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The 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. As of today (2026-09-08), JM Smucker Co's 3-Year Sortino Ratio is -0.21.
JM Smucker Co (NYSE:SJM) 3-Year Sortino Ratio Explanation
The 3-Year Sortino Ratio inidicates the risk-adjusted return of an investment over the past three year. It is calculated as the annualized result of the average three-year monthly excess returns divided by the standard deviation of negative returns in the three-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
Differnt from the Sharpe Ratio that penalizes both upside and downside volatility equally, the Sortino Ratio penalizes only those returns falling below a user-specified target or required rate of return. The expected returns here is set to the risk-free rate as well.
JM Smucker Co 3-Year Sortino Ratio Related Terms
SJM vs JBS, MKC, HRL: 3-Year Sortino Ratio Comparison
For the Packaged Foods subindustry, JM Smucker Co's 3-Year Sortino Ratio, along with its competitors' market caps and 3-Year Sortino Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
JM Smucker Co 3-Year Sortino Ratio vs Consumer Packaged Goods Industry
For the Consumer Packaged Goods industry and Consumer Defensive sector, JM Smucker Co's 3-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where JM Smucker Co's 3-Year Sortino Ratio falls into.
The 3-Year Sortino Ratio measures the risk-adjusted return of an investment asset or portfolio in the last three year, focusing specifically on downside risk rather than total risk. A stock / portfolio's 3-Year Sortino Ratio can be calculated by dividing the difference between the three-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the downside risks over the past three year.
A downside risk is a potential loss from the asset or investment. The Downside risk here is measured by the downside deviation, which is the standard deviation of negative returns.
JM Smucker Co (SJM) has a 3-Year Sortino Ratio of -0.21 as of Sep. 08, 2026. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for JM Smucker Co and its competitors.
Is JM Smucker Co's 3-Year Sortino Ratio too high?
JM Smucker Co's current 3-Year Sortino Ratio is -0.21. Overall, JM Smucker Co has a GF Score™ of 72/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does JM Smucker Co's 3-Year Sortino Ratio compare to JBS and MKC?
JM Smucker Co's 3-Year Sortino Ratio of -0.21 can be compared against companies in the Consumer Packaged Goods industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Sortino Ratio for a Consumer Packaged Goods company?
A good 3-Year Sortino Ratio depends on the Consumer Packaged Goods industry context. However, 3-Year Sortino Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Sortino Ratio mean?
A high 3-Year Sortino Ratio can signal that a stock is expensive relative to its fundamentals. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for JM Smucker Co and its competitors. JM Smucker Co's current 3-Year Sortino Ratio is -0.21. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JM Smucker Co stock overvalued right now?
Based on GuruFocus' analysis, JM Smucker Co (SJM) is currently considered Fairly Valued. The stock's GF Value™ is $118.68, compared to a current price of $126.08 — trading 6.2% above its estimated fair value. The current 3-Year Sortino Ratio is -0.21. JM Smucker Co's overall GF Score™ is 72/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Sortino Ratio calculated?
3-Year Sortino Ratio is calculated from a company's financial statements. For JM Smucker Co (SJM), the current 3-Year Sortino Ratio is -0.21 as of Sep. 08, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is JM Smucker Co (SJM) Overvalued in 2026?
Based on GuruFocus' analysis, JM Smucker Co stock appears to be overvalued.
The current stock price of $126.08 is trading 6.2% above its estimated GF Value™ of $118.68.
GuruFocus considers JM Smucker Co to be Fairly Valued.
Key valuation signals for SJM:
3-Year Sortino Ratio: -0.21
GF Value™: $118.68 vs. price of $126.08 (6.2% above fair value)
No single metric tells the full story. See the SJM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
J.M. Smucker is a packaged food company that primarily sells through the US retail channel (73% of fiscal 2025 revenue came through its retail pet foods, coffee, and frozen handheld/spreads segments), with the remaining share consisting of sweet baked snacks (through the Hostess acquisition) and international (primarily Canada). Retail coffee is its largest category (32% of sales) with brands Folgers and Dunkin'. Pet foods (19% of sales) holds leading brands like Milk-Bone and Meow Mix. Of its remaining, approximately 22% comes from frozen handhelds and spreads, through brands Jif, Smucker's, and Uncrustables. The company acquired Hostess Brands in fiscal 2024 to boost its snack and convenience store presence.
72GF Score
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