The J.M. Smucker Company
SJM
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-07.
- The J.M. Smucker Company has a strong brand portfolio in the packaged foods industry, which positions it well to capitalize on consumer demand for trusted food products.
- In the latest quarter, Smucker reported a gross margin of 44.1%, significantly up from 38% in the prior quarter.
- The operating margin expanded to 23.1%, indicating improved efficiency in operations.
- The company's financial performance has been challenged, with a recent trend of declining net income, signaling potential issues in profitability.
- For the year 2026, Smucker reported a net income of -138.7 million, continuing a negative trend from the previous year.
- The stock has a strong sell signal with a score of -16.00, indicating bearish market sentiment.
Fundamentals
| Market cap | $12.76B | Enterprise value | $19.65B | Trailing P/E | 55.80 | Forward P/E | 10.93 |
| PEG | 2.17 | Price / book | 2.22 | Beta | 0.27 | Dividend yield | 3.75% |
| Revenue growth | 5.0% | Earnings growth | — | Gross margin | 38.0% | Operating margin | 17.9% |
| Profit margin | 2.5% | ROE | 3.9% | ROA | 6.3% | Debt / equity | 1.21 |
| Current ratio | 0.87 | Free cash flow | $1.46B | Analyst recommendation | buy | Mean target | $142.13 |
| 52w high | $135.89 | 52w low | $88.25 |
Quarterly
| 2026-Q3 | 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|---|
| Revenue | $2.2B | $2.3B | $2.3B | $2.3B | $2.1B | — |
| Op margin | 23.1% | 19.8% | 17.9% | 18.2% | 2.4% | — |
| Net income | $324M | $388M | -$724M | $241M | -$43.9M | — |
| Gross margin | 44.1% | 38.0% | 35.4% | 37.3% | 22.5% | — |
| Gross profit | $980M | $862M | $828M | $870M | $475M | — |
| Operating income | $512M | $449M | $418M | $424M | $51.6M | — |
- Revenue -2% vs prior quarter ($2.2B vs $2.3B).
- Gross margin 44.1% (was 38% prior quarter).
- Operating margin expanded to 23.1%.
Yearly (6y)
| 2026 | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| Revenue | $9.1B | $8.7B | $8.2B | $8.5B | — |
| Op margin | 14.8% | 19.0% | 17.7% | 13.8% | — |
| Net income | -$139M | -$1.2B | $744M | -$91.3M | — |
| Gross margin | 33.5% | 38.8% | 38.1% | 32.8% | — |
| Gross profit | $3.0B | $3.4B | $3.1B | $2.8B | — |
| Operating income | $1.3B | $1.7B | $1.4B | $1.2B | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-08 · Evercore ISI Adjusts J.M. Smucker Price Target to $150 From $120
2026-10-08 · Michael Burry Warns Anthropic’s Valuation Could Buy 78 Profitable S&P 500 Companies: ‘Fun Game in Times Like These’
2026-10-08 · What Stocks Will Shine When the AI Bubble Bursts? John Rogers Says Look to Smucker's
2026-10-06 · Anthropic Valuation At $965B Could Swallow Domino’s, Clorox, And 76 Other S&P 500 Firms, Burry Says
2026-10-05 · The Grocery Aisle Dividend Bundle: 4 Packaged Food Stocks, 4 Very Different Dividend Stories
2026-10-01 · 1 Safe-and-Steady Stock to Target This Week and 2 We Brush Off
2026-09-28 · Smucker vs. Campbell’s: One of These Dividends Already Broke
2026-09-25 · 1 Consumer Stock to Target This Week and 2 We Question
2026-09-25 · Why Is Smucker (SJM) Down 7.7% Since Last Earnings Report?
2026-09-25 · The J.M. Smucker Co. Portfolio Helps Consumers Get into the Fall Spirit
2026-09-24 · J. M. Smucker (SJM) Stock Looks Stretched After Its 27% Run
2026-09-24 · 3 US Consumer Staples Stocks To Watch As Inflation Squeezes Shoppers
Price (daily)
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