Forensic Analysis · Consumer Staples / Food & Beverage · as of Jun 27, 2026
J M SMUCKER Co (SJM)
A forensic read on J M SMUCKER Co built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.
B · Sound & dependable
Forensic grade
Distress
Financial health
0.5
Altman Z-score
Clean
Earnings quality
2
Forensic signals
-2.4%
ROE
$12.3B
Market cap
4.10%
Dividend yield
J M SMUCKER Co earns a B (Sound & dependable) forensic quality grade, and its Altman Z-score is 0.5, placing it in the Distress zone. 2 forensic signals were flagged in its latest SEC filings, led by return on invested capital.
What the filings flag
2%Return on invested capital.Return on invested capital is 2% and steady — well below its ~8% cost of capital, so reinvested dollars may be destroying value, not building it.
$2.2BGoodwill impairments.Took $2.2B of goodwill writedowns across 2 year(s) (FY2025 ($1.7B), FY2026 ($508M)). Writedowns mean past acquisitions underperformed what was paid for them — worth weighing on capital-allocation skill.
Key fundamentals
Net Margin-1.5%
Debt / Equity1.18x
Free Cash Flow$1.16B
Latest Revenue$9.05B
Return on Equity-2.5%
Revenue Growth YoY+3.7%
Go deeper — free with an account
The forensic grade and screens above are free — no account needed. An account adds the full interactive deep-dive on J M SMUCKER Co:
🔒The written investment read — what the numbers mean, in plain English
🔒Ask anything about SJM's filings — AI Q&A across the 10-K, 10-Qs & 8-Ks
🔒Interactive valuation — reverse-DCF sliders, Monte Carlo & scenario stress
🔒Calibrated 12-month price forecast, with the math shown