J.M. Smucker Company (The) (SJM)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-30
$129.90+2.88%
Close 2026-10-30 · 1-day change
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-30
Research Workspace
Put SJM 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 — Improve profitability and accelerate earnings growth: Diluted EPS: $3.03 per share.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens weak on 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 RiskSJM’s case rests on steady, modest revenue growth and improving profitability, not rapid expansion. Revenue growth slowed from 7% to 6% to 5%, despite three consecutive earnings beats. The latest quarter beat consensus, with non-GAAP EPS of $3.24 against $2.21. SJM trades at 12× P/E versus a 13× peer median, below its 15.8× historical multiple. The price reflects less growth than our forecast, despite the peer valuation gap. The specific risk is pressured profitability: the thesis flags diluted EPS of $3.03 per share. Our model puts the next-quarter miss probability near 20%. Peer multiples imply a price about 6% above where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. SJM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 19 analysts currently covering SJM (as of Oct 2026).
Based on 11 Wall Street analysts offering 12-month price targets for SJM in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SJM 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 12 valuation methods, at three horizons. As of 2026-10-30. 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 SJM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive focused organic volume growth
Growth broadens aligns with organic volume growth objective.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $129.90
The last 12 months of price, then the range of analyst 12-month targets from today’s $129.90.
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.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Legal proceedings could distract from growth objectives.
Legal issues could impact brand reputation and sales.
Advances: Drive focused organic volume growth
Fiscal 2027 outlook lift indicates strong organic growth.
Advances: Improve profitability and accelerate earnings growth
Tariff refunds significantly boost earnings.
Advances: Improve profitability and accelerate earnings growth
Profit swing and sales climb enhance profitability.
Advances: Maintain CAPEX at $325M for fiscal 2026
Raised guidance indicates positive outlook for fiscal 2026.
Dividend hike supports disciplined capital deployment strategy.