General Mills Inc (GIS)vsThe J. M. Smucker Company (SJM)
GIS
General Mills Inc
$33.32
+0.82%
CONSUMER DEFENSIVE · Cap: $17.67B
SJM
The J. M. Smucker Company
$126.26
+0.64%
CONSUMER DEFENSIVE · Cap: $13.61B
Smart Verdict
WallStSmart Research — data-driven comparison
General Mills Inc generates 100% more annual revenue ($18.30B vs $9.16B). SJM leads profitability with a 2.5% profit margin vs -4.9%. SJM appears more attractively valued with a PEG of 1.68. SJM earns a higher WallStSmart Score of 51/100 (C-).
GIS
Hold42
out of 100
Grade: D
SJM
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GIS.
Margin of Safety
+13.8%
Fair Value
$128.91
Current Price
$126.26
$2.65 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
Elevated debt levels
Expensive relative to growth rate
ROE of -12.0% — below average capital efficiency
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 : GIS
The strongest argument for GIS centers on Price/Book.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : GIS
The primary concerns for GIS are Altman Z-Score, Debt/Equity, PEG Ratio. Debt-to-equity of 1.83 is elevated, increasing financial risk.
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
GIS profiles as a turnaround stock while SJM is a value play — different risk/reward profiles.
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.
Bottom Line
SJM scores higher overall (51/100 vs 42/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
General Mills Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
General Mills, Inc., is an American multinational manufacturer and marketer of branded consumer foods sold through retail stores. It is headquartered in Golden Valley, Minnesota, a suburb of Minneapolis.
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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