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Barfresh Food Group, Inc.NasdaqCM:BRFH Stock Report

Market Cap US$35.8m
Share Price
US$2.22
US$6
63.0% undervalued intrinsic discount
1Y-25.8%
7D-3.3%
1D
Portfolio Value
View

Barfresh Food Group, Inc.

NasdaqCM:BRFH Stock Report

Market Cap: US$35.8m

Barfresh Food Group (BRFH) Stock Overview

Manufactures and distributes ready-to-drink and ready-to-blend frozen beverages in the United States. More details

BRFH fundamental analysis
Snowflake Score
Valuation0/6
Future Growth2/6
Past Performance0/6
Financial Health1/6
Dividends0/6

BRFH Community Fair Values

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Barfresh Food Group, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Barfresh Food Group
Historical stock prices
Current Share PriceUS$2.22
52 Week HighUS$6.08
52 Week LowUS$2.12
Beta0.69
1 Month Change-7.88%
3 Month Change-22.38%
1 Year Change-25.75%
3 Year Change80.49%
5 Year Change-71.53%
Change since IPO-78.65%

Recent News & Updates

New Narrative Apr 22

Manufacturing Risks And Weak Margins Will Slowly Give Way To K 12 Opportunity

Catalysts About Barfresh Food Group Barfresh Food Group produces ready to blend and ready to drink frozen beverages and juice based products, with a focus on the K 12 education market and related foodservice channels. What are the underlying business or industry changes driving this perspective?
New Narrative Apr 06

K 12 Expansion And New Manufacturing Capacity Will Support A Stronger Long Term Outlook

Catalysts About Barfresh Food Group Barfresh Food Group produces ready to drink beverages and related dairy products for the education and foodservice markets, supported by owned manufacturing assets. What are the underlying business or industry changes driving this perspective?

Recent updates

New Narrative Apr 22

Manufacturing Risks And Weak Margins Will Slowly Give Way To K 12 Opportunity

Catalysts About Barfresh Food Group Barfresh Food Group produces ready to blend and ready to drink frozen beverages and juice based products, with a focus on the K 12 education market and related foodservice channels. What are the underlying business or industry changes driving this perspective?
New Narrative Apr 06

K 12 Expansion And New Manufacturing Capacity Will Support A Stronger Long Term Outlook

Catalysts About Barfresh Food Group Barfresh Food Group produces ready to drink beverages and related dairy products for the education and foodservice markets, supported by owned manufacturing assets. What are the underlying business or industry changes driving this perspective?
Narrative Update Mar 23

BRFH: K 12 Contract Wins And Convertible Financing Will Support Future Upside

Analysts have modestly adjusted their price target on Barfresh Food Group, citing an unchanged fair value of $6.00, a steady discount rate of 6.978%, and small shifts in profit margin and forward P/E assumptions that refine rather than overhaul their prior view. What's in the News Reaffirmed fiscal 2026 revenue guidance of $30 million to $35 million, signaling consistent internal expectations for that period (Corporate guidance) Announced a private placement of unsecured senior convertible promissory notes with an intended aggregate principal amount of $8,000,000, bearing 10% annual interest for the first 12 months of a 24 month term and a conversion price of $2.90 per share, alongside warrants with a $3.20 exercise price and 4 year term (Private placement) Issued unsecured senior convertible promissory notes in a first tranche totaling $7,278,000 to 18 investors under Regulation D, with minimum outside investment of $30,000 and sales commissions of $135,100 (Private placement) Awarded a multi year bid to supply Twist & Go Smoothies to the largest school district in Nevada, serving over 300,000 students and marking a milestone in the company’s K 12 channel expansion (Client announcement) Valuation Changes Fair Value: Held steady at $6.00 per share, indicating no change in the central valuation anchor.
Narrative Update Mar 09

BRFH: Defiance Facility Expansion And K 12 Wins Will Support Upside

Analysts have modestly adjusted their price target on Barfresh Food Group to reflect updated views on fair value at $6.00, profit margins at 5.84% and a forward P/E of 39.87, while keeping the discount rate and revenue growth assumptions effectively unchanged. What's in the News Barfresh secured a multi year bid to supply its Twist & Go Smoothies through a frozen food distributor to the largest school district in Nevada, which is the fifth largest district in the US and serves over 300,000 students, marking a key step in its K 12 channel expansion (Key Developments).
Narrative Update Feb 23

BRFH: Defiance Facility Integration And Grant-Funded Expansion Will Support Future Upside

Analysts have nudged their price target on Barfresh Food Group slightly higher to $6.00, reflecting updated views on future P/E assumptions and a modestly lower profit margin outlook, while keeping fair value and discount rate essentially unchanged. What's in the News Reiterated preliminary revenue guidance for fiscal 2026 of US$30 million to US$35 million, with management indicating this would represent up to 146% growth compared to preliminary fiscal 2025 results (Corporate Guidance).
Narrative Update Feb 09

BRFH: Defiance Manufacturing Expansion And Grant Support Will Drive Future Upside

Analysts have modestly adjusted their price target on Barfresh Food Group to reflect a fair value estimate of $6.00, supported by slightly higher assumed profit margins and a marginally lower future P/E multiple in their updated models. What's in the News Barfresh reiterated preliminary revenue guidance for fiscal 2026 in a range of $30 million to $35 million, compared with preliminary fiscal 2025 results, which the company indicates could represent up to 146% growth (Key Developments).
Narrative Update Jan 25

BRFH: New Defiance Facilities Will Support Multi Year Capacity Expansion Potential

Analysts have kept their fair value estimate for Barfresh Food Group steady at US$6.00 per share, with only minor model tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions informing the updated price target narrative. What's in the News Barfresh reported significant operational progress at its recently acquired Arps Dairy facility in Defiance, Ohio, with production now active at the 15,000-square-foot plant across bottled beverages, cartons, and gallon and half-gallon formats that together account for roughly 90% of company revenue (Key Developments).
Narrative Update Jan 11

BRFH: New Defiance Facility Will Drive Multi Year Expansion Potential

Analysts have nudged their price target on Barfresh Food Group to US$6.00, reflecting small adjustments to fair value and discount rate assumptions, along with slightly revised views on revenue growth, profit margin and future P/E. What's in the News Barfresh Food Group reported significant operational progress at its recently acquired Arps Dairy facility in Defiance, Ohio, following the completion of the acquisition in early October 2025 (Key Developments).
Narrative Update Dec 24

BRFH: Multi Year Revenue Guidance Will Drive Future Expansion And Higher Earnings Multiple

Narrative Update on Barfresh Food Group Analysts have modestly raised their price target on Barfresh Food Group by $0.00. This reflects increased confidence in the company’s long term revenue growth outlook, despite slightly lower projected profit margins and a higher expected future P/E multiple.
Narrative Update Dec 10

BRFH: Planned Dairy Acquisition Will Drive Future Revenue Expansion And Margin Improvement

Analysts have raised their price target on Barfresh Food Group by $1 to $6 per share, citing the planned acquisition of Arps Dairy as a key driver of higher expected revenue, despite a modestly lower margin profile and slightly narrower projected GAAP losses. Analyst Commentary Analyst reaction to the planned Arps Dairy acquisition highlights a mix of growth optimism and margin caution, with valuation targets moving higher but execution risks still in focus.
Analysis Article Nov 27

Here's Why Barfresh Food Group (NASDAQ:BRFH) Can Afford Some Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Narrative Update Nov 26

BRFH: Acquisition of Ohio Dairy Will Drive Revenue and Portfolio Expansion

Analysts have raised their price target for Barfresh Food Group from $5 to $6. They cite the company's recent acquisition of Arps Dairy as a driver for increased revenue, despite the impact of lower margin products and higher operating expenses.
Narrative Update Nov 12

BRFH: Recent Acquisition Will Drive Revenue Expansion And Market Access

Analysts have increased their price target for Barfresh Food Group from $5.25 to $6.00 per share, citing the anticipated revenue boost from the company's recent acquisition and the expected impact it may have on future growth estimates. Analyst Commentary Analyst sentiment toward Barfresh Food Group remains mixed following the recent acquisition announcement.
Narrative Update Sep 20

Manufacturing Partnerships And Education Channel Will Expand Production Capacity

The analyst price target for Barfresh Food Group has increased to $5.25, reflecting expected revenue gains from the Arps Dairy acquisition despite a lower margin profile and higher operating expenses. Analyst Commentary Acquisition of Arps Dairy expected to increase overall company revenue.
Analysis Article Sep 19

Barfresh Food Group, Inc. (NASDAQ:BRFH) Looks Just Right With A 51% Price Jump

The Barfresh Food Group, Inc. ( NASDAQ:BRFH ) share price has done very well over the last month, posting an excellent...
Narrative Update Aug 16

Manufacturing Partnerships And Education Channel Will Expand Production Capacity

Barfresh Food Group’s analyst price target was lowered from $5.25 to $4.75, primarily due to a notable reduction in consensus revenue growth forecasts, while a modest increase in the future P/E multiple further reflects tempered growth expectations. What's in the News Barfresh Food Group added to the Russell Microcap Growth Benchmark Index.
Analysis Article Jul 22

Market Participants Recognise Barfresh Food Group, Inc.'s (NASDAQ:BRFH) Revenues Pushing Shares 28% Higher

Barfresh Food Group, Inc. ( NASDAQ:BRFH ) shares have continued their recent momentum with a 28% gain in the last month...
Analysis Article Apr 18

The Price Is Right For Barfresh Food Group, Inc. (NASDAQ:BRFH) Even After Diving 34%

Barfresh Food Group, Inc. ( NASDAQ:BRFH ) shareholders won't be pleased to see that the share price has had a very...
User avatar
New Narrative Apr 13

Pop & Go Launch And US Expansion Will Drive Opportunities

Strategic partnerships with major school districts and expanded product offerings are poised to drive revenue growth and market penetration in the education sector.
Analysis Article Jun 30

Here's Why We're Watching Barfresh Food Group's (NASDAQ:BRFH) Cash Burn Situation

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Analysis Article Nov 22

These Analysts Just Made An Downgrade To Their Barfresh Food Group, Inc. (NASDAQ:BRFH) EPS Forecasts

The latest analyst coverage could presage a bad day for Barfresh Food Group, Inc. ( NASDAQ:BRFH ), with the analysts...
Analysis Article Sep 16

We're Hopeful That Barfresh Food Group (NASDAQ:BRFH) Will Use Its Cash Wisely

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Seeking Alpha Jul 28

Barfresh Food Group Net loss of $0.74M, revenue of $2.8M beats by $0.26M

Barfresh Food Group press release (NASDAQ:BRFH): Q2 Net loss of $0.74M. Revenue of $2.8M (+115.4% Y/Y) beats by $0.26M. As of June 30, 2022, the Company had approximately $3.7 million of cash, and approximately $1.6 million of inventory on its balance sheet.
Analysis Article May 10

Barfresh Food Group (NASDAQ:BRFH) Is In A Good Position To Deliver On Growth Plans

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...

Shareholder Returns

BRFHUS FoodUS Market
7D-3.3%-1.0%-2.8%
1Y-25.8%-5.9%22.8%

Return vs Industry: BRFH underperformed the US Food industry which returned -5.9% over the past year.

Return vs Market: BRFH underperformed the US Market which returned 22.8% over the past year.

Price Volatility

Is BRFH's price volatile compared to industry and market?
BRFH volatility
BRFH Average Weekly Movement7.3%
Food Industry Average Movement5.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

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

Volatility Over Time: BRFH's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
200532Riccardo Delle Costewww.barfresh.com

Barfresh Food Group, Inc., together with its subsidiaries, manufactures and distributes ready-to-drink and ready-to-blend frozen beverages in the United States. It offers smoothies, shakes, and frappes. The company provides ready-to-drink smoothies under the Twist & Go brand name; a no sugar added version of the bulk format products under the Easy Pour brand name; juice concentrates under the WHIRLZ brand name; and ready-to-eat juice pop under the Pop & Go brand name.

Barfresh Food Group, Inc. Fundamentals Summary

How do Barfresh Food Group's earnings and revenue compare to its market cap?
BRFH fundamental statistics
Market capUS$35.84m
Earnings (TTM)-US$2.59m
Revenue (TTM)US$16.91m
2.1x
P/S Ratio
-13.8x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BRFH income statement (TTM)
RevenueUS$16.91m
Cost of RevenueUS$13.66m
Gross ProfitUS$3.25m
Other ExpensesUS$5.84m
Earnings-US$2.59m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-0.16
Gross Margin19.20%
Net Profit Margin-15.34%
Debt/Equity Ratio516.6%

How did BRFH perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/07 01:28
End of Day Share Price 2026/06/05 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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

Barfresh Food Group, Inc. is covered by 2 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
William GregozeskiGreenridge Global LLC
Anthony VendettiMaxim Group