J.M. Smucker Company (The) (SJM)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-07-07
$113.27+1.44%
Close 2026-07-07 · 1-day change
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Track SJM free→NYSEConsumer StaplesPackaged FoodsSnapshot 2026-07-07
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Track SJM free→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: 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.
J. M. Smucker's growth has to keep compounding to justify the price, supported by recent strong earnings and cost deflation that enhance profitability. Revenue grew 6% year over year in the latest quarter, and the company beat earnings expectations by 4.9%. It trades at 11× P/E versus a peer median of 13×, indicating that the price reflects less growth than forecasted. A specific risk is the potential for SJM to cut guidance on the next call, which our model puts at a 19% probability of a miss. Peer multiples imply a price about 13% above where it trades; this read is provisional.
Trailing returns as of 2026-07-07. SJM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 20 analysts currently covering SJM (as of Jul 2026).
Based on 12 Wall Street analysts offering 12-month price targets for SJM in the last 4 months.
A consensus fair price across 12 valuation methods, at three horizons. Current price $113.27. As of 2026-07-08. 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.
Advances: Improve profitability and accelerate earnings growth
Strong earnings and cost deflation support profitability and earnings growth.
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 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
Current $113.27
The last 12 months of price, then the range of analyst 12-month targets from today’s $113.27.
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.
Q4 earnings underperformance may hinder growth.
Strong quarter suggests potential for future growth.
Earnings beat and higher volumes support growth.
