Kraft Heinz vs J M Smucker
KHC 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 KHC and SJM compare
Kraft Heinz is the larger company, worth 2.1 times as much as J M Smucker ($28.9B against $13.9B).
J M Smucker grew revenue faster over the last twelve months (5.1% versus −1.6% for Kraft Heinz).
J M Smucker keeps more of each dollar of sales as profit, with a net margin of 2.5% compared with −13.6% at Kraft Heinz.
Both pay dividends: Kraft Heinz yields 6.6% and J M Smucker 3.4%.
Kraft Heinz scores higher on the StockData Score (11 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 | KHC | SJM |
|---|---|---|
| Size and price | ||
| Market cap | $28.9B | $13.9B |
| Share price | $24.34 | $129.90 |
| Change, 1 year | −0.16% | 28.3% |
| Change, 5 years | −35.7% | 3.3% |
| Beta (5Y) | 0.18 | 0.17 |
| Employees | 35K | 3,000 |
| StockData Score | ||
| Total score | 11 (better) | 10 |
| Valuation score | 3 (better) | 0 |
| Growth score | 1 | 3 (better) |
| Performance score | 0 | 3 (better) |
| Health score | 3 (better) | 1 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/S | 1.2× (better) | 1.5× |
| P/B | 0.8× (better) | 2.4× |
| EV/EBITDA | – | 24.9× |
| P/FCF | 7.6× (better) | 8.7× |
| FCF yield | 13.2% (better) | 11.4% |
| Fair value | $35.82 | $85.56 |
| Margin of safety | 32.0% (better) | −51.8% |
| Growth | ||
| Revenue growth (TTM) | −1.6% | 5.1% (better) |
| Revenue growth, 5Y average | −0.97% | 2.5% (better) |
| Profitability | ||
| Gross margin | 33.4% | 38.7% (better) |
| Operating margin | −12.8% | 9.0% (better) |
| Net margin | −13.6% | 2.5% (better) |
| FCF margin | 15.3% | 17.3% (better) |
| Return on equity | −8.8% | 3.9% (better) |
| Return on invested capital | −4.5% | 3.4% (better) |
| Financial health | ||
| Debt / equity | 0.53 (better) | 1.17 |
| Net debt / EBITDA | – | 8.10 |
| Interest coverage | −4.7× | – |
| Current ratio | 1.06 (better) | 0.87 |
| Altman Z-score | 0.50 | 1.52 (better) |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Dividend yield | 6.6% (better) | 3.4% |
| Payout ratio | – | 204% |
| Years of dividend growth | 0 | 16 (better) |
| Dividend growth, 5Y average | 0.00% | 4.1% (better) |
| Buyback yield | 0.10% (better) | 0.05% |
| Shareholder yield | 6.7% (better) | 3.5% |
| Ownership | ||
| Held by institutions | 90.2% | 87.7% |
| Held by insiders | 0.49% | 0.51% |
| Insider net buying, 12 months | −$2.0M (better) | −$17.5M |
| Superinvestors holding | 6 | – |
| Short interest, % of float | 7.9% | 4.0% |
Go deeper
- KHC stock overview
- KHC income statement
- KHC 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.