SJM Falls 5.2% In A Single Day: How Does It Compare With Others?
Here is how JM Smucker (SJM) stacks up against its peers in size, valuation, growth and margin.
- SJM’s operating margin of 15.5% is strong, higher than most peers though lower than KHC (20.4%).
- SJM’s revenue growth of 2.5% in the last 12 months is low, lagging CPB, MDLZ, HSY but outpacing KHC, K.
- SJM’s stock is down 11.9% in last 1 year, and trades at a PE of -7.5; it underperformed HSY, K.
As a quick background, JM Smucker provides branded food and beverage products including coffee, peanut butter, specialty spreads, pet food, and cooking ingredients under well-known consumer brands.
| SJM | CPB | MDLZ | HSY | KHC | K | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 10.9 | 9.8 | 79.8 | 37.6 | 30.4 | 27.4 |
| Revenue ($ Bil) | 8.7 | 10.2 | 37.1 | 11.3 | 25.3 | 12.6 |
| PE Ratio | -7.5 | 21.6 | 21.9 | 24.6 | -5.8 | 19.8 |
| LTM Revenue Growth | 2.5% | 8.6% | 3.1% | 2.5% | -3.8% | -2.7% |
| LTM Operating Margin | 15.5% | 12.9% | 13.1% | 19.1% | 20.4% | 15.1% |
| LTM FCF Margin | 7.7% | 7.1% | 7.7% | 14.0% | 13.8% | 6.8% |
| 12M Market Return | -11.9% | -33.9% | -15.8% | -4.5% | -23.9% | 0.8% |
Why does this matter? SJM just went down -8.4% in a week – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell SJM Stock to see if JM Smucker is really a falling knife.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| SJM | 2.5% | 6.7% | -4.1% | 6.6% | |
| CPB | 8.6% | – | 3.0% | 9.3% | 1.0% |
| MDLZ | 3.1% | – | 1.2% | 14.4% | 9.7% |
| HSY | 2.5% | – | 0.3% | 7.2% | 16.1% |
| KHC | -3.8% | – | -3.0% | 0.6% | 1.7% |
| K | -2.7% | – | -2.8% | 3.7% | 7.7% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| SJM | 15.5% | 19.0% | 17.7% | 13.8% | |
| CPB | 12.9% | – | 12.7% | 14.0% | 13.4% |
| MDLZ | 13.1% | – | 18.3% | 15.6% | 12.1% |
| HSY | 19.1% | – | 26.1% | 22.9% | 21.7% |
| KHC | 20.4% | – | 20.7% | 19.6% | 17.2% |
| K | 15.1% | – | 14.7% | 11.5% | 9.6% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| SJM | -7.5 | -9.5 | 17.7 | -184.3 | |
| CPB | 21.6 | – | 22.0 | 15.1 | 22.6 |
| MDLZ | 21.9 | – | 17.4 | 19.9 | 33.8 |
| HSY | 24.6 | – | 15.5 | 20.5 | 28.9 |
| KHC | -5.8 | – | 13.5 | 15.9 | 21.1 |
| K | 19.8 | – | 20.7 | 20.1 | 25.4 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.