| Profitability | 51/100 |
| Growth | 69/100 |
| Momentum | 77/100 |
| Quality | 64/100 |
| Earnings Quality | 71/100 |
| Balance Sheet | 43/100 |
| Value | 76/100 |
| Risk (safety) | 50/100 |
| Overall | 58.9/100 |
| Symbol | IS Score |
|---|---|
| SJM | 51 |
| HRL | 46 |
| DAR | 68 |
| GIS | 28 |
| LW | 41 |
| SFD | 68 |
| MKC | 59 |
These two disagree — business quality 59, price structure 47 out of 100, so the business reads better than the price does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 75 and holds two consecutive quarters | now 58.9 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 55 → 58 → 62 → 59 | the direction matters more than the level |
| Technical vote share back above 50% | now 45% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,039 → now 954 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% |
|---|---|---|---|---|
| 2026 Q2 | 954 | 241.5M | $12.1B | 89.7% |
| 2026 Q1 | 959 | 230.1M | $11.2B | 85.4% |
| 2025 Q4 | 991 | 232.5M | $15.3B | 86.3% |
| 2025 Q3 | 973 | 225.1M | $14.6B | 83.6% |
| 2025 Q2 | 1,034 | 220.1M | $16.2B | 81.7% |
| 2025 Q1 | 1,039 | 222.0M | $17.8B | 82.4% |
| 2024 Q4 | 1,027 | 218.2M | $16.3B | 81.0% |
| 2024 Q3 | 1,014 | 215.3M | $17.4B | 79.9% |
| 2024 Q2 | 948 | 214.7M | $15.0B | 79.7% |
| 2024 Q1 | 950 | 217.6M | $16.5B | 80.8% |
| 2023 Q4 | 958 | 215.6M | $14.7B | 80.1% |
| 2023 Q3 | 936 | 213.3M | $16.1B | 79.2% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Foley Brendan M | director, Chairman, President & CEO | 2026-10-08 | A-Award | 55 | — | 14,643 |
| Hattersley Gavin | director | 2026-10-02 | BUY | 1,000 | $0.04M | 3,906 |
| Foley Brendan M | director, Chairman, President & CEO | 2026-09-23 | A-Award | 51 | — | 14,589 |
| Piper Sarah | Chief Human Relations Officer | 2026-09-08 | A-Award | 49 | — | 4,986 |
| Foley Brendan M | director, Chairman, President & CEO | 2026-09-08 | A-Award | 48 | — | 14,538 |
| Tapiero Jacques | director | 2026-09-02 | A-Award | 186 | — | 2,815 |
| Piper Sarah | Chief Human Relations Officer | 2026-08-24 | A-Award | 45 | — | 4,937 |
| Foley Brendan M | director, Chairman, President & CEO | 2026-08-24 | A-Award | 45 | — | 14,489 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 1 | 205,538 | $10.8M | Counted |
| P — Open-market purchases | 3 | 4,100 | $0.2M | Counted |
| M — Exercises (paired A/D) | 7 | 207,921 | $10.1M | None — mechanics |
| F — Tax withholding | 6 | 835 | $0.0M | None — compensation |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Julia Letlow | House | SELL | $1,001 - $15,000 | 2026-02-02 | 2026-03-13 |
| Julia Letlow | House | SELL | $1,001 - $15,000 | 2026-02-02 | 2026-03-13 |
| Julie Johnson | House | SELL | $1,001 - $15,000 | 2025-09-25 | 2025-10-08 |
| Angus King | Senate | SELL | $1,001 - $15,000 | 2019-01-10 | 2019-02-26 |
| Angus King | Senate | SELL | $1,001 - $15,000 | 2019-01-10 | 2019-02-25 |
| Angus Stanley King | Senate | SELL | $1,001 - $15,000 | 2019-01-10 | 2019-02-25 |
| Manager | Shares | Value |
|---|---|---|
| Deprince Race & Zollo Inc | 634,844 | $29M |
| Rockland Trust Co | 393,414 | $18M |
| Viking Fund Management Llc | 368,000 | $17M |
| Wealth Enhancement Advisory Servic | 151,160 | $7M |
| Assenagon Asset Management S.A. | 150,447 | $7M |
| Sound Income Strategies, Llc | 112,319 | $5M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $375M |
| VTSAX | 0.0% | $375M |
| VTI | 0.0% | $375M |
| VSMPX | 0.0% | $375M |
| VWNAX | 0.6% | $367M |
| VWNFX | 0.6% | $367M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 4.7M | 70 sh |
| Ubsa Ubs Ats | 3.8M | 70 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 3.7M | 86 sh |
| Ebxl Level Ats | 3.3M | 44 sh |
| Sgmt Sigma X2 | 2.6M | 66 sh |
| Bids Bids Ats | 2.0M | 423 sh |
| Region | Revenue | Share |
|---|---|---|
| Americas | $4.9B | 71% |
| Europe Middle East And Africa | $1.3B | 19% |
| Asia Pacific | $704M | 10% |
Moat score 38/100 — None; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Brendan Foley | President, Chief Executive Officer & Chairman |
| Jeffery D. Schwartz | Vice President, General Counsel & Corporate Secretary |
| Marcos Mendes Gabriel | Executive Vice President & Chief Financial Officer |
| Andrew Foust | Chief Integration Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +12.8% | +0.5% | +4.9% | +0.9% | +1.7% |
| Gross profit | +8.4% | -8.8% | +10.0% | +3.5% | +0.0% |
| Operating income | +1.6% | -14.9% | +11.5% | +10.1% | +3.0% |
| Net income | +1.1% | -9.7% | -0.2% | +15.9% | +0.1% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 6.3 | 6.4 | 6.7 | 6.7 | 6.8 | |
| Cost of revenue | 3.8 | 4.1 | 4.2 | 4.1 | 4.2 | |
| Gross profit | 2.5 | 2.3 | 2.5 | 2.6 | 2.6 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 1.4 | 1.4 | 1.5 | 1.5 | 1.5 | |
| Operating income | 1.0 | 0.9 | 1.0 | 1.1 | 1.1 | |
| EBITDA | 1.2 | 1.2 | 1.2 | 1.3 | 1.3 | |
| D&A | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Pretax income | 0.9 | 0.9 | 0.9 | 1.0 | 1.0 | |
| Income tax | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Net income | 0.8 | 0.7 | 0.7 | 0.8 | 0.8 | |
| Diluted EPS ($) | 2.80 | 2.52 | 2.52 | 2.92 | 2.93 | |
| Diluted shares (M) | 270 | 270 | 270 | 270 | 269 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.3 | 0.2 | 0.2 | 0.1 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.6 | 0.6 | 0.6 | 0.6 | |
| Total current assets | 2.4 | 2.0 | 2.1 | 2.1 | |
| PP&E (net) | 1.4 | 1.5 | 1.6 | 1.4 | |
| Goodwill + intangibles | 8.8 | 8.8 | 8.7 | 8.6 | |
| Total assets | 13.1 | 12.9 | 13.1 | 13.2 | |
| Accounts payable | 1.2 | 1.1 | 1.2 | 1.3 | |
| Short-term debt | 1.5 | 1.1 | 0.7 | 0.9 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 3.4 | 3.1 | 2.9 | 3.1 | |
| Long-term debt | 3.6 | 3.3 | 3.6 | 3.1 | |
| Total liabilities | 8.4 | 7.8 | 7.8 | 7.4 | |
| Shareholders' equity | 4.7 | 5.1 | 5.3 | 5.8 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.7 | 0.7 | 0.8 | 0.8 | |
| D&A | 0.2 | 0.2 | 0.2 | 0.2 | |
| Stock-based compensation | 0.1 | 0.1 | 0.0 | 0.0 | |
| Working capital change | (0.3) | 0.3 | (0.1) | (0.1) | |
| Operating cash flow | 0.7 | 1.2 | 0.9 | 1.0 | |
| Capital expenditures | (0.3) | (0.3) | (0.3) | (0.2) | |
| Investing cash flow | (0.1) | (0.3) | (0.3) | (0.3) | |
| Buybacks | (0.0) | (0.0) | (0.1) | (0.0) | |
| Dividends paid | (0.4) | (0.4) | (0.5) | (0.5) | |
| Debt issuance / (repay) | (0.1) | (0.7) | (0.1) | (0.4) | |
| Financing cash flow | (0.5) | (1.2) | (0.6) | (0.8) | |
| Free cash flow | 0.4 | 1.0 | 0.6 | 0.7 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 18.1% | 15.0% | 14.0% | 15.2% | 14.3% | 22% | |
| ROA | 6.0% | 5.2% | 5.2% | 6.1% | 6.0% | 9.0% | |
| ROIC | 8.6% | 7.2% | 8.1% | 8.9% | 8.9% | 5.7% | |
| Gross margin | 39.5% | 35.8% | 37.6% | 38.5% | 37.9% | 39.1% | |
| Operating margin | 16.1% | 13.6% | 14.5% | 15.8% | 16.0% | 13.8% | |
| Net margin | 12.0% | 10.7% | 10.2% | 11.7% | 11.5% | 19.4% | |
| EBITDA margin | 19.3% | 18.3% | 18.1% | 19.6% | 19.6% | 17.3% | |
| FCF margin | 8.7% | 6.1% | 14.6% | 9.6% | 12.8% | — | |
| VALUATION | |||||||
| P/E | 28.19 | 31.55 | 24.49 | 26.17 | 23.02 | 8.4 | |
| P/B | 4.83 | 4.60 | 3.29 | 3.90 | 3.17 | 1.8 | |
| P/S | 3.37 | 3.39 | 2.50 | 3.07 | 2.66 | 1.62 | |
| P/FCF | 38.70 | 55.24 | 17.12 | 31.89 | 20.69 | 13.5 | |
| EV/EBITDA | 21.61 | 22.80 | 17.49 | 18.96 | 16.47 | 12.3 | |
| EV/Revenue | 4.17 | 4.17 | 3.17 | 3.71 | 3.23 | 2.1 | |
| Earnings yield | 3.5% | 3.2% | 4.1% | 3.8% | 4.3% | 11.94% | |
| FCF yield | 2.6% | 1.8% | 5.8% | 3.1% | 4.8% | 7.42% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.68 | 0.70 | 0.65 | 0.74 | 0.70 | 0.66 | |
| Quick ratio | 0.31 | 0.30 | 0.28 | 0.31 | 0.28 | 0.66 | |
| Debt / equity | 1.22 | 1.14 | 0.91 | 0.85 | 0.70 | 0.61 | |
| Debt / assets | 41.8% | 40.6% | 35.7% | 34.5% | 30.3% | 25.5% | |
| Net debt / EBITDA | 4.13 | 4.29 | 3.67 | 3.28 | 2.91 | 2.94 | |
| Interest coverage | 7.42 | 6.45 | 4.84 | 5.29 | 5.65 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.51 | 0.49 | 0.51 | 0.52 | 0.52 | 0.46 | |
| Receivables turnover | 11.72 | 11.31 | 11.47 | 11.45 | 11.25 | 9.2 | |
| DSO (days) | 31 | 32 | 32 | 32 | 32 | 39 | |
| DPO (days) | 100 | 100 | 100 | 104 | 107 | 115 | |
| Cash conversion cycle | 37 | 45 | 40 | 32 | 33 | -76 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 12.8% | 0.5% | 4.9% | 0.9% | 1.7% | — | |
| Net income growth | 1.1% | -9.7% | -0.2% | 15.9% | 0.1% | — | |
| EPS growth | 0.9% | -9.8% | 0.0% | 15.8% | 0.3% | — | |
| FCF growth | -32.6% | -29.2% | 149.9% | -33.5% | 35.8% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 2.80 | 2.52 | 2.52 | 2.92 | 2.93 | 5.53 | |
| Book value / share | 16.34 | 17.32 | 18.77 | 19.62 | 21.30 | 28.17 | |
| Revenue / share | 23.40 | 23.50 | 24.71 | 24.93 | 25.40 | 28.54 | |
| FCF / share | 2.04 | 1.44 | 3.61 | 2.40 | 3.26 | 3.44 | |
| Cash / share | 1.30 | 1.24 | 0.62 | 0.69 | 0.36 | 1.23 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 0.2% | 0.2% | 0.3% | 0.0% | 0.17% | |
| Altman Z-Score | 2.47 | 2.48 | 2.31 | 2.70 | 2.58 | 1.8 | |
| Piotroski F-Score | 4 | 4 | 8 | 8 | 6 | 5/9 | |
| Beneish M-Score | -2.42 | -2.36 | -2.72 | -2.53 | -2.44 | -2.14 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 5 / 9 | Middling | |
| Altman Z-Score | 1.8 | Distress (<1.81) | Grey |
| Income quality | 0.76 | Accrual-heavy | OCF ÷ net income |
| Beneish M-Score | -2.14 | Elevated | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 1.75 |
| Interest burden | 0.80 |
| Operating margin | 13.8% |
| Asset turnover | 0.51× |
| Financial leverage | 2.34× |
| = ROE | 23% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.81 |
| Earnings stability | 0.48 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | 5.2% |
| EPS CAGR 3y | 32.2% |
| FCF CAGR 3y | 5.9% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| SJM | $13.6B | 59.3 | 4% | 14.6% | +5.1% | 8/9 | +23.9% |
| HRL | $11.2B | 32.4 | 4% | 2.0% | +0.7% | 4/9 | -9.3% |
| DAR | $9.7B | 16.3 | 12% | 22.5% | +15.0% | 8/9 | +93.6% |
| GIS | $17.7B | -20.1 | -11% | 9.0% | -4.5% | 4/9 | -30.6% |
| LW | $7.4B | 29.0 | 12% | 1.7% | +0.9% | 7/9 | — |
| SFD | $7.3B | 6.9 | 16% | 6.5% | +104.3% | 6/9 | — |
| PPC | $7.0B | 12.8 | 15% | 0.3% | +1.4% | 5/9 | — |
| CAG | $6.9B | -3.6 | -25% | 6.7% | -1.8% | 4/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $7.94B | $7.99B / $7.83B | $3.09 | $3.11 / $3.08 | 7 |
| FY2027 | $8.15B | $8.21B / $8.08B | $3.21 | $3.32 / $3.12 | 7 |
| FY2028 | $8.44B | $8.68B / $8.31B | $3.48 | $3.74 / $3.34 | 6 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $51.80 | +11.8% | 5 |
| Last Quarter | $53.50 | +15.4% | 6 |
| Last Year | $62.35 | +34.5% | 17 |
| All Time | $73.38 | +58.3% | 45 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $46.07 | +0.28 | +0.61% | Above |
| SMA 50 | $49.98 | -3.63 | -7.26% | Below |
| SMA 200 | $53.26 | -6.91 | -12.97% | Below |
| EMA 9 | $45.46 | +0.89 | +1.96% | Above |
| EMA 21 | $46.43 | -0.08 | -0.17% | Below |
| EMA 50 | $48.38 | -2.03 | -4.20% | Below |
| EMA 200 | $53.13 | -6.78 | -12.76% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $46.05 / $46.50 / $47.29 | S1 / S2 | $45.26 / $44.81 |
| Bollinger (20,2) | $42.87 – $49.27 | Squeeze | Off |
| 52-wk range | $42.79 – $70.37 | Off 52-wk high | -34.1% |
| ATR (14) | $1.35 (2.9%) | Historical vol | 31.3% |
| Computed from live weekly prices | MKC | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 4.38% | 1.83% |
| Best / worst week (1y) | +9.9% / -12.2% | — |
| Max drawdown (5y, monthly) | -50.6% | — |
| 1-week VaR (95%) | -7.3% | — |
| Beta (5y) | 0.63 | 1.00 |
| Reading | MKC | Packaged Foods n=957 | Consumer Defensive n=3,080 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -15.7 | -17.6 | -15.7 | -20.5 |
| Trend | -50.7 | -22.2 | -19.0 | -21.3 |
| Momentum | +9.6 | -5.7 | -6.2 | -15.8 |
| Volume | +41.5 | -19.0 | -5.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Brendan M. Foley Chairman, President and Chi | $10.8M | 86% equity+incentive |
| Jeffery D. Schwartz Vice President, General | $3.0M | 71% equity+incentive |
| Marcos M. Gabriel Executive Vice President a | $2.7M | 71% equity+incentive |
| Andrew D. Foust President, Americas | $2.3M | 65% equity+incentive |
| Sarah J. Piper Chief Human Relations Officer | $1.9M | 62% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 70 |
| Social | 59 |
| Governance | 73 |
| Composite ESG | 67 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-03-31 to 2026-10-01 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-11-30 to 2028-11-30 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 113 rows · 1998 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-08-10 to 2026-10-08 |
| Proposed sales (Form 144) | edgar/form144 | not present for this symbol |
| Beneficial ownership (13D/G) | edgar/13dg | not present for this symbol |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.