Consumer Defensive › Packaged Foods

The J. M. Smucker Company (SJM) Stock Overview

Market Cap: $10.71B

The J. M.

Mar 19, 2026$100.41

1Y -8.9%

Rewards

★Dividend yield of 4.38% with a consistent or growing payout over the past 4 years.
★FCF yield of 8.3% is historically attractive — the business generates significant cash relative to its price.

Risks

⚠Altman Z-Score of 1.36 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.

SJM Key Valuation Metrics

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Free Cash Flow

$884.46M

FCF Yield

8.26%

Trailing P/E

N/A

Forward P/E

9.95

ROIC

10.40%

ROE

-23.51%

Gross Margin

34.21%

PEG Ratio

N/A

Debt / Equity

1.43

Interest Coverage

N/A

Net Debt / EBITDA

3.96

Dividend Yield

4.38%

SJM Historical Fundamentals

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Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

SJM $1 Retained Earnings Test

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N/A

Net losses over 3 years — test not applicable

Company had negative cumulative retained earnings

Σ Retained

$-1.90B

Δ Market Cap

$-6.46B

Δ Earning Power

$-20.69B

Buffett's "$1 Test": For every $1 retained, how much value did management create?
Market Value = market's verdict (mood-sensitive) · Earning Power = owner earnings / discount rate (mood-independent)

SJM Discounted Cash Flow (DCF) Analysis

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34.8% Margin of Safety

Price is 34.8% below estimated fair value

Current Price: $100.41

Strongly undervalued

Undervalued

Fairly valued

Overvalued

Strongly overvalued

Fair Value: $153.98

Strongly undervalued

Undervalued

Fairly valued

Overvalued

Strongly overvalued

Parameter	Min (Bear)Value	BaseValue	Max (Bull)Value
Initial Cash Flow
Growth Rate (Yr 1-5)	%	%	%
Growth Rate (Yr 6-10)	%	%	%
Terminal Growth Rate	%	%	%
Discount Rate	%	%	%
	Bear Case $84.34 Implied EV: $16.44B	Base Case $153.98 Implied EV: $23.87B	Bull Case $223.04 Implied EV: $31.24B

Reverse DCF — Market-Implied Growth

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What growth rate is the market pricing in at $100?

+8.1%

Market-Implied FCF Growth Rate

Market above historical growth — verify catalysts.

SJM Economic Moat Score

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51/100

Narrow Moat

70+ Wide · 40-69 Narrow · <40 None

Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.

SJM Forensic Accounting

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-3.33

Unlikely Manipulator

Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

SJM Management & Board

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Captain Mark T. Smucker

CEO, President & Chairman · Age 55

$3.19M

total pay

Mr. Tucker H. Marshall

CFO and Executive VP of Frozen Handheld & Spreads and Sweet Baked Snacks · Age 48

$1.28M

total pay

Ms. Jill R. Penrose

Chief People & Administrative Officer and Chief of Staff · Age 52

$1.04M

total pay

Ms. Jeannette L. Knudsen J.D.

Chief Legal Officer & Secretary · Age 55

$1.17M

total pay

Mr. Bryan Hutson

Senior Vice President of Information Services & Supply Chain

Crystal Beiting

Vice President of Investor Relations and FP&A

Abbey Linville

Vice President of Corporate Communications

Mr. Robert Crane

Senior VP and Head of Sales & International

Ms. Katie Williams

Chief Marketing Officer

Ms. Julia L. Sabin

Vice President of Government Relations · Age 65

SJM Ownership

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Insiders 2.2%Institutions 95.2%Retail & Other 2.6%

No. of Institutional Holders1,123

High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

SJM Insider Buying Activity

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Buys (3M)

Buys (12M)

Total value (12M): $200,695

AMIN TARANG P

Director

$99,801

@ $113.41 · 2026-03-02

AMIN TARANG P

Director

$100,894

@ $96.09 · 2025-06-12

AMIN TARANG P

Director

$100,511

@ $114.87 · 2025-03-11

Open market purchases · includes direct & indirect ownership · excludes option exercises

SJM Insider Selling Activity

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Sells (3M)

Sells (12M)

Total value (12M): $2.81M

MARSHALL TUCKER H

Chief Financial Officer

$1.20M

@ $108.12 · 2025-09-30

SMUCKER MARK TIMOTHY

Chief Executive Officer

$715,000

@ $110.00 · 2025-09-24

PENROSE JILL R

Officer

$594,902

@ $116.26 · 2025-03-28

KNUDSEN JEANNETTE L

Officer

$298,485

@ $110.55 · 2025-03-21

MARSHALL TUCKER H

Chief Financial Officer

$569,974

@ $113.36 · 2025-03-13

MARSHALL TUCKER H

Chief Financial Officer

$112,322

@ $113.00 · 2024-12-17

SMUCKER MARK TIMOTHY

Chief Executive Officer

$1.10M

@ $110.16 · 2024-06-21

KNUDSEN JEANNETTE L

Officer

$399,264

@ $124.77 · 2024-03-27

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

SJM 🎭 Mr. Market's Mood

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😨Fear(36/100)

"Market is pessimistic — investigate whether fears are temporary or structural"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

SJM ⚖️ Buffett Signal

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⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Fear (36)

SJM Investment Checklist & Notes

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Do I understand this business?

Does it have a durable competitive advantage (moat)?

Is management honest and competent?

Is management allocating capital rationally?

Is the price reasonable (margin of safety)?

Is this within my circle of competence?

Auto-saved • Last updated: 3/20/2026, 4:30:30 AM

SJM Insider Buying Activity

Learn more →

Buys (3M)

Buys (12M)

Total value (12M): $200,695

AMIN TARANG P

Director

$99,801

@ $113.41 · 2026-03-02

AMIN TARANG P

Director

$100,894

@ $96.09 · 2025-06-12

AMIN TARANG P

Director

$100,511

@ $114.87 · 2025-03-11

Open market purchases · includes direct & indirect ownership · excludes option exercises

SJM Insider Selling Activity

Learn more →

Sells (3M)

Sells (12M)

Total value (12M): $2.81M

MARSHALL TUCKER H

Chief Financial Officer

$1.20M

@ $108.12 · 2025-09-30

SMUCKER MARK TIMOTHY

Chief Executive Officer

$715,000

@ $110.00 · 2025-09-24

PENROSE JILL R

Officer

$594,902

@ $116.26 · 2025-03-28

KNUDSEN JEANNETTE L

Officer

$298,485

@ $110.55 · 2025-03-21

MARSHALL TUCKER H

Chief Financial Officer

$569,974

@ $113.36 · 2025-03-13

MARSHALL TUCKER H

Chief Financial Officer

$112,322

@ $113.00 · 2024-12-17

SMUCKER MARK TIMOTHY

Chief Executive Officer

$1.10M

@ $110.16 · 2024-06-21

KNUDSEN JEANNETTE L

Officer

$399,264

@ $124.77 · 2024-03-27

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

SJM Investment Checklist & Notes

Learn more →

Do I understand this business?

Does it have a durable competitive advantage (moat)?

Is management honest and competent?

Is management allocating capital rationally?

Is the price reasonable (margin of safety)?

Is this within my circle of competence?

Auto-saved • Last updated: 3/20/2026, 4:30:30 AM

The J. M. Smucker Company (SJM) Stock Overview

Rewards

Risks

SJM Key Valuation Metrics

SJM Historical Fundamentals

SJM $1 Retained Earnings Test

SJM Discounted Cash Flow (DCF) Analysis

Reverse DCF — Market-Implied Growth

SJM Economic Moat Score

SJM Forensic Accounting

M-Score Trend

SJM Management & Board

SJM Ownership

SJM Insider Buying Activity

SJM Insider Selling Activity

SJM 🎭 Mr. Market's Mood

SJM ⚖️ Buffett Signal

Compare SJM

SJM Investment Checklist & Notes

SJM Insider Buying Activity

SJM Insider Selling Activity

SJM Investment Checklist & Notes