SJM (JM Smucker Co) Tariff Resilience Score: 6/10 (As of Jun. 26, 2026)


SJM JM Smucker Co SJM
66 GF Score
Price $114.98
GF Value $117.72
Valuation Fairly Valued
! 4 Warning Signs
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What is JM Smucker Co Tariff Resilience Score?

JM Smucker Co SJM +2.20% 66 Tariff Resilience Score is 6 as of Jun. 26, 2026. GuruFocus rates SJM with a GF Score™ of 66/100 and a GF Value™ of $117.72 (Fairly Valued). The stock has 4 warning signs investors should review. Among 2,051 Consumer Packaged Goods companies, JM Smucker Co ranks better than 97.81% on this metric.

JM Smucker Co has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

JM Smucker Co has JM Smucker, a food manufacturer, faces moderate tariff exposure due to its reliance on imported ingredients. Historical tariffs on agricultural products have impacted costs, but its strong brand and pricing power help mitigate these effects.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes JM Smucker Co might have Average Resilient.

JM Smucker Co  (NYSE:SJM) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

JM Smucker Co Tariff Resilience Score Related Terms

SJM vs SFD, DAR, MKC: Tariff Resilience Score Comparison

For the Packaged Foods subindustry, JM Smucker Co's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score 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 Tariff Resilience Score vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, JM Smucker Co's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where JM Smucker Co's Tariff Resilience Score falls into.


SJM
66GF Score
JM Smucker Co SJM
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 6 mean?
JM Smucker Co (SJM) has a Tariff Resilience Score of 6 as of Jun. 26, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, JM Smucker Co ranks #45 out of 2051 companies in the Consumer Packaged Goods industry, placing it in the top 2.2%.
Is JM Smucker Co's Tariff Resilience Score too high?
JM Smucker Co's current Tariff Resilience Score is 6. Based on the distribution chart, JM Smucker Co ranks #45 out of 2051 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, JM Smucker Co has a GF Score™ of 66/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does JM Smucker Co's Tariff Resilience Score compare to SFD and DAR?
According to the Consumer Packaged Goods industry distribution chart, JM Smucker Co ranks #45 out of 2051 companies for Tariff Resilience Score. This places JM Smucker Co in the top 2% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Consumer Packaged Goods company?
A good Tariff Resilience Score depends on the Consumer Packaged Goods industry context. However, Tariff Resilience Score 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 Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. JM Smucker Co's current Tariff Resilience Score is 6. 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 $117.72, compared to a current price of $114.98 — trading 2.3% below its estimated fair value. The current Tariff Resilience Score is 6. JM Smucker Co's overall GF Score™ is 66/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For JM Smucker Co (SJM), the current Tariff Resilience Score is 6 as of Jun. 26, 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 undervalued. The current stock price of $114.98 is trading 2.3% below its estimated GF Value™ of $117.72. GuruFocus considers JM Smucker Co to be Fairly Valued.

Key valuation signals for SJM:

  • Tariff Resilience Score: 6
  • GF Value™: $117.72 vs. price of $114.98 (2.3% below fair value)
  • GF Score™: 66/100 with 4 warning signs

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.

JM Smucker Co Business Description

Address One Strawberry Lane, Orrville, OH, USA, 44667-0280
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.
66GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$114.98
Price
$117.72
GF Value