 900
122.22 USD
11 months ago
Dec 15, 2023
Sell 187 K USD
Marshall Tucker H
Chief Financial Officer
- 1500
124.53 USD
11 months ago
Dec 13, 2023
Bought 125 K USD
AMIN TARANG
Director
+ 1000
125.05 USD
1 year ago
Aug 31, 2023
Sell 1.43 M USD
Held Amy C
Chief Transformation Officer
- 9917
143.8 USD
1 year ago
Aug 22, 2023
Sell 975 USD
AMIN TARANG
Director
- 7
139.32 USD
1 year ago
Jun 22, 2023
Sell 2.97 M USD
SMUCKER RICHARD K
Director
- 19576
151.95 USD
1 year ago
Jun 20, 2023
Sell 1.52 M USD
SMUCKER MARK T
Chair of Board, Pres & CEO
- 9965
152.3 USD
1 year ago
Jun 16, 2023
Sell 462 K USD
Penrose Jill R
Chief People Officer
- 3009
153.65 USD
1 year ago
Jun 08, 2023
Sell 1.49 M USD
Brase John P
Chief Operating Officer
- 10000
148.86 USD
1 year ago
Mar 24, 2023
Sell 7.93 M USD
SMUCKER RICHARD K
Director
- 51373
154.27 USD
1 year ago
Mar 20, 2023
Sell 1.54 M USD
Knudsen Jeannette L
Chief Legal Officer
- 10000
153.96 USD
1 year ago
Mar 17, 2023
Sell 732 K USD
Penrose Jill R
Chief People Officer
- 4795
152.74 USD
1 year ago
Mar 16, 2023
Sell 4.6 M USD
SMUCKER MARK T
Chair of Board, Pres & CEO
- 30000
153.41 USD
1 year ago
Mar 07, 2023
Sell 3.95 M USD
SMUCKER RICHARD K
Director
- 26294
150.04 USD
1 year ago
Mar 06, 2023
Sell 76.7 K USD
Marshall Tucker H
Chief Financial Officer
- 510
150.49 USD
1 year ago
Mar 06, 2023
Sell 299 K USD
Marshall Tucker H
Chief Financial Officer
- 1986
150.51 USD
2 years ago
Sep 07, 2022
Sell 640 K USD
Penrose Jill R
Chief People & Admin Officer
- 4543
140.83 USD
2 years ago
Aug 25, 2022
Sell 1.25 M USD
Held Amy C
Chief Strategy & Int'l Officer
- 8701
143.39 USD
2 years ago
Aug 25, 2022
Sell 435 K USD
Knudsen Jeannette L
Chief Legal & Compliance Offic
- 3042
143.03 USD
2 years ago
Aug 25, 2022
Sell 2.83 M USD
Marshall Tucker H
Chief Financial Officer
- 19775
143.25 USD
2 years ago
Aug 26, 2022
Sell 1.43 M USD
SMUCKER MARK T
Chair of Board, Pres & CEO
- 10000
143.02 USD
2 years ago
Aug 26, 2022
Sell 2.85 M USD
SMUCKER RICHARD K
director:
- 20000
142.28 USD
2 years ago
Aug 25, 2022
Sell 1.03 M USD
Tanner Geoff E
Chief Commercial & Marketing
- 7161
143.65 USD
2 years ago
Dec 31, 2021
Sell 3.89 M USD
Penrose Jill R
Chief People & Admin Officer
- 28700
135.46 USD
2 years ago
Dec 17, 2021
Sell 1.39 M USD
Tanner Geoff E
Chief Commercial & Marketing
- 10039
138.23 USD
2 years ago
Dec 17, 2021
Sell 1.39 M USD
Marshall Tucker H
Chief Financial Officer
- 10000
138.97 USD
2 years ago
Dec 17, 2021
Sell 1.39 M USD
Tanner Geoff E
Chief Commercial & Marketing
- 10039
138.23 USD
2 years ago
Dec 17, 2021
Sell 3.27 M USD
Held Amy C
Chief Strategy & Int'l Officer
- 23587
138.58 USD
2 years ago
Dec 17, 2021
Sell 1.39 M USD
Marshall Tucker H
Chief Financial Officer
- 10000
138.97 USD
2 years ago
Dec 17, 2021
Sell 152 K USD
Knudsen Jeannette L
Chief Legal & Compliance Offic
- 1100
138.37 USD
3 years ago
Jun 29, 2021
Sell 312 K USD
Penrose Jill R
Chief People & Admin Officer
- 2379
131.29 USD
3 years ago
Jun 21, 2021
Sell 1.31 M USD
SMUCKER MARK T
President and CEO
- 10000
130.92 USD
3 years ago
Jun 07, 2021
Sell 117 K USD
Held Amy C
Chief Strategy & Int'l Officer
- 844
139.04 USD
3 years ago
Jun 07, 2021
Sell 2.1 M USD
Tanner Geoff E
Chief Commercial & Marketing
- 15000
139.83 USD
3 years ago
Mar 30, 2021
Sell 29.5 K USD
Knight Nancy Lopez
Director
- 225
131.15 USD
3 years ago
Mar 29, 2021
Sell 201 K USD
Penrose Jill R
Chief People & Admin Officer
- 1550
129.87 USD
3 years ago
Mar 29, 2021
Sell 201 K USD
Penrose Jill R
Chief People & Admin Officer
- 1550
129.87 USD
3 years ago
Mar 17, 2021
Sell 291 K USD
Knudsen Jeannette L
Chief Legal & Compliance Offic
- 2355
123.71 USD
3 years ago
Mar 16, 2021
Sell 147 K USD
Tanner Geoff E
Chief Commercial & Marketing
- 1200
122.53 USD
3 years ago
Mar 01, 2021
Sell 364 K USD
Penrose Jill R
Chief People & Admin Officer
- 3242
112.27 USD
4 years ago
Aug 31, 2020
Sell 360 K USD
Knudsen Jeannette L
Chief Legal & Compliance Offic
- 3000
119.98 USD
4 years ago
Aug 27, 2020
Sell 498 K USD
BELGYA MARK R
Vice Chair
- 4103
121.46 USD
4 years ago
Jul 24, 2020
Sell 165 K USD
SMUCKER MARK T
President and CEO
- 1500
110 USD
4 years ago
Jul 24, 2020
Sell 82.5 K USD
BELGYA MARK R
Vice Chair
- 750
110 USD
4 years ago
Jun 09, 2020
Sell 871 K USD
BELGYA MARK R
Vice Chair
- 7807
111.51 USD
4 years ago
May 27, 2020
Sell 82.5 K USD
BELGYA MARK R
Vice Chair
- 750
110 USD
4 years ago
Apr 24, 2020
Sell 87.8 K USD
BELGYA MARK R
Vice Chair and CFO
- 750
117.12 USD
4 years ago
Mar 30, 2020
Sell 82.5 K USD
BELGYA MARK R
Vice Chair and CFO
- 750
110 USD
4 years ago
Feb 26, 2020
Sell 82.5 K USD
BELGYA MARK R
Vice Chair and CFO
- 750
110 USD
4 years ago
Feb 11, 2020
Sell 248 K USD
BELGYA MARK R
Vice Chair and CFO
- 2250
110 USD
4 years ago
Dec 27, 2019
Sell 113 K USD
Penrose Jill R
Chief People and Administrativ
- 1098
102.92 USD
4 years ago
Dec 06, 2019
Sell 128 K USD
Knudsen Jeannette L
Chief Legal & Compliance Offic
- 1196
107.43 USD
4 years ago
Nov 22, 2019
Sell 82.5 K USD
BELGYA MARK R
Vice Chair and CFO
- 750
110 USD
5 years ago
Sep 30, 2019
Sell 82.5 K USD
BELGYA MARK R
Vice Chair and CFO
- 750
110 USD
5 years ago
Sep 12, 2019
Sell 52.9 K USD
Jackson Kevin G
Senior Vice President
- 487
108.7 USD
5 years ago
Sep 12, 2019
Sell 50.3 K USD
Jackson Kevin G
Senior Vice President
- 463
108.7 USD
5 years ago
Aug 29, 2019
Bought 103 K USD
Tanner Geoff E
Senior Vice President
+ 1000
103.42 USD
5 years ago
Aug 23, 2019
Sell 85.2 K USD
BELGYA MARK R
Vice Chair and CFO
- 750
113.55 USD
5 years ago
Jul 26, 2019
Sell 249 K USD
SMUCKER MARK T
President and CEO
- 2200
113.28 USD
5 years ago
Jul 26, 2019
Sell 85 K USD
BELGYA MARK R
Vice Chair and CFO
- 750
113.28 USD
5 years ago
Jun 26, 2019
Sell 38 K USD
Stanziano Joseph
Senior Vice President
- 319
119.2 USD
5 years ago
Mar 14, 2019
Sell 199 K USD
Knudsen Jeannette L
SVP, GC & Secretary
- 1932
102.86 USD
5 years ago
Dec 31, 2018
Sell 94.6 K USD
Lemmon David J
President, Pet Food
- 1017
92.99 USD
5 years ago
Dec 27, 2018
Bought 46.1 K USD
DINDO KATHRYN W
Director
+ 500
92.2 USD
5 years ago
Dec 19, 2018
Bought 984 K USD
SMUCKER TIMOTHY P
Director
+ 10000
98.37 USD
5 years ago
Dec 18, 2018
Bought 97.1 K USD
SMUCKER TIMOTHY P
Director
+ 1000
97.143 USD
5 years ago
Nov 30, 2018
Bought 2.06 M USD
SMUCKER RICHARD K
Executive Chairman
+ 20000
103.09 USD
6 years ago
Sep 10, 2018
Sell 166 K USD
Knudsen Jeannette L
SVP, GC & Secretary
- 1500
110.736 USD
6 years ago
Sep 10, 2018
Sell 166 K USD
Knudsen Jeannette L
SVP, GC & Secretary
- 1500
110.736 USD
6 years ago
Jul 16, 2018
Sell 278 K USD
SMUCKER MARK T
President and CEO
- 2500
111.02 USD
6 years ago
Jun 29, 2018
Sell 108 K USD
Knudsen Jeannette L
SVP, GC & Secretary
- 1000
108.285 USD
6 years ago
Jun 26, 2018
Sell 546 K USD
BELGYA MARK R
Vice Chair and CFO
- 5000
109.15 USD
7. News
The J.M. Smucker Co. Celebrates Opening of the Newest Uncrustables® Manufacturing Facility in McCalla, Alabama ORRVILLE, Ohio , Nov. 7, 2024 /PRNewswire/ --The J.M. Smucker Co. (NYSE: SJM) today celebrated the opening of its newest manufacturing facility in McCalla, Alabama, which will support production of one of the Company's fastest growing brands, Uncrustables®. prnewswire.com - 1 week ago
J.M. Smucker A Top Socially Responsible Dividend Stock With 3.7% Yield J.M. Smucker has been named a Top Socially Responsible Dividend Stock by Dividend Channel, signifying a stock with above-average ''DividendRank'' statistics including a strong 3.7% yield, as well as being recognized by prominent asset managers as being a socially responsible investment, through analysis of social and environmental criteria. Environmental criteria include considerations like the environmental impact of the company's products and services, as well as the company's efficiency in terms of its use of energy and resources. forbes.com - 1 week ago
The J.M. Smucker Co. to Report Second Quarter Earnings and Announces Webcast of 2024 Investor Day ORRVILLE, Ohio , Nov. 5, 2024 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) will release its second quarter fiscal 2025 financial results on Tuesday, November 26, 2024. prnewswire.com - 1 week ago
My Best Dividend Aristocrats For November 2024 The ProShares S&P 500 Dividend Aristocrats ETF went on a great run during Q3, gaining 11.6% during the quarter. I present 3 strategies that can theoretically beat the dividend aristocrat index in the long term. After 39 months of tracking these strategies, all 3 strategies are generating a CAGR superior to NOBL while also offering a higher dividend yield. seekingalpha.com - 2 weeks ago
Cramer's Mad Dash: J.M. Smucker / Kraft Heinz CNBC's Jim Cramer delivers his daily Mad Dash. youtube.com - 3 weeks ago
The J.M. Smucker Co. Declares Dividend ORRVILLE, Ohio , Oct. 24, 2024 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) today announced its Board of Directors approved a $1.08 per share dividend on the common shares of the Company. prnewswire.com - 3 weeks ago
JM Smucker to divest cookie brand Voortman in $305 mln deal J.M. Smucker said on Tuesday it would sell its cookie brand, Voortman, to U.S.-based premium snacks maker Second Name Brands in a $305 million all-cash deal. reuters.com - 3 weeks ago
The J.M. Smucker Co. Announces Agreement to Divest Voortman® Brand as Part of Continued Portfolio Optimization ORRVILLE, Ohio , Oct. 22, 2024 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) announced today it has entered into a definitive agreement to sell its Voortman® cookie brand to Second Nature Brands, a U.S.-based creator of premium snacks and treats controlled by CapVest Partners LLP. prnewswire.com - 3 weeks ago
Buy 4 October Dividend Aristocrats & Watch 10 "Dividend Aristocrats... in the S&P500 Index… have raised their annual payouts every year for at least 25 consecutive years." -- Kiplinger.com/Investing. 67 Aristocrats, screened as of October 7, 2024 represented all eleven Morningstar Sectors. Broker estimated-top-ten net-gains ranged 10.5%-20.13% topped-by Franklin & Target. seekingalpha.com - 1 month ago
2 Down-on-Their-Luck Dividend Stocks Poised to Rebound While both of these stocks are trailing the S&P 500, both offer a potential rebound and stable dividend. fool.com - 1 month ago
Buy 4 September Dividend Aristocrats And Watch 6 The S&P 500 Dividend Aristocrats list was rebalanced in January 2024, with notable changes including the removal of Walgreens and 3M, and the addition of Fastenal and Kenvue. seekingalpha.com - 2 months ago
Wall Street's Most Accurate Analysts Say Hold These 3 Defensive Stocks With Over 3% Dividend Yields During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout. benzinga.com - 2 months ago
8. Profile Summary

The J. M. Smucker Company SJM

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COUNTRY US
INDUSTRY Packaged Foods
MARKET CAP $ 11.4 B
Dividend Yield 0.89%
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 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 Mr. Aaron Broholm Vice President of Investor Relations Abbey Linville Vice President of Corporate Communications Ms. Julia L. Sabin Vice President of Government Relations 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