Campbell'S vs J M Smucker
CPB and SJM side by side, both in food and kindred products. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CPB and SJM compare
J M Smucker is the larger company, worth 2.2 times as much as Campbell'S ($13.9B against $6.4B).
J M Smucker grew revenue faster over the last twelve months (5.1% versus −5.0% for Campbell'S).
Campbell'S keeps more of each dollar of sales as profit, with a net margin of 4.1% compared with 2.5% at J M Smucker.
Both pay dividends: Campbell'S yields 6.6% and J M Smucker 3.4%.
Campbell'S scores higher on the StockData Score (13 against 10 for J M Smucker), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CPB | SJM |
|---|---|---|
| Size and price | ||
| Market cap | $6.4B | $13.9B |
| Share price | $21.42 | $129.90 |
| Change, 1 year | −28.6% | 28.3% |
| Change, 5 years | −47.4% | 3.3% |
| Beta (5Y) | 0.11 | 0.17 |
| Employees | 14K | 3,000 |
| StockData Score | ||
| Total score | 13 (better) | 10 |
| Valuation score | 6 (better) | 0 |
| Growth score | 0 | 3 (better) |
| Performance score | 2 | 3 (better) |
| Health score | 0 | 1 (better) |
| Dividend score | 5 (better) | 3 |
| Valuation | ||
| P/E | 16.4× | – |
| P/S | 0.7× (better) | 1.5× |
| P/B | 1.7× (better) | 2.4× |
| EV/EBITDA | 10.4× (better) | 24.9× |
| P/FCF | 9.4× | 8.7× (better) |
| FCF yield | 10.6% | 11.4% (better) |
| Fair value | $28.53 | $85.56 |
| Margin of safety | 24.9% (better) | −51.8% |
| Growth | ||
| Revenue growth (TTM) | −5.0% | 5.1% (better) |
| Revenue growth, 5Y average | 2.8% (better) | 2.5% |
| Net income growth (TTM) | −33.1% | – |
| EPS growth (TTM) | −34.8% | – |
| EPS growth, 5Y average | −16.8% | – |
| Profitability | ||
| Gross margin | 28.1% | 38.7% (better) |
| Operating margin | 8.7% | 9.0% (better) |
| Net margin | 4.1% (better) | 2.5% |
| FCF margin | 7.0% | 17.3% (better) |
| Return on equity | 10.4% (better) | 3.9% |
| Return on invested capital | 6.1% (better) | 3.4% |
| Financial health | ||
| Debt / equity | 1.85 | 1.17 (better) |
| Net debt / EBITDA | 5.33 (better) | 8.10 |
| Interest coverage | 2.6× | – |
| Current ratio | 0.82 | 0.87 (better) |
| Altman Z-score | 1.50 | 1.52 (better) |
| Piotroski F-score | 6 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 6.6% (better) | 3.4% |
| Payout ratio | 117% | 204% |
| Years of dividend growth | 2 | 16 (better) |
| Dividend growth, 5Y average | 1.3% | 4.1% (better) |
| Buyback yield | 0.41% (better) | 0.05% |
| Shareholder yield | 7.0% (better) | 3.5% |
| Ownership | ||
| Held by institutions | 62.1% | 87.7% |
| Held by insiders | 38.5% | 0.51% |
| Insider net buying, 12 months | −$390K (better) | −$17.5M |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 19.5% | 4.0% |
Go deeper
- CPB stock overview
- CPB income statement
- CPB valuation and score
- SJM stock overview
- SJM income statement
- SJM valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.