SJM vs MKC vs LW Stock Comparison

J M Smucker, Mccormick and Lamb Weston Holdings Prices as of Oct 28, 2026 Peers: Industry group
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SJM J M SMUCKER Co
$125.50 +4.0% 1M +19.7% 1Y
Market cap
$13.45B
P/E
58.6x
Revenue (TTM)
$9.16B
Div. yield
0.03%
Packaged Foods Consumer Staples
5 wins
MKC Mccormick & Co Inc
$46.06 -5.0% 1M -30.2% 1Y
Market cap
$12.57B
P/E
8.4x
Revenue (TTM)
$7.69B
Div. yield
0.04%
Packaged Foods Consumer Staples
6 wins
LW Lamb Weston Holdings, Inc.
$53.52 +24.0% 1M -18.4% 1Y
Market cap
$7.39B
P/E
29.0x
Revenue (TTM)
$6.62B
Div. yield
0.03%
Packaged Foods Consumer Staples
1 win

Head to Head

12 decided of 12

Mccormick leads on 6 of the 12 questions below (Mccormick 6, J M Smucker 5, Lamb Weston Holdings 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSJMMKCLWLeader
Larger companyMarket capitalisation $13.45B $12.57B $7.39B SJM
Cheaper on earningsLower P/E, profitable companies only 58.6x 8.4x 29.0x MKC
Cheaper on forward earningsLower price / next fiscal year consensus EPS 11.1x 15.7x 17.4x SJM
Faster revenue growthRevenue growth, trailing twelve months +5.1% +13.2% +2.6% MKC
More profitableNet margin, trailing twelve months 2.5% 19.4% 3.8% MKC
Better return on capitalReturn on invested capital 3.6% 6.0% 6.4% LW
Less leveragedLower net debt / EBITDA 4.9x 3.6x 4.1x MKC
Higher dividend yieldTrailing dividend yield 0.03% 0.04% 0.03% MKC
Better 1-year returnPrice return, last 12 months +19.7% -30.2% -18.4% SJM
Better 5-year returnAnnualised price return, 5 years +0.4%/yr -10.5%/yr -1.1%/yr SJM
Less volatileAnnualised volatility, 1 year 28.7% 31.5% 45.5% SJM
Higher overall scoreMean of the five percentile scores vs peers 58/100 72/100 47/100 MKC

Percentile Scorecard

SJMMKCLW

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisSJMMKCLW
Valuation 59 #19 of 45 64 #17 of 45 55 #21 of 45
Growth 95 #3 of 42 85 #7 of 42 34 #28 of 42
Profitability 80 #9 of 40 90 #5 of 40 72 #12 of 40
Financial Health 28 #34 of 47 52 #23 of 47 35 #31 of 47
Shareholder Returns 27 #23 of 31 70 #10 of 31 40 #19 of 31
Overall 58 72 47
  • SJM ranked among 48 companies in Branded Foods
  • MKC ranked among 48 companies in Branded Foods
  • LW ranked among 48 companies in Branded Foods

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodSJMMKCLWSPY
1 month +4.0%-5.0%+24.0% +0.9%
3 months -0.7%-11.5%-0.8% +5.9%
6 months +29.6%-8.9%+24.4% +8.5%
Year to date +28.3%-32.4%+27.8% +13.3%
1 year +19.7%-30.2%-18.4% +12.4%
3 years +11.3%-26.9%-39.8% +88.1%
3 years, per year +3.6%-9.9%-15.6% +23.5%
5 years +2.1%-42.6%-5.2% +68.2%
5 years, per year +0.4%-10.5%-1.1% +11.0%
10 years -4.9%-3.4%— +263.4%
10 years, per year -0.5%-0.3%— +13.8%

Risk

MeasureSJMMKCLWSPY
Volatility, 1Y 28.7%31.5%45.5% 12.7%
Downside volatility, 1Y 25.1%34.5%54.4% 12.7%
Beta vs S&P 500, 1Y -0.31-0.350.22 1.00
Return / volatility, 1Y 0.69-0.96-0.40 0.98
Max drawdown, 5Y -44.9%-57.7%-66.6% -25.4%
From 52-week high -5.9%-35.7%-18.4% -0.9%
52-week high $133.40$71.65$65.57 $779.14
52-week low $89.53$44.15$38.48 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleSJMMKCLW
P/E now vs peer median 58.4xmedian 22.2x 8.3xmedian 22.2x 28.9xmedian 22.2x
P/S now vs peer median 1.5xmedian 0.7x 1.6xmedian 0.7x 1.1xmedian 0.7x
EV/EBITDA now vs peer median 14.6xmedian 12.2x 13.1xmedian 12.2x 12.1xmedian 12.2x
P/FCF now vs peer median 8.4xmedian 13.4x 13.4xmedian 13.4x 18.3xmedian 13.4x
P/B now vs peer median 2.3xmedian 1.6x 1.6xmedian 1.6x 4.1xmedian 1.6x
PEG now vs peer median 0.29median 0.56 0.26median 0.56 -0.81median 0.56

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsSJMMKCLW
Revenue $9.16B $7.69B $6.62B
Gross profit $3.54B $3.00B $1.28B
Operating income $826.20M $1.03B $516.80M
Net income $229.50M $1.51B $254.80M
Free cash flow $1.59B $925.90M $403.80M
EPS (diluted) $2.14 $5.53 $1.85
Cash & equivalents $43.20M $331.10M $166.30M
Total debt $6.74B $5.02B $3.93B
Shares (diluted) 107.10M 269.40M 138.10M
Enterprise value $13.23B $11.64B $7.02B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricSJMMKCLW
P/E 58.4x 8.3x 28.9x
P/FCF 8.4x 13.4x 18.3x
P/Operating cash flow 7.0x 10.9x 8.9x
P/S 1.5x 1.6x 1.1x
P/B 2.3x 1.6x 4.1x
P/Tangible book 106.6x 4.7x 4.3x
EV/EBITDA 14.6x 13.1x 12.1x
EV/EBIT 24.3x 16.6x 21.5x
EV/Revenue 2.2x 2.2x 1.7x
EV/FCF 12.7x 18.5x 27.6x
EV/Operating cash flow 10.5x 15.0x 13.5x
PEG (3Y EPS CAGR) 0.29 0.26 -0.81

Growth

14 metrics
MetricSJMMKCLW
Revenue growth (1Y) 5.1% 13.2% 2.6%
Revenue CAGR (3Y) 2.7% 5.2% 4.0%
Gross profit growth (1Y) 15.6% 15.7% -7.3%
Gross profit CAGR (3Y) 6.8% 7.4% -8.2%
Operating income growth (1Y) 184.5% -3.2% -15.2%
Operating income CAGR (3Y) 43.2% 3.5% -21.0%
Net income growth (1Y) 115.7% 93.3% -13.4%
Net income CAGR (3Y) 147.2% 32.7% -36.9%
EPS growth (1Y) 131.3% 91.5% -12.3%
EPS CAGR (3Y) 200.5% 32.2% -35.6%
Operating cash flow growth (1Y) 86.0% 29.8% -7.2%
Operating cash flow CAGR (3Y) 9.6% 2.4% -3.0%
Free cash flow growth (1Y) 136.2% 41.3% -17.8%
Free cash flow CAGR (3Y) 20.3% 5.9% 205.1%

Profitability

14 metrics
MetricSJMMKCLW
Gross margin 38.7% 39.1% 19.4%
EBITDA margin 15.0% 17.0% 13.9%
Operating margin 9.0% 13.4% 7.8%
Pretax margin 4.6% 10.8% 5.1%
Net margin 2.5% 19.4% 3.8%
FCF margin 17.3% 12.0% 6.1%
Operating cash flow margin 20.9% 14.8% 12.5%
Return on equity 4.1% 19.0% 13.2%
Return on assets 1.4% 8.7% 3.3%
Return on invested capital 3.6% 6.0% 6.4%
Return on capital employed 5.9% 8.5% 8.7%
Asset turnover 0.6x 0.5x 0.9x
Cash conversion (OCF / net income) 8.3x 0.8x 3.2x
Stock comp / revenue 0.3% 0.6% 0.8%

Financial Health

11 metrics
MetricSJMMKCLW
Debt / assets 41.6% 30.1% 53.6%
Debt / equity 1.2x 0.7x 2.2x
Net debt / EBITDA 4.9x 3.6x 4.1x
Debt / FCF 4.2x 5.4x 9.7x
Liabilities / assets 64.5% 54.4% 75.3%
Equity / assets 35.5% 45.6% 24.7%
Interest coverage – 4.6x –
Current ratio 0.9x 0.7x 1.5x
Quick ratio 0.3x 0.3x 0.7x
Cash ratio 0.0x 0.1x 0.1x
Altman Z-score 1.49 1.78 2.60

Shareholder Returns

7 metrics
MetricSJMMKCLW
Dividend yield 3.5% 4.2% 2.8%
Net buyback yield 0.0% -0.1% 1.5%
Shareholder yield 3.6% 4.1% 4.3%
Payout ratio (earnings) 203.5% 33.6% 81.6%
Payout ratio (FCF) 29.4% 54.8% 51.5%
Dividend growth (1Y) 2.1% 6.9% 0.5%
Dividend CAGR (3Y) 2.8% 7.1% 11.1%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusSJMMKCLW
Forward P/E 11.1xFY2026 15.7xFY2026 17.4xFY2026
EPS, next fiscal year $11.33FY2026 $2.93FY2026 $3.07FY2026
EPS growth, next FY +23.8%FY2026 -2.3%FY2026 +2.0%FY2026
EPS growth, the year after -8.3% +11.9% +13.0%
Revenue, next fiscal year $9.52BFY2026 $7.53BFY2026 $6.42BFY2026
Revenue growth, next FY +5.2%FY2026 +10.1%FY2026 -2.9%FY2026
Revenue growth, the year after -2.7% +12.6% -1.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSJMMKCLW
Held by institutions 43.8% 88.9% 93.7%
Institutions holding 888 948 557
Change in shares held, QoQ -2.8% +4.8% +1.0%
Institutions buying 494 478 266
Institutions selling 260 342 190
Buyers to sellers 1.90 1.40 1.40

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

SJMMKCLW
SJM 1.00 0.45 0.29
MKC 0.45 1.00 0.30
LW 0.29 0.30 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SJM, MKC and LW?

J M Smucker (SJM) is the largest by market capitalisation: J M Smucker (SJM) $13.45B, Mccormick (MKC) $12.57B, Lamb Weston Holdings (LW) $7.39B.

Which stock is cheaper, SJM, MKC and LW?

Mccormick (MKC) trades on the lowest price-to-earnings ratio (J M Smucker (SJM) 58.6x, Mccormick (MKC) 8.4x, Lamb Weston Holdings (LW) 29.0x). On next year's consensus earnings, J M Smucker (SJM) is cheapest (J M Smucker (SJM) 11.1x, Mccormick (MKC) 15.7x, Lamb Weston Holdings (LW) 17.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Mccormick (MKC) grew revenue fastest over the trailing twelve months: J M Smucker (SJM) +5.1%, Mccormick (MKC) +13.2%, Lamb Weston Holdings (LW) +2.6%.

Which company is more profitable?

Mccormick (MKC) has the highest net margin (J M Smucker (SJM) 2.5%, Mccormick (MKC) 19.4%, Lamb Weston Holdings (LW) 3.8%). On return on invested capital, Lamb Weston Holdings (LW) leads (J M Smucker (SJM) 3.6%, Mccormick (MKC) 6.0%, Lamb Weston Holdings (LW) 6.4%).

Which stock has performed better?

Over the past year J M Smucker (SJM) returned the most: J M Smucker (SJM) +19.7%, Mccormick (MKC) -30.2%, Lamb Weston Holdings (LW) -18.4%. Over five years, J M Smucker (SJM) compounded fastest (J M Smucker (SJM) +0.4%/yr, Mccormick (MKC) -10.5%/yr, Lamb Weston Holdings (LW) -1.1%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Mccormick (MKC) has the highest dividend yield: J M Smucker (SJM) 0.03%, Mccormick (MKC) 0.04%, Lamb Weston Holdings (LW) 0.03%.

Which stock is riskier?

By one-year price volatility, J M Smucker (SJM) has been the steadiest (J M Smucker (SJM) 28.7%, Mccormick (MKC) 31.5%, Lamb Weston Holdings (LW) 45.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SJM, MKC and LW?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Mccormick (MKC) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.