John B Sanfilippo & Son Inc (JBSS)vsThe J. M. Smucker Company (SJM)
JBSS
John B Sanfilippo & Son Inc
$66.34
-1.15%
CONSUMER DEFENSIVE · Cap: $784.16M
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 679% more annual revenue ($9.16B vs $1.18B). JBSS leads profitability with a 5.3% profit margin vs 2.5%. JBSS appears more attractively valued with a PEG of 1.52. SJM earns a higher WallStSmart Score of 51/100 (C-).
JBSS
Buy51
out of 100
Grade: C-
SJM
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.4%
Fair Value
$51.83
Current Price
$66.34
$14.51 premium
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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
4.2% revenue growth
Smaller company, higher risk/reward
5.3% 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 : JBSS
The strongest argument for JBSS centers on Altman Z-Score, Debt/Equity, P/E Ratio.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : JBSS
The primary concerns for JBSS are PEG Ratio, Revenue Growth, Market Cap.
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
JBSS carries more volatility with a beta of 0.32 — 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
JBSS scores higher overall (51/100 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.
John B Sanfilippo & Son Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
John B. Sanfilippo & Son, Inc., along with its subsidiary, JBSS Ventures, LLC, processes and distributes tree nuts and peanuts in the United States. The company is headquartered in Elgin, Illinois.
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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