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The J. M. Smucker Company (SJM)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US8326964058
CUSIP
832696405
IPO Date
Oct 31, 1994

Highlights

Market Cap
$10.29B
Enterprise Value
$18.05B
EPS (TTM)
-$11.77
Total Revenue (TTM)
$8.93B
Gross Profit (TTM)
$3.00B
EBITDA (TTM)
-$291.90M
Year Range
$93.30 - $120.76
Target Price
$111.40
ROA (TTM)
-7.72%
ROE (TTM)
-23.98%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in The J. M. Smucker Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

The J. M. Smucker Company (SJM) has returned -0.41% so far this year and -15.27% over the past 12 months. Over the last ten years, SJM has returned -0.11% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


The J. M. Smucker Company

1D
1.33%
1M
-16.83%
YTD
-0.41%
6M
-9.40%
1Y
-15.27%
3Y*
-11.89%
5Y*
-2.02%
10Y*
-0.11%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 31, 1994, SJM's average daily return is +0.04%, while the average monthly return is +0.81%. At this rate, your investment would double in approximately 7.2 years.

Historically, 54% of months were positive and 46% 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.21%11.68%-16.83%-0.41%
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%
20244.09%-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%
20223.50%-3.45%0.49%1.12%-7.81%2.11%3.37%6.61%-1.84%9.64%2.92%2.89%20.06%
20210.70%-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 6.16%, beta of 0.43, and R² of 0.11 versus S&P 500 Index. Calculated based on daily prices since November 01, 1994.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (50.73%) than losses (45.38%) — typical of diversified or defensive assets.
  • Beta of 0.43 may look defensive, but with R² of 0.11 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 0.11 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
6.16%
Beta
0.43
0.11
Upside Capture
50.73%
Downside Capture
45.38%

Return for Risk

Risk / Return Rank

SJM ranks 16 for risk / return — in the bottom 16% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


SJM Risk / Return Rank: 1616
Overall Rank
SJM Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
SJM Sortino Ratio Rank: 1818
Sortino Ratio Rank
SJM Omega Ratio Rank: 1818
Omega Ratio Rank
SJM Calmar Ratio Rank: 1616
Calmar Ratio Rank
SJM Martin Ratio Rank: 1111
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for The J. M. Smucker Company (SJM) and compare them to a chosen benchmark (S&P 500 Index).


SJMBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.51

0.90

-1.41

Sortino ratio

Return per unit of downside risk

-0.52

1.39

-1.90

Omega ratio

Gain probability vs. loss probability

0.93

1.21

-0.28

Calmar ratio

Return relative to maximum drawdown

-0.70

1.40

-2.10

Martin ratio

Return relative to average drawdown

-1.43

6.61

-8.04

Explore SJM risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

The J. M. Smucker Company provided a 4.54% dividend yield over the last twelve months, with an annual payout of $4.38 per share. The company has been increasing its dividends for 16 consecutive years.


2.00%2.50%3.00%3.50%4.00%4.50%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$4.38$4.36$4.28$4.16$4.02$3.78$3.56$3.46$3.26$3.06$2.84$2.62

Dividend yield

4.54%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$1.10$0.00$1.10
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 33.34%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45.67%Oct 6, 1997625Mar 28, 2000179Dec 11, 2000804
-38.2%Jul 2, 2007427Mar 11, 2009154Oct 19, 2009581
-36.71%Aug 23, 2016589Dec 24, 2018595May 6, 20211184
-36.66%Jan 9, 2023607Jun 10, 2025
-30.95%Dec 27, 1994580Apr 11, 199758Jul 3, 1997638

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.


Annual
Quarterly

0.0

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 1.2. 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 2.0. 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

Values in undefined except per share items