J.M. Smucker Company (The) (SJM)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-09-04
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-09-04
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: 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 — Improve profitability and accelerate earnings growth: FY27 EPS guidance $9.75-$10.25 vs target $9.75.
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 RiskJ.M. Smucker's growth has to keep accelerating to justify its current price. The company reported Q1 FY27 net sales of $2.2 billion, up 5% year over year, and adjusted EPS of $3.24, up 71% year over year. It trades at 12× P/E versus a peer median of 12.5×. The price reflects less growth than forecasted, indicating modest expectations. A specific risk is the potential for a guidance cut, with a 22% probability of missing outlook. Peer multiples imply a price about 6% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. 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 Sep 2026).
Based on 13 Wall Street analysts offering 12-month price targets for SJM in the last 4 months.
Continue this research
Compare SJM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| 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 2026-09-04. 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.
Legal proceedings could distract from growth objectives.
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 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $126.08
The last 12 months of price, then the range of analyst 12-month targets from today’s $126.08.
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 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.
Advances: Maintain disciplined capital deployment
Dividend increase signals improved profitability and cash flow.