J M SMUCKER Co (SJM) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does J M SMUCKER Co Do?
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. J M SMUCKER Co (SJM) is classified as a large-cap stock in the Consumer Staples sector, specifically within the Food Products industry. The company is led by CEO Mark T. Smucker and employs approximately 6,700 people, headquartered in Orrville, Ohio. With a market capitalization of $10.2B, SJM is one of the prominent companies in the Consumer Staples sector.
J M SMUCKER Co (SJM) Stock Rating — Reduce (April 2026)
As of April 2026, J M SMUCKER Co receives a Reduce rating with a composite score of 40.5/100 and 2 out of 5 stars from the Blank Capital Research quantitative model.SJM ranks #3,141 out of 4,446 stocks in our coverage universe. Within the Consumer Staples sector, J M SMUCKER Co ranks #131 of 180 stocks, placing it in the lower half of its Consumer Staples peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
SJM Stock Price and 52-Week Range
J M SMUCKER Co (SJM) currently trades at $91.09. The stock lost $1.38 (1.5%) in the most recent trading session. The 52-week high for SJM is $120.76, which means the stock is currently trading -24.6% from its annual peak. The 52-week low is $93.30, putting the stock -2.4% above its annual trough. Recent trading volume was 2.1M shares, reflecting moderate market activity.
Is SJM Overvalued or Undervalued? — Valuation Analysis
J M SMUCKER Co (SJM) carries a value factor score of 29/100 in the Blank Capital model, signaling premium valuation that prices in significant future growth. The trailing price-to-earnings ratio is 46.90x, compared to the Consumer Staples sector average of 33.11x — a premium of 42%. The price-to-book ratio stands at 1.92x, versus the sector average of 1.74x. The price-to-sales ratio is 1.13x, compared to 0.35x for the average Consumer Staples stock. On an enterprise value basis, SJM trades at 178.46x EV/EBITDA, versus 6.93x for the sector.
At current multiples, J M SMUCKER Co trades at a premium to most Consumer Staples peers. This elevated valuation may be justified if the company can sustain above-average growth rates and profitability, but it also creates downside risk if earnings disappoint expectations.
J M SMUCKER Co Profitability — ROE, Margins, and Quality Score
J M SMUCKER Co (SJM) earns a quality factor score of 37/100, signaling below-average profitability metrics relative to the broader market. The return on equity (ROE) is -10.9%, compared to the Consumer Staples sector average of 7.7%, which is below typical expectations for high-quality companies. Return on assets (ROA) comes in at -3.5% versus the sector average of 3.1%.
On a margin basis, J M SMUCKER Co reports gross margins of 29.4%, compared to 26.2% for the sector. The operating margin is -0.3% (sector: 2.9%). Net profit margin stands at -6.2%, versus 1.6% for the average Consumer Staples stock. Revenue growth is running at 7.0% on a trailing basis, compared to 3.1% for the sector. Profitability is below benchmark levels, which may reflect industry headwinds, elevated reinvestment, or structural challenges.
SJM Debt, Balance Sheet, and Financial Health
J M SMUCKER Co has a debt-to-equity ratio of 131.0%, compared to the Consumer Staples sector average of 72.0%. Leverage is within a manageable range for the industry, though investors should monitor debt trends over time. The current ratio is 0.84x, which may signal near-term liquidity tightness. Total debt on the balance sheet is $6.84B.
SJM has a beta of 0.22, meaning it is less volatile than the S&P 500, making it a relatively defensive holding. The stability factor score for J M SMUCKER Co is 84/100, indicating low-volatility characteristics and consistent price behavior that appeals to risk-averse investors.
J M SMUCKER Co Revenue and Earnings History — Quarterly Trend
In TTM 2026, J M SMUCKER Co reported revenue of $8.90B and earnings per share (EPS) of $-6.79. Net income for the quarter was $-571M. Gross margin was 29.4%. Operating income came in at $-39M.
In Q3 2026, J M SMUCKER Co reported revenue of $2.34B and earnings per share (EPS) of $-6.79. Net income for the quarter was $-724M. Gross margin was 35.4%. Revenue grew 7.0% year-over-year compared to Q3 2025. Operating income came in at $-548M.
In Q2 2026, J M SMUCKER Co reported revenue of $2.33B and earnings per share (EPS) of $2.26. Net income for the quarter was $241M. Gross margin was 37.3%. Revenue grew 2.6% year-over-year compared to Q2 2025. Operating income came in at $419M.
In Q1 2025, J M SMUCKER Co reported revenue of $2.11B and earnings per share (EPS) of $-0.41. Net income for the quarter was $-44M. Gross margin was 22.5%. Operating income came in at $46M.
Over the past 8 quarters, J M SMUCKER Co has demonstrated a growth trajectory, with revenue expanding from $2.27B to $8.90B. Investors analyzing SJM stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
SJM Dividend Yield and Income Analysis
J M SMUCKER Co (SJM) currently pays a dividend yield of 4.2%. At this yield, a $10,000 investment in SJM stock would generate approximately $$423.00 in annual dividend income. This compares to the Consumer Staples sector average dividend yield of 0.4%, meaning SJM offers above-average income for its sector.
SJM Momentum and Technical Analysis Profile
J M SMUCKER Co (SJM) has a momentum factor score of 38/100, signaling weak relative price performance. Stocks with low momentum scores have historically tended to continue underperforming in the near term. The investment factor score is 30/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 41/100 reflects moderate short selling activity.
SJM vs Competitors — Consumer Staples Sector Ranking and Peer Comparison
Within the Consumer Staples sector, J M SMUCKER Co (SJM) ranks #131 out of 180 stocks based on the Blank Capital composite score. This places SJM in the lower half of all Consumer Staples stocks in our coverage universe. Key competitors and sector peers include Ituran Location & Control Ltd. (ITRN) with a score of 60.3/100, DARLING INGREDIENTS INC. (DAR) with a score of 52.9/100, Bunge Global SA (BG) with a score of 53.0/100, SANFILIPPO JOHN B & SON INC (JBSS) with a score of 54.1/100, and Archer-Daniels-Midland Co (ADM) with a score of 52.2/100.
Comparing SJM against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full SJM vs S&P 500 (SPY) comparison to assess how J M SMUCKER Co stacks up against the broader market across all factor dimensions.
SJM Next Earnings Date
No upcoming earnings date has been announced for J M SMUCKER Co (SJM) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy SJM? — Investment Thesis Summary
The quantitative profile for J M SMUCKER Co suggests caution. The quality score of 37/100 flags below-average profitability. The value score of 29/100 indicates premium valuation. Momentum is weak at 38/100, a headwind for near-term performance. Low volatility (stability score 84/100) reduces downside risk.
In summary, J M SMUCKER Co (SJM) earns a Reduce rating with a composite score of 40.5/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on SJM stock.
Related Resources for SJM Investors
Explore more research and tools: SJM vs S&P 500 comparison, top Consumer Staples stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare SJM head-to-head with peers: SJM vs ITRN, SJM vs DAR, SJM vs BG.