Flowers Foods Inc (FLO)vsThe J. M. Smucker Company (SJM)
FLO
Flowers Foods Inc
$6.77
+7.97%
CONSUMER DEFENSIVE · Cap: $1.33B
SJM
The J. M. Smucker Company
$131.35
+1.12%
CONSUMER DEFENSIVE · Cap: $13.40B
Smart Verdict
WallStSmart Research — data-driven comparison
The J. M. Smucker Company generates 75% more annual revenue ($9.16B vs $5.22B). SJM leads profitability with a 2.5% profit margin vs 1.1%. SJM appears more attractively valued with a PEG of 1.68. FLO earns a higher WallStSmart Score of 55/100 (C).
FLO
Buy55
out of 100
Grade: C
SJM
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.6%
Fair Value
$32.13
Current Price
$6.77
$25.36 discount
Margin of Safety
+13.8%
Fair Value
$128.91
Current Price
$131.35
$2.44 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 20.0% YoY
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 5.4% — below average capital efficiency
1.1% margin — thin
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 : FLO
The strongest argument for FLO centers on Price/Book, EPS Growth.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : FLO
The primary concerns for FLO are Altman Z-Score, Market Cap, Return on Equity. Debt-to-equity of 1.52 is elevated, increasing financial risk. Thin 1.1% 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 57.8x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
FLO carries more volatility with a beta of 0.43 — expect wider price swings.
FLO is growing revenue faster at 6.8% — 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
FLO scores higher overall (55/100 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.
Flowers Foods Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Flowers Foods, Inc. produces and markets packaged bakery products in the United States. The company is headquartered in Thomasville, Georgia.
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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