COMP <GO>
SJM vs KHC // ALTMAN Z-SCORE & DEBT/EQUITY
The J.M. Smucker Company (NYSE) VS. The Kraft Heinz Company (NYSE) • 15-METRIC TALLY: SJM 7
— KHC 5
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: SJM
LAST: $129.90 (+2.88%) • MKT CAP: $13.49B
balance-sheet
1.30
LAST: $24.34 (+1.84%) • MKT CAP: $28.34B
balance-sheet
0.48
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SJM VS. KHC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SJM | KHC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 33.50% | 33.30% | +0.20 | SJM | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.80% | -6.60% | +9.40 | SJM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.2x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 8.57% | 12.92% | -4.35 | KHC | /fcf-yield <GO> |
| Operating Margin | 4.00% | -18.70% | +22.70 | SJM | /operating-margins <GO> |
| Net Profit Margin | -1.50% | -23.40% | +21.90 | SJM | /net-margins <GO> |
| Revenue Growth (YoY) | -3.30% | -3.30% | 0.00 | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.45% | 6.70% | -3.25 | KHC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 1.30 | 0.48 | +0.82 | SJM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | KHC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.2 | 51.3 | +0.90 | SJM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 0.90 | +0.20 | SJM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 34.0x | 27.0x | +7.00 | KHC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.49B | $28.34B | -$14.85B | KHC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SJM REV | KHC REV | SJM GROSS % | KHC GROSS % | SJM FCF | KHC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $9.05B | $24.94B | 33.5% | 33.3% | $1.16B | $3.66B |
| FY 2024 | $8.73B | $25.85B | 38.8% | 34.7% | $816.6M | $3.16B |
| FY 2023 | $0 | $0 | — | — | $1.23B | $3.98B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SJM // BETA 1.10
KHC // BETA 0.90