SJM
Bearish signalScored 2026-10-06 Drivers: fundamentals. Moteurs : fondamentaux.
Research, not advice.
À propos
The J. M. Smucker Company
- Nom
- The J. M. Smucker Company
- Secteur
- Consumer Defensive
- Industrie
- Packaged Foods
- Bourse
- NYSE
- Capitalisation
- $13.9B
- Employés
- 8,000
- PDG
- Captain Mark T. Smucker
- Site web
- https://www.jmsmucker.com
- Marché
- BMBOYCAGCPBDANOYGISHRL
The J. M. Smucker Company is an international enterprise specializing in the production and marketing of a diverse portfolio of branded food and beverage items. Its operations are organized into three principal U.S. retail divisions: Pet Foods, Coffee, and Consumer Foods. The company's extensive product offerings encompass various coffee options, including roast, ground, single-serve, and premium blends; a wide selection of spreads such as peanut butter and fruit preserves; cooking staples like shortening and oils; convenient frozen sandwiches and snacks; and a full range of pet food and treats. Additionally, Smucker provides hot beverages, portion-controlled items, and flour products for the foodservice sector, alongside frozen handheld meals, juices, beverages, and baking ingredients. These items are marketed under numerous recognizable brands, including Meow Mix, 9Lives, Kibbles 'n Bits, Milk-Bone, Pup-Peroni, Rachael Ray Nutrish, Nature's Recipe, Folgers, Café Bustelo, Dunkin', 1850, Jif, Smucker's, Smucker's Uncrustables, Robin Hood, and Five Roses. The company distributes its products through a vast network, utilizing both direct sales and brokers to reach grocery stores, club stores, discount and dollar retailers, online platforms, pet specialty stores, natural food outlets and their distributors, pharmacies, military commissaries, and large mass merchandisers. Founded in 1897, The J. M. Smucker Company is headquartered in Orrville, Ohio.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
Decouvert par les declarations du Congres
- Insiders
- —
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$12,941,847
Avg sell (VWAP, 90d window) $131.47 vs last close —
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
- —
- Last synced
-
2026-10-06 10:56:08
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-08-31 | Ferguson Robert D | Sell · S | 2,522 | $132.41 | $333,938 | Form 4 |
| 2026-08-31 | SMUCKER MARK T | Sell · S | 84,821 | $131.39 | $11,144,631 | Form 4 |
| 2026-08-28 | Marshall Tucker H | Sell · S | 11,093 | $131.91 | $1,463,278 | Form 4 |
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-01-29 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2025-10-31 | Lisa C. McClain | Sale (Full) | $1,001 - $15,000 |
| 2025-10-30 | Lisa C. McClain | Sale (Full) | $1,001 - $15,000 |
| 2025-10-30 | Lisa C. McClain | Purchase | $1,001 - $15,000 |
| 2025-06-24 | Lisa C. McClain | Purchase | $1,001 - $15,000 |
| 2025-05-12 | Jefferson Shreve | Sale (Full) | $15,001 - $50,000 |
| 2025-04-01 | Julie Johnson | Sale (Full) | $1,001 - $15,000 |
| 2025-02-20 | David J. Taylor | Sale (Full) | $1,001 - $15,000 |
| 2025-02-10 | David J. Taylor | Purchase | $1,001 - $15,000 |
| 2025-01-24 | Gilbert Ray Cisneros | Sale (Full) | $1,001 - $15,000 |
| 2023-10-31 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-08-29 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2021-01-21 | Marjorie Taylor Greene | Purchase | $1,001 - $15,000 |
| 2020-03-20 | Tom Malinowski | Purchase | $15,001 - $50,000 |
| 2020-02-28 | Dean Phillips | Purchase | $1,001 - $15,000 |
| 2020-02-07 | Gilbert Ray Cisneros | Purchase | $1,001 - $15,000 |
| 2020-01-08 | Bob Gibbs | Sale (Full) | $15,001 - $50,000 |
Signal
Bearish signalScored 2026-10-06 Drivers: fundamentals. Moteurs : fondamentaux.
SJM presents a meaningful earnings catalyst with raised FY2027 guidance and strong Q1 results driven by Uncrustables and Cafe Bustelo, but the underlying financial health is critically weak.
The first sentence of the analysis written for SJM on 2026-10-06 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Pulls against a bullish reading. Selling cluster — sale value, no purchase value
- Congress Unavailable or mixed. No purchase disclosures in the stored window
- Narrative Pulls against a bullish reading. Stored narrative reading is in the bearish band
- Timing Unavailable or mixed. No stored price series
- Financial indicators Unavailable or mixed. Current ratio 0.78 · operating margin 15% — readings disagree
Market snapshot
Financial ratios
| Metric | Trend | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 33.5% | 38.8% | 38.1% | 32.8% | 33.8% | |
| Ebit Margin | 3.5% | -7.5% | 15.4% | 1.7% | 12.6% | |
| Ebitda Margin | 9.7% | -1.8% | 20.7% | 6.7% | 18.3% | |
| Operating Profit Margin | 14.8% | -7.7% | 16.0% | 1.8% | 12.8% | |
| Pretax Profit Margin | -0.7% | -12.0% | 12.2% | -0.1% | 10.5% | |
| Continuous Operations Profit Margin | -1.5% | -14.1% | 9.1% | -1.1% | 7.9% | |
| Net Profit Margin | -1.5% | -14.1% | 9.1% | -1.1% | 7.9% | |
| Bottom Line Profit Margin | -1.5% | -14.1% | 9.1% | -1.1% | 7.9% | |
| Current Ratio | 0.777 | 0.809 | 0.523 | 1.439 | 1.029 | |
| Quick Ratio | 0.334 | 0.353 | 0.247 | 0.931 | 0.472 | |
| Solvency Ratio | 0.039 | -0.063 | 0.093 | 0.044 | 0.138 | |
| Cash Ratio | 0.023 | 0.026 | 0.016 | 0.330 | 0.087 | |
| Price To Earnings Ratio | -75.408 | -10.049 | 16.085 | -182.605 | 23.447 | |
| Price To Earnings Growth Ratio | 0.850 | 0.038 | -0.017 | 1.592 | -0.937 | |
| Forward Price To Earnings Growth Ratio | 0.850 | 0.038 | -0.017 | 1.592 | -0.937 | |
| Price To Earnings Diluted Ratio | -75.408 | -10.049 | 16.108 | -182.605 | 23.487 | |
| Price To Earnings Diluted Growth Ratio | 0.850 | 0.038 | -0.017 | 1.591 | -0.933 | |
| Price To Book Ratio | 1.887 | 2.034 | 1.554 | 2.287 | 1.820 | |
| Price To Sales Ratio | 1.156 | 1.418 | 1.462 | 1.955 | 1.852 | |
| Price To Free Cash Flow Ratio | 9.047 | 15.150 | 18.597 | 23.260 | 20.612 | |
| Price To Operating Cash Flow Ratio | 7.098 | 10.221 | 9.725 | 14.038 | 13.039 | |
| Debt To Assets Ratio | 0.437 | 0.442 | 0.422 | 0.295 | 0.287 | |
| Debt To Equity Ratio | 1.279 | 1.276 | 1.111 | 0.607 | 0.566 | |
| Debt To Capital Ratio | 0.561 | 0.561 | 0.526 | 0.378 | 0.361 | |
| Long Term Debt To Capital Ratio | 0.536 | 0.536 | 0.468 | 0.372 | 0.346 | |
| Financial Leverage Ratio | 2.926 | 2.887 | 2.635 | 2.056 | 1.972 | |
| Working Capital Turnover Ratio | -16.910 | -7.589 | -17.737 | 18.356 | -18.420 | |
| Operating Cash Flow Ratio | 0.581 | 0.456 | 0.327 | 0.598 | 0.582 | |
| Operating Cash Flow Sales Ratio | 0.163 | 0.139 | 0.150 | 0.139 | 0.142 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.785 | 0.675 | 0.523 | 0.604 | 0.633 | |
| Debt Service Coverage Ratio | 0.840 | -0.340 | 0.782 | 3.235 | 3.672 | |
| Interest Coverage Ratio | 3.523 | -1.880 | 5.209 | 1.036 | 6.363 | |
| Short Term Operating Cash Flow Coverage Ratio | 2.581 | 1.889 | 0.773 | 0.000 | 6.313 | |
| Operating Cash Flow Coverage Ratio | 0.208 | 0.156 | 0.144 | 0.268 | 0.247 | |
| Capital Expenditure Coverage Ratio | 4.643 | 3.074 | 2.096 | 2.522 | 2.722 | |
| Dividend Paid And Capex Coverage Ratio | 1.884 | 1.425 | 1.201 | 1.318 | 1.360 | |
| Dividend Payout Ratio | -3.350 | -0.370 | 0.588 | -4.712 | 0.662 | |
| Enterprise Value Multiple | 19.971 | -128.939 | 12.085 | 35.633 | 13.153 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 33.5% | ▼-5.3% | ▼-1.9% |
| Ebit Margin | 3.5% | ▲11.1% | ▼-1.6% |
| Ebitda Margin | 9.7% | ▲11.5% | ▼-1.0% |
| Operating Profit Margin | 14.8% | ▲22.6% | ▲7.3% |
| Pretax Profit Margin | -0.7% | ▲11.3% | ▼-2.7% |
| Continuous Operations Profit Margin | -1.5% | ▲12.6% | ▼-1.6% |
| Net Profit Margin | -1.5% | ▲12.6% | ▼-1.6% |
| Bottom Line Profit Margin | -1.5% | ▲12.6% | ▼-1.6% |
| Current Ratio | 0.777 | ▼-0.032 | ▼-0.138 |
| Quick Ratio | 0.334 | ▼-0.020 | ▼-0.134 |
| Solvency Ratio | 0.039 | ▲0.103 | ▼-0.011 |
| Cash Ratio | 0.023 | ▼-0.003 | ▼-0.073 |
| Price To Earnings Ratio | -75.408 | ▼-65.358 | ▼-29.702 |
| Price To Earnings Growth Ratio | 0.850 | ▲0.811 | ▲0.544 |
| Forward Price To Earnings Growth Ratio | 0.850 | ▲0.811 | ▲0.544 |
| Price To Earnings Diluted Ratio | -75.408 | ▼-65.358 | ▼-29.714 |
| Price To Earnings Diluted Growth Ratio | 0.850 | ▲0.811 | ▲0.544 |
| Price To Book Ratio | 1.887 | ▼-0.147 | ▼-0.030 |
| Price To Sales Ratio | 1.156 | ▼-0.262 | ▼-0.413 |
| Price To Free Cash Flow Ratio | 9.047 | ▼-6.103 | ▼-8.286 |
| Price To Operating Cash Flow Ratio | 7.098 | ▼-3.123 | ▼-3.726 |
| Debt To Assets Ratio | 0.437 | ▼-0.005 | ▲0.060 |
| Debt To Equity Ratio | 1.279 | ▲0.003 | ▲0.311 |
| Debt To Capital Ratio | 0.561 | ▲0.001 | ▲0.084 |
| Long Term Debt To Capital Ratio | 0.536 | ▼-0.001 | ▲0.084 |
| Financial Leverage Ratio | 2.926 | ▲0.038 | ▲0.430 |
| Working Capital Turnover Ratio | -16.910 | ▼-9.320 | ▼-8.450 |
| Operating Cash Flow Ratio | 0.581 | ▲0.124 | ▲0.072 |
| Operating Cash Flow Sales Ratio | 0.163 | ▲0.024 | ▲0.016 |
| Free Cash Flow Operating Cash Flow Ratio | 0.785 | ▲0.110 | ▲0.141 |
| Debt Service Coverage Ratio | 0.840 | ▲1.180 | ▼-0.798 |
| Interest Coverage Ratio | 3.523 | ▲5.403 | ▲0.673 |
| Short Term Operating Cash Flow Coverage Ratio | 2.581 | ▲0.692 | ▲0.270 |
| Operating Cash Flow Coverage Ratio | 0.208 | ▲0.052 | ▲0.003 |
| Capital Expenditure Coverage Ratio | 4.643 | ▲1.569 | ▲1.631 |
| Dividend Paid And Capex Coverage Ratio | 1.884 | ▲0.459 | ▲0.447 |
| Dividend Payout Ratio | -3.350 | ▼-2.980 | ▼-1.914 |
| Enterprise Value Multiple | 19.971 | ▲148.910 | ▲29.590 |
Key metrics
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|---|
| Market cap | $10.46B | $12.37B | $11.96B | $16.68B | $14.82B | |
| Enterprise value | $17.49B | $20.06B | $20.44B | $20.45B | $19.25B | |
| EV / Sales | 1.93x | 2.30x | 2.50x | 2.40x | 2.41x | |
| EV / Op. cash flow | 11.87x | 16.57x | 16.63x | 17.21x | 16.94x | |
| EV / Free cash flow | 15.13x | 24.57x | 31.80x | 28.52x | 26.79x | |
| EV / EBITDA | 19.97x | -128.94x | 12.09x | 35.63x | 13.15x | |
| Net debt / EBITDA | 8.03x | -49.43x | 5.02x | 6.57x | 3.03x | |
| Current ratio | 0.78x | 0.81x | 0.52x | 1.44x | 1.03x | |
| Income quality | -10.62x | -0.98x | 1.65x | -13.01x | 1.80x | |
| Graham number | — | — | $109 | — | $99 | |
| Graham net-net | -$90 | -$97 | -$110 | -$53 | -$63 | |
| Tax burden | 222.3% | 117.6% | 74.7% | 992.4% | 74.9% | |
| Interest burden | -19.6% | 159.1% | 79.0% | -6.4% | 84.0% | |
| Working capital | -$565.1M | -$505.4M | -$1.79B | $872.0M | $57.3M | |
| Invested capital | $13.50B | $14.75B | $16.36B | $12.86B | $13.96B | |
| Return on assets | -0.9% | -7.0% | 3.7% | -0.6% | 3.9% | |
| Operating ROA | 8.0% | -3.6% | 7.4% | 1.0% | 6.3% | |
| Return on tangible assets | -2.6% | -22.4% | 13.9% | -1.7% | 14.4% | |
| Return on equity | -2.5% | -20.2% | 9.7% | -1.3% | 7.8% | |
| Return on invested capital | 9.4% | -4.3% | 5.4% | 1.2% | 5.4% | |
| Return on capital employed | 9.8% | -4.5% | 7.9% | 1.2% | 7.3% | |
| Earnings yield | -1.3% | -9.9% | 6.2% | -0.5% | 4.3% | |
| Free cash flow yield | 11.1% | 6.6% | 5.4% | 4.3% | 4.9% | |
| Capex / Op. cash flow | 21.5% | 32.5% | 47.7% | 39.6% | 36.7% | |
| Capex / Depreciation | 57.0% | 78.4% | 136.1% | 107.9% | 90.9% | |
| Capex / Sales | 3.5% | 4.5% | 7.2% | 5.5% | 5.2% | |
| SG&A / Sales | 16.5% | 17.5% | 17.7% | 17.1% | 17.0% | |
| R&D / Sales | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Stock comp / Sales | 0.3% | 0.3% | 0.3% | 0.3% | 0.3% | |
| Intangibles / Total assets | 67.1% | 68.6% | 73.5% | 64.3% | 72.7% | |
| Days sales outstanding | 26d | 26d | 33d | 26d | 24d | |
| Days payables outstanding | 71d | 88d | 96d | 89d | 82d | |
| Operating cycle | 95d | 109d | 108d | 90d | 99d | |
| Cash conversion cycle | 24d | 20d | 11d | 1d | 17d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-10-05 The Grocery Aisle Dividend Bundle: 4 Packaged Food Stocks, 4 Very Different Dividend Stories Four packaged food stocks sit on the same grocery shelves, but their dividends tell completely different stories about which companies are quietly rebuilding and which ones are still in danger of the next cut.
- 2026-09-29 Here''s Why Smucker (SJM) is a Strong Growth Stock Whether you''re a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
- 2026-09-29 J. M. Smucker: Among The Best-Executing Staples Companies The J. M. Smucker Company is reiterated as a Buy, with shares materially below intrinsic value and a robust technical setup. SJM posted strong Q1 results, with adjusted EPS of $3.24 (including $0.84 in tariff refunds) and 5% revenue growth. Management raised FY27 adjusted EPS guidance to $10.50–$11.00 and improved the free cash flow outlook, supporting long-term shareholder value.
- 2026-09-28 Smucker vs. Campbell''s: One of These Dividends Already Broke Campbell''s just slashed a dividend it had protected for 25 years, and Smucker carries some of the same warning signs that preceded the cut.
- 2026-09-25 Why Is Smucker (SJM) Down 7.7% Since Last Earnings Report? Smucker (SJM) reported earnings 30 days ago. What''s next for the stock?
- 2026-09-25 The J.M. Smucker Co. Portfolio Helps Consumers Get into the Fall Spirit Key Takeaways The J.M. Smucker Co. portfolio features brands consumers love across coffee, pet, and snacking.
- 2026-09-24 Can SJM''s Raised 2027 Outlook Turn Earnings Momentum Into Growth? SJM''s raised fiscal 2027 earnings, sales and cash flow outlooks strengthen momentum, but broader volume growth remains key to sustaining gains.
- 2026-09-24 Is SJM Worth Buying Now as Growth Engines Offset Portfolio Weakness? SJM''s double-digit Uncrustables and Cafe Bustelo growth and improving margins support earnings, even as weak snacks and soft sales test the broader portfolio.
- 2026-09-21 Why Smucker (SJM) is a Top Value Stock for the Long-Term The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here''s why you should take advantage.
- 2026-09-21 Looking for Stocks with Positive Earnings Momentum? Check Out These 2 Consumer Staples Names Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.