The J. M. Smucker Company (SJM)vsUnilever PLC ADR (UL)
SJM
The J. M. Smucker Company
$96.80
-1.27%
CONSUMER DEFENSIVE · Cap: $10.32B
UL
Unilever PLC ADR
$58.98
+3.66%
CONSUMER DEFENSIVE · Cap: $128.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Unilever PLC ADR generates 466% more annual revenue ($50.50B vs $8.93B). UL leads profitability with a 18.8% profit margin vs -14.1%. SJM appears more attractively valued with a PEG of 1.68. SJM earns a higher WallStSmart Score of 50/100 (C-).
SJM
Buy50
out of 100
Grade: C-
UL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+24.9%
Fair Value
$147.98
Current Price
$96.80
$51.18 discount
Intrinsic value data unavailable for UL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Strong operational efficiency at 20.1%
Generating 5.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
ROE of -20.7% — below average capital efficiency
Earnings declined 2.6%
Distress zone — elevated risk
Expensive relative to growth rate
Revenue declined 3.2%
Earnings declined 3.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bull Case : UL
The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.
Bear Case : SJM
The primary concerns for SJM are PEG Ratio, Return on Equity, EPS Growth.
Bear Case : UL
The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
SJM profiles as a turnaround stock while UL is a declining play — different risk/reward profiles.
UL carries more volatility with a beta of 0.46 — expect wider price swings.
SJM is growing revenue faster at 7.0% — sustainability is the question.
UL generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
SJM scores higher overall (50/100 vs 46/100). 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.
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.
Unilever PLC ADR
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.
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