Campbell's vs J.M. Smucker
Campbell's and J.M. Smucker are similar in size: $9.74bn and $9.05bn of revenue in their latest fiscal years. J.M. Smucker grew faster (3.7% against -5.0%). Campbell's kept more of each dollar of sales as profit: a net margin of 4.1% against -1.5%.
| Latest fiscal year | Campbell'sCPB, 2026 | J.M. SmuckerSJM, 2026 |
|---|---|---|
| Revenue | $9.74bn | $9.05bn |
| Revenue growth | -5.0% | 3.7% |
| Net income | $403m | −$139m |
| Operating margin | 8.7% | — |
| Net margin | 4.1% | -1.5% |
| Return on equity | 10.4% | -2.4% |
| Free cash flow | $678m | $1.16bn |
| Cash | $394m | $58.6m |
| Total debt | $7.14bn | $6.96bn |
| Debt to equity | 185.4% | — |
| Dividend per share | $1.56 | — |
| Dividend yield | 7.0% | 3.3% |
| Share buybacks | $26.0m | $5.6m |
| Employees | 13,500 | — |
| Market value | $6.64bn | $13.65bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 62 (Moderate) | 62 (Moderate) |
| Insider trades, 12 months | 1 buys, 2 sales | 1 buys, 11 sales |