J. M. Smucker stock
SJMNYSEThe J. M. Smucker Company, Consumer DefensiveISIN US8326964058
57Score 57 out of 100, Neutral
Price and trend
87 / 100
Price history
+23% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 18% above it.
Since June 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 49).
The price is at its 52-week high. Largest decline in 20 years: 46% (June 2007 to March 2009).
Chart figures for advanced users
- SMA 50$124.69
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$112.34
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)49
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$89.53
- The lowest closing price of the last twelve months.
- Resistance$133.60
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- The J. M. Smucker Company belongs to the Packaged Foods industry (United States) and, with a market value of $14.21B, is number 12 of 75 companies in its industry on MEQIRI.
- In fiscal 2026 it reported revenue of $9.05B (up 3.7% year on year) and a loss of $138.7M.
- For fiscal 2027, analysts expect on average revenue of $8.96B (down 1.1%) and adjusted earnings per share of $10.83 (up 18.4%).
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- MEQIRI Score 57 out of 100 (Neutral): rank 198 of 295 in Consumer Defensive, median 62.
- Our model puts fair value at $194.03, with the price 31% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Earnings turn into cashFree cash flow above 500% of earnings over the last 12 months.Fundamentals 68
- Reliable dividendNo dividend cut for over 32 years.Capital allocation 55
- Below fair valuePrice 31% below the fair value of $194.03.Valuation 80
Weaknesses
- Interest barely coveredOperating profit covers interest only 0.8 times.Stability 42
- Margin fallingOperating margin 4%, average of the prior years 12.8% (to 2025).Profitability 33
- Turned to a lossEarnings per share from $7.79 in 2021 to −$1.30.Growth 30
Its standout strengths are technical analysis and momentum, while profitability and growth hold the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
The fundamentals are in the middle range.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk low
How well MEQIRI warnsOne of the 30% with the lowest crash risk among stocks ranked 101 to 1,000.
From 2016 to 2025, 9 in 100 such stocks fell 30% or more within a year, against a group average of 15 in 100.
What lowers it
- price near its 52-week high
Valuation
Valuation signal
Significantly undervaluedIn our model the price counts as cheap below $149.25 and expensive above $277.19 (uncertainty medium, based on the price swings of the past year).
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $160.94, at 7.8% it would be $243.73.
Valuation metrics
From the cash-flow model alone; the profit includes one-off items, so there is no industry value.
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 31 Jul 2026, revenue rose 5.1% on the twelve months before. Revenue has grown solidly since 2007, at about 8% per year.
Margins
- Gross margin
- Operating margin
- Net margin
In fiscal 2026: gross 34%, operating 4%, net −2%.
Debt & balance sheet
latest quarterDebt is elevated. Keep an eye on the interest burden and refinancing.
Earnings
- Next earnings
- 24 Nov 2026in 12 days
- Last reported
- 26 Aug 2026EPS reported $3.24 (expected $2.22)above expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $10.830.0%
- Revenue
- $8.96B0.0%
- Earnings per share
- $11.05+0.7%
- Revenue
- $9.07B0.0%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook mixed
Share price after the results: +5.1%Better: less coffee price headwind, Uncrustables growing high single digits and a tariff refund benefit of about $0.60 per share; worse: higher cost inflation and still falling coffee volumes.
“Andrew Lazar: I guess as I understand it, it looks like you received an $0.84 tariff refund benefit in fiscal 1Q and anticipate about a $0.60 benefit for the full year, net of some incremental costs and spend back.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 26 Aug 2026 (fiscal Q1 2027), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 5 insiders sold, $17.55M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
- Ferguson Robert DSale
31 Aug 2026, Chief Product Supply Officer
- Shares
- 2,522
- Price
- $132.41
- Value
- $333,938
- Smucker Mark TSale
31 Aug 2026, CEO, Chair of Board
- Shares
- 84,821
- Price
- $131.39
- Value
- $11.14M
- Marshall Tucker HSale
28 Aug 2026, Chief Financial Officer
- Shares
- 18,482
- Price
- $132.05
- Value
- $2.44M
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- Penrose Jill RSale
29 Jun 2026, Chief People Officer
- Shares
- 5,000
- Price
- $116.70
- Value
- $583,475
- Knudsen Jeannette LSale
26 Jun 2026, Chief Legal Officer
- Shares
- 4,353
- Price
- $115.08
- Value
- $500,943
- Marshall Tucker HSale
24 Jun 2026, Chief Financial Officer
- Shares
- 3,630
- Price
- $111.05
- Value
- $403,112
- Smucker Mark TSale
17 Jun 2026, CEO, Chair of Board
- Shares
- 13,000
- Price
- $115.11
- Value
- $1.5M
- Knudsen Jeannette LSale
11 Jun 2026, Chief Legal Officer
- Shares
- 5,550
- Price
- $116.29
- Value
- $645,410
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at J. M. Smucker
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
295 rated companies in Consumer Defensive
- This company
- 57
- Sector median
- 62
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Packaged Foods
The next larger and next smaller companies by market value
- Ajinomoto2802.T $25.47B63
- Yihai Kerry Arawana Holdings300999.SZ $20.65B35
- General MillsGIS $18.29B44
- Kerry GroupKRZ.IR $17.55B69
- Uni-President Enterprises1216.TW $13.28B59
- Lotus BakeriesLOTB.BR $12.79B77
- OrklaORK.OL $12.73B65
- McCormickMKC $12.63B58
ETFs that hold J. M. Smucker
Held by 47 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| Invesco S&P 500 High Dividend Low Volatility UCITS ETFHDLV | 1.98% | 0.30% | €357.87M |
| UBS Global Gender Equality UCITS ETF hEUR accGGUE | 1.00% | 0.23% | €188.95M |
| WisdomTree US High Dividend UCITS ETF AccWTD9 | 0.59% | 0.29% | €182.46M |
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| WisdomTree US Equity Income UCITS ETF EUR Hedged AccWTDY | 0.56% | 0.35% | €204.34M |
| State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF (Dist)SPYD | 0.54% | 0.35% | €3.62B |
| iShares S&P 500 Consumer Staples Sector UCITS ETF2B7D | 0.43% | 0.15% | €518.36M |
| State Street SPDR S&P U.S. Consumer Staples Select Sector UCITS ETF (Acc)ZPDS | 0.42% | 0.15% | €342.88M |
| State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETFZPRV | 0.26% | 0.30% | €944.34M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 11 Nov 2026
- Latest annual report
- Fiscal year 2026, period end 30 Apr 2026
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 15 Oct 2026)
- Valuation signal Undervalued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.