Freshpet Inc (FRPT)vsThe J. M. Smucker Company (SJM)
FRPT
Freshpet Inc
$65.06
+1.06%
CONSUMER DEFENSIVE · Cap: $3.20B
SJM
The J. M. Smucker Company
$125.46
-1.53%
CONSUMER DEFENSIVE · Cap: $13.61B
Smart Verdict
WallStSmart Research — data-driven comparison
The J. M. Smucker Company generates 678% more annual revenue ($9.16B vs $1.18B). FRPT leads profitability with a 17.3% profit margin vs 2.5%. SJM appears more attractively valued with a PEG of 1.68. FRPT earns a higher WallStSmart Score of 61/100 (C+).
FRPT
Buy61
out of 100
Grade: C+
SJM
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.3%
Fair Value
$168.13
Current Price
$65.06
$103.07 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
Attractively priced relative to earnings
Reasonable price relative to book value
15.5% revenue growth
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
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 : FRPT
The strongest argument for FRPT centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 17.3% and operating margin at 7.1%. Revenue growth of 15.5% demonstrates continued momentum.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : FRPT
The primary concerns for FRPT are PEG Ratio.
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
FRPT profiles as a growth stock while SJM is a value play — different risk/reward profiles.
FRPT carries more volatility with a beta of 1.78 — expect wider price swings.
FRPT is growing revenue faster at 15.5% — sustainability is the question.
SJM generates stronger free cash flow (337M), providing more financial flexibility.
Bottom Line
FRPT scores higher overall (61/100 vs 51/100), backed by strong 17.3% margins and 15.5% revenue growth. 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.
Freshpet Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Freshpet, Inc. manufactures and markets fresh natural cat and dog food and treats in the United States, Canada and the United Kingdom. The company is headquartered in Secaucus, New Jersey.
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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