Kimberly-Clark Corporation (KMB)vsThe J. M. Smucker Company (SJM)
KMB
Kimberly-Clark Corporation
$98.43
+2.42%
CONSUMER DEFENSIVE · Cap: $31.90B
SJM
The J. M. Smucker Company
$96.80
-1.27%
CONSUMER DEFENSIVE · Cap: $10.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Kimberly-Clark Corporation generates 85% more annual revenue ($16.56B vs $8.93B). KMB leads profitability with a 12.8% profit margin vs -14.1%. SJM appears more attractively valued with a PEG of 1.68. KMB earns a higher WallStSmart Score of 63/100 (C+).
KMB
Buy63
out of 100
Grade: C+
SJM
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-19.0%
Fair Value
$90.45
Current Price
$98.43
$7.98 premium
Margin of Safety
+24.9%
Fair Value
$147.98
Current Price
$96.80
$51.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 112 in profit
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
2.7% revenue growth
Weak financial health signals
Trading at 21.7x book value
Expensive relative to growth rate
ROE of -20.7% — below average capital efficiency
Earnings declined 2.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : KMB
The strongest argument for KMB centers on Return on Equity.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : KMB
The primary concerns for KMB are PEG Ratio, Revenue Growth, Piotroski F-Score. Debt-to-equity of 4.77 is elevated, increasing financial risk.
Bear Case : SJM
The primary concerns for SJM are PEG Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
KMB profiles as a value stock while SJM is a turnaround play — different risk/reward profiles.
KMB carries more volatility with a beta of 0.30 — expect wider price swings.
SJM is growing revenue faster at 7.0% — sustainability is the question.
KMB generates stronger free cash flow (575M), providing more financial flexibility.
Bottom Line
KMB scores higher overall (63/100 vs 50/100). SJM offers better value entry with a 24.9% margin of safety. 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.
Kimberly-Clark Corporation
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Kimberly-Clark Corporation is an American multinational personal care corporation that produces mostly paper-based consumer products. The company manufactures sanitary paper products and surgical & medical instruments. Kimberly-Clark brand name products include Kleenex facial tissue, Kotex feminine hygiene products, Cottonelle, Scott and Andrex toilet paper, Wypall utility wipes, KimWipes scientific cleaning wipes and Huggies disposable diapers and baby wipes.
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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