Ingredion Incorporated (INGR)vsThe J. M. Smucker Company (SJM)
INGR
Ingredion Incorporated
$94.25
-0.49%
CONSUMER DEFENSIVE · Cap: $6.18B
SJM
The J. M. Smucker Company
$125.46
-1.53%
CONSUMER DEFENSIVE · Cap: $13.61B
Smart Verdict
WallStSmart Research — data-driven comparison
The J. M. Smucker Company generates 27% more annual revenue ($9.16B vs $7.21B). INGR leads profitability with a 8.2% profit margin vs 2.5%. INGR appears more attractively valued with a PEG of 1.13. INGR earns a higher WallStSmart Score of 58/100 (C).
INGR
Buy58
out of 100
Grade: C
SJM
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-43.7%
Fair Value
$83.45
Current Price
$94.25
$10.80 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
Attractively priced relative to earnings
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
0.9% revenue growth
Earnings declined 40.5%
Negative free cash flow — burning cash
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 : INGR
The strongest argument for INGR centers on P/E Ratio, Price/Book, Altman Z-Score. PEG of 1.13 suggests the stock is reasonably priced for its growth.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : INGR
The primary concerns for INGR are Revenue Growth, EPS Growth, Free Cash Flow.
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
INGR carries more volatility with a beta of 0.64 — expect wider price swings.
SJM is growing revenue faster at 5.0% — sustainability is the question.
SJM generates stronger free cash flow (337M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INGR scores higher overall (58/100 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.
Ingredion Incorporated
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Ingredion Incorporated, produces and sells starches and sweeteners for various industries. The company is headquartered in Westchester, Illinois.
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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