- ISIN
- US8326964058
- CUSIP
- 832696405
- Sector
- Consumer Defensive
- Industry
- Packaged Foods
- IPO Date
- Oct 31, 1994
Highlights
- Market Cap
- $11.44B
- Enterprise Value
- $11.80B
- EPS (TTM)
- -$1.30
- Total Revenue (TTM)
- $9.05B
- Gross Profit (TTM)
- $3.03B
- EBITDA (TTM)
- $360.20M
- Year Range
- $88.25 - $119.39
- Target Price
- $113.89
- ROA (TTM)
- -0.86%
- ROE (TTM)
- -2.50%
Share Price Chart
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Performance
SJM Performance Chart
The J. M. Smucker Company (SJM) is up 11.9% since the beginning of the year. At $107 per share, SJM is trading 10.2% below its 52-week high of $119. Investors who bought $1,000 worth of SJM shares 5 years ago would now be looking at an investment worth $986.
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Returns By Period
The J. M. Smucker Company (SJM) has returned 11.92% so far this year and 15.21% over the past 12 months. Over the last ten years, SJM has returned 0.08% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
The J. M. Smucker Company
- 1D
- -3.31%
- 1M
- 3.71%
- YTD
- 11.92%
- 6M
- 10.40%
- 1Y
- 15.21%
- 3Y*
- -7.18%
- 5Y*
- -0.28%
- 10Y*
- 0.08%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SJM Monthly Returns History
Based on dividend-adjusted daily data since Oct 31, 1994, SJM's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, an investment would double in approximately 7.0 years.
Historically, 55% of months were positive and 45% were negative. The best month was Oct 2001 with a return of +30.4%, while the worst month was Jun 2008 at -23.0%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SJM closed higher 49% of trading days. The best single day was Oct 10, 2001 with a return of +20.3%, while the worst single day was Jun 10, 2025 at -15.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.21% | 11.68% | -16.83% | 1.65% | 6.44% | 3.87% | 11.92% | ||||||
| 2025 | -2.93% | 4.48% | 7.13% | -1.81% | -2.21% | -12.80% | 9.31% | 3.98% | -1.73% | -4.65% | 1.62% | -6.11% | -7.56% |
| 2024 | 4.09% | -7.87% | 4.74% | -8.76% | -1.88% | -2.33% | 8.17% | -1.89% | 5.60% | -6.27% | 4.79% | -6.51% | -9.61% |
| 2023 | -3.57% | -2.55% | 6.41% | -1.88% | -4.45% | 0.74% | 2.02% | -3.07% | -15.21% | -7.38% | -2.69% | 15.17% | -17.79% |
| 2022 | 3.50% | -3.45% | 0.49% | 1.12% | -7.81% | 2.11% | 3.37% | 6.61% | -1.84% | 9.64% | 2.92% | 2.89% | 20.06% |
| 2021 | 0.70% | -3.03% | 12.97% | 3.52% | 2.44% | -2.79% | 1.19% | -4.96% | -2.94% | 2.36% | 3.74% | 7.39% | 21.05% |
Benchmark Metrics
The J. M. Smucker Company has an annualized alpha of 6.44%, beta of 0.43, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since October 31, 1994.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (50.62%) than losses (44.11%) - typical of diversified or defensive assets.
- Beta of 0.43 may look defensive, but with R2 of 0.10 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.10 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 6.44%
- Beta
- 0.43
- R²
- 0.10
- Upside Capture
- 50.62%
- Downside Capture
- 44.11%
Return for Risk
Risk / Return Rank
SJM ranks 57 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for The J. M. Smucker Company (SJM) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SJM | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.48 | ||
| Sortino ratioReturn per unit of downside risk | -1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.37 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.67 | 2.78 | -2.12 |
| Martin ratioReturn relative to average drawdown | 1.62 | 12.44 | -10.81 |
Dividends
Dividend History
The J. M. Smucker Company provided a 4.10% dividend yield over the last twelve months, with an annual payout of $4.40 per share. The company has been increasing its dividends for 16 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.40 | $4.36 | $4.28 | $4.16 | $4.02 | $3.78 | $3.56 | $3.46 | $3.26 | $3.06 | $2.84 | $2.62 |
Dividend yield | 4.10% | 4.46% | 3.89% | 3.29% | 2.54% | 2.78% | 3.08% | 3.32% | 3.49% | 2.46% | 2.22% | 2.12% |
Monthly Dividends
The table displays the monthly dividend distributions for The J. M. Smucker Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $1.10 | $0.00 | $0.00 | $1.10 | $0.00 | $2.20 | ||||||
| 2025 | $0.00 | $1.08 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $1.10 | $0.00 | $0.00 | $1.10 | $0.00 | $4.36 |
| 2024 | $0.00 | $1.06 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $1.08 | $0.00 | $4.28 |
| 2023 | $0.00 | $1.02 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $1.06 | $0.00 | $4.16 |
| 2022 | $0.00 | $0.99 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.02 | $0.00 | $4.02 |
| 2021 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $0.99 | $0.00 | $3.78 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the The J. M. Smucker Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the The J. M. Smucker Company was 45.67%, occurring on Mar 28, 2000. Recovery took 179 trading sessions.
The current The J. M. Smucker Company drawdown is 25.08%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -45.67%Mar 2000 | 2y 5mo | 8mo 18d | 3y 2moOct 1997 - Dec 2000 |
Financial crisis2007–2009 | -38.20%Mar 2009 | 1y 8mo | 7mo 12d | 2y 3moJul 2007 - Oct 2009 |
2026 bear market2026 | -38.11%Apr 2026 | 3y 3mo | — | 3y 5moJan 2023 - now |
Rate-hike selloffLate 2018 | -36.71%Dec 2018 | 2y 4mo | 2y 4mo | 4y 8moAug 2016 - May 2021 |
1997 bear market1997 | -30.95%Apr 1997 | 2y 3mo | 2mo 23d | 2y 6moDec 1994 - Jul 1997 |
Drawdown Indicators
| SJM | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.67% | -56.78% | +11.11% |
Max Drawdown (1Y)Largest decline over 1 year | -22.82% | -9.10% | -13.72% |
Max Drawdown (3Y)Largest decline over 3 years | -35.16% | -18.90% | -16.26% |
Max Drawdown (5Y)Largest decline over 5 years | -38.11% | -25.43% | -12.68% |
Max Drawdown (10Y)Largest decline over 10 years | -38.11% | -33.92% | -4.19% |
Current DrawdownCurrent decline from peak | -25.08% | -1.80% | -23.28% |
Average DrawdownAverage peak-to-trough decline | -13.48% | -10.71% | -2.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.38% | 2.03% | +7.35% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of The J. M. Smucker Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how The J. M. Smucker Company is priced in the market compared to other companies in the Packaged Foods industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SJM relative to other companies in the Packaged Foods industry. Currently, SJM has a P/S ratio of 1.3. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SJM in comparison with other companies in the Packaged Foods industry. Currently, SJM has a P/B value of 2.1. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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