Home Compare SJM vs ULVR.L
Stock Comparison · Structural lead, mixed market

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

The structural profiles are close, with The J. M. Smucker Company carrying a narrow edge on profitability. Unilever still has the edge on profitability, which keeps the comparison from looking entirely one-sided. The market setup broadly confirms the structural lead — The J. M. Smucker Company holds the more constructive position. That puts structure and market broadly in agreement — The J. M. Smucker Company's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels. Peer scores are normalised within each company's primary universe (SJM: S&P 500, ULVR.L: STOXX 600).

Updated 2026-08-16

Profitability points more clearly toward Unilever PLC, even if the broader score still leans toward The J. M. Smucker Company.

Trajectory Similarity
0.76
Similar
Peer-set rank: #32
within The J. M. Smucker Company's functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

This level of similarity signals a strong structural match, even though some dimensions still separate the two companies.

The match is driven mainly by investment intensity and revenue stability.

Similarity drivers
investment intensityrevenue stability
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
SJM
The J. M. Smucker Company
65
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
ULVR.L
Unilever PLC
63
Peer-Score
Signal qualitylow
Peer basis: STOXX 600

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: SJM vs ULVR.L Profitability 23 71 Stability 72 68 Valuation 85 59 Growth 92 52 SJM ULVR.L
Gap Ranking
#1 Profitability +48
#2 Growth +40
#3 Valuation +26
#4 Stability +4
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for SJM and ULVR.L Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer SJMULVR.L Relative valuation Structural strength

The structural gap is limited here, but current pricing still leans against Unilever PLC.

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

Relative Position vs Comparable Companies
Profitability
Unilever PLC ranks near the top of the group on profitability; The J. M. Smucker Company sits in the weaker half.
Growth
On growth, the same pattern holds: both are strong, but The J. M. Smucker Company still leads clearly.
Profitability — Dominant Gap
SJM
23
ULVR.L
71
Gap+48in favour of ULVR.L

The profitability gap is very wide, with the stronger side earning materially better operating marks.

What else supports the lead

Growth adds another layer of support rather than leaving the result tied to profitability alone.

What this means for the comparison

The lead is built on both profitability and growth — though profitability still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the SJM vs ULVR.L comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how SJM and ULVR.L 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.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

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.