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Upturn AI Summary - About
Jack in the Box Inc.(JACK)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for JACK
09/25/2026: JACK (1-star) is currently NOT-A-BUY. Pass it for now.
Jack in the Box Inc. is a franchised quick-service restaurant operator with a dual-brand portfolio featuring the namesake Jack in the Box chain and the Del Taco brand. The company is known for its strong franchise-based royalty model and a unique, late-night menu offering that maintains loyal customer traffic. Its primary growth story revolves around digital integration, technology-driven operational efficiency, and the geographic expansion of its Del Taco brand. Investors should monitor risks such as high financial leverage, intense competitive pressure from industry giants, and the ongoing impact of food and labor cost inflation. The stock may appeal to value-oriented investors who prioritize cash-flow generation in the restaurant space.
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 style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is largely dependent on the successful scaling and integration of the Del Taco brand within the existing franchise network. |
| Momentum investor | Mixed fit | Momentum is conditional on consistent same-store sales growth and positive market sentiment regarding operational efficiency updates. |
| Value investor | Strong fit | The company often trades at valuations that may appear attractive to value-oriented investors focused on cash-flow generative franchise models. |
| Dividend investor | Mixed fit | The dividend is supported by franchise royalties, though capital allocation is often prioritized toward debt reduction. |
| Low-risk investor | Weak fit | The company faces significant industry-wide volatility and carries leverage from recent acquisitions, impacting its risk profile. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Consumer demand sensitivity and market sentiment regarding the QSR sector can cause significant stock price fluctuations. |
| Valuation risk | Medium | Market pricing of the stock often reflects varying expectations regarding the success of long-term strategic integrations. |
| Competition risk (QSR sector) | High | Intense competition for customer wallet share requires constant investment in marketing and value propositions. |
| Business quality | Medium | While the franchise model provides strong recurring revenue, the company faces operational challenges in a high-inflation environment. |
| Dividend income | Medium | Dividend reliability depends on the company's ability to maintain cash flow while managing debt obligations. |
| Execution risk | Medium / high | Successful growth depends on complex tasks like technology implementation and effective franchise management. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Highly Choppy
The stock has experienced frequent, large price swings that make its near-term movement less predictable.
Analysis of Past Performance
Type Stock | Historic Profit -51.44% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 258.06M USD | Price to earnings Ratio - | 1Y Target Price 20 |
Price to earnings Ratio - | 1Y Target Price 20 | ||
Volume (30-day avg) 605.2K shares | Beta 1.41 | 52 Weeks Range 8.92 - 23.86 | Updated Date 09/26/2026 |
52 Weeks Range 8.92 - 23.86 | Updated Date 09/26/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -5.67 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Franchise Royalties and Fees | Revenue generated from franchise store operations including royalty payments and initial franchise fees. | This is the core, high-margin driver of the company's business model. |
| Company-Operated Restaurants | Revenue from sales at company-owned restaurant locations. | This segment is more capital-intensive and sensitive to labor and food cost fluctuations. |
| Geographic Exposure (United States) | All operations are primarily concentrated within the United States. | The company's performance is tied directly to the US domestic consumer economy. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE - | Forward PE 4.38 | Enterprise Value 2.69B | Price to Sales(TTM) 0.18 |
Enterprise Value 2.69B | Price to Sales(TTM) 0.18 | ||
Enterprise Value to Revenue 1.89 | Enterprise Value to EBITDA 252.5 | Shares Outstanding 19.18M | Shares Floating 12.33M |
Shares Outstanding 19.18M | Shares Floating 12.33M | ||
Percent Insiders 9.03 | Percent Institutions 107.55 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
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)
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)
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)
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)
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)
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)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
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)
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)
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)
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)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
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)
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)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Jack in the Box Inc.
Exchange NASDAQ | Headquarters San Diego, CA, United States | ||
IPO Launch date 1987-02-24 | Interim CEO & Executive Chairman Mr. Mark James King | ||
Sector Consumer Cyclical | Industry Restaurants | Full time employees 1316 | Website https://www.jackinthebox.com |
Full time employees 1316 | Website https://www.jackinthebox.com | ||
Jack in the Box Inc., together with its subsidiaries, develops, operates, and franchises quick-service restaurants (QSR) in the United States. It operates through Jack in the Box and Del Taco segments. The company engages in the operation of a hamburger chain under the Jack in the Box brand; and a Mexican-American QSR chain under the Del Taco brand. The company was formerly known as Foodmaker, Inc and changed its name to Jack in the Box Inc. in November 1999. Jack in the Box Inc. was founded in 1951 and is headquartered in San Diego, California.
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