The J. M. Smucker Company manufactures and markets food and beverage products worldwide. More Details
Undervalued with solid track record and pays a dividend.
Share Price & News
How has J. M. Smucker's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: SJM is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: SJM's weekly volatility (4%) has been stable over the past year.
7 Day Return
1 Year Return
Return vs Industry: SJM underperformed the US Food industry which returned 21.1% over the past year.
Return vs Market: SJM underperformed the US Market which returned 53.9% over the past year.
Long-Term Price Volatility Vs. Market
How volatile is J. M. Smucker's share price compared to the market and industry in the last 5 years?
Simply Wall St News
3 days ago | Simply Wall StIs The J. M. Smucker Company (NYSE:SJM) Trading At A 21% Discount?
2 weeks ago | Simply Wall StShould The J. M. Smucker Company (NYSE:SJM) Be Part Of Your Dividend Portfolio?
1 month ago | Simply Wall StIs The J. M. Smucker Company's(NYSE:SJM) Recent Stock Performance Tethered To Its Strong Fundamentals?
Is J. M. Smucker undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: SJM ($131.72) is trading below our estimate of fair value ($166.96)
Significantly Below Fair Value: SJM is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: SJM is good value based on its PE Ratio (15.7x) compared to the US Food industry average (23.7x).
PE vs Market: SJM is good value based on its PE Ratio (15.7x) compared to the US market (22.5x).
Price to Earnings Growth Ratio
PEG Ratio: SJM is poor value based on its PEG Ratio (5.4x)
Price to Book Ratio
PB vs Industry: SJM is good value based on its PB Ratio (1.8x) compared to the US Food industry average (2.2x).
How is J. M. Smucker forecast to perform in the next 1 to 3 years based on estimates from 13 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: SJM's forecast earnings growth (2.9% per year) is above the savings rate (2%).
Earnings vs Market: SJM's earnings (2.9% per year) are forecast to grow slower than the US market (18% per year).
High Growth Earnings: SJM's earnings are forecast to grow, but not significantly.
Revenue vs Market: SJM's revenue is expected to decline over the next 3 years (-2.2% per year).
High Growth Revenue: SJM's revenue is forecast to decline over the next 3 years (-2.2% per year).
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: SJM's Return on Equity is forecast to be low in 3 years time (11.3%).
How has J. M. Smucker performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: SJM has high quality earnings.
Growing Profit Margin: SJM's current net profit margins (11.7%) are higher than last year (8.2%).
Past Earnings Growth Analysis
Earnings Trend: SJM's earnings have grown by 4.5% per year over the past 5 years.
Accelerating Growth: SJM's earnings growth over the past year (52.5%) exceeds its 5-year average (4.5% per year).
Earnings vs Industry: SJM earnings growth over the past year (52.5%) exceeded the Food industry 10.3%.
Return on Equity
High ROE: SJM's Return on Equity (11.6%) is considered low.
How is J. M. Smucker's financial position?
Financial Position Analysis
Short Term Liabilities: SJM's short term assets ($2.1B) do not cover its short term liabilities ($2.5B).
Long Term Liabilities: SJM's short term assets ($2.1B) do not cover its long term liabilities ($5.7B).
Debt to Equity History and Analysis
Debt Level: SJM's debt to equity ratio (58.9%) is considered high.
Reducing Debt: SJM's debt to equity ratio has reduced from 72.2% to 58.9% over the past 5 years.
Debt Coverage: SJM's debt is well covered by operating cash flow (32.3%).
Interest Coverage: SJM's interest payments on its debt are well covered by EBIT (8.2x coverage).
What is J. M. Smucker current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: SJM's dividend (2.73%) is higher than the bottom 25% of dividend payers in the US market (1.24%).
High Dividend: SJM's dividend (2.73%) is low compared to the top 25% of dividend payers in the US market (3.46%).
Stability and Growth of Payments
Stable Dividend: SJM's dividends per share have been stable in the past 10 years.
Growing Dividend: SJM's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (42.6%), SJM's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: SJM's dividends in 3 years are forecast to be well covered by earnings (43.8% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Mark Smucker (50 yo)
Mr. Mark T. Smucker is an Independent Director of Kimberly-Clark Corp. since September 18, 2019. Mr. Smucker has been the President of The J. M. Smucker Company since April 2015 and its Chief Executive Off...
CEO Compensation Analysis
Compensation vs Market: Mark's total compensation ($USD10.73M) is about average for companies of similar size in the US market ($USD11.15M).
Compensation vs Earnings: Mark's compensation has increased by more than 20% in the past year.
Experienced Management: SJM's management team is not considered experienced ( 1.4 years average tenure), which suggests a new team.
Experienced Board: SJM's board of directors are considered experienced (4.9 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: SJM insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
The J. M. Smucker Company's company bio, employee growth, exchange listings and data sources
- Name: The J. M. Smucker Company
- Ticker: SJM
- Exchange: NYSE
- Founded: 1897
- Industry: Packaged Foods and Meats
- Sector: Food, Beverage & Tobacco
- Market Cap: US$14.267b
- Shares outstanding: 108.31m
- Website: https://www.jmsmucker.com
Number of Employees
- The J. M. Smucker Company
- One Strawberry Lane
- United States
The J. M. Smucker Company manufactures and markets food and beverage products worldwide. It operates in four segments: U.S. Retail Pet Foods, U.S. Retail Coffee, U.S. Retail Consumer Foods, and Internation...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/04/19 23:27|
|End of Day Share Price||2021/04/19 00:00|
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 here.