J M Smucker Co vs Wells Fargo & Co — how do they compare? J M Smucker Co trades at $112.69 (market cap $11.97B), while Wells Fargo & Co trades at $87.15 (market cap $261.45B). The key difference: Wells Fargo & Co is far larger — about 21.8× J M Smucker Co's market cap, and J M Smucker Co pays the higher dividend (3.93%). Which is the better fit depends on your goals.
| SJM | WFC | |
|---|---|---|
Market Cap | $11.97B | $261.45B |
Sector | Consumer Staples | Financials |
52-Week High | $117.05 | $96.40 |
52-Week Low | $89.53 | $73.42 |
Enterprise Value | $19.00B | — |
Dividend Yield | 3.93% | 2.09% |
Signals from Pluang's Aura AI — not financial advice
SJM trades at $115.75, up 3.34% today, showing strong momentum near resistance levels. The company maintains positive cash flow despite recent net losses, with operating cash flow of $1.21 billion in 2025. Recent dividend increases and analyst consensus support a bullish outlook, though profitability metrics remain challenged with negative ROE and net margins. Technical indicators show bullish momentum with the stock trading above key moving averages.
The investment case balances strong cash generation and dividend growth against profitability challenges. Analyst consensus targets $125.50 with 52% buy ratings, suggesting 8.4% upside potential. Key risks include persistent negative margins, high debt levels at 43.7% debt-to-asset ratio, and competitive pressures in the consumer staples sector. The company's Uncrustables division remains a key growth driver with nearly $1 billion in annual sales.
Wells Fargo (WFC) trades at $87.75, up 0.26% today, with a neutral technical signal and bullish moving averages. The stock shows improving fundamentals with 2025 revenue of $83.70B and net income of $21.34B, yielding a 25.97% net margin. Recent Q2 2026 earnings beat expectations with EPS of $1.96 versus $1.73 expected. Analyst consensus is mixed with a $97.36 price target, suggesting 11% upside. The bank continues growth initiatives post-asset cap removal, though net cash flow remains negative.
Outlook remains cautiously optimistic given valuation support (P/E 12.55) and dividend yield, but risks include net interest margin pressure and volatile cash flows. Institutional activity is mixed with some trimming positions. Earnings sustainability and loan growth execution are key catalysts for further upside, while macroeconomic sensitivity poses a headwind.
Trailing returns across standard periods
Latest headlines on both assets
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 →Wells Fargo is one of the largest banks in the United States, with approximately $1.9 trillion in balance sheet assets. The company is split into four primary segments: consumer banking, commercial banking, corporate and investment banking, and wealth and investment management. It is almost entirely focused on the U.S.
Read more on WFC →