A Look At J. M. Smucker (SJM) Valuation After Major Executive Leadership Restructuring

Simply Wall St.

Feb 13

J. M. Smucker (SJM) just reshaped its leadership structure, removing the chief operating officer role and expanding responsibilities for several senior executives. This move could meaningfully ...

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M. Smucker (SJM) Valuation After Major Executive Leadership Restructuring\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-13 12:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-sjm/j-m-smucker/news/a-look-at-j-m-smucker-sjm-valuation-after-major-executive-le><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>J. M. Smucker (SJM) just reshaped its leadership structure, removing the chief operating officer role and expanding responsibilities for several senior executives. This move could meaningfully ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-sjm/j-m-smucker/news/a-look-at-j-m-smucker-sjm-valuation-after-major-executive-le\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-sjm/j-m-smucker/news/a-look-at-j-m-smucker-sjm-valuation-after-major-executive-le","article_id":"2611812661","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/5122000-choice1-main-header/1585186630654"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-sjm/j-m-smucker/news/a-look-at-j-m-smucker-sjm-valuation-after-major-executive-le","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611812661","pubTimestamp":1770958040,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"J. M. Smucker (SJM) just reshaped its leadership structure, removing the chief operating officer role and expanding responsibilities for several senior executives. This move could meaningfully influence how investors think about the stock.\nSee our latest analysis for J. M. Smucker.\nThe leadership reshuffle comes after a strong recent run, with a 30 day share price return of 9.25% and a year to date share price return of 14.88%, in contrast to a 15.83% decline in total shareholder return over...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4212":"包装食品与肉类","SJM":"斯马克","BK4588":"碎股"},"translate_title":"重大执行领导层重组后J.M.Smucker(SJM)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SJM":1.5},"content_text":"J. M. Smucker (SJM) just reshaped its leadership structure, removing the chief operating officer role and expanding responsibilities for several senior executives. This move could meaningfully influence how investors think about the stock. See our latest analysis for J. M. Smucker. The leadership reshuffle comes after a strong recent run, with a 30 day share price return of 9.25% and a year to date share price return of 14.88%, in contrast to a 15.83% decline in total shareholder return over three years. If this management shake up has you thinking about where else leadership matters, it could be a good moment to broaden your search and check out 23 top founder-led companies. With SJM up 14.88% year to date and trading only about 3% below the average analyst price target, plus a large implied intrinsic discount, you have to ask yourself: is there still mispricing here, or is the market already baking in stronger execution and future growth? AdvertisementMost Popular Narrative: 3.4% Undervalued At a last close of $111.01 versus a narrative fair value of about $114.87, J. M. Smucker is framed as modestly undervalued, with the story hinging on how earnings power develops over the next few years.  Continued investments in advertising, innovation (e.g., new Milk-Bone PB Bites), and category expansion, especially in growing urban, convenience, and pet segments, are positioning the portfolio to leverage both changing consumer demographics and rising demand for convenient, branded packaged foods, supporting top-line and volume growth.  Read the complete narrative. Want to see what sits underneath that optimism on growth and margins, and how it translates into future earnings and valuation multiples? The narrative leans on a specific blend of steady revenue expansion, improving profitability and a tighter share count story that together have to line up almost perfectly to support the projected fair value. Result: Fair Value of $114.87 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, those fair value assumptions could be challenged if coffee commodity costs and tariffs squeeze margins, or if further price hikes lead to deeper volume declines in key categories. Find out about the key risks to this J. M. Smucker narrative. Another View: Multiples Point To A Richer Price The 49.7% discount to our fair value is a large number, but the picture looks different when you look at the P/S ratio. SJM trades at 1.4x sales versus 0.9x for the US Food industry and 0.8x for peers, while our fair ratio sits at 1.3x. In practice, this means the stock already carries a richer sales multiple than much of its peer group, with only a small gap to the fair ratio. Is that a margin of safety you are comfortable with, or are you effectively paying up for an earnings story that still has to be delivered? See what the numbers say about this price — find out in our valuation breakdown. NYSE:SJM P/S Ratio as at Feb 2026 Build Your Own J. M. Smucker Narrative If you see the numbers differently or would rather test your own assumptions, you can build a custom view for J. M. Smucker in minutes, starting with Do it your way. A great starting point for your J. M. Smucker research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Ready to hunt for your next idea?  Target dependable income by reviewing 16 dividend fortresses that could help anchor the yield side of your portfolio. Spot potential value by scanning 55 high quality undervalued stocks that combine quality fundamentals with pricing that may not reflect underlying strength. Prioritize resilience by focusing on 84 resilient stocks with low risk scores that aim to keep overall risk in check while you pursue returns.  If you stop with just one stock today, you might miss opportunities hiding in plain sight, so take a few minutes to work through these screeners.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"executive","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}