Scotts Miracle-Gro（SMG）株式概要
スコッツ・ミラクル・グロー・カンパニーは、その子会社とともに、米国内外で芝生、庭の手入れ、屋内および水耕栽培用の製品の製造、マーケティング、販売に従事している。 詳細
SMG Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$43.49
FV
50.6% 割高 内在価値ディスカウント2.25%
Revenue growth p.a.
54
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The Scotts Miracle-Gro Company 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$65.48 |
| 52週高値 | US$72.35 |
| 52週安値 | US$52.00 |
| ベータ | 1.8 |
| 1ヶ月の変化 | 6.18% |
| 3ヶ月変化 | 5.77% |
| 1年変化 | -5.53% |
| 3年間の変化 | -2.57% |
| 5年間の変化 | -63.64% |
| IPOからの変化 | 488.58% |
最新ニュース
Seeking Alpha • Jun 29
Scotts Miracle-Gro Is Fairly Positioned Amid CEO Change (Downgrade)
Summary Scotts Miracle-Gro has stabilized its core business and improved balance sheet metrics, but shares now appear fairly valued. The recent CEO transition to Nate Baxter is well-telegraphed, with no operational disruption expected and full-year guidance reaffirmed. Q2 results showed strong margin expansion, EBITDA growth, and robust consumer volumes, supported by digital and inventory initiatives. I downgrade SMG to 'Hold' due to limited upside; I would consider buying below $62 or selling above $75. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 26
SMG: FY26 Margin Plan And Credit Upgrade Will Drive Future Upside
The analyst fair value estimate for Scotts Miracle-Gro has been reduced from $89.93 to $80.00, reflecting updated assumptions for slower organic sales growth, more modest margin expansion, and slightly lower future P/E expectations based on recent Street research commentary. Analyst Commentary Recent Street research on Scotts Miracle-Gro reflects a mixed backdrop, but there are several points that bullish analysts continue to highlight.Recent updates
Seeking Alpha • Jun 29
Scotts Miracle-Gro Is Fairly Positioned Amid CEO Change (Downgrade)
Summary Scotts Miracle-Gro has stabilized its core business and improved balance sheet metrics, but shares now appear fairly valued. The recent CEO transition to Nate Baxter is well-telegraphed, with no operational disruption expected and full-year guidance reaffirmed. Q2 results showed strong margin expansion, EBITDA growth, and robust consumer volumes, supported by digital and inventory initiatives. I downgrade SMG to 'Hold' due to limited upside; I would consider buying below $62 or selling above $75. Read the full article on Seeking Alphaナラティブの更新 • Jun 26
SMG: FY26 Margin Plan And Credit Upgrade Will Drive Future Upside
The analyst fair value estimate for Scotts Miracle-Gro has been reduced from $89.93 to $80.00, reflecting updated assumptions for slower organic sales growth, more modest margin expansion, and slightly lower future P/E expectations based on recent Street research commentary. Analyst Commentary Recent Street research on Scotts Miracle-Gro reflects a mixed backdrop, but there are several points that bullish analysts continue to highlight.分析記事 • May 14
Scotts Miracle-Gro's (NYSE:SMG) Performance Is Even Better Than Its Earnings Suggest
Investors were underwhelmed by the solid earnings posted by The Scotts Miracle-Gro Company ( NYSE:SMG ) recently. We...
ナラティブの更新 • Mar 19
SMG: Reaffirmed Outlook And Buybacks Will Support Underappreciated Growth Profile
Narrative Update Analysts have lifted their average price target on Scotts Miracle-Gro by about $5 to the mid $70s, citing refreshed sector targets, recent meetings, and a view that the company’s growth profile remains underappreciated. Analyst Commentary Recent research updates show a cluster of higher price targets for Scotts Miracle-Gro, with bullish analysts recalibrating their models following fiscal Q1 earnings and upcoming investor meetings.ナラティブの更新 • Mar 05
SMG: Reaffirmed Outlook And Buybacks Will Support Underappreciated Earnings Certainty
Narrative Update The analyst price target for Scotts Miracle-Gro has increased by $4 to $75.50. This change reflects analysts' updated models, which incorporate revised sector targets and what they identify as an underappreciated growth profile following recent research meetings and commentary.ナラティブの更新 • Feb 15
SMG: Updated Margins And Capital Returns Will Support Measured Future Upside
Analysts have increased their price target on Scotts Miracle-Gro by $1, reflecting recent research that incorporates updated assumptions for the discount rate, margin profile, and forward P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as aligned with updated discount rate assumptions, suggesting that, under their models, the risk profile now supports a slightly higher equity value.ナラティブの更新 • Feb 01
SMG: Margin Expansion And Debt Reduction Will Support Future Share Outperformance
Narrative Update on Scotts Miracle-Gro The analyst price target for Scotts Miracle-Gro has been adjusted slightly higher to US$74. Analysts point to expectations for a balance between volume and pricing, gross margin expansion, debt reduction, and a potential return to buybacks as key supports for their updated view.分析記事 • Jan 20
Shareholders May Be More Conservative With The Scotts Miracle-Gro Company's (NYSE:SMG) CEO Compensation For Now
Key Insights Scotts Miracle-Gro's Annual General Meeting to take place on 26th of January Total pay for CEO Jim...ナラティブの更新 • Jan 12
SMG: Debt Reduction And Margin Expansion Will Support Bullish Outlook
Analysts have raised their price target on Scotts Miracle-Gro to $74, up from $71, citing expectations for a healthier balance between volume and pricing, strong gross margin expansion, debt reduction, and the potential return of share buybacks into 2026. Analyst Commentary Bullish Takeaways Bullish analysts view the higher US$74 price target as reflecting confidence that a mix of volume and pricing can support the current valuation over the next year.分析記事 • Nov 12
Why Scotts Miracle-Gro's (NYSE:SMG) Earnings Are Better Than They Seem
Shareholders appeared to be happy with The Scotts Miracle-Gro Company's ( NYSE:SMG ) solid earnings report last week...ナラティブの更新 • Sep 27
Digital Transformation And Organic Trends Will Fuel Future Expansion
The consensus price target for Scotts Miracle-Gro has declined to $73.71, primarily due to ongoing uncertainty and margin pressure from the delayed Hawthorne segment separation, outweighing improved EPS/revenue tracking and management's stable outlook. Analyst Commentary Bullish analysts cite management's reiterated guidance and a "fairly normal" outlook for the 2025 lawn and garden season, despite prior quarterly misses.分析記事 • Sep 15
Slowing Rates Of Return At Scotts Miracle-Gro (NYSE:SMG) Leave Little Room For Excitement
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...分析記事 • Aug 22
Should You Investigate The Scotts Miracle-Gro Company (NYSE:SMG) At US$61.24?
While The Scotts Miracle-Gro Company ( NYSE:SMG ) might not have the largest market cap around , it saw significant...分析記事 • Jul 06
A Look At The Fair Value Of The Scotts Miracle-Gro Company (NYSE:SMG)
Key Insights The projected fair value for Scotts Miracle-Gro is US$72.51 based on 2 Stage Free Cash Flow to Equity With...分析記事 • Jun 14
The Scotts Miracle-Gro Company's (NYSE:SMG) Business Is Trailing The Industry But Its Shares Aren't
There wouldn't be many who think The Scotts Miracle-Gro Company's ( NYSE:SMG ) price-to-sales (or "P/S") ratio of 1x is...分析記事 • May 24
Slowing Rates Of Return At Scotts Miracle-Gro (NYSE:SMG) Leave Little Room For Excitement
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
新しいナラティブ • May 04
Multi-Bag Strategy And New Products Will Drive Efficiency
Transitioning to a multi-bag strategy and new product introductions are expected to drive revenue and improve gross margins in the consumer segment.分析記事 • Apr 25
Scotts Miracle-Gro (NYSE:SMG) Has Affirmed Its Dividend Of $0.66
The Scotts Miracle-Gro Company's ( NYSE:SMG ) investors are due to receive a payment of $0.66 per share on 6th of June...分析記事 • Mar 30
At US$54.76, Is It Time To Put The Scotts Miracle-Gro Company (NYSE:SMG) On Your Watch List?
The Scotts Miracle-Gro Company ( NYSE:SMG ), might not be a large cap stock, but it received a lot of attention from a...分析記事 • Feb 22
Subdued Growth No Barrier To The Scotts Miracle-Gro Company's (NYSE:SMG) Price
There wouldn't be many who think The Scotts Miracle-Gro Company's ( NYSE:SMG ) price-to-sales (or "P/S") ratio of 1x is...Seeking Alpha • Feb 02
Scotts Miracle-Gro: Stabilizing Revenue And Margin Expansion Drive Optimism
Summary Scotts Miracle-Gro shows stabilizing revenue, robust margin expansion, and strategic initiatives for long-term growth, making it an appealing investment opportunity. Management focuses on debt reduction, cost savings, and expanding demographic reach, particularly within the Hispanic market, positioning SMG for sustainable growth. The planned spin-off of Hawthorne Gardening simplifies the business, enhancing valuation clarity and focusing on core lawn and garden segments. Read the full article on Seeking Alpha分析記事 • Feb 01
Scotts Miracle-Gro's (NYSE:SMG) Dividend Will Be $0.66
The Scotts Miracle-Gro Company ( NYSE:SMG ) has announced that it will pay a dividend of $0.66 per share on the 7th of...分析記事 • Jan 15
Calculating The Fair Value Of The Scotts Miracle-Gro Company (NYSE:SMG)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Scotts Miracle-Gro fair value estimate is US$74.47 With...分析記事 • Dec 28
When Should You Buy The Scotts Miracle-Gro Company (NYSE:SMG)?
While The Scotts Miracle-Gro Company ( NYSE:SMG ) might not have the largest market cap around , it received a lot of...Seeking Alpha • Nov 20
Scotts Miracle-Gro: Mixed Execution And Limited Future Debt Reduction Cap Upside (Downgrade)
Summary Scotts Miracle-Gro's stock has been volatile, with a 34% rally over the past year but a 70% drop from its all-time high. Q4 results showed mixed performance: US consumer sales rose by 54%, while Hawthorne sales fell significantly due to market oversupply. The 2025 outlook is disappointing, with only 2% top-line growth expected and ongoing challenges in the Hawthorne segment. Despite efforts to improve margins and reduce debt, SMG's free cash flow and leverage targets suggest limited upside, making it an unattractive investment. Read the full article on Seeking Alpha分析記事 • Nov 09
The Scotts Miracle-Gro Company Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next
It's been a sad week for The Scotts Miracle-Gro Company ( NYSE:SMG ), who've watched their investment drop 19% to...分析記事 • Nov 08
Scotts Miracle-Gro (NYSE:SMG) Has Announced A Dividend Of $0.66
The Scotts Miracle-Gro Company's ( NYSE:SMG ) investors are due to receive a payment of $0.66 per share on 6th of...分析記事 • Sep 08
Unpleasant Surprises Could Be In Store For The Scotts Miracle-Gro Company's (NYSE:SMG) Shares
It's not a stretch to say that The Scotts Miracle-Gro Company's ( NYSE:SMG ) price-to-sales (or "P/S") ratio of 1.1x...分析記事 • Aug 21
Capital Allocation Trends At Scotts Miracle-Gro (NYSE:SMG) Aren't Ideal
To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...株主還元
| SMG | US Chemicals | US 市場 | |
|---|---|---|---|
| 7D | -4.9% | -3.2% | 0.8% |
| 1Y | -5.5% | 4.0% | 20.6% |
業界別リターン: SMG過去 1 年間で4 % の収益を上げたUS Chemicals業界を下回りました。
リターン対市場: SMGは、過去 1 年間で20.6 % のリターンを上げたUS市場を下回りました。
価格変動
| SMG volatility | |
|---|---|
| SMG Average Weekly Movement | 5.6% |
| Chemicals Industry Average Movement | 6.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: SMG 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SMGの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1868 | 5,200 | Nate Baxter | scottsmiraclegro.com |
スコッツ・ミラクル・グロー・カンパニーは、その子会社とともに、米国内外で芝生、ガーデンケア、屋内および水耕栽培用の製品の製造、マーケティング、販売に従事している。同社は、芝生用肥料、クローバーや芝の種子製品、散布機、その他の耐久製品、芝生に関連する雑草、害虫、病害の防除製品からなる芝生ケア製品、および水溶性・徐放性植物食品、鉢植え用ミックス、庭用土、マルチング材、グランドカバー製品、植物に関連する害虫・病害の防除製品、オーガニックガーデン製品、ライブグッズ、シードソリューションを含むガーデニング・造園製品を提供している。また、土をほとんど使わず植物、花、野菜を栽培できる水耕栽培製品、照明システムおよび部品、家庭用の昆虫、げっ歯類、雑草駆除製品、非選択性除草剤も提供している。同社はScotts、Turf Builder、Grower's Edge、EZ Seed、PatchMaster、Thick'R Lawn、GrubEx、EdgeGuard、Whirl、Wizz、Miracle-Gro、LiquaFeed、Shake 'N Feed、Hyponex、Earthgro、Miracle-Gro Organic、CAN-FAN、CAN-FILTERS、EcoPlus、Bug B Gon、Nature Scapes、Ortho、Miracle-Gro Performance Organics、Miracle-Gro Organic Choice、Whitney Farms、Ortho Max、Home Defense、Mother Earth、Botanicare、General Hydroponics、CYCO、Gavita、Agrolux、HydroLogic Purification System、Gro Pro、AeroGarden、Titan、Tomcat、Ortho Weed B Gon、Roundup、Groundclear、Alchemistブランド。ホームセンター、量販店、倉庫クラブ、大手金物チェーン、独立系金物店、ナーセリー、ガーデンセンター、eコマースプラットフォーム、食品・ドラッグストア、屋内園芸・水耕栽培の販売業者、小売業者、栽培業者にサービスを提供している。以前はザ・スコッツ・カンパニーとして知られていた。スコッツ・ミラクル・グロ社は1868年に設立され、オハイオ州メアリスビルに本社を置いている。
The Scotts Miracle-Gro Company 基礎のまとめ
| SMG 基礎統計学 | |
|---|---|
| 時価総額 | US$3.81b |
| 収益（TTM） | US$206.10m |
| 売上高(TTM) | US$3.47b |
18.5x
PER（株価収益率1.1x
P/SレシオSMG は割高か？
公正価値と評価分析を参照収益と収入
| SMG 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.47b |
| 売上原価 | US$2.34b |
| 売上総利益 | US$1.13b |
| その他の費用 | US$921.60m |
| 収益 | US$206.10m |
直近の収益報告
Mar 28, 2026
次回決算日
Jul 29, 2026
| 一株当たり利益（EPS） | 3.54 |
| グロス・マージン | 32.49% |
| 純利益率 | 5.94% |
| 有利子負債／自己資本比率 | -814.8% |
SMG の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
4.0%
現在の配当利回り74%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/12 13:28 |
| 終値 | 2026/07/10 00:00 |
| 収益 | 2026/03/28 |
| 年間収益 | 2025/09/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
The Scotts Miracle-Gro Company 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17
| アナリスト | 機関 |
|---|---|
| Alexander Maroccia | Berenberg |
| Constance Maneaty | BMO Capital Markets Equity Research |
| Christopher Carey | BofA Global Research |