Company context

The J.M. Smucker Company

NYSE:SJM

Food: Specialty/Candy · benchmarked against Food: Specialty/Candy inside the XLP constituent company universe.

Active tabPeers

Current readMixed

Last close115.54

1M return+4.22%

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries5085 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NYSE:SJM 1W +6.19%, 1M +4.22%, 3M +16.19%, 6M +7.52%, 1Y +4.35%, 3Y -22.53%; NYSE:HSY 1W -2.46%, 1M -3.99%, 3M -11.11%, 6M -27.22%, 1Y -7.25%, 3Y -21.58%; NYSE:MKC 1W -0.59%, 1M +12.65%, 3M +9.69%, 6M -22.54%, 1Y -25.28%, 3Y -39.84%; NASDAQ:MDLZ 1W -2.52%, 1M +1.18%, 3M -2.87%, 6M +1.87%, 1Y -2.56%, 3Y -16.27%; NASDAQ:PEP 1W -3.16%, 1M -5.77%, 3M -9.42%, 6M -18.13%, 1Y -9.17%, 3Y -24.75%; NYSE:GIS 1W -3.97%, 1M +2.89%, 3M +10.05%, 6M -16.56%, 1Y -24.66%, 3Y -45.64%; NYSE:CLX 1W +1.08%, 1M -0.03%, 3M +3.97%, 6M -19.92%, 1Y -23.30%, 3Y -41.61%; NYSE:TAP 1W +5.10%, 1M +3.65%, 3M -5.31%, 6M -19.72%, 1Y -19.43%, 3Y -37.47%; NYSE:HRL 1W +0.97%, 1M +3.68%, 3M +20.72%, 6M +2.62%, 1Y -12.04%, 3Y -38.21%; NYSE:STZ 1W -3.60%, 1M +0.11%, 3M -10.68%, 6M -16.15%, 1Y -19.21%, 3Y -49.58%; NASDAQ:KHC 1W -1.62%, 1M +3.97%, 3M +10.51%, 6M +6.54%, 1Y -7.74%, 3Y -23.77%

Company1W1M3M

6M

1Y

3Y

NYSE:SJM+6.19%+4.22%+16.19%+7.52%+4.35%-22.53%

NYSE:HSY-2.46%-3.99%-11.11%-27.22%-7.25%-21.58%

NYSE:MKC-0.59%+12.65%+9.69%-22.54%-25.28%-39.84%

NASDAQ:MDLZ-2.52%+1.18%-2.87%+1.87%-2.56%-16.27%

NASDAQ:PEP-3.16%-5.77%-9.42%-18.13%-9.17%-24.75%

NYSE:GIS-3.97%+2.89%+10.05%-16.56%-24.66%-45.64%

NYSE:CLX+1.08%-0.03%+3.97%-19.92%-23.30%-41.61%

NYSE:TAP+5.10%+3.65%-5.31%-19.72%-19.43%-37.47%

NYSE:HRL+0.97%+3.68%+20.72%+2.62%-12.04%-38.21%

NYSE:STZ-3.60%+0.11%-10.68%-16.15%-19.21%-49.58%

NASDAQ:KHC-1.62%+3.97%+10.51%+6.54%-7.74%-23.77%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NYSE:SJM+4.35% 1Y · -22.53% 3Y

NASDAQ:MDLZ-2.56% 1Y · -16.27% 3Y

NYSE:HSY-7.25% 1Y · -21.58% 3Y

NASDAQ:KHC-7.74% 1Y · -23.77% 3Y

Risk and quality spread

NASDAQ:PEPGM +53.98% · ROE +51.59%

NYSE:CLXGM +43.70% · ROE n/a

NYSE:STZGM +50.98% · ROE +23.51%

NYSE:MKCGM +38.92% · ROE +25.70%

Valuation screen

NYSE:MKCP/E 8.69 · FCF yield +7.26%

NYSE:STZP/E 12.82 · FCF yield +7.99%

NYSE:CLXP/E 15.64 · FCF yield +3.26%

NASDAQ:PEPP/E 17.77 · FCF yield +5.02%

Valuation versus growth

P/E against 1Y return

NYSE:SJM P/E n/a 1Y +4.35%, NYSE:HSY P/E 31.94 1Y -7.25%, NYSE:MKC P/E 8.69 1Y -25.28%, NASDAQ:MDLZ P/E 29.88 1Y -2.56%, NASDAQ:PEP P/E 17.77 1Y -9.17%, NYSE:GIS P/E n/a 1Y -24.66%, NYSE:CLX P/E 15.64 1Y -23.30%, NYSE:TAP P/E n/a 1Y -19.43%, NYSE:HRL P/E 29.82 1Y -12.04%, NYSE:STZ P/E 12.82 1Y -19.21%, NASDAQ:KHC P/E n/a 1Y -7.74%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NYSE:SJMThe J.M. Smucker Company

n/an/a1.32100th pctile+9.62%100th pctile+33.19%40th pctile-2.39%20th pctile1.2940th pctile

NYSE:HSYThe Hershey Company

31.940th pctile2.920th pctile+5.32%43rd pctile+35.56%57th pctile+23.23%67th pctile1.2050th pctile

NYSE:MKCMcCormick & Company, Incorporated

8.69100th pctile1.8843rd pctile+7.26%57th pctile+38.92%71st pctile+25.70%83rd pctile0.7183rd pctile

NASDAQ:MDLZMondelez International, Inc.

29.8825th pctile2.0014th pctile+3.33%14th pctile+31.19%0th pctile+10.13%50th pctile0.8467th pctile

NASDAQ:PEPPepsiCo, Inc.

17.7750th pctile1.9429th pctile+5.02%29th pctile+53.98%100th pctile+51.59%100th pctile2.410th pctile

NYSE:GISGeneral Mills, Inc.

n/an/a1.1186th pctile+8.11%71st pctile+33.59%29th pctile-1.06%33rd pctile1.8917th pctile

NYSE:CLXClorox Company (The)

15.6475th pctile1.7457th pctile+3.26%0th pctile+43.70%86th pctilen/an/an/an/a

NYSE:TAPMolson Coors Beverage Company

n/an/a0.69100th pctile+14.89%100th pctile+35.09%43rd pctile-18.23%0th pctile0.64100th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.