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John B. Sanfilippo & Son, Inc.NasdaqGS:JBSS Stock Report

Market Cap US$886.2m
Share Price
US$75.41
US$109
30.8% undervalued intrinsic discount
1Y21.3%
7D0.7%
1D
Portfolio Value
​
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John B. Sanfilippo & Son, Inc.

NasdaqGS:JBSS Stock Report

Market Cap: US$886.2m

John B. Sanfilippo & Son (JBSS) Stock Overview

Through its subsidiary, JBSS Ventures, LLC, processes and distributes tree nuts and peanuts in the United States. More details

JBSS fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance5/6
Financial Health5/6
Dividends4/6

Rewards

Trading at 62.5% below our estimate of its fair value

Earnings are forecast to grow 12.7% per year

Earnings grew by 21.2% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Unstable dividend track record


JBSS Community Fair Values

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See what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

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John B. Sanfilippo & Son, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for John B. Sanfilippo & Son
Historical stock prices
Current Share PriceUS$75.41
52 Week HighUS$85.15
52 Week LowUS$59.07
Beta0.35
1 Month Change-5.31%
3 Month Change-1.99%
1 Year Change21.30%
3 Year Change-38.37%
5 Year Change-17.49%
Change since IPO528.42%

Recent News & Updates

Recent updates

Seeking Alpha • Feb 03

John B. Sanfilippo & Son Is A Buy After The Rally

Summary John B. Sanfilippo & Son is upgraded to a buy, driven by higher nut prices, improved margins, and operational efficiencies. JBSS increased revenue by 4.6% despite a 9.7% volume decline, as price hikes outpaced cost inflation and operating expenses fell. Tariff reductions on imported nuts and expansion into higher-margin protein bars support the thesis for sustained margin improvement into 2026. JBSS remains undervalued versus peers, with a projected one-year target price of $93, representing 15% upside from current levels. Read the full article on Seeking Alpha
Analysis Article • Feb 01

John B. Sanfilippo & Son (NASDAQ:JBSS) Could Easily Take On More Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article • Dec 24

John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS) Looks Inexpensive But Perhaps Not Attractive Enough

John B. Sanfilippo & Son, Inc.'s ( NASDAQ:JBSS ) price-to-earnings (or "P/E") ratio of 12.7x might make it look like a...
Analysis Article • Aug 28

John B. Sanfilippo & Son's (NASDAQ:JBSS) Sluggish Earnings Might Be Just The Beginning Of Its Problems

John B. Sanfilippo & Son, Inc.'s ( NASDAQ:JBSS ) stock showed strength, with investors undeterred by its weak earnings...
Analysis Article • May 02

Is John B. Sanfilippo & Son (NASDAQ:JBSS) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Mar 31

John B. Sanfilippo & Son: Production Growth, Dividends, And Solid Financial Metrics - Is It Undervalued?

Summary In the last four years, the company paid, on average, a 4.25% dividend yield. For this year, it expects to pay a 4.45% dividend yield. The company has increased its volume of product sold at a 4.14% CAGR between FY2013 and FY2024. Even though JBSS experienced a deterioration in its liabilities-to-assets and ROE, its 40.28% liabilities-to-assets ratio and its 14.97% ROE ratio are still solid values. The first DCF model suggests that JBSS is undervalued by 76.06%. Meanwhile, the second model estimates the undervaluation at 142.76%. Read the full article on Seeking Alpha
Analysis Article • Jan 31

John B. Sanfilippo & Son (NASDAQ:JBSS) Will Be Hoping To Turn Its Returns On Capital Around

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Seeking Alpha • Dec 31

John B. Sanfilippo Remains A Compelling Investment Opportunity

Summary Sanfilippo's alignment of shareholder and management interests, prudent capital allocation, and operations in a growing, non-cyclical sector make it highly attractive. Despite a recent stock price decline, the company’s strategic shift toward consumer distribution has made it more robust and non-cyclical. Rising costs of sales have impacted NOPAT growth, but Sanfilippo has consistently earned economic profits and compounded revenue by 4.7% annually since 2020. With a PEBV ratio of 0.89, market pessimism presents a compelling buying opportunity as healthy eating trends and population growth drive demand for core products. Read the full article on Seeking Alpha
Analysis Article • Dec 21

Pinning Down John B. Sanfilippo & Son, Inc.'s (NASDAQ:JBSS) P/E Is Difficult Right Now

With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...
Seeking Alpha • Oct 25

John B. Sanfilippo & Son: A Robust Company With Great Fundamental Values

Summary John B. Sanfilippo & Son's net income increased by 85.38% between FY2018 and FY2024 due to higher net sales levels and the reduction of the cost of sales as a proportion of net sales. The company has obtained ROEs above 18% from the 2020 to 2024 fiscal years, indicating the capacity to generate profits. In FY2023, JBSS acquired a snack bar facility in Lakeville, which indicates that the company is expanding its operations. Considering that JBSS operates below capacity, it can increase production with little investment. Read the full article on Seeking Alpha
Seeking Alpha • Oct 18

John B. Sanfilippo & Son's Market Dip Has Given Investors An Opening

Summary Sanfilippo's share price decline and modest TSR present a buying opportunity for long-term investors due to strong management alignment and solid business economics. Despite a slight dip in profitability and capital efficiency, Sanfilippo maintains a high ROIC, reflecting robust management and shareholder alignment. Free cash flows have fallen recently, affecting dividend growth potential, but this is seen as a short-term issue due to expanded invested capital. At a price-to-economic book value of 1.07, JBSS is attractively priced, offering a rare opportunity to invest in a well-run, profitable company. Read the full article on Seeking Alpha
Seeking Alpha • Sep 19

It Would Be A Little Nutty To Upgrade John B. Sanfilippo & Son Right Now

Summary John B. Sanfilippo & Son is a nut processing and distribution firm with diverse product offerings, including cashews, mixed nuts, peanuts, and snack mixes. Despite a 6.7% revenue increase due to the Lakeville acquisition, the company's net income and operating cash flow declined, reflecting lower margin sales and higher costs. Market volatility and mixed financial performance justify maintaining a 'hold' rating rather than upgrading to 'buy'. Valuation metrics indicate the stock is nearing an attractive price, but it's not quite there yet, warranting continued observation for potential investment. Read the full article on Seeking Alpha
Analysis Article • Aug 14

John B. Sanfilippo & Son (NASDAQ:JBSS) Is Increasing Its Dividend To $2.10

John B. Sanfilippo & Son, Inc.'s ( NASDAQ:JBSS ) dividend will be increasing from last year's payment of the same...
Analysis Article • Jul 23

John B. Sanfilippo & Son's (NASDAQ:JBSS) Dividend Will Be Increased To $2.10

John B. Sanfilippo & Son, Inc. ( NASDAQ:JBSS ) has announced that it will be increasing its dividend from last year's...
Analysis Article • Jul 17

Is John B. Sanfilippo & Son (NASDAQ:JBSS) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Jun 14

John B. Sanfilippo & Son Is Well Run But Overvalued

Summary John B. Sanfilippo & Son is a well-run branded foods company with rising economic profitability, free cash flows, and capital efficiency. The company's executive compensation aligns management and shareholder incentives through the value added plan, driving growth with profitability and rising ROIC. Despite its strong performance, JBSS is slightly overvalued, trading at nearly 15% of its economic book value, missing out on a buy recommendation. Read the full article on Seeking Alpha
Analysis Article • May 05

John B. Sanfilippo & Son (NASDAQ:JBSS) Has Announced A Dividend Of $2.00

John B. Sanfilippo & Son, Inc. ( NASDAQ:JBSS ) will pay a dividend of $2.00 on the 20th of June. This will take the...
Analysis Article • Apr 13

John B. Sanfilippo & Son (NASDAQ:JBSS) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha • Mar 13

John B. Sanfilippo & Son: Still Not Tasty Enough To Take A Bite Of

Summary John B. Sanfilippo & Son, a nut processing and distribution company, is not a compelling investment prospect at this time. The company's revenue increased in the second quarter of 2024, but it was largely due to an acquisition, not organic growth. Tree nut production is declining, which may impact pricing, but it is unlikely to significantly change the company's fundamentals in the near term. Read the full article on Seeking Alpha
Analysis Article • Jan 13

Returns on Capital Paint A Bright Future For John B. Sanfilippo & Son (NASDAQ:JBSS)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Analysis Article • Oct 27

Here's Why John B. Sanfilippo & Son, Inc.'s (NASDAQ:JBSS) CEO Compensation Is The Least Of Shareholders' Concerns

Key Insights John B. Sanfilippo & Son will host its Annual General Meeting on 2nd of November CEO Jeffrey Sanfilippo's...
Analysis Article • Sep 08

Is John B. Sanfilippo & Son (NASDAQ:JBSS) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article • Aug 09

We Think John B. Sanfilippo & Son (NASDAQ:JBSS) Might Have The DNA Of A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Analysis Article • Jun 28

Here's Why We Think John B. Sanfilippo & Son (NASDAQ:JBSS) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysis Article • May 04

John B. Sanfilippo & Son (NASDAQ:JBSS) Is Investing Its Capital With Increasing Efficiency

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Analysis Article • Mar 17

A Look At The Fair Value Of John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS)

Key Insights John B. Sanfilippo & Son's estimated fair value is US$89.05 based on 2 Stage Free Cash Flow to Equity John...
Analysis Article • Jan 20

These 4 Measures Indicate That John B. Sanfilippo & Son (NASDAQ:JBSS) Is Using Debt Reasonably Well

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Shareholder Returns

JBSSUS FoodUS Market
7D0.7%-2.2%-0.1%
1Y21.3%-6.2%26.3%

Return vs Industry: JBSS exceeded the US Food industry which returned -6.2% over the past year.

Return vs Market: JBSS underperformed the US Market which returned 26.3% over the past year.

Price Volatility

Is JBSS's price volatile compared to industry and market?
JBSS volatility
JBSS Average Weekly Movement3.7%
Food Industry Average Movement5.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

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

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

About the Company

FoundedEmployeesCEOWebsite
19221,900Jeffrey Sanfilippowww.jbssinc.com

John B. Sanfilippo & Son, Inc., through its subsidiary, JBSS Ventures, LLC, processes and distributes tree nuts and peanuts in the United States. The company offers raw and processed nuts, including almonds, pecans, peanuts, black walnuts, English walnuts, cashews, macadamia nuts, pistachios, pine nuts, Brazil nuts, and filberts in various styles and seasonings; and bar product line, including chewy granola, fruit and grain, sweet and salty, dipped chewy granola, crunchy, energy, fiber, and nut bars. It also offers peanut butter in various sizes and varieties; salad toppings, dried fruit, and chocolate and yogurt coated products; recipe ingredients; bulk food products; sunflower kernels, pepitas, snack mixes, almond and cashew butter, candy and confections, corn snacks, chickpea snacks, sesame sticks, and other sesame snack and baked cheese snack products; and various toppings for ice cream and yogurt.

John B. Sanfilippo & Son, Inc. Fundamentals Summary

How do John B. Sanfilippo & Son's earnings and revenue compare to its market cap?
JBSS fundamental statistics
Market capUS$886.19m
Earnings (TTM)US$67.06m
Revenue (TTM)US$1.16b
13.1x
P/E Ratio
0.8x
P/S Ratio

Is JBSS overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
JBSS income statement (TTM)
RevenueUS$1.16b
Cost of RevenueUS$948.50m
Gross ProfitUS$215.82m
Other ExpensesUS$148.76m
EarningsUS$67.06m

Last Reported Earnings

Mar 26, 2026

Next Earnings Date

n/a

Earnings per share (EPS)5.74
Gross Margin18.54%
Net Profit Margin5.76%
Debt/Equity Ratio19.7%

How did JBSS perform over the long term?

See historical performance and comparison

Dividends

3.3%
Current Dividend Yield
16%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/05 22:16
End of Day Share Price 2026/06/05 00:00
Earnings2026/03/26
Annual Earnings2025/06/26

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

John B. Sanfilippo & Son, Inc. is covered by 3 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Hamed KhorsandBWS Financial Inc.
Craig BibbCJS Securities, Inc.
Christopher McGinnisSidoti & Company, LLC