McCormick & Company Incorporated (MKC)vsThe J. M. Smucker Company (SJM)
MKC
McCormick & Company Incorporated
$46.06
-2.99%
CONSUMER DEFENSIVE · Cap: $12.39B
SJM
The J. M. Smucker Company
$126.26
+0.64%
CONSUMER DEFENSIVE · Cap: $13.61B
Smart Verdict
WallStSmart Research — data-driven comparison
The J. M. Smucker Company generates 19% more annual revenue ($9.16B vs $7.69B). MKC leads profitability with a 19.4% profit margin vs 2.5%. SJM appears more attractively valued with a PEG of 1.68. MKC earns a higher WallStSmart Score of 65/100 (B-).
MKC
Strong Buy65
out of 100
Grade: B-
SJM
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.6%
Fair Value
$98.78
Current Price
$46.06
$52.72 discount
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
Attractively priced relative to earnings
Every $100 of equity generates 21 in profit
Reasonable price relative to book value
17.4% revenue growth
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Expensive relative to growth rate
Earnings declined 57.1%
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 : MKC
The strongest argument for MKC centers on P/E Ratio, Return on Equity, Price/Book. Profitability is solid with margins at 19.4% and operating margin at 17.8%. Revenue growth of 17.4% demonstrates continued momentum.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : MKC
The primary concerns for MKC are Altman Z-Score, PEG Ratio, EPS Growth.
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
MKC profiles as a growth stock while SJM is a value play — different risk/reward profiles.
MKC carries more volatility with a beta of 0.64 — expect wider price swings.
MKC is growing revenue faster at 17.4% — sustainability is the question.
SJM generates stronger free cash flow (337M), providing more financial flexibility.
Bottom Line
MKC scores higher overall (65/100 vs 51/100), backed by strong 19.4% margins and 17.4% revenue growth. Both earn "Strong 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.
McCormick & Company Incorporated
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
McCormick & Company is an American multinational food company that manufactures, markets, and distributes spices, seasoning mixes, condiments, and other flavoring products to retail outlets, food manufacturers, and foodservice businesses.
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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