Company Analysis

The J.M. Smucker Company (SJM)

NYSE: SJM · Canned, Fruits, Veg, Preserves, Jams & Jellies · Orrville, OH · filing with the SEC since 1994
Grade5.3
◀ Past 5.5● Present 4.7▶ Future 5.9
1 est.

The grade of The J.M. Smucker Company

Nine metrics read from its own filings, by tense
Headline grade
5.3/10
◀ Past5.530% of the headline
● Present4.740% of the headline
▶ Future5.930% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

5.5/1030% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
7.6/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 33% of this tense · 76th percentile among 42 sector filers · read for itself

From the record

The J.M. Smucker Company's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
3.7/10

What has it actually done, year after year?

+2.3% a year over 10 filed years; profitable in 7 of 10.

weight 45% of this tense · 37th percentile among 42 sector filers · read for its customers

From the record

The J.M. Smucker Company's 10 filed years say what it did: revenue went from $7.4 billion in fiscal 2017 to $9.1 billion in fiscal 2026, up 2.3% a year; it rose in 5 of 9 years; the deepest fall was 4% from fiscal 2023 to fiscal 2024; net income was positive in 7 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span2.3%bottom 27% of its family
  • the share of years revenue rosebottom 29% of its family
  • the share of filed years with a profitbottom 26% of its family
  • the deepest fall from a revenue peak4.1%top 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
5.8/10

How has it treated the people who own it?

SI estimate 5.8/10, confidence 35 of 100 (one part).

weight 22% of this tense · 58th percentile among 42 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the cash returned against operating cash flow, which ranks in the top 42% of 42 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: cash returned against operating cash flow, the one part on file, ranked among 42 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: The J.M. Smucker Company's shareholder treatment is put at 5.8 of 10 with a confidence of 35 of 100, because read from one part only, the cash returned against operating cash flow, which ranks in the top 42% of 42 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

4.7/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
3.1/10

Is it financially healthy right now?

ROE -3%: lost 3¢ per shareholder dollar. Leverage 66%: owes 66¢ per asset dollar.

weight 45% of this tense · 31st percentile among 42 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-04-30, The J.M. Smucker Company lost about 3 cents for every dollar of shareholders' money, and gross profitability: its products earned about 19 cents per dollar of everything the company owns. Leverage: it owed about 66 cents per dollar of assets (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 27% of its family
  • return on equitybottom 21% of its family
  • gross profit against assetsbottom 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
4.9/10

How strong is its position in its industry?

bottom 49% of 42 in its family; net margin -1.5%.

weight 33% of this tense · 49th percentile among 42 sector filers · read for its customers

From the record

The J.M. Smucker Company's standing among 42 graded names in its industry family: revenue of $9.1 billion in fiscal 2026 ranks in the top 32% by size; a net margin of -1.5% ranks in the bottom 23%; revenue growth of 2% a year over the last 3 filed years ranks in the top 44% (its annual reports).

What it rests on

  • revenue against the family$9.05Btop 32% of its family
  • net margin-1.5%bottom 23% of its family
  • three-year revenue growth2.0%top 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
7.6/10

What are the people in charge doing?

top 24% of 26 in its family for leadership; chief executive since 2016.

weight 22% of this tense · 76th percentile among 26 sector filers · read for its shareholders

From the record

The J.M. Smucker Company's leadership, from its insiders' filings and its current reports: the chief executive on the record is Smucker, Mark T (CEO, Chair of Board, as filed), filing under that title since 2016-06-10, 10.4 years (top 17% of its family); the 17 officers and directors filing in the last fifteen months have been on the record a median of 6.2 years (top 38%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 17 people in charge now (top 18%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge5 in three years among 17 peopletop 18% of its family
  • the median years the people in charge have filed6.2 yearstop 38% of its family
  • the chief executive's years on the record10.4 yearstop 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.9/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
5.2/10

How much room does it have to grow?

top 48% of 42 in its family for room to expand.

weight 45% of this tense · 52nd percentile among 42 sector filers · read for itself

From the record

The J.M. Smucker Company's room to grow, from the newest filed statements (fiscal 2026): cash of $59 million against debt of $6.5 billion leaves -40% of its assets as net cash, bottom 6% of its family; cash from operations less capital spending is 12.8% of revenue (top 18%); a gross margin of 33.5% (top 32%) (its annual report).

What it rests on

  • cash less debt against assets-40.0%bottom 6% of its family
  • cash from operations less capital spending against revenue12.8%top 18% of its family
  • gross margin33.5%top 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.3/10

What could actually drive growth from here?

top 37% of 42 in its family for growth drivers.

weight 33% of this tense · 63rd percentile among 42 sector filers · read for its customers

From the record

The J.M. Smucker Company's growth drivers, from the filed years to fiscal 2026: revenue grew 2% a year over the last three filed years against 2.3% over all 10, slowing (top 32% of its family); the newest year grew 3.7% (top 37%); research spending grew 33.7% a year (top 6%); capital spending grew -12.7% a year (bottom 27%) (its annual reports). The J.M. Smucker Company reported 5 lines of business in fiscal 2025: U.S.Retail Coffee at $2.8 billion, U.S.Retail Frozen Handheld and Spreads at $1.9 billion, U.S.Retail Pet Foods at $1.7 billion, and 2 more. 4 of 5 grew in the latest filed year, and the largest line is 32% of revenue (its annual report).

What it rests on

  • three-year growth against the whole span-0.3 points a yeartop 32% of its family
  • the newest year's revenue growth3.7%top 37% of its family
  • three-year growth of research spending33.7%top 6% of its family
  • three-year growth of capital spending-12.7%bottom 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
6.8/10

Did its newest year beat what its own record pointed to?

top 32% of 39 in its family for expectations against reality.

weight 22% of this tense · 68th percentile among 39 sector filers · read for its shareholders

From the record

The J.M. Smucker Company's newest year against its own record: revenue of $9.1 billion in fiscal 2026 came in 2.5% above the $8.8 billion its prior three years' pace pointed to (top 35% of its family); net income of $139 million against a prior three-year average of $193 million (top 24%); a net margin of -1.5% against -2% before (top 37%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace2.5%top 35% of its family
  • net income against the prior three years' average+28%top 24% of its family
  • net margin against its prior average+0.5 pointstop 37% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton SJM · research, not advice