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Stock Comparison · Industry comparison · Packaged Foods

Danone vs The J. M. Smucker Company: Which Stock Looks Stronger in 2026?

The J. M. Smucker Company holds the cleaner structural position, with the lead spread across growth and valuation. Danone does not offset that deficit through any equally strong structural edge elsewhere. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

This is not just a one-metric split: both growth and valuation materially support the lead. The overall score gap is 20 points in favour of The J. M. Smucker Company.

INDUSTRY COMPARISON

Both operate in: Packaged Foods

This comparison is based on industry proximity, not on functional trajectory similarity. BN.PA and SJM share the same industry classification.

For a similarity-based comparison, see how Danone and The J. M. Smucker Company each position within their functional peer groups in AssetNext.

Peer-Relative Score
BN.PA
Danone S.A.
42
Peer-Score
Signal qualityHigh
vs
SJM
The J. M. Smucker Company
62
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: BN.PA vs SJM Profitability 27 29 Stability 60 59 Valuation 52 88 Growth 33 75 BN.PA SJM
Gap Ranking
#1 Growth +42
#2 Valuation +36
#3 Profitability +2
#4 Stability +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BN.PA and SJM Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BN.PASJM Relative valuation Structural strength

The J. M. Smucker Company looks stronger on relative valuation, while the broader price setup remains mixed.

Valuation position uses peer-relative PE percentile (idx_pct_pe) and Forward P/E where available.

Relative Position vs Comparable Companies
Growth
On growth, The J. M. Smucker Company ranks near the top of the group; Danone S.A. sits in the weaker half.
Valuation
On valuation, the same pattern holds: both are strong, but The J. M. Smucker Company still leads clearly.
Growth — Dominant Gap
BN.PA
33
SJM
75
Gap+42in favour of SJM

One company is still expanding while the other is contracting, which creates a very wide growth split.

What keeps the gap from being one-sided

Danone S.A. still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

The lead is built on both growth and valuation, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the BN.PA vs SJM comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar growth-and-valuation comparisons

Explore how BN.PA and SJM each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.