B&G Foods Inc logo

B&G Foods Inc(BGS)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$2.47
11/05/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for BGS

11/05/2026: BGS (1-star) is currently NOT-A-BUY. Pass it for now.

B&G Foods is a mid-cap packaged food company known for maintaining a diverse portfolio of legacy brands like Green Giant and Cream of Wheat. The company has historically pursued growth through strategic acquisitions, which has built a wide distribution footprint but also resulted in a significant debt load. Its main investment appeal lies in potential income from dividends and the possibility of portfolio optimization through asset sales. However, the company faces stiff competition from larger industry players and must navigate risks related to high leverage, inflationary pressures, and changing consumer tastes. It is generally suited for dividend-focused investors who can tolerate volatility while monitoring management's debt reduction progress.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorWeak fitThe company relies more on strategic acquisitions than organic high-growth potential.
Momentum investorMixed fitMomentum is often absent; this is a conditional fit based on a strong, sustained upturn in fundamental performance.
Value investorMixed fitThe valuation may appear attractive, but potential value traps exist due to high debt levels.
Dividend investorStrong fitThe company has a history of prioritizing dividend payments, making it potentially suitable for income-focused portfolios.
Low-risk investorWeak fitDebt-related risks and stock price volatility make this less suitable for highly risk-averse investors.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMedium / highThe stock is susceptible to swings based on market sentiment regarding debt and food cost inflation.
Valuation riskMediumWhile the stock may look cheap, the underlying debt burden justifies lower valuation multiples.
Competition risk (Market Consolidation)HighThe company struggles to compete with larger players that possess superior scale and advertising power.
Business qualityMediumThe business model relies on a collection of diverse, sometimes niche brands rather than a core, dominant franchise.
Dividend incomeMedium / highDividend sustainability depends on the company successfully managing debt and maintaining cash flow.
Execution riskHighIntegrating acquisitions and managing a complex supply chain remain primary operational challenges.

Price Behavior

Steep Decline
PRICE PATH

Steep Decline

The stock price has dropped sharply with strong downward pressure.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit -63.62%
Avg. Invested days 22
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/05/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
BGS receives a 3-star rating based on the available scored pillars. The rating is constrained by weak unit economics, and weak price momentum.

Company Fundamentals

★★★★★
BGS has moderate overall fundamentals (3 stars), with moderate financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, strong earnings growth (+82.8%) is partially offset by soft cash generation (FCF margin 3.9%), negative revenue growth (-5.4%), weak profitability (net margin -2.4%).

Financial Health Rating

★★★★★
BGS's financial health is supported by solid liquidity, including working-capital and asset support (WC/assets 18.2%). Profitability is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Earnings growth is BGS's strongest growth driver at +82.8% FY2025 versus FY2024 (strong, 5 stars). By comparison, while revenue growth (-5.4%, negative) and free-cash-flow growth (-31.7%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 58.5% and approximately 94.9% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 4.86% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 7.64%
The Goldman Sachs Group Inc 4.67%
Vanguard Capital Management, LLC 4.25%
Dimensional Fund Advisors, Inc. 3.68%
Charles Schwab Investment Management Inc 3.16%

Unit Economics (Per $1K Revenue)

★★★★★
BGS generates approximately $218 of gross profit, $53 of operating income, and $39 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Soft margins explain the 1-star rating, with weak cash conversion and weak capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 9.38%

Quantitative Style Profile

★★★★★
BGS has a liquid, relatively low-volatility profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedLow VolatilitySmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 208.88M USD
Price to earnings Ratio -
1Y Target Price 3.6
Price to earnings Ratio -
1Y Target Price 3.6
Volume (30-day avg) 2.1M shares
Beta 0.62
52 Weeks Range 1.99 - 5.81
Updated Date 11/05/2026
52 Weeks Range 1.99 - 5.81
Updated Date 11/05/2026
Dividends yield (FY) 27.82%
Basic EPS (TTM) -0.95

How Company Makes Money

Business areaWhat it includesRetail investor read
Shelf-Stable ProductsSpices, sauces, and dry goods sold to retail grocery chains.This is the core, steady business that provides consistent pantry-staple revenue.
Frozen ProductsFrozen vegetables and meals, primarily Green Giant.This segment is larger but often faces higher logistical and refrigeration costs.
GeographyUnited States and Canadian markets.The company is almost entirely focused on North American consumer demand.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2026-11-10
When After Market
Estimate 0.15
Actual -

Profitability

Profit Margin -4%
Operating Margin (TTM) 11.96%

Management Effectiveness

Return on Assets (TTM) 3.9%
Return on Equity (TTM) -15.81%

Valuation

Trailing PE -
Forward PE 5.24
Enterprise Value 2.18B
Price to Sales(TTM) 0.12
Enterprise Value 2.18B
Price to Sales(TTM) 0.12
Enterprise Value to Revenue 1.23
Enterprise Value to EBITDA 14.5
Shares Outstanding 81.28M
Shares Floating 77.10M
Shares Outstanding 81.28M
Shares Floating 77.10M
Percent Insiders 4.86
Percent Institutions 58.52

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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