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The Marzetti CompanyNasdaqGS:MZTI Stock Report

Market Cap US$3.0b
Share Price
US$105.64
US$159.4
33.7% undervalued intrinsic discount
1Y-37.5%
7D-3.4%
1D
Portfolio Value
View

The Marzetti Company

NasdaqGS:MZTI Stock Report

Market Cap: US$3.0b

Marzetti (MZTI) Stock Overview

Engages in manufacturing and marketing of specialty food products for the retail and foodservice channels in the United States. More details

MZTI fundamental analysis
Snowflake Score
Valuation1/6
Future Growth1/6
Past Performance4/6
Financial Health6/6
Dividends5/6

MZTI Community Fair Values

Create Narrative

See what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.

The Marzetti Company Competitors

Price History & Performance

Summary of share price highs, lows and changes for Marzetti
Historical stock prices
Current Share PriceUS$105.64
52 Week HighUS$190.96
52 Week LowUS$104.58
Beta0.34
1 Month Change-6.50%
3 Month Change-25.48%
1 Year Change-37.50%
3 Year Change-43.82%
5 Year Change-44.77%
Change since IPO3,317.75%

Recent News & Updates

Narrative Update Jun 03

MZTI: Margin Levers And Brand Investments Will Support Future Upside

Analysts have trimmed Marzetti's average price target, with recent cuts of $20 and $16. They reflect cautious views on softer consumer food spending and slower share gains, even as they point to potential margin levers and value opportunities from Bachan's.
Narrative Update May 18

MZTI: Margin Levers And Bachans Potential Will Drive Future Upside

Narrative Update on Marzetti Marzetti's analyst price target has been reduced from $185 to about $159. Analysts point to a higher discount rate, a lower assumed future P/E multiple near 24.7x, and concerns about cautious consumers and slowing category trends, while still highlighting potential margin levers and value creation from Bachan's.
Seeking Alpha May 06

Marzetti: Questionable Growth Prospects Ahead

Summary The Marzetti Company (MZTI) reported a double miss in Q3. Retail sales declined, reflecting transitory factors but a more concerning category decline as well. GLP-1s seem to pose a headwind to MZTI. MZTI acquired Bachan's to position the company into better-growing categories, but the acquisition's price tag makes the transaction questionable. I estimate MZTI stock to have a fair value of $130.0. Read the full article on Seeking Alpha

Recent updates

Narrative Update Jun 03

MZTI: Margin Levers And Brand Investments Will Support Future Upside

Analysts have trimmed Marzetti's average price target, with recent cuts of $20 and $16. They reflect cautious views on softer consumer food spending and slower share gains, even as they point to potential margin levers and value opportunities from Bachan's.
Narrative Update May 18

MZTI: Margin Levers And Bachans Potential Will Drive Future Upside

Narrative Update on Marzetti Marzetti's analyst price target has been reduced from $185 to about $159. Analysts point to a higher discount rate, a lower assumed future P/E multiple near 24.7x, and concerns about cautious consumers and slowing category trends, while still highlighting potential margin levers and value creation from Bachan's.
Seeking Alpha May 06

Marzetti: Questionable Growth Prospects Ahead

Summary The Marzetti Company (MZTI) reported a double miss in Q3. Retail sales declined, reflecting transitory factors but a more concerning category decline as well. GLP-1s seem to pose a headwind to MZTI. MZTI acquired Bachan's to position the company into better-growing categories, but the acquisition's price tag makes the transaction questionable. I estimate MZTI stock to have a fair value of $130.0. Read the full article on Seeking Alpha
Narrative Update Apr 29

MZTI: Margin Actions And Bachans Contribution Will Support Future Upside

Analysts have trimmed their price targets on Marzetti, with the updated fair value estimate easing from $189 to $185 as they balance optimism around margin levers and Bachan's with concerns about a wary consumer, slowing food consumption, and moderating share trends. Analyst Commentary Recent research shows analysts reassessing Marzetti's risk and reward, trimming price targets while still highlighting both earnings levers and pressure points in the core business.
New Narrative Apr 26

Premium Sauces And Foodservice Partnerships Will Support Stronger Long Term Earnings Power

Catalysts About Marzetti The Marzetti Company produces branded and licensed sauces, dressings, frozen breads and dough products for retail and Foodservice customers. What are the underlying business or industry changes driving this perspective?
Narrative Update Apr 13

MZTI: Margin Initiatives And Bachans Contribution Will Support Future Upside

Narrative Update on Marzetti Marzetti's analyst price target has been trimmed, with DA Davidson moving from $184 to $168. Analysts highlight cautious consumer spending, slowing food consumption trends, and softer share momentum, even while seeing room for margin improvement from initiatives such as Bachan's.
New Narrative Apr 11

Licensing Dependence And Slow Integration Will Test Premium Sauces Thesis Over Time

Catalysts About Marzetti The Marzetti Company produces branded and licensed sauces, dressings, frozen bakery items and related food products for retail and Foodservice customers. What are the underlying business or industry changes driving this perspective?
Narrative Update Mar 30

MZTI: Margin Upside And Bachans Contribution Will Support Future Returns

Narrative Update on Marzetti Analysts have trimmed their price target on Marzetti by $16 to $168, citing cautious consumer behavior, slower food consumption trends, and moderating share gains. They still see room for margin improvement and value creation from Bachan's.
Narrative Update Mar 16

MZTI: Share Repurchases And Margin Discipline Will Support Future Earnings

Analysts have adjusted their price target on Marzetti from $201.50 to $192.00. This change reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
Analysis Article Jan 31

Marzetti (NASDAQ:MZTI) Is Aiming To Keep Up Its Impressive Returns

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Narrative Update Jan 14

MZTI: Foodservice Strength And Margin Gains Will Support Future Earnings

Analysts have nudged their fair value estimate for Marzetti higher to $201.50 from $199, pointing to stronger Foodservice net sales trends, gradually improving margins, and expectations that cost savings and acquisition synergies will continue to support earnings, even as they factor in a slightly higher discount rate and a lower assumed future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts highlight Q1 performance as evidence that Foodservice net sales are tracking ahead of what had been baked into prior expectations, which supports a higher fair value framework.
Analysis Article Nov 23

Marzetti (NASDAQ:MZTI) Will Pay A Larger Dividend Than Last Year At $1.00

The board of The Marzetti Company ( NASDAQ:MZTI ) has announced that the dividend on 31st of December will be increased...
Analysis Article Sep 30

Capital Investments At Marzetti (NASDAQ:MZTI) Point To A Promising Future

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
User avatar
New Narrative Jul 16

Licensed Brand Distribution And Atlanta Facility Investment Will Transform Market

Expansion of premium licensed brands and entry into high-growth categories leverages brand strength to drive revenue and long-term earnings growth.
Analysis Article Jul 16

Some Confidence Is Lacking In The Marzetti Company's (NASDAQ:MZTI) P/E

With a price-to-earnings (or "P/E") ratio of 27.9x The Marzetti Company ( NASDAQ:MZTI ) may be sending very bearish...
Analysis Article Jun 28

Lancaster Colony (NASDAQ:LANC) Is Aiming To Keep Up Its Impressive Returns

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article May 19

With EPS Growth And More, Lancaster Colony (NASDAQ:LANC) Makes An Interesting Case

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysis Article Mar 26

Capital Investments At Lancaster Colony (NASDAQ:LANC) Point To A Promising Future

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article Mar 11

Risks To Shareholder Returns Are Elevated At These Prices For Lancaster Colony Corporation (NASDAQ:LANC)

Lancaster Colony Corporation's ( NASDAQ:LANC ) price-to-earnings (or "P/E") ratio of 33x might make it look like a...
Analysis Article Feb 21

Calculating The Fair Value Of Lancaster Colony Corporation (NASDAQ:LANC)

Key Insights Lancaster Colony's estimated fair value is US$173 based on 2 Stage Free Cash Flow to Equity Current share...
Seeking Alpha Feb 05

Lancaster Colony: Shares Still Don't Taste Right

Summary Despite solid revenue growth and operational improvements, Lancaster Colony Corporation shares remain a “sell” due to high valuation relative to similar firms. The company reported a 4.8% increase in revenue for Q2 2025, but earnings per share fell short of expectations. Adjusted profitability metrics indicate potential for future improvement, but LANC shares are still considered expensive based on multiple valuation metrics. The company's robust balance sheet and growth prospects are noted, but not enough to justify a market-beating performance. Read the full article on Seeking Alpha
Analysis Article Jan 18

Do Lancaster Colony's (NASDAQ:LANC) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysis Article Dec 25

Lancaster Colony (NASDAQ:LANC) Looks To Prolong Its Impressive Returns

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha Nov 21

Lancaster Colony: A Great Consumer Food Business Comes At A Price

Summary Lancaster Colony has a strong organic and dividend growth track record, supported by a solid balance sheet. The company has grown from $1.1 billion to $1.9 billion in sales over the past decade, outpacing the sector while reporting solid operating margins. Despite a modest 2.7% sales increase in 2024, Lancaster maintains a net cash position and continues to invest in growth initiatives, including a new facility acquisition. I remain cautious due to the high valuation but appreciate the business's fundamentals, considering involvement at more reasonable valuations around the $150 mark or below. Read the full article on Seeking Alpha
Analysis Article Oct 29

Lancaster Colony Corporation's (NASDAQ:LANC) Business Is Trailing The Market But Its Shares Aren't

With a price-to-earnings (or "P/E") ratio of 31.6x Lancaster Colony Corporation ( NASDAQ:LANC ) may be sending very...
Analysis Article Sep 18

Why You Should Care About Lancaster Colony's (NASDAQ:LANC) Strong Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article Aug 25

Lancaster Colony Corporation (NASDAQ:LANC) Just Released Its Full-Year Earnings: Here's What Analysts Think

It's been a mediocre week for Lancaster Colony Corporation ( NASDAQ:LANC ) shareholders, with the stock dropping 13% to...
Seeking Alpha Aug 23

I Have Soured On Lancaster Colony

Summary Lancaster Colony Corporation saw a 12.3% drop in share price after disappointing financial results for the final quarter of 2024. Revenue fell short of analysts' expectations due to planned exits in product lines and deflationary pricing offsetting volume growth. Despite positive overall results for 2024, shares are still considered expensive compared to similar companies, leading to a downgrade to a 'sell' rating. Read the full article on Seeking Alpha
Analysis Article Jun 28

Calculating The Intrinsic Value Of Lancaster Colony Corporation (NASDAQ:LANC)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Lancaster Colony fair value estimate is US$159 Current share...
Seeking Alpha Jun 11

Lancaster Colony: Consolidation Looks Likely Over The Near Term

Summary Lancaster Colony Corporation is expected to report higher earnings per share for this fiscal year compared to previous projections. The stock has rallied over the past nine months but has not been able to surpass previous highs. The company's gross margin and net profit margin are trailing their historical averages. Read the full article on Seeking Alpha
Analysis Article Apr 20

Returns On Capital At Lancaster Colony (NASDAQ:LANC) Have Stalled

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Feb 23

Lancaster Colony Is Fundamentally Sound But A Bit Overpriced

Summary Lancaster Colony Corporation shows decent topline growth and expanding margins, demonstrating resilience after facing inflationary headwinds. The company's second quarter performance showed stability and growth, with increased sales and profits driven by volume gains and successful licensing programs. Lancaster Colony Corporation has high liquidity and a healthy balance sheet, with increasing cash reserves and low borrowings. The stock price is quite overpriced. Read the full article on Seeking Alpha

Shareholder Returns

MZTIUS FoodUS Market
7D-3.4%-3.5%2.0%
1Y-37.5%-8.6%23.3%

Return vs Industry: MZTI underperformed the US Food industry which returned -6.3% over the past year.

Return vs Market: MZTI underperformed the US Market which returned 25.5% over the past year.

Price Volatility

Is MZTI's price volatile compared to industry and market?
MZTI volatility
MZTI Average Weekly Movement4.3%
Food Industry Average Movement5.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

Stable Share Price: MZTI has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: MZTI's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18963,700Dave Ciesinskiwww.marzetticompany.com

The Marzetti Company engages in manufacturing and marketing of specialty food products for the retail and foodservice channels in the United States. It operates in two segments, Retail and Foodservice. The company offers frozen garlic breads under the New York Bakery brand; frozen Parkerhouse style yeast and dinner rolls under the Sister Schubert’s brand; salad dressings under the Marzetti, Cardini’s, Marzetti Simply, and Girard’s brands; vegetable and fruit dips under the Marzetti brand; croutons and salad toppings under the New York Bakery, Chatham Village, and Marzetti brands; and frozen pasta under the Marzetti Frozen Pasta brand.

The Marzetti Company Fundamentals Summary

How do Marzetti's earnings and revenue compare to its market cap?
MZTI fundamental statistics
Market capUS$2.99b
Earnings (TTM)US$175.47m
Revenue (TTM)US$1.94b
16.5x
P/E Ratio
1.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
MZTI income statement (TTM)
RevenueUS$1.94b
Cost of RevenueUS$1.47b
Gross ProfitUS$469.39m
Other ExpensesUS$293.92m
EarningsUS$175.47m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)6.40
Gross Margin24.19%
Net Profit Margin9.04%
Debt/Equity Ratio0%

How did MZTI perform over the long term?

See historical performance and comparison

Dividends

3.8%
Current Dividend Yield
61%
Payout Ratio

Does MZTI pay a reliable dividends?

See MZTI dividend history and benchmarks
When do you need to buy MZTI by to receive an upcoming dividend?
Marzetti dividend dates
Ex Dividend DateJun 05 2026
Dividend Pay DateJun 30 2026
Days until Ex dividend13 days
Days until Dividend pay date12 days

Does MZTI pay a reliable dividends?

See MZTI dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/17 05:09
End of Day Share Price 2026/06/17 00:00
Earnings2026/03/31
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The Marzetti Company is covered by 13 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Todd BrooksBenchmark Company
Mitchell PinheiroBrean Capital Historical (Janney Montgomery)
Connor RattiganConsumer Edge Research, LLC