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KHC vs SJM
Which Stock Would AI Choose? Kraft Heinz (KHC) vs. J.M. Smucker (SJM) Stock Comparison
Key Takeaways
- Kraft Heinz (KHC) reported Q2 2026 results with sales declines but raised its full-year organic net sales outlook after beating estimates, while increasing brand investments.
- J.M. Smucker (SJM) has delivered stronger year-to-date stock performance amid defensive consumer staples positioning and positive momentum in recent market activity.
- KHC offers a higher dividend yield near 6.2% compared to SJM’s approximately 3.6%, reflecting differing capital return profiles.
- Both companies operate in the consumer staples sector but differ in scale, with KHC having a larger market capitalization and broader brand portfolio.
- Recent weeks show KHC navigating turnaround initiatives with mixed market reactions, while SJM benefits from favorable category trends such as coffee cost dynamics.
- Relative performance highlights trade-offs between KHC’s scale-driven stability efforts and SJM’s more resilient recent price action.
Introduction
Kraft Heinz (KHC) and J.M. Smucker (SJM) represent established players in the consumer staples sector, offering investors exposure to packaged foods and beverages with defensive characteristics. This comparison examines their recent performance, business models, and market positioning to assist traders and long-term investors evaluating relative value within the food industry. The analysis focuses on verifiable developments from recent weeks while providing broader context for ongoing relevance in portfolio decisions.
Kraft Heinz (KHC) Overview and Recent Performance
The Kraft Heinz Company produces iconic brands including Kraft cheeses, Heinz condiments, and Oscar Mayer meats. In recent market activity, the stock has traded in a narrow range near $25–$26 levels following its August 5, 2026, earnings release. The company reported net sales of $6.26 billion, down 1.4% year-over-year but exceeding consensus estimates, with organic net sales declining 1.3%. Management raised full-year 2026 organic net sales guidance to a decline of 0.5% to 2.0%, an improvement from prior expectations, while committing an additional $100 million in brand investments. A significant non-cash impairment charge contributed to an operating loss, though adjusted metrics showed resilience. Sentiment reflects cautious optimism around turnaround progress under the current CEO amid volume pressures.
J.M. Smucker (SJM) Overview and Recent Performance
The J.M. Smucker Company focuses on spreads, coffee, and pet food brands such as Jif, Folgers, and various pet products. In recent market activity, the stock has shown positive momentum, trading around $124 with gains exceeding broader market benchmarks on a year-to-date basis. The company’s most recent quarterly results, reported in June 2026, demonstrated sales growth and margin expansion supported by pricing actions. SJM maintains a lower beta profile, appealing to defensive strategies. Recent analyst commentary highlights potential tailwinds from coffee cost trends and operational focus. Price action in recent weeks has remained constructive, with the stock outperforming peers in the sector amid steady investor interest in staples names.
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Head-to-Head Comparison
Kraft Heinz (KHC) operates at larger scale with a market capitalization near $30 billion versus J.M. Smucker’s (SJM) approximately $13 billion, supporting broader distribution but exposing it to greater volume sensitivity in core categories. SJM has exhibited stronger recent price momentum and lower volatility, while KHC provides a higher dividend yield. Both face consumer staples headwinds including shifting preferences and input costs, yet SJM’s portfolio benefits from pet and coffee exposure that has shown relative resilience. KHC’s turnaround investments contrast with SJM’s more established margin trajectory. Market sentiment favors SJM’s consistency in recent weeks, whereas KHC’s larger impairment events introduce short-term uncertainty despite raised guidance.
Tickeron AI Verdict
Based on observable factors such as trend consistency and relative positioning in recent market activity, Tickeron’s AI models currently assign a modestly higher probability of favorable near-term performance to J.M. Smucker (SJM) due to its demonstrated momentum and defensive characteristics, though Kraft Heinz (KHC) remains competitive on valuation and yield metrics. Outcomes depend on execution of ongoing initiatives and broader sector dynamics.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is KHC is a Buy and SJM is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
KHC’s FA Score shows that 1 FA rating(s) are green whileSJM’s FA Score has 2 green FA rating(s).
- KHC’s FA Score: 1 green, 4 red.
- SJM’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
KHC’s TA Score shows that 4 TA indicator(s) are bullish while SJM’s TA Score has 4 bullish TA indicator(s).
- KHC’s TA Score: 4 bullish, 5 bearish.
- SJM’s TA Score: 4 bullish, 4 bearish.
Price Growth
KHC (@Food: Major Diversified) experienced а +0.47% price change this week, while SJM (@Food: Major Diversified) price change was +6.45% for the same time period.
The average weekly price growth across all stocks in the @Food: Major Diversified industry was -1.45%. For the same industry, the average monthly price growth was -0.75%, and the average quarterly price growth was -9.41%.
Reported Earning Dates
KHC is expected to report earnings on Nov 04, 2026.
SJM is expected to report earnings on Sep 01, 2026.
Industries' Descriptions
@Food: Major Diversified (-1.45% weekly)Companies in this industry usually make a diverse range of agricultural and/or processed food. Some prominent names in this segment are Mondelez International, which makes chocolates, biscuits, cookies etc. The Kraft Heinz Company specializes in ketchups, sauces, fruit drink pouches and many more. General Mills, Inc. sells flour and cereal. Kellogg is famous for its snacks and breakfast cereal. And so on down the line. As more and more consumers are looking for healthier options in food in recent years, several legacy food companies have responded by revamping brands to include organic and no-added-sugar versions, and/or acquiring healthy food firms, and even streamlining operations.
| KHC | SJM | KHC / SJM | |
| Capitalization | 30.5B | 14.1B | 216% |
| EBITDA | -3.52B | 876M | -401% |
| Gain YTD | 9.711 | 39.469 | 25% |
| P/E Ratio | 13.04 | 61.84 | 21% |
| Revenue | 25B | 9.05B | 276% |
| Total Cash | 4.09B | N/A | - |
| Total Debt | 21.1B | 7.09B | 298% |
KHC | SJM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 9 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 5 Undervalued | 31 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 74 | |
SMR RATING 1..100 | 95 | 90 | |
PRICE GROWTH RATING 1..100 | 57 | 16 | |
P/E GROWTH RATING 1..100 | 57 | 43 | |
SEASONALITY SCORE 1..100 | n/a | 65 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
KHC's Valuation (5) in the Food Major Diversified industry is in the same range as SJM (31) in the Food Specialty Or Candy industry. This means that KHC’s stock grew similarly to SJM’s over the last 12 months.
SJM's Profit vs Risk Rating (74) in the Food Specialty Or Candy industry is in the same range as KHC (100) in the Food Major Diversified industry. This means that SJM’s stock grew similarly to KHC’s over the last 12 months.
SJM's SMR Rating (90) in the Food Specialty Or Candy industry is in the same range as KHC (95) in the Food Major Diversified industry. This means that SJM’s stock grew similarly to KHC’s over the last 12 months.
SJM's Price Growth Rating (16) in the Food Specialty Or Candy industry is somewhat better than the same rating for KHC (57) in the Food Major Diversified industry. This means that SJM’s stock grew somewhat faster than KHC’s over the last 12 months.
SJM's P/E Growth Rating (43) in the Food Specialty Or Candy industry is in the same range as KHC (57) in the Food Major Diversified industry. This means that SJM’s stock grew similarly to KHC’s over the last 12 months.
| KHC | SJM | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 73% | 2 days ago 60% |
| Stochastic ODDS (%) | 2 days ago 64% | 2 days ago 48% |
| Momentum ODDS (%) | 2 days ago 39% | 2 days ago 62% |
| MACD ODDS (%) | 2 days ago 54% | 2 days ago 55% |
| TrendWeek ODDS (%) | 2 days ago 49% | 2 days ago 55% |
| TrendMonth ODDS (%) | 2 days ago 58% | 2 days ago 56% |
| Advances ODDS (%) | 2 days ago 51% | 2 days ago 53% |
| Declines ODDS (%) | 4 days ago 54% | 19 days ago 51% |
| BollingerBands ODDS (%) | 3 days ago 59% | 2 days ago 56% |
| Aroon ODDS (%) | 2 days ago 45% | 2 days ago 55% |
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KHC and
Correlation & Price change
A.I.dvisor indicates that over the last year, KHC has been closely correlated with GIS. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if KHC jumps, then GIS could also see price increases.
SJM and
Correlation & Price change
A.I.dvisor indicates that over the last year, SJM has been loosely correlated with GIS. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if SJM jumps, then GIS could also see price increases.