# The J.M. Smucker Company (SJM) — Stock CV

The J.M. Smucker Company is a $12.8B consumer staples company. Revenue grew 5.1% over the last year, and it keeps 3¢ of every dollar of sales as profit. It trades at 55.8× earnings — near the highest of its own history.

## Identity

- **Ticker**: SJM
- **Sector**: Consumer Defensive
- **Industry**: Canned, Fruits, Veg, Preserves, Jams & Jellies
- **Headquarters**: ORRVILLE, OH
- **Employees**: 8 000
- **Website**: https://www.jmsmucker.com
- **Market cap**: $12.8B
- **Last price**: $119.83
- **Financial profile**: Strained

## Vitals (TTM)

- **Revenue**: $9.16B
- **Net income**: $230M
- **Free cash flow**: $1.59B
- **P/E**: 55.8
- **Revenue growth (YoY)**: 5.1%

## Skills (profile scores, 0–100)

| Pillar | Score |
|---|---|
| Valuation | 62 |
| Growth | 31 |
| Profitability | 23 |
| Health | 9 |
| Quality | 85 |
| Moat | 38 |

## Qualifications (beginner checklist) — 7 of 11 passed

- [x] Revenue growing — +5.1% YoY
- [x] Profitable — $230M TTM
- [x] Profit growing — +88.7% YoY
- [x] Generates cash — $1.59B TTM
- [ ] Debt under control — current ratio 0.87
- [x] Established company — $12.8B market cap
- [ ] Not printing shares — +21.7% shares over ~5y
- [x] Proven track record — 8/11 profitable years
- [ ] Financially stable — health score 9/100
- [x] Pays a dividend — yield 3.65%
- [ ] Valuation not extreme — P/E 55.8

## Experience (career milestones)

- **FY2018** — Best year on record: $1.34B net income
- **FY2016** — First recorded profitable year: $689M net income
- **FY2016** — Revenue already above $1B: $7.81B in first reported year
- **FY2016** — Positive free cash flow every year since: 11-year streak

## Strengths

- Strong cash conversion — FCF is 17.3% of revenue

## Watch-outs

- Thin interest coverage (0.8×)
- Loss-making in 3 of the recent years

## Track record

| Year | Revenue | Net income | Free cash flow |
|---|---|---|---|
| FY2022 | $8.00B | $632M | $719M |
| FY2023 | $8.53B | -$91.3M | $717M |
| FY2024 | $8.18B | $744M | $643M |
| FY2025 | $8.73B | -$1.23B | $817M |
| FY2026 | $9.05B | -$139M | $1.16B |

---

Source: https://stockcv.com/SJM — derived from company filings; may be delayed or incomplete. Information, not investment advice.