J M Smucker CoSJM
Price$115.95Intrinsic value$92.6920% below price

Financial Snapshot

Revenue, profitability, returns, debt, and capital allocation

Revenue $9.2B+4.9% YoYTTM through 31 Jul 2026
Net Income $229.5MTTM through 31 Jul 2026
Free Cash Flow $1.6BTTM through 31 Jul 2026

Margins

Current
Gross Margin38.7%
EBITDA Margin14.7%
Operating Margin9.0%
Net Margin2.5%

Returns

4.0%ROE
1.4%ROA
1.9%ROIC

Balance Sheet Health

Debt / Equity1.14x
Current Ratio0.87x
Net Debt$6.5B
Cash & Equivalents$43.2M

Quality Metrics

Altman Z-Score1.46
Piotroski F-Score7 / 9
FCF Margin17.3%
Earnings-Beat Rate50.0%

Multi-Year Trend

Revenue
'20'21'22'23'24'25'26
FY2026: $9.1B
Diluted EPS$2.14TTM
'16'17'18'19'20'21'22
FY2022: $5.83

Dividend

$2.20Per share, FY20261.82%Yield-10.3%5-yr growth

Capital Allocation

Capex Intensity3.5%

Segment Performance

SegmentRevenueYoYOutlook
U.S. Retail Coffee$3.3B+18.0%
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For fiscal year 2027, the Company expects a high-single-digit decrease in net sales within the U.S. Retail Coffee segment due to anticipated green coffee deflation, with segment profit margins expected to return to the high 20s as green coffee tariff costs are lapped.

U.S. Retail Frozen Handheld and Spreads$1.9B-1.0%
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For fiscal year 2027, the Company expects a low-single-digit decline in net sales for the U.S. Retail Frozen Handheld and Spreads business.

U.S. Retail Pet Foods$1.6B-4.0%
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For fiscal year 2027, the Company expects low-single-digit growth in net sales for the U.S. Retail Pet Foods business.

Sweet Baked Snacks$971.3M-18.0%
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For fiscal year 2027, the Company expects a low-single-digit decline in net sales for the Sweet Baked Snacks business, with a focus on stabilizing performance and improving profitability over time.

Away From Home$879M+15.0%
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For fiscal year 2027, the Company expects low-single-digit growth in net sales for the Away From Home business.

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AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.