The J. M. Smucker Company (SJM)vsTreehouse Foods Inc (THS)
SJM
The J. M. Smucker Company
$125.46
-1.53%
CONSUMER DEFENSIVE · Cap: $13.61B
THS
Treehouse Foods Inc
$24.43
0.00%
CONSUMER DEFENSIVE · Cap: $1.23B
Smart Verdict
WallStSmart Research — data-driven comparison
The J. M. Smucker Company generates 174% more annual revenue ($9.16B vs $3.34B). SJM leads profitability with a 2.5% profit margin vs -0.1%. THS appears more attractively valued with a PEG of 0.30. THS earns a higher WallStSmart Score of 60/100 (C+).
SJM
Buy51
out of 100
Grade: C-
THS
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.8%
Fair Value
$128.91
Current Price
$125.46
$3.45 discount
Margin of Safety
+58.5%
Fair Value
$58.84
Current Price
$24.43
$34.41 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
ROE of 4.0% — below average capital efficiency
2.5% margin — thin
Elevated debt levels
0.0% revenue growth
Smaller company, higher risk/reward
Operating margin of 0.1%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bull Case : THS
The strongest argument for THS centers on PEG Ratio, Price/Book. PEG of 0.30 suggests the stock is reasonably priced for its 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.
Bear Case : THS
The primary concerns for THS are Revenue Growth, Market Cap, Operating Margin.
Key Dynamics to Monitor
SJM profiles as a value stock while THS is a turnaround 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
THS scores higher overall (60/100 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.
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.
Treehouse Foods Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
TreeHouse Foods, Inc. manufactures and distributes private label packaged foods and beverages in the United States and internationally. The company is headquartered in Oak Brook, Illinois.
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