SJM J.M. Smucker Company (The)
Intrinsic value$0.00
Price (at call)$128.51
Margin of safety
-100.0%
vs market (rating basis)
-79.4%
Model unavailable; showing baseline valuation.
⚠ LLM error: empty response; using baseline
The story
Value drivers
| Revenue growth (Y1) | 3.0% |
| Terminal growth | 3.5% |
| Forecast horizon | 10y |
| Target operating margin | 3.5% |
| Years to target margin | 5 |
| Sales-to-capital | 0.72 |
| Beta | 0.50 |
| Failure probability | 0.0% |
| Cost of capital (WACC) | 7.5% |
| Terminal WACC | 9.0% |
Valuation bridge
| PV of explicit FCFF | -1.12B |
| PV of terminal value | 1.93B |
| Equity value | 0 |
| ÷ shares → per share | $0.00 |
News
neutral +0.10 · 8 articles
- Campbell's Issues Downbeat Outlook, Cuts Dividend Amid Inflation Headwinds
- Smucker CEO Sells 84,821 Shares For $11.1 Million: Routine or Worrisome?
- 3 Mid-Cap Stocks We Approach with Caution
- J.M. Smucker Stock's Rally Has More Than Tariffs Behind It
- Smucker CFO Marshall Tucker Sells 18,482 Shares for $2.4 Million
- Judge says Smucker's lawsuit against Trader Joe's over frozen PB&J can proceed
- Beat the Market the Zacks Way: Accelerant, Insight, General Mills in Focus
- America’s Biggest Companies Ring Up Hefty Sales and Raise Their Outlooks
Projected free cash flow to the firm
| Yr | Revenue | Growth | Margin | NOPAT | Reinvest | FCFF | PV |
|---|---|---|---|---|---|---|---|
| 1 | 9.32B | 3.0% | 3.5% | 259.41M | 375.23M | -115.82M | -107.72M |
| 2 | 9.61B | 3.1% | 3.5% | 267.33M | 393.64M | -126.30M | -109.27M |
| 3 | 9.91B | 3.1% | 3.5% | 275.65M | 413.04M | -137.39M | -110.55M |
| 4 | 10.22B | 3.2% | 3.5% | 284.38M | 433.50M | -149.12M | -111.60M |
| 5 | 10.55B | 3.2% | 3.5% | 293.54M | 455.07M | -161.53M | -112.44M |
| 6 | 10.89B | 3.3% | 3.5% | 303.16M | 477.83M | -174.67M | -113.09M |
| 7 | 11.26B | 3.3% | 3.5% | 313.27M | 501.86M | -188.59M | -113.57M |
| 8 | 11.64B | 3.4% | 3.5% | 323.89M | 527.23M | -203.35M | -113.90M |
| 9 | 12.04B | 3.4% | 3.5% | 335.04M | 554.04M | -218.99M | -114.09M |
| 10 | 12.46B | 3.5% | 3.5% | 346.77M | 582.36M | -235.59M | -114.17M |
⚠ intrinsic value floored at 0 — the drivers imply the equity claim is worth less than the debt ahead of it · Extreme gap to market price — large, heavily-covered stocks are rarely mispriced this much; the gap likely embeds disruption, decline, or balance-sheet risk the model underweights. Treat as a flag to investigate, not a verdict.