Intrinsiqq
The J.M. Smucker Company logoThe J.M. Smucker CompanySJM
$127.81-1.43%
The J.M. Smucker Company logo

The J.M. Smucker Company

SJM

$127.81

-$1.86 (-1.43%)

⊜ Compare
ProfitabilityThin marginsGrowthModeratingCash FlowStrong conversionValuationRichly valued
What stands out

Operating margin is thin at 3.98%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.

What's changing

Revenue grew 3.7%, steady but not accelerating.

What deserves caution

At 60x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Net debt of $7.07B represents 6.1x FCF, leverage limits flexibility.

Valuation context

59.7x earnings, 8.6x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.

Price History

+22.0%

Valuation & Multiples

Based on TTM earnings · Diluted shares

Market Cap$13.65B
EPS$2.14
P/E59.72
P/FCF8.60
EV/EBITDA19.67
FCF Yield11.6%
Div. Yield3.42%
Net Debt/FCF4.3x
52-Week Range
$89.53$132.34

Profitability & Returns

Revenue (TTM)

$9.16B

▲ +3.7% YoY

Net Income (TTM)

$230M

▲ +88.7% YoY

Op. Margin

9.02%

▲ +11.7pp YoY

ROIC

4.86%

▲ +5.7pp YoY

Cash Flow & Balance Sheet

FCF (TTM)

$1.59B

▲ +41.6% YoY

Op. Cash Flow (TTM)

$1.91B

▲ +21.7% YoY

Net Debt

$6.90B

Cash & Equiv.

$43M

5Y CAGR: +2.5%

5Y CAGR: -1.7%

Continue Research

SourceComputed from the 10-Q filed 19 Aug 2026, covering the period ending 31 Jul 2026, as reported to the SEC. Data last refreshed 2 Oct 2026. How this is calculated.

Price from market data, last close as of 21 Oct 2026. Fiscal year ends Apr. Sector medians are approximate S&P 500 benchmarks and update periodically.

Is J.M. Smucker (SJM) overvalued?

At a P/E of 59.7 and a price-to-free-cash-flow of 8.6, J.M. Smucker (SJM) trades below a two-stage DCF intrinsic value of about $573.73 per share, so at $127.81 the stock looks undervalued (348.9% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.

On quality, J.M. Smucker scores 52/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 3.4%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.

Frequently asked

What is J.M. Smucker's fair value?+

Intrinsiqq's two-stage DCF estimates an intrinsic value of about $573.73 per share for SJM, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $430.29. At today's $127.81, that puts the stock about 348.9% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.

Is J.M. Smucker a high-quality business?+

J.M. Smucker scores 52 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 9.0% operating margin and a 4.9% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.

Does J.M. Smucker (SJM) pay a dividend, and how much?+

Yes, J.M. Smucker pays a regular dividend of about $4.37 per share per year (typically in quarterly installments), a yield of roughly 3.4% at the current price. That is a payout ratio of about 203.5% of earnings, so the dividend is stretched at this level. J.M. Smucker has grown the dividend at roughly 2.7% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For SJM's full payout history, growth streak and dividend-safety score, see the dividends tab.

Is J.M. Smucker a good stock to buy right now?+

That depends on valuation and quality together, not either alone. SJM currently trades below its estimated intrinsic value and scores 52/100 on quality (mixed). It also yields about 3.4%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.

Related stocks: Canned, Fruits, Veg, Preserves, Jams & Jellies

Spot a number that looks wrong? Check it in SJM's SEC filings or

Download this analysis as a PDF (Pro)

Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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Not financial advice. Analytical data for research only.

Intrinsiqq is a Netherlands-based company operating in Rotterdam, KvK 73238007.