Kenvue Inc. (KVUE)vsThe J. M. Smucker Company (SJM)
KVUE
Kenvue Inc.
$17.53
+1.74%
CONSUMER DEFENSIVE · Cap: $33.58B
SJM
The J. M. Smucker Company
$96.80
-1.27%
CONSUMER DEFENSIVE · Cap: $10.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Kenvue Inc. generates 69% more annual revenue ($15.12B vs $8.93B). KVUE leads profitability with a 9.7% profit margin vs -14.1%. KVUE appears more attractively valued with a PEG of 1.48. KVUE earns a higher WallStSmart Score of 58/100 (C).
KVUE
Buy58
out of 100
Grade: C
SJM
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-15.9%
Fair Value
$16.00
Current Price
$17.53
$1.53 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
No standout strengths identified
Reasonable price relative to book value
Areas to Watch
3.2% revenue growth
Weak financial health signals
Distress zone — elevated risk
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 : KVUE
PEG of 1.48 suggests the stock is reasonably priced for its growth.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : KVUE
The primary concerns for KVUE are Revenue Growth, Piotroski F-Score, Altman Z-Score.
Bear Case : SJM
The primary concerns for SJM are PEG Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
KVUE profiles as a value stock while SJM is a turnaround play — different risk/reward profiles.
KVUE carries more volatility with a beta of 0.57 — expect wider price swings.
SJM is growing revenue faster at 7.0% — sustainability is the question.
KVUE generates stronger free cash flow (744M), providing more financial flexibility.
Bottom Line
KVUE scores higher overall (58/100 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.
Kenvue Inc.
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Kenvue Inc. is a consumer health company globally.
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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