Overview Dividends

(SJM) The J. M. Smucker - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US8326964058

Coffee, Peanut Butter, Pet Food, Frozen Snacks

SJM EPS (Earnings per Share)

EPS Growth (3Y CAGR): -56.69%
EPS Trend (3Y Correlation): -50.3%

SJM Revenue

Revenue Growth (3Y CAGR): -1.53%
Revenue Trend (3Y Correlation): 9.2%

Description: SJM The J. M. Smucker October 31, 2025

The J. M. Smucker Company (NYSE:SJM) manufactures and markets a broad portfolio of branded food and beverage products worldwide, organized into four operating segments: U.S. Retail Coffee; U.S. Retail Frozen Handheld and Spreads; U.S. Retail Pet Foods; and Sweet Baked Snacks. Its well-known brands include Folgers, Café Bustelo, Dunkin’, Jif, Smucker’s, Meow Mix, Milk-Bone, Hostess, and Five Roses, among others, and the company reaches consumers through a mix of direct sales, brokers, and a wide array of retail channels from supermarkets to online platforms.

Key recent metrics indicate that Smucker generated approximately $8.5 billion in net sales for FY 2023, with the Pet Foods segment delivering the strongest growth-about 7 % year-over-year-driven by premiumization trends and higher pet-owner spending. Conversely, the Coffee segment faced margin pressure due to rising coffee bean prices and inflationary input costs, a sector-wide challenge reflected in a 3 % decline in operating margin. A broader industry driver is the ongoing shift toward private-label and value-oriented products, which pressures branded snack margins, while the “snackification” of meals continues to support demand for the company’s frozen handheld and baked snack lines.

For a deeper quantitative view of SJM’s valuation metrics and scenario analysis, you may find ValueRay’s platform useful.

SJM Stock Overview

Market Cap in USD	11,175m
Sub-Industry	Packaged Foods & Meats
IPO / Inception	1994-10-31

SJM Stock Ratings

Growth Rating	-19.6%
Fundamental	33.6%
Dividend Rating	64.1%
Return 12m vs S&P 500	-17.8%
Analyst Rating	3.55 of 5

SJM Dividends

Dividend Yield 12m	4.14%
Yield on Cost 5y	4.51%
Annual Growth 5y	4.71%
Payout Consistency	97.7%
Payout Ratio	45.3%

SJM Growth Ratios

Growth Correlation 3m	-80.2%
Growth Correlation 12m	-12.8%
Growth Correlation 5y	-13.8%
CAGR 5y	-7.53%
CAGR/Max DD 3y (Calmar Ratio)	-0.21
CAGR/Mean DD 3y (Pain Ratio)	-0.38
Sharpe Ratio 12m	-0.63
Alpha	-11.76
Beta	0.241
Volatility	23.27%
Current Volume	1406.7k
Average Volume 20d	1421.8k
Stop Loss	101.7 (-3.1%)
Signal	0.03

Piotroski VR‑10 (Strict, 0-10) 2.0

Net Income (-1.46b TTM) > 0 and > 6% of Revenue (6% = 522.9m TTM)

FCFTA 0.04 (>2.0%) and ΔFCFTA 0.72pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue -6.33% (prev -19.80%; Δ 13.47pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.06 (>3.0%) and CFO 1.03b > Net Income -1.46b (YES >=105%, WARN >=100%)

NO Net Debt/EBITDA fails (EBITDA <= 0)

Current Ratio 0.81 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (106.6m) change vs 12m ago 0.28% (target <= -2.0% for YES)

Gross Margin 35.14% (prev 38.33%; Δ -3.19pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 45.76% (prev 41.77%; Δ 3.99pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio -2.51 (EBITDA TTM -452.1m / Interest Expense TTM 382.5m) >= 6 (WARN >= 3)

Altman Z'' -0.46

(A) -0.03 = (Total Current Assets 2.40b - Total Current Liabilities 2.95b) / Total Assets 17.74b

(B) 0.02 = Retained Earnings (Balance) 343.5m / Total Assets 17.74b

(D) 0.02 = Book Value of Equity 187.7m / Total Liabilities 11.82b

Total Rating: -0.46 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 33.59

1. Piotroski 2.0pt = -3.0

2. FCF Yield 3.50% = 1.75

3. FCF Margin 7.72% = 1.93

4. Debt/Equity 1.36 = 1.64

5. Debt/Ebitda -17.79 = -2.50

6. ROIC - WACC (= -9.53)% = -11.91

7. RoE -21.99% = -2.50

8. Rev. Trend 9.24% = 0.69

9. EPS Trend -50.26% = -2.51

What is the price of SJM shares?

As of November 07, 2025, the stock is trading at USD 104.92 with a total of 1,406,721 shares traded.
Over the past week, the price has changed by +2.51%, over one month by -1.98%, over three months by -2.81% and over the past year by -5.58%.

Is The J. M. Smucker a good stock to buy?

No, based on ValueRay´s Fundamental Analyses, The J. M. Smucker (NYSE:SJM) is currently (November 2025) a stock to sell. It has a ValueRay Fundamental Rating of 33.59 and therefor a negative outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SJM is around 100.96 USD . This means that SJM is currently overvalued and has a potential downside of -3.77%.

Is SJM a buy, sell or hold?

The J. M. Smucker has received a consensus analysts rating of 3.55. Therefor, it is recommend to hold SJM.

Strong Buy: 5
Buy: 2
Hold: 12
Sell: 1
Strong Sell: 0

What are the forecasts/targets for the SJM price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	116.2	10.7%
Analysts Target Price	116.2	10.7%
ValueRay Target Price	108.5	3.4%

SJM Fundamental Data Overview October 24, 2025

Market Cap USD = 11.18b (11.18b USD * 1.0 USD.USD)
P/E Forward = 12.0192
P/S = 1.2824
P/B = 1.9407
P/EG = 1.6776
Beta = 0.241
Revenue TTM = 8.71b USD
EBIT TTM = -960.8m USD
EBITDA TTM = -452.1m USD
Long Term Debt = 7.04b USD (from longTermDebt, last quarter)
Short Term Debt = 951.6m USD (from shortTermDebt, last quarter)
Debt = 8.08b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 8.04b USD (from netDebt column, last quarter)
Enterprise Value = 19.22b USD (11.18b + Debt 8.08b - CCE 39.3m)
Interest Coverage Ratio = -2.51 (Ebit TTM -960.8m / Interest Expense TTM 382.5m)
FCF Yield = 3.50% (FCF TTM 672.5m / Enterprise Value 19.22b)
FCF Margin = 7.72% (FCF TTM 672.5m / Revenue TTM 8.71b)
Net Margin = -16.75% (Net Income TTM -1.46b / Revenue TTM 8.71b)
Gross Margin = 35.14% ((Revenue TTM 8.71b - Cost of Revenue TTM 5.65b) / Revenue TTM)
Gross Margin QoQ = 22.46% (prev 38.40%)
Tobins Q-Ratio = 1.08 (Enterprise Value 19.22b / Total Assets 17.74b)
Interest Expense / Debt = 1.24% (Interest Expense 100.2m / Debt 8.08b)
Taxrate = 22.30% (-12.6m / -56.5m)
NOPAT = -746.5m (EBIT -960.8m * (1 - 22.30%)) [loss with tax shield]
Current Ratio = 0.81 (Total Current Assets 2.40b / Total Current Liabilities 2.95b)
Debt / Equity = 1.36 (Debt 8.08b / totalStockholderEquity, last quarter 5.93b)
Debt / EBITDA = -17.79 (negative EBITDA) (Net Debt 8.04b / EBITDA -452.1m)
Debt / FCF = 11.96 (Net Debt 8.04b / FCF TTM 672.5m)
Total Stockholder Equity = 6.64b (last 4 quarters mean from totalStockholderEquity)
RoA = -8.23% (Net Income -1.46b / Total Assets 17.74b)
RoE = -21.99% (Net Income TTM -1.46b / Total Stockholder Equity 6.64b)
RoCE = -7.03% (EBIT -960.8m / Capital Employed (Equity 6.64b + L.T.Debt 7.04b))
RoIC = -5.12% (negative operating profit) (NOPAT -746.5m / Invested Capital 14.58b)
WACC = 4.41% (E(11.18b)/V(19.26b) * Re(6.90%) + D(8.08b)/V(19.26b) * Rd(1.24%) * (1-Tc(0.22)))
Discount Rate = 6.90% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: 33.33 | Cagr: 2.03%
[DCF Debug] Terminal Value 78.86% ; FCFE base≈653.3m ; Y1≈679.7m ; Y5≈780.4m
Fair Price DCF = 128.5 (DCF Value 13.71b / Shares Outstanding 106.7m; 5y FCF grow 4.24% → 3.0% )
EPS Correlation: -50.26 | EPS CAGR: -56.69% | SUE: -4.0 | # QB: 0
Revenue Correlation: 9.24 | Revenue CAGR: -1.53% | SUE: -0.03 | # QB: 0

Additional Sources for SJM Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle