Kraft Heinz Company (KHC) vs The J. M. Smucker Company (SJM)

Kraft Heinz Company and The J. M. Smucker Company are both Packaged Foods companies. Kraft Heinz Company is the larger, with a market value of $28.5B against $13.1B — 2.2× the size. Kraft Heinz Company has negative trailing earnings, so its P/E is not meaningful; The J. M. Smucker Company trades at 56.3×. The J. M. Smucker Company grew revenue faster over the last twelve months: 5.08% against −1.62%. The J. M. Smucker Company has the higher net margin (2.51% vs −13.6%) and the higher return on invested capital (4.15% vs −3.79%). Both pay a dividend; Kraft Heinz Company yields more (4.38% vs 3.21%). Across the 21 metrics below, The J. M. Smucker Company leads on 11 and Kraft Heinz Company on 10.

Valuation

Metric KHC SJM Packaged Foods median
P/E n/m 56.28 12.69
P/S 1.12 1.41 0.61
P/B 0.78 2.25 1.47
Price to free cash flow 7.62 8.13 8.50
EV/EBITDA 8.47 10.42 8.20
EV/Sales 1.78 2.14 0.85
Earnings yield (12.11%) 1.78% 0.00%
Free cash flow yield 13.13% 12.30% 6.05%

Profitability

Metric KHC SJM Packaged Foods median
Gross margin 33.37% 38.65% 27.54%
Operating margin (12.76%) 9.02% 0.00%
Net margin (13.64%) 2.51% 0.00%
Free cash flow margin 15.33% 17.35% 2.56%
Return on equity (8.75%) 3.93% 0.00%
Return on assets (4.39%) 1.35% 0.00%
Return on invested capital (3.79%) 4.15% 0.00%

Growth

Metric KHC SJM Packaged Foods median
Revenue growth (TTM) (1.62%) 5.08% 5.69%
EPS growth (last fiscal year) (318.14%) 88.75% —
Revenue growth, 5-year CAGR (0.97%) 2.49% 3.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric KHC SJM Packaged Foods median
Debt to equity 0.53 1.17 0.26
Current ratio 1.06 0.87 1.64
Net debt to EBITDA 3.13 4.85 0.87

Dividend

Metric KHC SJM Packaged Foods median
Dividend yield 4.38% 3.21% 3.21%
Payout ratio 0.63 0.61 0.00

Size

Metric KHC SJM Packaged Foods median
Market cap 28.45b 13.07b 245.45m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack