WallStSmart

Keurig Dr Pepper Inc (KDP)vsThe J. M. Smucker Company (SJM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Keurig Dr Pepper Inc generates 87% more annual revenue ($16.94B vs $9.05B). KDP leads profitability with a 10.8% profit margin vs -1.5%. KDP appears more attractively valued with a PEG of 1.06. KDP earns a higher WallStSmart Score of 59/100 (C).

KDP

Buy

59

out of 100

Grade: C

Growth: 4.7Profit: 6.0Value: 7.3Quality: 5.5
Piotroski: 5/9Altman Z: 1.09

SJM

Hold

48

out of 100

Grade: D+

Growth: 4.0Profit: 4.5Value: 5.0Quality: 3.5
Piotroski: 4/9Altman Z: 0.70
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KDPUndervalued (+57.1%)

Margin of Safety

+57.1%

Fair Value

$69.64

Current Price

$30.53

$39.11 discount

UndervaluedFair: $69.64Overvalued
SJMUndervalued (+14.0%)

Margin of Safety

+14.0%

Fair Value

$129.14

Current Price

$103.54

$25.60 discount

UndervaluedFair: $129.14Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KDP1 strengths · Avg: 8.0/10
Price/BookValuation
1.6x8/10

Reasonable price relative to book value

SJM1 strengths · Avg: 8.0/10
Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

KDP4 concerns · Avg: 2.5/10
Return on EquityProfitability
7.3%3/10

ROE of 7.3% — below average capital efficiency

Debt/EquityHealth
1.023/10

Elevated debt levels

EPS GrowthGrowth
-47.7%2/10

Earnings declined 47.7%

Altman Z-ScoreHealth
1.092/10

Distress zone — elevated risk

SJM4 concerns · Avg: 2.8/10
PEG RatioValuation
1.684/10

Expensive relative to growth rate

Debt/EquityHealth
1.423/10

Elevated debt levels

Return on EquityProfitability
-24.0%2/10

ROE of -24.0% — below average capital efficiency

EPS GrowthGrowth
-2.6%2/10

Earnings declined 2.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : KDP

The strongest argument for KDP centers on Price/Book. PEG of 1.06 suggests the stock is reasonably priced for its growth.

Bull Case : SJM

The strongest argument for SJM centers on Price/Book.

Bear Case : KDP

The primary concerns for KDP are Return on Equity, Debt/Equity, EPS Growth.

Bear Case : SJM

The primary concerns for SJM are PEG Ratio, Debt/Equity, Return on Equity.

Key Dynamics to Monitor

KDP profiles as a value stock while SJM is a turnaround play — different risk/reward profiles.

KDP carries more volatility with a beta of 0.42 — expect wider price swings.

KDP is growing revenue faster at 9.4% — sustainability is the question.

SJM generates stronger free cash flow (487M), providing more financial flexibility.

Bottom Line

KDP scores higher overall (59/100 vs 48/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Keurig Dr Pepper Inc

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

Keurig Dr Pepper Inc. is a beverage company in the United States and internationally. The company is headquartered in Burlington, Massachusetts.

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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