COMP <GO>
SJM vs COST // GROSS PROFIT MARGIN
The J.M. Smucker Company (NYSE) VS. Costco Wholesale Corporation (NASDAQ) • 15-METRIC TALLY: SJM 7
— COST 8
▲ GROSS PROFIT MARGIN LEADER: SJM
LAST: $129.90 (+2.88%) • MKT CAP: $13.49B
gross-margins
33.50%
LAST: $1,012.28 (+1.63%) • MKT CAP: $448.57B
gross-margins
12.82%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SJM VS. COST)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SJM | COST | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 33.50% | 12.82% | +20.68 | SJM | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.80% | 42.43% | -39.63 | COST | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.2x | 31.4x | -2.16 | SJM | /valuation <GO> |
| Free Cash Flow Yield | 8.57% | 2.09% | +6.48 | SJM | /fcf-yield <GO> |
| Operating Margin | 4.00% | 3.85% | +0.15 | SJM | /operating-margins <GO> |
| Net Profit Margin | -1.50% | 3.04% | -4.54 | COST | /net-margins <GO> |
| Revenue Growth (YoY) | -3.30% | 10.14% | -13.44 | COST | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.45% | 0.58% | +2.87 | SJM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.30 | 9.38 | -8.08 | COST | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 6/9 | -2.00 | COST | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 4.46% | +2.74 | COST | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.0 | 66.5 | -6.50 | COST | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 0.73 | +0.37 | SJM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 34.0x | 39.7x | -5.72 | SJM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.49B | $448.57B | -$435.08B | COST | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SJM REV | COST REV | SJM GROSS % | COST GROSS % | SJM FCF | COST FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $303.15B | — | 12.8% | — | $9.38B |
| FY 2025 | $9.05B | $275.24B | 33.5% | 12.8% | $1.16B | $7.84B |
| FY 2024 | $8.73B | $254.45B | 38.8% | 12.6% | $816.6M | $6.63B |
| FY 2023 | $0 | $242.29B | — | 12.3% | $1.23B | $6.75B |
| FY 2022 | — | $226.95B | — | 12.2% | — | $3.50B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SJM // BETA 1.10
COST // BETA 0.73