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SJM J M SMUCKER Co

Trailing twelve months to 2026-07-31 · as filed 2026-08-26, not restated
Consumer Staples

Scale

Market cap
$14.1bn
Revenue TTM
$9.2bn
Net income TTM
$230m
Free cash flow
$1.6bn
Composite score
47.3
Sector rank
#564

Valuation

P / E
61.6
EV / EBITDA
15.1
EV / sales
2.3
FCF yield
11.23%
Earnings yield vs 10-yr
-3.11pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
2.5%
EBITDA margin
15.0%
ROE
4.0%
ROIC
6.7%
Revenue growth
5.1%

Insider activity, last 90 days

Net open-market
$-3.63m
Buyers
0
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Net sales in the first three months of 2027 increased $106.0, or 5 percent. Net price realization contributed 4 percentage points to net sales, primarily driven by higher net pricing for coffee. Volume/mix increased net sales by 1 percentage point, primarily driven by increases for Uncrustables sandwiches and coffee, partially offset by decreases for sweet baked goods and peanut butter. 21 Table of Contents Operating Income The following table presents the components of operating income as a percentage of net sales. …J M SMUCKER Co, 10-Q, period ended 2026-07-31, filed 2026-08-26

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