Investment case
The Scotts Miracle-Gro Company
SMG · 2 developments mapped · last assessed 2026-08-27
Market Ontology has mapped 2 macro, policy, and market developments to The Scotts Miracle-Gro Company since 2026-08-27. Each one is traced from the driver to the valuation assumption it moves, and the valuation below is run on the same engine the subscription uses.
Valuation
No validated run has been published for SMG yet, so no modelled value is shown. The SMG valuation is in the public catch-up queue.
Subscribers do not wait for the weekly cycle: they run SMG on demand, against live prices and the latest filings, and change any assumption the developments below move.
Filed financials
Current case
- Strongest support
The Scotts Miracle-Gro Company Enters Third Amendment to Master Receivables Purchase Agreement
The extension of the receivables purchase agreement provides continued access to liquidity, potentially reducing short-term funding pressure and improving working capital management. This defers the need to seek alternative financing or repay the facility sooner.
· Moves liquidity risk premium, cost of capital
What changed, by assumption
- 2026-08-27The Scotts Miracle-Gro Company Enters Third Amendment to Master Receivables Purchase Agreement
- 2026-08-27The Scotts Miracle-Gro Company Amends Master Receivables Purchase Agreement with JPMorgan
Assumption changes
Full ledger →| Date | Assumption | Direction | Why | Conf. |
|---|---|---|---|---|
| 2026-09-15 | Share count | Bearish | Repurchase reduces shares outstanding. | 0.70 |
| 2026-08-27 | Net debt | Bearish | Liability-management transactions often reduce gross debt or push maturities out. | 0.70 |
| 2026-08-27 | Interest expense | Bearish | Tender/exchange extends maturity profile and typically lowers near-term interest expense. | 0.70 |
| 2026-06-19 | Valuation multiple | Bullish | Target re-rates to bid premium until close. | 0.70 |
Event impact log
Full ledger →| Date | Mechanism | Direction | Horizon | Impact |
|---|---|---|---|---|
| 2026-08-27 | The Scotts Miracle-Gro Company Enters Third Amendment to Master Receivables Purchase Agreement | Bullish | 1-3m | 0.60 |
| 2026-08-27 | The Scotts Miracle-Gro Company Amends Master Receivables Purchase Agreement with JPMorgan | Bullish | 1-3m | 0.60 |