Scotts Miracle-Gro Company (SMG)
NYSEMaterialsAgricultural InputsSnapshot 2026-11-04
NYSEMaterialsAgricultural InputsSnapshot 2026-11-04
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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 steady growth must continue. Revenue growth slowed to 1%. The latest quarter beat estimates. Revenue grew 1% last year. It trades at 13x earnings. Peers trade at 16x earnings. The market expects more growth. Gross margins are under pressure. Margins sit at 31.22%. Peer multiples imply a price about 16% below where it trades (it looks expensive on this basis). The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. SMG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering SMG (as of Nov 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| 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 7 valuation methods, at three horizons. As of 2026-11-04. 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 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.
Advances: Achieve fiscal 2026 EPS guidance of $4.30 to $4.45
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 2026-11-04. 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.
Confirms strong growth trajectory beyond current guidance.

Advances: Achieve fiscal 2026 EPS guidance of $4.30 to $4.45
Narrower loss and 2027 outlook support EPS trajectory.

Advances: Achieve fiscal 2026 EPS guidance of $4.30 to $4.45
EPS beat supports fiscal 2026 guidance trajectory.

Acquisition supports revenue growth in U.S. Consumer segment.

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.