Campbell’s Co (CPB)vsThe J. M. Smucker Company (SJM)
CPB
Campbell’s Co
$20.59
-0.44%
CONSUMER DEFENSIVE · Cap: $5.93B
SJM
The J. M. Smucker Company
$125.46
-1.53%
CONSUMER DEFENSIVE · Cap: $13.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Campbell’s Co generates 6% more annual revenue ($9.74B vs $9.16B). CPB leads profitability with a 4.1% profit margin vs 2.5%. CPB appears more attractively valued with a PEG of 0.53. CPB earns a higher WallStSmart Score of 65/100 (C+).
CPB
Buy65
out of 100
Grade: C+
SJM
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.5%
Fair Value
$40.42
Current Price
$20.59
$19.83 discount
Margin of Safety
+13.8%
Fair Value
$128.91
Current Price
$125.46
$3.45 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 86.4% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
4.1% margin — thin
Elevated debt levels
Weak financial health signals
Revenue declined 7.9%
Expensive relative to growth rate
ROE of 4.0% — below average capital efficiency
2.5% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CPB
The strongest argument for CPB centers on EPS Growth, PEG Ratio, P/E Ratio. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : CPB
The primary concerns for CPB are Profit Margin, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.85 is elevated, increasing financial risk. Thin 4.1% margins leave little buffer for downturns.
Bear Case : SJM
The primary concerns for SJM are PEG Ratio, Return on Equity, Profit Margin. A P/E of 59.5x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
SJM carries more volatility with a beta of 0.27 — expect wider price swings.
SJM is growing revenue faster at 5.0% — sustainability is the question.
SJM generates stronger free cash flow (337M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CPB scores higher overall (65/100 vs 51/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Campbell’s Co
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Campbell Soup Company, doing business as Campbell's, is an American processed food and snack company.
Visit Website →The J. M. Smucker Company
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
The J. M. Smucker Company, also known as Smucker and Smucker's, is an American manufacturer of jam, peanut butter, jelly, fruit syrups, beverages, shortening, ice cream toppings, and other products in North America. Smucker's headquarters are located in Orrville, Ohio.
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