J M Smucker (SJM) Invested Capital (2010 - 2026)
J M Smucker's (SJM) quarterly Invested Capital came in at $12.7 billion in Q3 2026, down 14.7% on a YoY basis from $14.9 billion in Q3 2025, and down 1.91% quarter-over-quarter from $12.9 billion in Q2 2026.
Analysis
J M Smucker (SJM) Invested Capital (2010 - 2026) Analysis & Trends
J M Smucker (SJM) has reported Invested Capital for 17 consecutive years, with $12.7 billion the latest figure, recorded in Q3 2026.
- For the quarter ending Q3 2026, Invested Capital fell 14.7% year-over-year to $12.7 billion; the trailing twelve-month figure through Jul 2026 stood at $12.7 billion (down 14.7% YoY), and the FY2026 full-year result was $12.9 billion, down 10.23% from the prior year.
- Invested Capital eased to $12.7 billion in Q3 2026 per SJM's latest filing, from $12.9 billion in the prior quarter.
- Across five years, Invested Capital topped out at $17.2 billion in Q3 2024 and bottomed at $11.3 billion in Q3 2023.
- Historically, Invested Capital has averaged $14.1 billion across 5 years, with a median of $13.2 billion in 2022.
- The sharpest annual moves came in 2024 and 2026: Invested Capital surged 52.32% in 2024, then slipped 17.16% in 2026.
- Over 5 years, Invested Capital stood at $13.1 billion in 2022, then increased by 13.15% to $14.9 billion in 2023, then increased by 13.71% to $16.9 billion in 2024, then fell by 13.62% to $14.6 billion in 2025, then retreated by 13.11% to $12.7 billion in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $12.7 billion, $12.9 billion, and $13.1 billion for Q3 2026, Q2 2026, and Q1 2026 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Kraft Heinz | 28.91 Bn | 26.23 Bn | 2.03 Bn | 55.12 Bn |
| 2 | General Mills | 19.20 Bn | 18.75 Bn | 1.60 Bn | 21.97 Bn |
| 3 | Mccormick | 13.83 Bn | 13.50 Bn | 778.20 Mn | 13.83 Bn |
| 4 | J M Smucker | 12.89 Bn | 12.84 Bn | 979.60 Mn | 12.68 Bn |
| 5 | Hormel Foods | 11.29 Bn | 10.42 Bn | 471.52 Mn | 10.71 Bn |
| 6 | Chewy | 8.45 Bn | 7.93 Bn | 1.01 Bn | - |
| 7 | Conagra Brands | 6.98 Bn | 6.77 Bn | 704.10 Mn | 14.40 Bn |
| 8 | Lamb Weston Holdings | 6.60 Bn | 6.53 Bn | 361.40 Mn | 6.00 Bn |
| 9 | Campbell'S | 6.25 Bn | 5.85 Bn | 650.00 Mn | 11.04 Bn |
| 10 | Post Holdings | 3.62 Bn | 3.35 Bn | 566.30 Mn | 10.72 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 12.68 Bn |
| Apr 30, 2026 | 12.93 Bn |
| Jan 31, 2026 | 13.05 Bn |
| Oct 31, 2025 | 14.60 Bn |
| Jul 31, 2025 | 14.87 Bn |
| Apr 30, 2025 | 14.40 Bn |
| Jan 31, 2025 | 15.75 Bn |
| Oct 31, 2024 | 16.90 Bn |
| Jul 31, 2024 | 17.24 Bn |
| Apr 30, 2024 | 17.06 Bn |
| Jan 31, 2024 | 16.52 Bn |
| Oct 31, 2023 | 14.86 Bn |
| Jul 31, 2023 | 11.32 Bn |
| Apr 30, 2023 | 11.61 Bn |
| Jan 31, 2023 | 12.65 Bn |
| Oct 31, 2022 | 13.13 Bn |
| Jul 31, 2022 | 13.23 Bn |
| Apr 30, 2022 | 12.81 Bn |
| Jan 31, 2022 | 12.76 Bn |
| Oct 31, 2021 | 13.24 Bn |