JM Smucker (SJM) AI Stock Analysis

• Market Cap: $11.18B
• Dividend Yield: 4.25%
• Average Volume (3M): 1.93M
• Price to Earnings (P/E): ―
• Beta (1Y): 0.18
• Revenue Growth: 2.54%
• EPS Growth: -293.39%
• Country: US
• Employees: 9,000
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Packaged Foods
• EPS (TTM): 1.90
• Shares Outstanding: 106,685,160
• 10 Day Avg. Volume: 1,646,704
• 30 Day Avg. Volume: 1,927,818
• PEG Ratio: 0.04
• Price to Book (P/B): 2.03
• Price to Sales (P/S): 1.42
• P/FCF Ratio: 15.15
• Enterprise Value/Market Cap: 1.75
• Enterprise Value/Revenue: 2.24
• Enterprise Value/Gross Profit: 6.38
• Enterprise Value/Ebitda: -43.20
• 1Y Price Target: $118.77
• Price Target Upside: 17.35% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 16

• Rating: 49 Neutral
• Price Target: $105.00 ▲(3.74% Upside)

JM Smucker's overall stock score is primarily impacted by its financial performance challenges, including declining revenues and profitability. Technical analysis indicates bearish momentum, and valuation concerns are evident with a negative P/E ratio. The earnings call provides some optimism with strategic initiatives, but significant risks remain.

Positive Factors

Strong Free Cash Flow Outlook

An improved free cash flow outlook indicates better cash generation, which can support debt reduction and future investments, enhancing financial stability.

Positive Performance in Coffee Segment

Strong performance in the coffee segment, driven by effective pricing strategies, suggests a robust market position and potential for sustained revenue growth.

Positive Trends in Uncrustables and Pet Segment

Momentum in key brands like Uncrustables and the pet segment indicates strong consumer demand and potential for long-term growth in these categories.

Negative Factors

Declining Revenue Growth

Declining revenue growth and negative net income highlight operational challenges, which could hinder long-term profitability and market competitiveness.

Rising Leverage

Increased leverage can strain financial flexibility and elevate risk, potentially impacting the company's ability to invest in growth opportunities.

Operational Inefficiencies

Negative margins indicate operational inefficiencies, which can undermine profitability and necessitate strategic adjustments to improve cost management.

JM Smucker Business Overview & Revenue Model

Company Description

JM Smucker Company (SJM) is a leading American food and beverage manufacturer headquartered in Orrville, Ohio. The company operates in the consumer foods sector and is known for its diverse portfolio of brands, including Jif, Smucker's, Folgers, Dunkin', and Pet Foods. JM Smucker focuses on producing high-quality products across various categories, including spreads, coffee, and pet food, catering to both retail and foodservice channels.

How the Company Makes Money

JM Smucker generates revenue primarily through the sale of its branded products in several key categories. The company's major revenue streams include the sale of coffee, with Folgers and Dunkin' being significant contributors, and the sale of spreads, where Smucker's and Jif are leading brands. Additionally, JM Smucker has a growing pet food segment, which includes brands like Meow Mix and Kibble 'n Bits. The company benefits from strong distribution networks and partnerships with major retailers, enhancing its market reach. Seasonal promotions, brand loyalty programs, and strategic marketing initiatives also play a crucial role in driving sales and customer engagement, thereby contributing to its overall earnings.

JM Smucker Financial Statement Overview

Summary

JM Smucker is facing financial challenges with declining revenues and profitability. The income statement shows negative net income and operational inefficiencies. The balance sheet reflects high leverage, and cash flow is under pressure despite positive operating cash flow.

Income Statement

The income statement shows significant challenges with negative net income and declining revenue growth in the TTM period. Gross profit margin has decreased from previous periods, and both EBIT and EBITDA margins are negative, indicating operational inefficiencies. The company is facing a downturn in profitability, which is a concern for future growth.

Balance Sheet

The balance sheet reflects a high debt-to-equity ratio, which has increased over time, indicating rising leverage. Return on equity is negative, highlighting profitability issues. However, the equity ratio remains stable, suggesting some level of balance sheet strength despite the challenges.

Cash Flow

Cash flow analysis reveals a decline in free cash flow growth, although the company maintains a positive operating cash flow. The free cash flow to net income ratio is relatively strong, indicating that the company is generating cash despite net losses. However, the overall cash flow position is under pressure due to declining profitability.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	8.71B	8.73B	8.18B	8.53B	8.00B	8.00B
Gross Profit	3.06B	3.38B	3.12B	2.80B	2.70B	3.14B
EBITDA	-452.10M	-155.60M	1.69B	573.80M	1.46B	1.80B
Net Income	-1.46B	-1.23B	744.00M	-91.30M	631.70M	876.30M
Balance Sheet
Total Assets	17.74B	17.56B	20.27B	14.99B	16.05B	16.28B
Cash, Cash Equivalents and Short-Term Investments	39.30M	69.90M	62.00M	1.14B	169.90M	334.30M
Total Debt	8.08B	7.76B	8.55B	4.42B	4.61B	4.91B
Total Liabilities	11.82B	11.48B	12.58B	7.70B	7.91B	8.16B
Stockholders Equity	5.93B	6.08B	7.69B	7.29B	8.14B	8.12B
Cash Flow
Free Cash Flow	672.50M	816.60M	642.90M	717.00M	718.80M	1.26B
Operating Cash Flow	1.03B	1.21B	1.23B	1.19B	1.14B	1.56B
Investing Cash Flow	-125.80M	-100.30M	-3.96B	262.60M	-355.50M	311.10M
Financing Cash Flow	-901.70M	-1.10B	2.14B	-964.60M	-944.50M	-1.94B

JM Smucker Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 101.21
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SJM, the sentiment is Negative. The current price of 101.21 is below the 20-day moving average (MA) of 104.70, below the 50-day MA of 107.42, and below the 200-day MA of 107.15, indicating a bearish trend. The MACD of -1.20 indicates Positive momentum. The RSI at 38.35 is Neutral, neither overbought nor oversold. The STOCH value of 40.91 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SJM.

JM Smucker Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
MKC	―	$17.13B	22.84	13.92%	2.82%	1.64%	-1.83%
GIS	―	$24.84B	9.10	30.98%	5.20%	-3.26%	25.58%
CPB	―	$8.93B	15.42	15.64%	5.20%	6.40%	6.17%
CAG	―	$8.65B	10.20	9.65%	8.06%	-4.11%	72.17%
HRL	―	$11.82B	17.24	9.46%	5.40%	0.65%	-3.76%
Sector *	―	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
SJM	―	$11.18B	―	-21.32%	4.25%	2.54%	-293.39%

JM Smucker Corporate Events

J.M. Smucker’s Mixed Earnings Call: Coffee Shines Amid Challenges

The recent earnings call for J.M. Smucker Company revealed a mixed sentiment among stakeholders. While there were notable positive developments in the coffee segment, free cash flow, and specific brands such as Uncrustables and Milk Bone, these were counterbalanced by challenges including increased tariffs, soft first-quarter earnings, and volume declines in sweet baked snacks. This mixed sentiment reflects the company’s ongoing efforts to navigate both opportunities and obstacles in the current market environment.

J.M. Smucker Reports Q1 Earnings and Raises Sales Outlook

The J.M. Smucker Company, a leading food manufacturer known for its diverse range of brands including Folgers, Jif, and Smucker’s, operates in the food and beverage sector, offering products across North America. In its fiscal 2026 first-quarter earnings report, the company announced a slight decrease in net sales by 1% to $2.1 billion, influenced by recent divestitures. Despite this, the company saw a 2% increase in net sales when excluding these divestitures and foreign currency impacts. Adjusted earnings per share fell by 22% to $1.90, and the company reported a net loss per diluted share of $0.41. Cash flow from operations also saw a significant decline, with cash used for operating activities amounting to $10.6 million, compared to cash provided of $172.9 million in the previous year. The company’s operating income dropped by 87% to $45.6 million, primarily due to increased commodity costs and unfavorable volume/mix. However, the company updated its full-year fiscal 2026 outlook, raising its net sales growth expectations to 3.0% to 5.0%, reflecting confidence in its brand portfolio and strategic initiatives. Looking ahead, J.M. Smucker remains focused on investing in key growth platforms to drive long-term growth and enhance shareholder value, despite the dynamic external environment.

JM Smucker Holds Virtual Annual Shareholders Meeting

On August 13, 2025, The J. M. Smucker Company held its Annual Meeting of Shareholders virtually, where 89,904,202 shares were represented. Key outcomes included the election of nine directors for a one-year term, the ratification of Ernst & Young LLP as the independent accounting firm for the fiscal year ending April 30, 2026, and the approval of the company’s executive compensation plan. These decisions reflect the company’s ongoing governance and operational strategies, impacting its leadership structure and financial oversight.

The most recent analyst rating on (SJM) stock is a Hold with a $121.00 price target. To see the full list of analyst forecasts on JM Smucker stock, see the SJM Stock Forecast page.