J.M. Smucker Co

J.M. Smucker Co(SJM)の株式分析

$125.930

+4.231 (+3.36%)終値時点

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高値
127.690
始値
125.000
出来高加重平均価格
125.89
出来高
1.34M
時価総額
11.54B
安値
124.060
売買代金
168.48M
EV/EBITDA(TTM)
9.14

The J. M. Smucker Company is engaged in the manufacturing and marketing of branded food and beverage products on a worldwide basis. The Company's branded food and beverage products include a portfolio of brands that are sold to consumers primarily through retail outlets in North America. The Company operates through four segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, and U.S. Retail Pet Foods, and Sweet Baked Snacks. The U.S. Retail Coffee segment primarily includes the domestic sales of Folgers, Dunkin', and Cafe Bustelo branded coffee. The U.S. Retail Frozen Handheld and Spreads segment primarily includes the domestic sales of Uncrustables, Jif, and Smucker’s branded products. The U.S. Retail Pet Foods segment primarily includes the domestic sales of Meow Mix, Milk-Bone, Pup-Peroni, and Canine Carry Outs branded products. The Sweet Baked Snacks segment primarily includes all domestic and foreign sales of Hostess branded products across all channels.

www.jmsmucker.com

AI分析 of J.M. Smucker Co (SJM)

買い

J.M. Smucker Co (SJM) is a good buy right now due to its current price of $119.83, which is below the average analyst price target of $139, suggesting a potential upside of approximately 16%. Additionally, the company has shown a strong recovery with a forward P/E ratio of 11.99 and a gross margin of 41.53% in the latest quarter, indicating solid profitability. The main risk is the recent insider selling, where an executive sold shares for tax obligations, which could raise concerns among investors about the company's future performance.

アナリスト評価(18)

-7.81% 下落余地
中立
5 買い
10 中立
3 売り
現在: 125.93
安値
105.00
平均
116.10
高値
130.00

JPMorgan

2026-08-27

目標株価

$149

オーバーウェイト

Stifel

2026-08-27

目標株価

$132

中立

TD Cowen

2026-08-27

目標株価

$136

中立

RBC Capital

2026-08-27

目標株価

$150

アウトパフォーム

Bernstein

2026-08-27

目標株価

$157

アウトパフォーム

バリュエーション指標

J.M. Smucker Co(SJM)の現在の予想PERは11.99で、5年平均は13.20です。

予想PER

適正
5年平均 P/E
13.20
現在のP/E
11.99
割高
15.28
割安
11.12

予想EV/EBITDA

適正
5年平均 EV/EBITDA
6.93
現在のEV/EBITDA
9.14
割高
21.35
割安
-7.49

予想PSR

適正
5年平均 P/S
1.53
現在のP/S
1.43
割高
1.80
割安
1.25

Alphio AI による SJM の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%SJM

$137.61

シナリオ価格

基

基本

基本 · 50%SJM

$113.43

シナリオ価格

弱

弱気

弱気 · 25%SJM

$90.07

シナリオ価格

SJM を保有するクジラ

H

Hotchkis and Wiley Capital Management, LLC

+ を保有SJM

+8.90%

3か月リターン

N

NewEdge Advisors, LLC

+ を保有SJM

+7.34%

3か月リターン

R

RWC Partners Limited

+ を保有SJM

+7.31%

3か月リターン

D

Deroy & Devereaux Private Investment Counsel, Inc.

+ を保有SJM

+4.94%

3か月リターン

S

Staley Capital Advisers, Inc.

+ を保有SJM

+2.60%

3か月リターン

A

Ariel Investments, LLC

+ を保有SJM

-3.36%

3か月リターン

イベントタイムライン

2026-09-23 (ET)

16:30:00

J.M. Smucker Files Automatic Mixed Securities Shelf

2026-08-26 (ET)

16:30:00

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12:30:00

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10:00:00

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09:00:00

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ニュース

SJM のよくある質問 — Alphio AI が回答

The J. M. Smucker Company is engaged in the manufacturing and marketing of branded food and beverage products on a worldwide basis. The Company's branded food and beverage products include a portfolio of brands that are sold to consumers primarily through retail outlets in North America. The Company operates through four segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, and U.S. Retail Pet Foods, and Sweet Baked Snacks. The U.S. Retail Coffee segment primarily includes the domestic sales of Folgers, Dunkin', and Cafe Bustelo branded coffee. The U.S. Retail Frozen Handheld and Spreads segment primarily includes the domestic sales of Uncrustables, Jif, and Smucker’s branded products. The U.S. Retail Pet Foods segment primarily includes the domestic sales of Meow Mix, Milk-Bone, Pup-Peroni, and Canine Carry Outs branded products. The Sweet Baked Snacks segment primarily includes all domestic and foreign sales of Hostess branded products across all channels. It operates in the Consumer Non-Cyclicals sector (CANNED, FRUITS, VEG, PRESERVES, JAMS & JELLIES industry).

J.M. Smucker Co (SJM) is a good buy right now due to its current price of $119.83, which is below the average analyst price target of $139, suggesting a potential upside of approximately 16%. Additionally, the company has shown a strong recovery with a forward P/E ratio of 11.99 and a gross margin of 41.53% in the latest quarter, indicating solid profitability. The main risk is the recent insider selling, where an executive sold shares for tax obligations, which could raise concerns among investors about the company's future performance.

18 analysts cover SJM: 5 rate it Buy, 10 Hold and 3 Sell. The average price target is 116.10.

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