Coca-Cola European Partners PLC (CCEP)vsThe J. M. Smucker Company (SJM)
CCEP
Coca-Cola European Partners PLC
$111.12
+0.21%
CONSUMER DEFENSIVE · Cap: $48.71B
SJM
The J. M. Smucker Company
$125.46
-1.53%
CONSUMER DEFENSIVE · Cap: $13.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Coca-Cola European Partners PLC generates 133% more annual revenue ($21.35B vs $9.16B). CCEP leads profitability with a 9.3% profit margin vs 2.5%. SJM appears more attractively valued with a PEG of 1.68. SJM earns a higher WallStSmart Score of 51/100 (C-).
CCEP
Buy51
out of 100
Grade: C-
SJM
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-88.1%
Fair Value
$51.90
Current Price
$111.12
$59.22 premium
Margin of Safety
+13.8%
Fair Value
$128.91
Current Price
$125.46
$3.45 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 43 in profit
Reasonable price relative to book value
Areas to Watch
4.4% revenue growth
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Expensive relative to growth rate
ROE of 4.0% — below average capital efficiency
2.5% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CCEP
The strongest argument for CCEP centers on Return on Equity.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : CCEP
The primary concerns for CCEP are Revenue Growth, Altman Z-Score, Debt/Equity.
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.
Key Dynamics to Monitor
CCEP carries more volatility with a beta of 0.47 — expect wider price swings.
SJM is growing revenue faster at 5.0% — sustainability is the question.
CCEP generates stronger free cash flow (604M), providing more financial flexibility.
Monitor BEVERAGES - NON-ALCOHOLIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CCEP scores higher overall (51/100 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.
Coca-Cola European Partners PLC
CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA
Coca-Cola Europacific Partners PLC produces, distributes and sells a variety of ready-to-drink non-alcoholic beverages. The company is headquartered in Uxbridge, the United Kingdom.
Visit Website →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.
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