Stocks · Consumer Defensive · Packaged Foods
The J. M. Smucker Company SJM
$116.23 -0.82% Close, Oct 5, 2026 · NYSE · Market cap $12.53B
Strong growthStrong trend
Next earnings report: Nov 24, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Operating margin widened to 19.7% from -11.2% a year earlier.
- The shares trade at 54.3× trailing earnings, higher than 91% of the company's own readings over the past five years.
- Net debt is 5.1× EBITDA, a high level of leverage.
PromtFinance scores
Each score is a percentile within the Consumer Defensive sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 6, 2026.
Growth82Strong
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 41%
- FCF growth (TTM, YoY)Top 6%
- Revenue growth, 3-year CAGRBottom 45%
- Revenue growth accelerationTop 31%
Quality78Positive
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 47%
- Gross marginTop 42%
- Operating marginTop 10%
- Cash conversion (OCF / net income)Top 10%
- Accruals (lower is better)Top 19%
- Net debt / EBITDA (lower is better)Bottom 16%
- Interest coverBottom 49%
Value33Weak
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldBottom 35%
- Free-cash-flow yieldTop 16%
- EBITDA / enterprise valueBottom 41%
- Sales / enterprise valueBottom 29%
- P/E vs own 5-year history (lower is better)Bottom 7%
Momentum83Strong
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 22%
- 6-month returnTop 13%
- 1-year return vs S&P 500Top 29%
- Distance from 52-week highTop 21%
- Trend checklist (0–4)Top 26%
Revisions61Neutral
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 32%
- Consecutive EPS beatsTop 34%
- Share of analysts rating BuyTop 47%
- Upside to consensus price targetBottom 36%
Stability66Positive
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 21%
- Maximum drawdown, 3 yearsTop 22%
- Beta vs S&P 500 (lower is better)Top 36%
- Net debt / EBITDA (lower is better)Bottom 16%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 3.7% | 5.1% | ↑ |
| Gross margin | 35.1% | 38.7% | ↑ |
| Operating margin | -11.2% | 19.7% | ↑ |
| FCF margin | 7.7% | 17.3% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 5.1% | 3.7% | ↑ | Top 41% |
| Gross margin | 38.7% | 35.1% | ↑ | Top 42% |
| Operating margin | 19.7% | -11.2% | ↑ | Top 10% |
| Net margin | 2.5% | -16.8% | ↑ | — |
| Free-cash-flow margin | 17.3% | 7.7% | ↑ | — |
| Return on invested capital | 6.9% | — | Top 47% | |
| Revenue growth, 3-year CAGR | 2.0% | — | Bottom 45% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 3.00×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -10.4%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.3%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- -9.4 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 5.14×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 5.0×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 3.73%
- Net buyback yield (TTM)
- 0.05%
- Shareholder yield
- 3.78%
- Share count change, 1 year
- +0.5%
- Share count change, 3-year CAGR
- +1.5%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jul 31, 2026 (filed Aug 26, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 3
- Beats in the last 8 reports
- 6 of 8
- Average EPS surprise, last 4
- +13.9%
- Average 2-day reaction, last 8
- +0.7%
- Positive 20 days after report
- 2 of 8
Analysts
- Consensus price target
- $137.29
- Target vs current price
- +18.1%
- Analysts with a rating
- 31
- Share rating Buy or Strong Buy
- 52%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 26, 2026 | +45.9% | +4.3% | +4.8% | -2.4% | — |
| Jun 9, 2026 | +4.9% | +10.4% | +13.9% | +10.4% | +29.2% |
| Feb 26, 2026 | +4.8% | +8.8% | +7.6% | -10.5% | -4.4% |
| Nov 25, 2025 | +0.0% | -3.7% | -3.1% | -6.1% | +6.5% |
| Aug 27, 2025 | -1.6% | -4.4% | +1.3% | -0.2% | -5.3% |
| Jun 10, 2025 | +3.1% | -15.6% | -14.7% | -6.9% | +0.4% |
| Feb 27, 2025 | +10.1% | -0.0% | +0.2% | +4.9% | +2.6% |
| Nov 26, 2024 | +10.4% | +5.7% | +3.2% | -1.8% | -1.0% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 26, 2026 | $3.24 | $2.22 | +45.9% | $2.22B |
| Jun 9, 2026 | $2.77 | $2.64 | +4.9% | $2.27B |
| Feb 26, 2026 | $2.38 | $2.27 | +4.8% | $2.34B |
| Nov 25, 2025 | $2.10 | $2.10 | +0.0% | $2.33B |
| Aug 27, 2025 | $1.90 | $1.93 | -1.6% | $2.11B |
| Jun 10, 2025 | $2.31 | $2.24 | +3.1% | $2.14B |
| Feb 27, 2025 | $2.61 | $2.37 | +10.1% | $2.19B |
| Nov 26, 2024 | $2.76 | $2.50 | +10.4% | $2.27B |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 54.3× | 22.3× | 91th | Bottom 35% |
| P/E (forward) | 10.7× | — | — | — |
| EV / EBITDA | 14.5× | — | — | Bottom 41% |
| EV / Sales | 2.12× | — | — | Bottom 29% |
| Free-cash-flow yield | 12.68% | — | — | Top 16% |
| Earnings yield | 1.84% | — | — | Bottom 35% |
P/E over the past five years
Range 15.8× – 61.2× since Jul 31, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✗ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 82
- 50-day average slope (20 days)
- +2.5%
- 200-day average slope (20 days)
- +1.8%
- Distance from 50-day average
- -5.1%
- Distance from 200-day average
- +6.9%
- RSI (14)
- 35.5
- Relative volume
- 0.73×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 27.3%
- Volatility vs own 5-year history
- 74th percentile · Normal for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.30
- Correlation with S&P 500
- 0.17
- Current drawdown from 1-year high
- -12.2%
- Maximum drawdown, 3 years
- -33.1%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Jan 6, 2023 | Apr 13, 2026 | -44.9% | 817 days | Not yet recovered |
| Jan 18, 2022 | Jun 17, 2022 | -15.9% | 105 days | 89 days (Oct 25, 2022) |
| Jun 4, 2021 | Sep 24, 2021 | -14.8% | 78 days | 71 days (Jan 5, 2022) |
| Jan 27, 2021 | Feb 26, 2021 | -12.6% | 21 days | 20 days (Mar 26, 2021) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $12.53B
- P/E (TTM)
- 54.3
- EPS, diluted (TTM)
- $2.14
- Revenue (TTM)
- $9.16B
- Dividend yield
- 3.80%
- 52-week range
- $88.25 – $135.89
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Revenue | $8.00B | $8.53B | $8.18B | $8.73B | $9.05B |
| Gross profit | $2.70B | $2.80B | $3.12B | $3.38B | $3.03B |
| Operating income | $1.02B | $157.5M | $1.31B | -$673.9M | $1.34B |
| Net income | $631.7M | -$91.3M | $744.0M | -$1.23B | -$138.7M |
| EPS (diluted) | $5.83 | -$0.86 | $7.13 | -$11.57 | -$1.30 |
| Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | Q4 2026 | Q1 2027 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.27B | $2.19B | $2.14B | $2.11B | $2.33B | $2.34B | $2.27B | $2.22B |
| Net income | -$24.5M | -$662.3M | -$729.0M | -$43.9M | $241.3M | -$724.2M | $388.1M | $324.3M |
| EPS (diluted) | -$0.23 | -$6.21 | -$6.85 | -$0.41 | $2.26 | -$6.79 | $3.64 | $3.03 |
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Operating cash flow | $1.14B | $1.19B | $1.23B | $1.21B | $1.47B |
| Capital expenditure | -$417.5M | -$471.0M | -$586.5M | -$393.8M | -$317.4M |
| Free cash flow | $718.8M | $717.0M | $642.9M | $816.6M | $1.16B |
| Dividends paid | -$418.1M | -$430.2M | -$437.5M | -$455.4M | -$464.7M |
| Net share buybacks | -$270.4M | -$367.5M | -$372.8M | -$3.3M | -$5.6M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $43.2M
- Total assets
- $16.20B
- Total liabilities
- $10.45B
- Total debt
- $6.90B
- Net debt
- $6.85B
- Shareholders’ equity
- $5.75B
As of Jul 31, 2026 (filed Aug 26, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Aug 14, 2026 | $1.12 | Sep 1, 2026 |
| May 15, 2026 | $1.10 | Jun 1, 2026 |
| Feb 13, 2026 | $1.10 | Mar 2, 2026 |
| Nov 14, 2025 | $1.10 | Dec 1, 2025 |
| Aug 15, 2025 | $1.10 | Sep 2, 2025 |
| May 16, 2025 | $1.08 | Jun 2, 2025 |
| Feb 14, 2025 | $1.08 | Mar 3, 2025 |
| Nov 15, 2024 | $1.08 | Dec 2, 2024 |
Short interest
- Shares sold short
- 4,733,617
- Days to cover
- 3.58
- Change vs previous report
- +5.0%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- Jun 3, 2002
- 189-for-200
- Oct 1, 1991
- 2-for-1
- May 31, 1990
- 2-for-1
- Dec 3, 1985
- 2-for-1
- May 24, 1983
- 2-for-1