Assessing J. M. Smucker (SJM) Valuation After Recent Share Price Rebound And Mixed Return Profile

Simply Wall St.01-16

AdvertisementWhat J. M. Smucker’s recent returns suggest right now With no single headline event driving attention to J. M. Smucker (SJM), many investors are looking at the stock’s recent performance,...

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M. Smucker (SJM) Valuation After Recent Share Price Rebound And Mixed Return Profile\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-16 04:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-sjm/j-m-smucker/news/assessing-j-m-smucker-sjm-valuation-after-recent-share-price><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementWhat J. M. Smucker’s recent returns suggest right now With no single headline event driving attention to J. M. Smucker (SJM), many investors are looking at the stock’s recent performance,...</p>\n\n<a href=\"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-sjm/j-m-smucker/news/assessing-j-m-smucker-sjm-valuation-after-recent-share-price\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-sjm/j-m-smucker/news/assessing-j-m-smucker-sjm-valuation-after-recent-share-price","article_id":"2603171937","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/5122000-choice1-main-header/1585186630654"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-sjm/j-m-smucker/news/assessing-j-m-smucker-sjm-valuation-after-recent-share-price","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603171937","pubTimestamp":1768509038,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"What J. M. Smucker’s recent returns suggest right now\nWith no single headline event driving attention to J. M. Smucker (SJM), many investors are looking at the stock’s recent performance, valuation metrics, and fundamentals to understand how it currently stacks up.\nSee our latest analysis for J. M. Smucker.\nRecently, J. M. Smucker’s share price return has picked up, with a 1-day move of 2.68% and a 7-day gain of 9.27%, while its 1-year total shareholder return of 8.02% comes against a weaker...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","SJM":"斯马克","BK4585":"ETF&股票定投概念","BK4212":"包装食品与肉类"},"translate_title":"在近期股价反弹和混合回报后评估J.M.Smucker(SJM)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SJM":1.5},"content_text":"AdvertisementWhat J. M. Smucker’s recent returns suggest right now With no single headline event driving attention to J. M. Smucker (SJM), many investors are looking at the stock’s recent performance, valuation metrics, and fundamentals to understand how it currently stacks up. See our latest analysis for J. M. Smucker. Recently, J. M. Smucker’s share price return has picked up, with a 1-day move of 2.68% and a 7-day gain of 9.27%, while its 1-year total shareholder return of 8.02% comes against a weaker 3-year total shareholder return of 22.70% decline. This hints that short term momentum is improving after a tougher multi year period. If this kind of rebound has your attention, it could be a good moment to broaden your watchlist and check out fast growing stocks with high insider ownership. Given J. M. Smucker’s recent rebound, its wide 51.64% intrinsic discount estimate, and its current price of $104.33 compared with an analyst target of $115.73, is this a genuine value opportunity or is the market already pricing in future growth? Most Popular Narrative: 10.2% Undervalued Compared with J. M. Smucker’s last close of $104.33, the most followed narrative points to a higher fair value, built around detailed growth and margin assumptions. Continued investments in advertising, innovation (e.g., new Milk-Bone PB Bites), and category expansion, especially in growing urban, convenience, and pet segments, are positioning the portfolio to leverage both changing consumer demographics and rising demand for convenient, branded packaged foods, supporting top-line and volume growth. Ongoing growth in e-commerce, convenience, and direct-to-customer channels, backed by a dedicated sales force, expands distribution reach and enables sharper, data-driven marketing, providing further opportunities to capture market share and drive future sales growth. Read the complete narrative. Curious how modest revenue assumptions, rising margins, and a specific future P/E all combine into that valuation gap? The narrative stitches those moving parts into one clear pricing case. Result: Fair Value of $116.19 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that story depends on some moving parts, including how Smucker manages tariff pressures in coffee and whether further price increases trigger deeper volume declines across key brands. Find out about the key risks to this J. M. Smucker narrative. Another View: Multiples Paint a Tougher Picture That 10.2% undervaluation story sits uncomfortably next to how the market is pricing J. M. Smucker on sales. The shares trade on a P/S of 1.3x, compared with a fair ratio of 1.2x, the US Food industry at 0.7x, and peers at 0.8x. This points to limited margin for error if growth or margin recovery takes longer than hoped. See what the numbers say about this price — find out in our valuation breakdown. NYSE:SJM P/S Ratio as at Jan 2026 Build Your Own J. M. Smucker Narrative If your view of Smucker’s future looks different, or you simply prefer to weigh the numbers yourself, you can shape a custom thesis in just a few minutes by starting with Do it your way. A great starting point for your J. M. Smucker research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Ready for more investment ideas? If you stop with just one stock today, you could miss out on opportunities that fit your style even better, so take a few minutes to broaden your search.  Target potential bargains by scanning these 875 undervalued stocks based on cash flows that may be pricing in more caution than their cash flows suggest. Ride long term themes by focusing on these 24 AI penny stocks tied to real business models rather than hype. Boost your income focus by zeroing in on these 12 dividend stocks with yields > 3% that could complement a total return approach.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? 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