J.M. Smucker Co (SJM) stock score and earnings-call analysis

J.M. Smucker Co (SJM) has a MarketKingdoms composite score of 65.0 (B), an B-range rating. It ranks 827th of 1,866 covered companies, 42nd of 131 in Consumer Defensive (sector average 59.3) and 4th of 34 in Packaged Foods. Scores as of 2026-10-26.

Its strongest lenses are Trend (momentum) at 82 (Consumer Defensive average 49) and KPI momentum at 77 (Consumer Defensive average 67). Even its lowest lenses, Quality (profitability) at 50 (sector average 50) and Price (valuation) at 55 (sector average 50), are above the sector average.

Lens scores

SJM lens scores (0–100) against its sector and industry
LensTypeSJMConsumer Defensive averagePackaged Foods averagePercentile in sector
Industry opportunityResearch signal58655840th
Stock selectionResearch signal74736952nd
KPI momentumResearch signal77676166th
Catalyst watchResearch signal65696733rd
Price (valuation)Fundamental lens55505660th
Expansion (growth)Fundamental lens56514458th
Quality (profitability)Fundamental lens50504450th
Trend (momentum)Fundamental lens82494092nd

Latest earnings call

The most recent call analysed was held on 2026-08-26 (fiscal 2027 Q1). MarketKingdoms checks what management promised on each call against what it later delivered.

Valuation and risk

The stock's valuation gap is +7.5%: its price is above the path its market, sector and industry moves explain (overvalued versus the model path). Factor sensitivity: market beta 0.64, sector beta 0.83, industry beta 0.29; the factor model explains 47% of its moves (R²).

Packaged Foods peers

CompanyCompositeGradeValuation gap
Darling Ingredients Inc (DAR)71.2B+-16.5%
Central Garden & Pet Co (CENTA)66.8B+4.6%
Mama's Creations Inc (MAMA)65.4B-10.2%
Herbalife Ltd (HLF)63.7B--5.2%
Freshpet Inc (FRPT)63.3B--36.6%
Bellring Brands Inc (BRBR)60.0B--36.9%
Lamb Weston Holdings Inc (LW)59.9B-+6.5%
Magnum Ice Cream Company NV (MICC)59.9B--1.8%

Near SJM in the overall ranking

J.M. Smucker Co financial statements · Consumer Defensive sector ranking · Packaged Foods industry ranking · All covered companies

How MarketKingdoms scores companies

The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.

General information, not investment advice.