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Stock Comparison · Industry comparison · Packaged Foods

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

The J. M. Smucker Company holds the cleaner structural position, with growth as the main driver and profitability adding further support. 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. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-05-17

The result is anchored in growth, but profitability also reinforces the same direction. The overall score gap is 10 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. KHC and SJM share the same industry classification.

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

Peer-Relative Score
KHC
The Kraft Heinz Company
52
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
SJM
The J. M. Smucker Company
62
Peer-Score
Signal qualityHigh
Peer basis: S&P 500

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: KHC vs SJM Profitability 14 29 Stability 63 57 Valuation 88 88 Growth 43 75 KHC SJM
Gap Ranking
#1 Growth +32
#2 Profitability +15
#3 Stability +6
#4 Valuation
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for KHC and SJM Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer KHCSJM Relative valuation Structural strength

The J. M. Smucker Company still looks stronger, and the price setup does not materially undermine that lead.

Valuation position uses Forward P/E where available.

Entry today — historical context

Where KHC and SJM each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY KHC Lower · below norm 0th 50th 100th 6 pct gap SJM Lower · near norm 0th 50th 100th 3rd 9th
KHC (3rd percentile) and SJM (9th percentile) both sit in the lower portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Growth
Both profiles are strong on growth, but The J. M. Smucker Company leads clearly.
Profitability
Neither side looks especially strong on profitability, though The J. M. Smucker Company still ranks somewhat higher.
Growth — Dominant Gap
KHC
43
SJM
75
Gap+32in favour of SJM

The current lead is backed by a stronger multi-year growth trajectory.

What keeps the gap from being one-sided

Stability is the one area where The Kraft Heinz Company still pushes back materially — it is the steadier name on this dimension, which keeps the result from reading as one-way.

What this means for the comparison

Growth is the clearest driver, and profitability also supports The J. M. Smucker Company's broader structural position.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar growth-driven comparisons

Explore how KHC 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.

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.