The J. M. Smucker Company Strategic Asset Allocation Index
The J. M. Smucker Company strategic asset allocation index. The J. M. Smucker Company (SJM) has a Strategic Asset Allocation Index of 52.4% as of October 2025. Strategic assets (PP&E of $3.18 Billion plus long-term investments of $-) total $3.18 Billion, measured against net assets of $6.06 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See SJM net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of The J. M. Smucker Company (2000–2025)
Strategic asset allocation index of The J. M. Smucker Company from 2000 to 2025. This chart shows how The J. M. Smucker Company's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of October 2025, the index stands at 52.4%, representing strategic assets of $3.18 Billion against net assets of $6.06 Billion USD. Check The J. M. Smucker Company (SJM) tangible equity ratio to evaluate the tangible quality of the company's equity base.
The J. M. Smucker Company Strategic Asset Allocation Index by Year (2000–2025)
The J. M. Smucker Company strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for The J. M. Smucker Company from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see SJM stock market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 52.5% | $3.19 Billion | $3.19 Billion | $- | $6.08 Billion | ▲ +10.3 pp |
| 2024 | 42.2% | $3.25 Billion | $3.25 Billion | $- | $7.69 Billion | ▲ +11.5 pp |
| 2023 | 30.7% | $2.24 Billion | $2.24 Billion | $- | $7.29 Billion | ▲ +4.5 pp |
| 2022 | 26.2% | $2.13 Billion | $2.13 Billion | $- | $8.14 Billion | ▲ +1.6 pp |
| 2021 | 24.6% | $2.00 Billion | $2.00 Billion | $- | $8.12 Billion | ▲ +0.1 pp |
| 2020 | 24.5% | $2.01 Billion | $1.97 Billion | $38.60 Million | $8.19 Billion | ▲ +0.0 pp |
| 2019 | 24.5% | $1.95 Billion | $1.91 Billion | $40.90 Million | $7.97 Billion | ▲ +2.0 pp |
| 2018 | 22.5% | $1.77 Billion | $1.73 Billion | $45.80 Million | $7.89 Billion | ▼ -1.8 pp |
| 2017 | 24.3% | $1.66 Billion | $1.62 Billion | $47.30 Million | $6.85 Billion | ▲ +0.6 pp |
| 2016 | 23.7% | $1.66 Billion | $1.63 Billion | $35.90 Million | $7.01 Billion | ▼ -0.7 pp |
| 2015 | 24.5% | $1.73 Billion | $1.68 Billion | $55.00 Million | $7.09 Billion | ▼ -0.7 pp |
| 2014 | 25.2% | $1.27 Billion | $1.27 Billion | $- | $5.03 Billion | ▲ +3.0 pp |
| 2013 | 22.2% | $1.14 Billion | $1.14 Billion | $- | $5.15 Billion | ▲ +1.0 pp |
| 2012 | 21.2% | $1.10 Billion | $1.10 Billion | $- | $5.16 Billion | ▲ +4.8 pp |
| 2011 | 16.4% | $867.88 Million | $867.88 Million | $- | $5.29 Billion | ▲ +0.3 pp |
| 2010 | 16.1% | $858.31 Million | $858.31 Million | $- | $5.33 Billion | ▼ -0.9 pp |
| 2009 | 17.0% | $838.43 Million | $838.43 Million | $- | $4.94 Billion | ▼ -10.6 pp |
| 2008 | 27.6% | $496.30 Million | $496.30 Million | $- | $1.80 Billion | ▲ +2.3 pp |
| 2007 | 25.3% | $454.03 Million | $454.03 Million | $- | $1.80 Billion | ▼ -5.3 pp |
| 2006 | 30.5% | $527.74 Million | $527.74 Million | $- | $1.73 Billion | ▼ -0.3 pp |
| 2005 | 30.8% | $521.10 Million | $521.10 Million | $- | $1.69 Billion | ▲ +3.6 pp |
| 2004 | 27.2% | $329.71 Million | $329.71 Million | $- | $1.21 Billion | ▲ +2.8 pp |
| 2003 | 24.5% | $274.99 Million | $274.99 Million | $- | $1.12 Billion | ▼ -33.6 pp |
| 2002 | 58.1% | $162.79 Million | $162.79 Million | $- | $280.14 Million | ▼ -10.3 pp |
| 2001 | 68.4% | $171.57 Million | $171.57 Million | $- | $250.78 Million | ▲ +13.9 pp |
| 2000 | 54.5% | $174.65 Million | $174.65 Million | $- | $320.61 Million | — |