Alcon AG vs J M Smucker Co — how do they compare? Alcon AG trades at $73.55 (market cap $36.44B), while J M Smucker Co trades at $118.74 (market cap $12.54B). The key difference: Alcon AG is far larger — about 2.9× J M Smucker Co's market cap, and J M Smucker Co pays the higher dividend (3.82%). Which is the better fit depends on your goals.
| ALC | SJM | |
|---|---|---|
Market Cap | $36.44B | $12.54B |
Sector | Health | Consumer Staples |
52-Week High | $90.12 | $126.35 |
52-Week Low | $62.02 | $89.53 |
Enterprise Value | $40.28B | $19.57B |
Dividend Yield | 0.48% | 3.82% |
Signals from Pluang's Aura AI — not financial advice
ALC trades at $73.525, down 0.14% on the day, with a bullish technical signal from moving averages and positive analyst sentiment. Recent Q2 2026 earnings beat estimates, with revenue of $10.4 billion in 2025 and a net income margin of 5.92%. The company raised its 2026 profitability outlook, citing tariff relief and strong product launches.
The stock offers a 17.9% upside to the consensus price target of $86.67, supported by bullish analyst ratings and improving cash flow trends. Key risks include elevated P/E valuation at 57.52 and potential macroeconomic pressures on medical device demand. Earnings growth and execution on new products remain critical for sustained momentum.
SJM trades at $118.79, up 0.61% today, with a bullish technical signal and analyst consensus price target of $125.11. Recent earnings have shown beats in Q4 2025 and Q1 2026, but the company reported a net loss of $1.23B in 2025, with negative profit margins and ROE. Cash flow from operations remains strong at $1.21B, supporting a dividend increase to $1.12 per share, marking 25 consecutive years of growth. The stock is supported by positive media coverage highlighting value and growth potential.
The outlook is mixed; strong cash flow and dividend growth provide stability, but profitability challenges and high debt levels pose risks. Analyst sentiment is predominantly buy-rated, suggesting upside potential, though investors must weigh fundamental weaknesses against technical and sentiment positives for balanced decision-making.
Trailing returns across standard periods
Alcon, headquartered in Fort Worth, Texas, is the global eyecare leader with a diverse portfolio in ophthalmology including contact lenses, eye drops, surgical equipment, and related surgical products. Novartis purchased Alcon from Nestle in 2010 and, following nine years as a Novartis subsidiary, the company was spun off as a public company in April 2019. The company reports five distinct segments: implantables (16% of revenue), consumables (31%), equipment (9%), contact lenses (27%), and ocular health (17%). The company is geographically diversified, with only about 40% of revenue from the U.S. market, and the firm has a strong presence in the European Union and Japan.
Read more on ALC →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 →