Price movement over the last 24 hours
Affirm Holdings Inc vs J M Smucker Co — how do they compare? Affirm Holdings Inc trades at $80.87 (market cap $28.00B), while J M Smucker Co trades at $112.94 (market cap $12.10B). The key difference: Affirm Holdings Inc is far larger — about 2.3× J M Smucker Co's market cap, and J M Smucker Co pays a 3.89% dividend while Affirm Holdings Inc pays none. Which is the better fit depends on your goals.
| AFRM | SJM | |
|---|---|---|
Market Cap | $28.00B | $12.10B |
Sector | Financials | Consumer Staples |
52-Week High | $92.18 | $117.05 |
52-Week Low | $42.53 | $89.53 |
Enterprise Value | $34.61B | $19.13B |
Dividend Yield | — | 3.89% |
Signals from Pluang's Aura AI — not financial advice
AFRM trades at $83.62, down 1.14% on the day, with a bullish technical outlook supported by moving averages and a golden cross pattern. The company reported strong revenue growth, reaching $3.22 billion in 2025, and has consistently beaten earnings expectations in recent quarters. Recent partnerships with Bed Bath & Beyond and Backcountry expand its merchant network, driving transaction volume growth.
The outlook remains positive with analyst consensus favoring a buy rating and a $89 price target, though high valuation multiples and overbought RSI levels pose near-term risks. Earnings growth and BNPL market expansion are key catalysts, while credit losses and competition represent ongoing challenges for shareholders.
J.M. Smucker (SJM) trades at $113.24, down 2.61% on the day, with a bullish technical signal from moving averages. The company reported mixed Q4 2026 results, beating EPS estimates but facing sales pressure, with fiscal 2027 revenue guidance projecting a 3-4% decline. Strong cash flow supports a sustainable 4% dividend yield, while valuation metrics show a P/E of 22.05 and P/S of 1.32.
SJM presents a value opportunity with analyst consensus at $122.92 (8.5% upside), but faces headwinds from weak sales visibility and portfolio challenges. The stock's outlook hinges on Uncrustables growth and coffee margin recovery, with balanced risks between dividend stability and competitive pressures in packaged foods.
Trailing returns across standard periods
Latest headlines on both assets
Affirm Holdings Inc offers a platform for digital and mobile first commerce. It comprises a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The firm generates its revenue from merchant networks, and through virtual card networks among others. Geographically, it generates a major share of its revenue from the United States.
Read more on AFRM →J.M. Smucker is a packaged food company that primarily operates in the U.S. retail channel (87% of fiscal 2022 revenue), but also in U.S. food-service (7%), and international (6%). Its largest segment is pet food and treats (36% of 2022 revenue), with popular brands such as Milk-Bone, Meow Mix, 9Lives, Kibbles 'n Bits, Nature's Recipe, and Rachael Ray Nutrish. Its second-largest category is coffee (35% across channels) with the number-two brand Folgers and number-six Dunkin'. Other large categories are peanut butter (10%), with number-one Jif, fruit spreads (5%) with number-one Smucker's, and frozen hand-held foods (6%) with number-one Uncrustables.
Read more on SJM →