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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
10/23/2026: JACK (1-star) is currently NOT-A-BUY. Pass it for now.
Jack in the Box Inc. is a franchised quick-service restaurant operator known for its diverse menu and late-night service. The company's strengths lie in its high-margin franchise model and the recent addition of the Del Taco brand, which enhances its scale and portfolio. Its primary growth story revolves around digital transformation, store modernization, and unit expansion into new U.S. regions. Key risks include intense competition in the QSR space, significant debt, and the ongoing impact of inflationary pressures on operating costs. The stock may suit dividend and value investors looking for established cash flows, though monitoring development execution and margin stability is essential.
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 potential is tied to regional expansion, but the pace is subject to franchisee financing and development capabilities. |
| Momentum investor | Weak fit | The stock often faces headwinds related to broader sector rotation and cyclical consumer spending concerns. |
| Value investor | Strong fit | The stock often trades at valuation multiples that may be attractive to those seeking cash-flow-generative business models. |
| Dividend investor | Strong fit | The company's commitment to returning capital via dividends makes it a potential candidate for income-focused portfolios. |
| Low-risk investor | Mixed fit | While the franchise model is stable, the company's significant leverage profile introduces higher risk than a typical utility or consumer staple. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Consumer sentiment and macro factors frequently cause significant swings in the stock price. |
| Valuation risk | Medium | Market expectations for growth must be consistently met to maintain current valuation levels. |
| Competition risk (Quick-service market share) | High | Intense competition from larger chains limits pricing power and market share gains. |
| Business quality | Medium | The high franchise mix is a quality feature, but concentration in specific U.S. regions remains a structural limitation. |
| Dividend income | Medium | Dividend sustainability depends on the company's ability to maintain cash flow amidst industry cost pressures. |
| Execution risk | Medium / high | Successfully integrating brands and managing a large, fragmented franchisee base is operationally complex. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
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 10/23/2026 |
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 211.55M USD | Price to earnings Ratio 4.12 | 1Y Target Price 19.83 |
Price to earnings Ratio 4.12 | 1Y Target Price 19.83 | ||
Volume (30-day avg) 504.6K shares | Beta 1.43 | 52 Weeks Range 8.92 - 23.86 | Updated Date 10/24/2026 |
52 Weeks Range 8.92 - 23.86 | Updated Date 10/24/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.68 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Franchise Operations | Royalty fees and rental income from franchised Jack in the Box and Del Taco restaurants. | This is a high-margin revenue stream that provides steady cash flow with limited direct store-level operational costs. |
| Company-Operated Restaurants | Revenue from food and beverage sales at company-owned locations. | This segment is more volatile as it absorbs the full impact of food, labor, and utility costs. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 4.12 | Forward PE 4.36 | Enterprise Value 2.69B | Price to Sales(TTM) 0.15 |
Enterprise Value 2.69B | Price to Sales(TTM) 0.15 | ||
Enterprise Value to Revenue 1.89 | Enterprise Value to EBITDA 252.4 | Shares Outstanding 19.18M | Shares Floating 12.37M |
Shares Outstanding 19.18M | Shares Floating 12.37M | ||
Percent Insiders 9.52 | Percent Institutions 107.43 |
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.
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