J M SMUCKER Co
J M SMUCKER Co (SJM) is listed on NYSE and classified in Packaged Foods, part of the Consumer Defensive sector. It is headquartered in Orrville, United States. The company is worth $14.25B and trades at 62.3x its earnings of the last twelve months; the median for its sector is 18.2x. Revenue was $9.05B in fiscal 2026, up 3.7% from the year before. It reported a net loss of $138.7M. The share price is within 3% of its 52-week high. It pays a dividend yielding 3.36%, and has raised its annual dividend for 24 years in a row in our records. 7 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Ken Griffin (Citadel Advisors), at $302.72M. In that quarter, 2 of them opened or added to the position and 3 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +0.8% over 5Y.
today you would have $1,233.74▲ +23.4%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 18 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $127.43 | $97.81 | $110.12 | $126.38 | $158.46 | $135.82 | $115.60 | $104.13 | $93.49 | $124.24 | $128.06 | $123.34 | $100.98 | $103.62 | $86.24 | $78.17 | $65.65 | $61.75 |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Median P/E of 18.2 among peers in the sector.
Median P/E of 19.9 across this company’s own years on record.
Cash flow growing 5.0% a year for 10 years, discounted at 10%, then 2.5% forever.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Companies of similar size in Consumer Defensive, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| COKECoca-Cola Consolidated, Inc. | $214.93 | 27.8x | — | 0.47% | 97.33% | $14.31B |
| BF.ABrown Forman Corp | $30.91 | 18.6x | 3.6x | 2.98% | 18.12% | $14.18B |
| BF.BBrown Forman Corp | $30.18 | 18.2x | 3.5x | 3.05% | 18.12% | $13.85B |
| BJBJ's Wholesale Club Holdings, Inc. |
| P/E | 19.9x | — | — | 15.4x | — | 27.2x | 17.4x | 16.9x | 23.0x | 7.9x | 24.4x | 22.2x | 37.0x | 18.6x | 20.7x | 21.2x | 19.3x | 15.8x | 19.9x |
| P/S | 1.7x | 1.5x | 1.2x | 1.4x | 1.5x | 2.1x | 1.8x | 1.7x | 1.5x | 1.4x | 1.9x | 1.9x | 2.6x | 1.8x | 1.9x | 1.7x | 1.8x | 1.7x | 1.4x |
| P/B | 1.8x | 2.5x | 1.7x | 1.5x | 1.8x | 2.1x | 1.8x | 1.6x | 1.5x | 1.3x | 2.1x | 2.1x | 2.1x | 2.0x | 2.1x | 1.8x | 1.7x | 1.5x | 1.1x |
| EPS | -$1.30 | -$11.57 | $7.13 | -$0.86 | $5.83 | $7.79 | $6.84 | $4.52 | $11.78 | $5.10 | $5.76 | $3.33 | $5.42 | $5.00 | $4.06 | $4.05 | $4.15 | $3.11 |
| Dividend yield | 2.50% | 2.61% | 4.46% | 3.89% | 3.29% | 2.54% | 2.78% | 3.08% | 3.32% | 3.49% | 2.46% | 2.22% | 2.12% | 2.42% | 2.12% | 2.32% | 2.35% | 2.36% | 2.22% |
| Payout | 49.26% | — | — | 60.03% | — | 68.95% | 48.52% | 52.05% | 76.55% | 27.67% | 60.00% | 49.31% | 78.68% | 45.02% | 44.00% | 49.26% | 45.43% | 37.35% | 44.05% |
| Profit margin | 8.57% | -1.53% | -14.10% | 9.10% | -1.07% | 7.90% | 10.95% | 9.99% | 6.56% | 18.19% | 8.01% | 8.82% | 6.06% | 10.07% | 9.23% | 8.32% | 9.94% | 10.73% | 7.08% |
| ROE | 8.98% | -2.50% | -20.23% | 9.67% | -1.25% | 7.76% | 10.79% | 9.52% | 6.45% | 16.96% | 8.65% | 9.83% | 4.87% | 11.24% | 10.57% | 8.90% | 9.06% | 9.28% | 5.38% |
Median of the years shown; P/E years above 200x are left out.
Dividend growing 5.5% a year against a 7.0% required return, from the stock’s beta.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
5 methods answered, across 3 families.
Room for errors in the reported numbers.
+15.9% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| $106.63 |
| 23.3x |
| 6.1x |
| 0.00% |
| 27.67% |
| $13.47B |
| JBSJBS N.v | $12.37 | 11.7x | 1.6x | 8.08% | 13.38% | $13.25B |
| PFGCPerformance Food Group Co | $97.89 | 42.7x | 3.1x | 0.00% | 7.67% | $15.38B |