Market Summary
USD153.81+0.26
Market Closed0.17%
SJM Stock Price
SJM RSI Chart
SJM Valuation
SJM Price/Sales (Trailing)
SJM Profitability
SJM Fundamentals
SJM Revenue
SJM Earnings
Price Action
52 Week Range
118.10163.07
(Low)(High)
Last 7 days
2.0%
Last 30 days
2.7%
Last 90 days
-0.2%
Trailing 12 Months
21.3%
SJM Financial Health
SJM Investor Care
Peers (Alternatives to J M Smucker)
View All Peers In Detail| Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|
| LARGE-CAP | ||||||||
GIS | 47.8B | 19.4B | 5.68% | 30.69% | 16.42 | 2.47 | 4.08% | 30.06% |
KHC | 46.8B | 26.5B | -5.50% | 3.91% | 19.79 | 1.77 | 1.70% | 133.50% |
HRL | 24.6B | 12.4B | -13.07% | -18.53% | 24.65 | 1.98 | 3.48% | 5.62% |
SJM | 16.4B | 8.3B | 2.74% | 21.32% | 23.04 | 1.97 | 5.62% | 23.40% |
LW | 14.2B | 4.5B | -1.61% | 95.64% | 29.89 | 3.14 | 15.82% | 144.25% |
| MID-CAP | ||||||||
PPC | 5.6B | 17.5B | -3.30% | 3.89% | 7.5 | 0.32 | 18.21% | 2306.23% |
LANC | 5.5B | 1.8B | 1.11% | 25.61% | 53.54 | 3.11 | 12.51% | -18.72% |
FRPT | 2.8B | 595.3M | -12.57% | -35.91% | -47.05 | 4.7 | 39.92% | -100.32% |
THS | 2.7B | 3.5B | -2.25% | 43.56% | -18.12 | 0.77 | 17.25% | -1070.40% |
| SMALL-CAP | ||||||||
BRID | 126.4M | 263.4M | 10.69% | 27.76% | 2.77 | 0.48 | 5.45% | 786.05% |
LWAY | 94.8M | 136.7M | 8.35% | -13.96% | 824.6 | 0.69 | 20.26% | -96.88% |
PLAG | 37.9M | - | -5.36% | -29.88% | -3.8 | 0.72 | 513.44% | -38.56% |
RMCF | 32.6M | 33.1M | - | -31.32% | -9.02 | 0.98 | 2.77% | -346.02% |
RIBT | 5.7M | 39.0M | -4.42% | 165.68% | -0.49 | 0.15 | 30.61% | -109.87% |
Financials for J M Smucker
| Income Statement (Last 12 Months) | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
| Revenue | 1.9% | 8,328 | 8,169 | 8,014 | 7,999 | 7,885 |
| Gross Profit | 2.8% | 2,676 | 2,603 | 2,614 | 2,701 | 2,770 |
| S&GA Expenses | 3.2% | 1,432 | 1,387 | 1,380 | 1,360 | 1,419 |
| EBITDA | 16.7% | 1,158 | 993 | 1,012 | 1,079 | - |
| EBITDA Margin | 14.5% | 0.14* | 0.12* | 0.13* | 0.13* | - |
| Earnings Before Taxes | 21.7% | 930 | 764 | 780 | 844 | 777 |
| EBT Margin | 19.4% | 0.11* | 0.09* | 0.10* | 0.11* | - |
| Net Income | 24.2% | 712 | 573 | 588 | 632 | 577 |
| Net Income Margin | 21.9% | 0.09* | 0.07* | 0.07* | 0.08* | - |
| Free Cahsflow | 23.2% | 639 | 519 | 522 | 719 | - |
| Balance Sheet | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
| Assets | -1.2% | 16,018 | 16,219 | 16,277 | 16,055 | 15,966 |
| Current Assets | -9.9% | 2,028 | 2,251 | 2,288 | 2,010 | 1,988 |
| Cash Equivalents | 284.5% | 104 | 27.00 | 152 | 170 | 284 |
| Inventory | -8.6% | 1,242 | 1,358 | 1,313 | 1,089 | 1,042 |
| Net PPE | 3.4% | 2,274 | 2,199 | 2,139 | 2,132 | 1,996 |
| Goodwill | 0.1% | 6,010 | 6,006 | 6,017 | 6,016 | 6,018 |
| Liabilities | -4.0% | 7,683 | 8,002 | 8,132 | 7,915 | 7,700 |
| Current Liabilities | -15.5% | 1,741 | 2,060 | 2,177 | 1,953 | 1,665 |
| . Short Term Borrowings | -100.0% | - | 302 | 388 | 180 | 94.00 |
| LT Debt, Current | NaN% | - | - | - | - | - |
| LT Debt, Non Current | 0.0% | 4,313 | 4,312 | 4,312 | 4,311 | 4,310 |
| Shareholder's Equity | 1.4% | 8,335 | 8,217 | 8,144 | 8,140 | 8,267 |
| Retained Earnings | 3.4% | 3,076 | 2,976 | 2,893 | 2,893 | 2,956 |
| Additional Paid-In Capital | 0.1% | 5,469 | 5,462 | 5,458 | 5,458 | 5,554 |
| Accumulated Depreciation | 0.3% | 2,027 | 2,021 | 1,972 | 1,980 | 1,940 |
| Shares Outstanding | 0% | 107 | 107 | 107 | 107 | 109 |
| Cashflow (Last 12 Months) | (In Millions) | |||||
|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
| Cashflow From Operations | 14.5% | 1,144 | 999 | 960 | 1,136 | 1,034 |
| Share Based Compensation | 8.2% | 18.00 | 17.00 | 25.00 | 22.00 | 23.00 |
| Cashflow From Investing | -25.7% | -530 | -421 | -347 | -355 | -239 |
| Cashflow From Financing | -12.6% | -793 | -704 | -629 | -944 | -1,013 |
| Dividend Payments | 0.3% | 429 | 428 | 426 | 418 | 410 |
| Buy Backs | 0.0% | 271 | 271 | 271 | 270 | 182 |
Risks for SJM
What is the probability of a big loss on SJM?
19.6%
Probability that J M Smucker stock will be more than 20% underwater in next one year
0%
Probability that J M Smucker stock will be more than 30% underwater in next one year.
0%
Probability that J M Smucker stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.
How does SJM drawdown profile look like?
Y-axis is the maximum loss one would have experienced if J M Smucker was unfortunately bought at previous high price.
Drawdowns
Returns for SJM
Cumulative Returns on SJM
7.4%
10-Year Cumulative Returns
5.3%
7-Year Cumulative Returns
7.1%
5-Year Cumulative Returns
17.4%
3-Year Cumulative Returns
What are the long-term rolling returns for SJM?
FIve years rolling returns for J M Smucker.
Annualized Returns
Which funds bought or sold SJM recently?
View All Details| Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
|---|---|---|---|---|---|---|
2023-03-15 | B. Riley Wealth Advisors, Inc. | added | 17.71 | 83,062 | 359,062 | 0.01% |
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | reduced | -2.83 | 1,629,780 | 15,148,800 | 0.02% |
2023-03-10 | MATHER GROUP, LLC. | added | 12.86 | 214,821 | 927,821 | 0.02% |
2023-03-06 | NORTH STAR ASSET MANAGEMENT INC | unchanged | - | 33,645 | 254,645 | 0.02% |
2023-03-06 | Rockefeller Capital Management L.P. | added | 32.26 | 103,000 | 298,000 | -% |
2023-03-03 | TIAA, FSB | reduced | -2.55 | 42,206 | 382,206 | -% |
2023-03-02 | OLIVER LAGORE VANVALIN INVESTMENT GROUP | unchanged | - | 2,758 | 20,758 | 0.01% |
2023-03-02 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | new | - | 98,563 | 98,563 | -% |
2023-02-28 | Voya Investment Management LLC | added | 1.69 | 904,254 | 6,135,250 | 0.01% |
2023-02-27 | Gallagher Benefit Services, Inc. | new | - | 793,291 | 793,291 | 0.17% |
Latest Funds Activity
Calls
Puts
Net Call Options
No. of Funds
J M Smucker News
Schedule 13G FIlings of J M Smucker
| Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
|---|---|---|---|---|---|
| Feb 09, 2023 | vanguard group inc | 12.27% | 13,087,783 | SC 13G/A | |
| Feb 07, 2023 | blackrock inc. | 8.9% | 9,520,030 | SC 13G/A | |
| Jan 31, 2023 | state street corp | 6.77% | 7,221,003 | SC 13G/A | |
| Feb 11, 2022 | state street corp | 7.43% | 8,046,161 | SC 13G/A | |
| Feb 10, 2022 | vanguard group inc | 11.59% | 12,558,903 | SC 13G/A | |
| Feb 01, 2022 | blackrock inc. | 8.8% | 9,508,353 | SC 13G/A | |
| Feb 10, 2021 | state street corp | 6.42% | 7,327,789 | SC 13G | |
| Feb 10, 2021 | vanguard group inc | 10.93% | 12,471,254 | SC 13G/A | |
| Jan 29, 2021 | blackrock inc. | 8.2% | 9,404,800 | SC 13G/A | |
| Feb 13, 2020 | state street corp | 7.25% | 8,273,316 | SC 13G |
SJM Fair Value
J M Smucker fair value in different scenarios
The table shows the Fair Value estimates for J M Smucker for various scenarios. Disclaimer: These are just estimations from a model. None of the models are good at predicting the future. Please dont buy or sell stocks based on these outputs.
| Fair Value | Very Pessimistic | Pessimistic | Base Case | Optimistic | Very Optimistic |
|---|---|---|---|---|---|
| Very Low Inflation | 79.68 -48.20% | 92.97 -39.56% | 122.74 -20.20% | 160.47 4.33% | 186.01 20.93% |
| Current Inflation | 75.08 -51.19% | 86.54 -43.74% | 111.64 -27.42% | 142.98 -7.04% | 164.23 6.77% |
| Very High Inflation | 69.31 -54.94% | 78.65 -48.87% | 98.42 -36.01% | 122.67 -20.25% | 139.17 -9.52% |
Historical J M Smucker Fair Value Estimates
Very Pessimistic Case
Pessimistic Case
Fair Value
Optimistic Case
Very Optimistic Case
Closing Stock Price
Recent SEC filings of J M Smucker
View All Filings| Date Filed | Form Type | Document | |
|---|---|---|---|
| Mar 09, 2023 | 4 | Insider Trading | |
| Mar 08, 2023 | 4 | Insider Trading | |
| Mar 06, 2023 | 144 | Notice of Insider Sale Intent | |
| Mar 02, 2023 | 8-K | Current Report | |
| Feb 28, 2023 | 10-Q | Quarterly Report | |
| Feb 28, 2023 | 8-K | Current Report | |
| Feb 14, 2023 | 4 | Insider Trading | |
| Feb 09, 2023 | SC 13G/A | Major Ownership Report | |
| Feb 08, 2023 | 8-K | Current Report | |
| Feb 07, 2023 | SC 13G/A | Major Ownership Report |
Latest Insider Trading transactions for SJM
Filter Transactions| Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
|---|---|---|---|---|---|---|
2023-03-07 | SMUCKER RICHARD K | sold | -3,945,150 | 150 | -26,294 | - |
2023-03-06 | Marshall Tucker H | acquired | 257,587 | 103 | 2,496 | chief financial officer |
2023-03-06 | Marshall Tucker H | sold | -375,663 | 150 | -2,496 | chief financial officer |
2022-12-21 | SMUCKER MARK T | gifted | - | - | 3,168 | chair of board, pres & ceo |
2022-12-21 | SMUCKER MARK T | gifted | - | - | -6,336 | chair of board, pres & ceo |
2022-12-05 | SMUCKER TIMOTHY P | sold | - | - | -39,365 | - |
2022-12-05 | SMUCKER TIMOTHY P | sold | - | - | -39,377 | - |
2022-12-01 | SMUCKER MARK T | acquired | - | - | 39,635 | chair of board, pres & ceo |
2022-12-01 | SMUCKER MARK T | acquired | - | - | 39,377 | chair of board, pres & ceo |
The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. It operates in four segments: U.S. Retail Coffee, U.S. Retail Consumer Foods, U.S. Retail Pet Foods, and International and Away From Home. The company offers mainstream roast, ground, single serve, and premium coffee; peanut butter and specialty spreads; fruit spreads, shortening and oils, and frozen sandwiches; pet food and pet snacks; and foodservice hot beverage, foodservice portion control, and flour products, as well as dog and cat food, frozen handheld products, juices and beverages, and baking ingredient. It provides its products under the Folgers, Café Bustelo, Dunkin' Donuts, 1850, Jif, Smucker's, Crisco, Smucker's Uncrustables, Meow Mix, Kibbles ‘n Bits, 9Lives, Nature's Recipe, Milk-Bone, Pup-Peroni, Rachael Ray Nutrish, Natural Balance, Robin Hood, and Five Roses brands. The company sells its products through direct sales and brokers to food retailers and wholesalers, club stores, pet specialty stores, discount and dollar stores, drug stores, military commissaries, mass merchandisers, natural foods stores and distributors, and online retailers; and through retail channels, and foodservice distributors and operators. The J. M. Smucker Company was founded in 1897 and is headquartered in Orrville, Ohio.
SJM Income Statement
2023-01-31Condensed Statements of Consolidated Income (Unaudited) - USD ($) $ in Millions | 3 Months Ended | 9 Months Ended | ||||||
|---|---|---|---|---|---|---|---|---|
Jan. 31, 2023 | Jan. 31, 2022 | Jan. 31, 2023 | Jan. 31, 2022 | |||||
| Income Statement [Abstract] | ||||||||
| Net sales | $ 2,216.3 | $ 2,057.1 | $ 6,294.4 | $ 5,965.1 | ||||
| Cost of products sold | [1] | 1,460.5 | 1,374.0 | 4,285.0 | 3,931.1 | |||
| Gross Profit | 755.8 | 683.1 | 2,009.4 | 2,034.0 | ||||
| Selling, distribution, and administrative expenses | 380.9 | 336.0 | 1,079.0 | 1,007.7 | ||||
| Amortization | 55.6 | 55.3 | 166.8 | 166.1 | ||||
| Other intangible assets impairment charge | 0.0 | 150.4 | 0.0 | 150.4 | ||||
| Other special project costs | [1],[2] | 0.6 | 2.0 | 2.7 | 5.1 | |||
| Other operating expense (income) – net | 0.8 | (11.2) | (30.1) | (17.1) | ||||
| Operating Income | 317.9 | 150.6 | 791.0 | 721.8 | ||||
| Interest expense – net | (37.9) | (39.5) | (116.7) | (122.9) | ||||
| Other income (expense) – net | (4.6) | (1.5) | (4.9) | (15.3) | ||||
| Income Before Income Taxes | 275.4 | 109.6 | 669.4 | 583.6 | ||||
| Income tax expense | 66.9 | 39.9 | 160.0 | 154.0 | ||||
| Net Income | $ 208.5 | $ 69.7 | $ 509.4 | $ 429.6 | ||||
| Earnings per common share: | ||||||||
| Net Income (in dollars per share) | $ 1.96 | $ 0.64 | $ 4.78 | $ 3.96 | ||||
| Net Income - Assuming Dilution (in dollars per share) | $ 1.95 | $ 0.64 | $ 4.77 | $ 3.96 | ||||
| ||||||||
SJM Balance Sheet
2023-01-31Condensed Consolidated Balance Sheets (Unaudited) - USD ($) $ in Millions | Jan. 31, 2023 | Apr. 30, 2022 |
|---|---|---|
| Current Assets | ||
| Cash and cash equivalents | $ 104.2 | $ 169.9 |
| Trade receivables – net | 533.9 | 524.7 |
| Inventories: | ||
| Finished products | 786.1 | 704.4 |
| Raw materials | 455.4 | 384.9 |
| Total Inventory | 1,241.5 | 1,089.3 |
| Other current assets | 148.2 | 226.2 |
| Total Current Assets | 2,027.8 | 2,010.1 |
| Property, Plant, and Equipment | ||
| Land and land improvements | 131.4 | 120.4 |
| Buildings and fixtures | 1,026.4 | 959.7 |
| Machinery and equipment | 2,654.3 | 2,503.3 |
| Construction in progress | 489.6 | 527.8 |
| Gross Property, Plant, and Equipment | 4,301.7 | 4,111.2 |
| Accumulated depreciation | (2,027.4) | (1,979.5) |
| Total Property, Plant, and Equipment | 2,274.3 | 2,131.7 |
| Other Noncurrent Assets | ||
| Operating lease right-of-use assets | 82.9 | 106.5 |
| Goodwill | 6,010.1 | 6,015.8 |
| Other intangible assets – net | 5,484.4 | 5,652.2 |
| Other noncurrent assets | 138.0 | 138.7 |
| Total Other Noncurrent Assets | 11,715.4 | 11,913.2 |
| Total Assets | 16,017.5 | 16,055.0 |
| Current Liabilities | ||
| Accounts payable | 1,231.0 | 1,193.3 |
| Accrued trade marketing and merchandising | 215.1 | 193.8 |
| Short-term borrowings | 0.0 | 180.0 |
| Current operating lease liabilities | 34.4 | 40.1 |
| Other current liabilities | 260.2 | 345.6 |
| Total Current Liabilities | 1,740.7 | 1,952.8 |
| Noncurrent Liabilities | ||
| Long-term debt | 4,313.3 | 4,310.6 |
| Deferred income taxes | 1,323.6 | 1,325.8 |
| Noncurrent operating lease liabilities | 56.3 | 76.2 |
| Other noncurrent liabilities | 248.6 | 249.5 |
| Total Noncurrent Liabilities | 5,941.8 | 5,962.1 |
| Total Liabilities | 7,682.5 | 7,914.9 |
| Shareholders’ Equity | ||
| Common shares | 26.6 | 26.6 |
| Additional capital | 5,469.4 | 5,457.9 |
| Retained income | 3,076.2 | 2,893.0 |
| Accumulated other comprehensive income (loss) | (237.2) | (237.4) |
| Total Shareholders’ Equity | 8,335.0 | 8,140.1 |
| Total Liabilities and Shareholders’ Equity | $ 16,017.5 | $ 16,055.0 |