The J. M. Smucker Company

BIT:1SJM Stock Report

Market Cap: €9.2b

J. M. Smucker Valuation

Is 1SJM undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 1SJM when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

€186.91
Fair Value
53.7% undervalued intrinsic discount
15
Number of Analysts

Below Fair Value: 1SJM (€86.56) is trading below our estimate of fair value (€186.91)

Significantly Below Fair Value: 1SJM is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 1SJM?

Key metric: As 1SJM is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for 1SJM. This is calculated by dividing 1SJM's market cap by their current revenue.
What is 1SJM's PS Ratio?
PS Ratio1.2x
SalesUS$8.77b
Market CapUS$10.78b

Price to Sales Ratio vs Peers

How does 1SJM's PS Ratio compare to its peers?

The above table shows the PS ratio for 1SJM vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average1x
NWL NewPrinces
0.3x3.94%€844.7m
VLS Valsoia
1x2.42%€116.4m
CPR Davide Campari-Milano
2.3x4.30%€7.1b
CLI Centrale del Latte d'Italia
0.2x0.63%€80.5m
1SJM J. M. Smucker
1.2x2.14%€10.8b

Price-To-Sales vs Peers: 1SJM is expensive based on its Price-To-Sales Ratio (1.2x) compared to the peer average (1x).

Price to Sales Ratio vs Industry

How does 1SJM's PS Ratio compare vs other companies in the European Food Industry?

34 CompaniesPrice / SalesEstimated GrowthMarket Cap
1SJM 1.2xIndustry Avg. 0.8xNo. of Companies39PS00.81.62.43.24+
34 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: 1SJM is expensive based on its Price-To-Sales Ratio (1.2x) compared to the European Food industry average (0.8x).

Price to Sales Ratio vs Fair Ratio

What is 1SJM's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

1SJM PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio1.2x
Fair PS Ratio1.7x

Price-To-Sales vs Fair Ratio: 1SJM is good value based on its Price-To-Sales Ratio (1.2x) compared to the estimated Fair Price-To-Sales Ratio (1.7x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 1SJM forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€86.56
€100.15
+15.70%
5.85%€112.11€90.55n/a15
Nov ’26€90.26
€100.35
+11.18%
5.84%€111.62€90.15n/a16
Oct ’26€92.86
€99.64
+7.30%
6.41%€111.49€90.05n/a16
Sep ’26€93.62
€99.69
+6.48%
6.28%€111.27€89.87n/a17
Aug ’26€93.92
€96.18
+2.41%
7.37%€112.53€81.37n/a17
Jul ’26€87.42
€93.20
+6.61%
7.29%€105.08€80.30n/a16
Jun ’26€99.34
€107.70
+8.41%
6.01%€119.58€92.12n/a18
May ’26€101.60
€106.42
+4.74%
6.40%€118.54€91.32n/a18
Apr ’26n/a
€110.82
0%
6.09%€125.13€96.40n/a17
Mar ’26n/a
€115.28
0%
6.34%€130.17€100.28n/a16
Feb ’26n/a
€119.43
0%
5.11%€130.57€106.75n/a16
Jan ’26n/a
€121.55
0%
4.42%€131.64€112.43n/a16
Dec ’25n/a
€121.33
0%
3.95%€129.67€111.69€88.8015
Nov ’25n/a
€115.27
0%
4.60%€125.99€103.76€90.2616
Oct ’25n/a
€112.53
0%
5.11%€122.14€100.59€92.8616
Sep ’25n/a
€113.25
0%
5.36%€122.79€101.12€93.6216
Aug ’25n/a
€117.07
0%
6.07%€129.07€105.10€93.9216
Jul ’25n/a
€119.31
0%
6.02%€131.08€106.74€87.4216
Jun ’25n/a
€119.81
0%
5.54%€129.05€105.09€99.3417
May ’25n/a
€124.19
0%
6.09%€143.05€107.29€101.6018
Apr ’25n/a
€121.63
0%
7.26%€138.99€104.24n/a18
Mar ’25n/a
€123.04
0%
7.48%€140.27€105.20n/a17
Feb ’25n/a
€120.61
0%
8.81%€140.76€99.36n/a17
Jan ’25n/a
€116.88
0%
7.66%€128.24€98.93n/a15
Dec ’24n/a
€116.01
0%
6.79%€128.73€100.23n/a12
€99.53
Fair Value
13.0% undervalued intrinsic discount
15
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/03 09:19
End of Day Share Price 2025/12/03 00:00
Earnings2025/10/31
Annual Earnings2025/04/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The J. M. Smucker Company is covered by 35 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
Andrew LazarBarclays
Max Andrew GumportBNP Paribas