Scotts Miracle-Gro Company (SMG)
NYSEMaterialsAgricultural InputsSnapshot 2026-10-29
NYSEMaterialsAgricultural InputsSnapshot 2026-10-29
Research Workspace
Put SMG 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 →
Materials: fringe margins under pressure (0q confirmed)
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 — Gross margin rate: Gross margin: 31.22%.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskSMG’s relatively high earnings yield and steady performance support the case for durable growth. Revenue growth slowed from 5% year over year in Q2 FY2026 to 1% in Q3 FY2026. Q3 non-GAAP earnings beat consensus by 11.5%. SMG trades at 13× P/E versus a 16× peer median. The market is pricing in more growth than we forecast. The specific risk is its gross margin rate, a primary pillar under pressure at 31.22%. Our model puts the next-quarter miss probability near 27%. Peer multiples imply a price about 13% below where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. SMG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering SMG (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare SMG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SMG 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 8 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 Fertilizers & Agricultural Chemicals — fair value, gap to price, and forward P/E.
Compare the value case
Put SMG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Acquisition supports revenue growth in U.S. Consumer segment.
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.
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.

Reaffirming guidance supports fiscal 2026 EPS targets.
Advances: Improve operating income and profitability
New strategy targets higher margins and digital growth.
Price target increase indicates positive earnings outlook.

Earnings call highlights provide insights on performance.
Upgrade indicates improved financial metrics.