McCormick & Company (MKC)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-29
$46.80+1.61%
Close 2026-10-29 · 1-day change
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-29
Research Workspace
Put MKC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Packaged Foods & Meats is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Expand adjusted operating income margin by 100 to 120 basis points: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 13% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMKC depends on organic sales growth through volume and pricing, plus margin gains. Revenue growth edged up from 16.7% to 17.4%; Q3 earnings beat estimates. MKC trades at 15× P/E versus peers at 13×; its history is 16×. The price reflects modest growth, below our forecast. Fragile cash backing and unsteady management threaten the margin-growth case. Our model puts the next-quarter miss probability near 19%. Peer multiples imply a price about 4% below where it trades. The thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-29. MKC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering MKC (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for MKC in the last 4 months.
Continue this research
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| MKC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Packaged Foods & Meats — fair value, gap to price, and forward P/E.
Compare the value case
Put MKC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive operating margin expansion via CCI program
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $46.80
The last 12 months of price, then the range of analyst 12-month targets from today’s $46.80.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Debt paydown plan supports operating margin expansion goals.
Advances: Drive operating margin expansion via CCI program
Gross profit margin expansion supports operating margin objectives.
Advances: Drive organic sales growth through volume and pricing
Acquisition boosts sales, aligning with organic growth objective.
Advances: Drive operating margin expansion via CCI program
Organic sales growth and margin expansion support operating margin goals.
Threatens: Integrate Unilever Foods business and realize synergies
UK review may delay integration and synergy realization.
Advances: Drive organic sales growth
Beating estimates supports organic sales growth objective.
Threatens: Secure financing and capital allocation for Unilever transaction
Indicates ongoing struggles post-Unilever acquisition.
Threatens: Drive organic sales growth through volume and pricing
Earnings miss indicates challenges in organic growth.
