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J.M. Smucker Company (The) SJM

equity

Price History

$16$63.49$110.97$158.46
1994-10 · DCA start$23.75

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-42.3%-28.2%-14.1%0.0%
1994-102026-08 · -25.0%

Worst drawdown: −42%, peaking Sep 1997 and bottoming Apr 2000 — 39 months below the prior high before recovering.

DCA Backtest

Invested
$38,300
Value today
$95,718
Return
+149.9%
Months invested
383

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $59,812 today, so the real (inflation-adjusted) return is +60.0%.

Lump sum instead — $38,300 all at once in Oct 1994: $191,565 (+400.2%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Dec 2022): $4,535 on $4,500 invested (+0.8%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1994-10: +149.9%

About J.M. Smucker Company (The)

The J.M. Smucker Company, also known as Smucker's, is an American manufacturer of food and beverage products. Headquartered in Orrville, Ohio, the company was founded in 1897 as a maker of apple butter. J.M. Smucker currently has three major business units: consumer foods, pet foods, and coffee. Its flagship brand, Smucker's, produces fruit preserves, peanut butter, syrups, frozen crustless sandwiches, and ice cream toppings. (Wikipedia)

It's a listed company categorised under consumer staples and packaged foods & meats, with a market cap of about $12.7B.

It rates Medium-High Risk at 2.6/5, meaning real but ordinary risk — the kind most mainstream assets carry, with some factors scoring poorly.

What pushes the score up: earnings quality (5.0/5) and leverage / financial (3.0/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-High Risk(2.6/5)80% rated

How these ratings work

Market / Volatility2.0/5 · weight 20%
  • Annualised volatility (3yr)3/526.2
  • Max drawdown from ATH2/542.3
  • Beta vs S&P 5001/50.38
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5191.9m
  • Float % of shares outstandingnot yet researched
Leverage / Financial3.0/5 · weight 20%
  • Debt / equity3/51.2
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality5.0/5 · weight 15%
  • 3yr EPS volatility5/5100
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.