Post vs J.M. Smucker
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The short version
- J.M. Smucker is the larger business, with $9.1B of revenue in fiscal 2026 against $8.2B for Post.
- J.M. Smucker grew revenue faster (3.7%, against 3.0%).
- Post kept more of each dollar of sales as operating profit (9.8% operating margin, against 4.0%).
- J.M. Smucker turned more of its sales into free cash flow (12.8% FCF margin, against 6.0%).
- Post earned a higher return on the capital invested in it (5.7%, against 2.2%).
- Investors pay more for each dollar of J.M. Smucker’s earnings: a P/E of 60.7x against 14.7x for Post.
| Latest fiscal year | POST · FY25 | SJM · FY26 |
|---|---|---|
| Size | ||
| Market cap | $4.1B | — |
| Revenue | $8.2B | $9.1B |
| Free cash flow | $488M | $1.2B |
| Net income | $336M | −$139M |
| Growth | ||
| Revenue growth | 3.0% | 3.7% |
| 5-year growth | 11.6% | 2.5% |
| Share count change | −6.0% | — |
| Profitability | ||
| Gross margin | 28.7% | 33.5% |
| Operating margin | 9.8% | 4.0% |
| Net margin | 4.1% | −1.5% |
| FCF margin | 6.0% | 12.8% |
| Return on capital | 5.7% | 2.2% |
| Return on equity | 8.6% | −2.4% |
| Balance sheet | ||
| Net debt | $7.3B | $6.9B |
| Net debt / EBITDA | 5.5x | 7.5x |
| Dividends and buybacks | $709M | $470M |
| Valuation & quality | ||
| P/E | 14.7x | 60.7x |
| Piotroski F-score | 4 | — |
Revenue
FY17
POST $5.2B
SJM $7.4B
FY18
POST $6.3B
SJM $7.4B
FY19
POST $5.7B
SJM $7.8B
FY20
POST $4.7B
SJM $7.8B
FY21
POST $5.0B
SJM $8.0B
FY22
POST $5.9B
SJM $8.0B
FY23
POST $7.0B
SJM $8.5B
FY24
POST $7.9B
SJM $8.2B
FY25
POST $8.2B
SJM $8.7B
FY26
POST —
SJM $9.1B
POST
SJM
Operating margin
FY17
POST 9.9%
SJM 14.1%
FY18
POST 9.2%
SJM 14.2%
FY19
POST 13.8%
SJM 11.9%
FY20
POST 11.4%
SJM 15.7%
FY21
POST 9.8%
SJM 17.3%
FY22
POST 7.1%
SJM 12.8%
FY23
POST 8.6%
SJM 1.9%
FY24
POST 10.0%
SJM 16.0%
FY25
POST 9.8%
SJM −7.7%
FY26
POST —
SJM 4.0%
POST
SJM
Free cash flow
FY17
POST $196M
SJM $867M
FY18
POST $494M
SJM $896M
FY19
POST $414M
SJM $781M
FY20
POST $393M
SJM $986M
FY21
POST $397M
SJM $1.3B
FY22
POST $127M
SJM $719M
FY23
POST $447M
SJM $717M
FY24
POST $502M
SJM $643M
FY25
POST $488M
SJM $817M
FY26
POST —
SJM $1.2B
POST
SJM
Return on capital
FY17
POST 4.5%
SJM 5.8%
FY18
POST 6.4%
SJM 8.5%
FY19
POST 8.5%
SJM 5.2%
FY20
POST 4.8%
SJM 6.8%
FY21
POST 4.1%
SJM 8.0%
FY22
POST 4.4%
SJM 6.1%
FY23
POST 4.9%
SJM 1.1%
FY24
POST 6.2%
SJM 7.2%
FY25
POST 5.7%
SJM −3.6%
FY26
POST —
SJM 2.2%
POST
SJM
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.