John B Sanfilippo & Son Inc logo

John B Sanfilippo & Son Inc(JBSS)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$68.52
10/02/2026
(24-hour delay)

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Upturn Advisory & Investor View for JBSS

10/02/2026: JBSS (1-star) is currently NOT-A-BUY. Pass it for now.

John B. Sanfilippo & Son, Inc. is a U.S.-based processor and distributor of nuts and snack products, operating through both consumer brands and commercial manufacturing. Its primary strengths lie in its well-established portfolio, including Fisher and Orchard Valley Harvest, and its efficient manufacturing capabilities. The company is well-positioned to capitalize on shifting consumer demand for healthy snack alternatives. However, it faces risks from significant commodity price volatility, intense competition from private label products, and heavy reliance on key retail partners. The stock may suit income-oriented and value-focused investors, who should monitor commodity market trends and the success of the company's brand-portfolio management strategies.

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 investorMixed fitThe company operates in a mature industry with steady, modest growth prospects rather than high-growth potential.
Momentum investorMixed fitThe stock typically exhibits lower volatility and tends to trade based on earnings fundamentals rather than rapid price momentum.
Value investorStrong fitThe company often trades at reasonable valuation multiples, making it attractive to value-oriented investors.
Dividend investorStrong fitThe history of consistent dividend payments makes it suitable for investors seeking stable income.
Low-risk investorStrong fitAs a consumer staples business, it offers defensive characteristics and lower beta relative to the broader market.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMediumThe business is sensitive to raw nut commodity price fluctuations which can impact margins.
Valuation riskLowThe company historically trades at valuations aligned with its steady, predictable earnings profile.
Competition risk (packaged foods)HighIntense competition from private label and major food brands pressures pricing and market share.
Business qualityMedium / highThe company has established a stable, long-term position within the specialized nut category.
Dividend incomeMediumWhile dividends are paid, the payout can fluctuate based on commodity cycles and capital needs.
Execution riskMediumSuccessful management of the complex supply chain and manufacturing operations is critical for profitability.

Price Behavior

Rolling Over
PRICE PATH

Rolling Over

The price momentum is slowing down and beginning to turn downward.

Smooth
PRICE STABILITY

Smooth

The stock has moved along a generally orderly path with only modest fluctuations.

Analysis of Past Performance

Type Stock
Historic Profit -29.5%
Avg. Invested days 26
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 1.0
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 10/02/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
JBSS receives a 3-star rating, supported by solid company fundamentals, and solid analyst coverage. The rating is constrained by soft unit economics, and weak price momentum.

Company Fundamentals

★★★★★
JBSS has solid overall fundamentals (4 stars), with moderate financial health, solid growth momentum, and solid ownership. In FY2026 versus FY2025, moderate earnings growth (+5.1%) is partially offset by soft cash generation (FCF margin 3.0%), moderate revenue growth (+6.2%), soft profitability (net margin 5.3%).

Financial Health Rating

★★★★★
JBSS's financial health is supported by solid cash strength, including free-cash-flow generation (3.0% of revenue). Profitability is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is JBSS's strongest growth driver at +277.3% FY2026 versus FY2025 (strong, 5 stars). By comparison, while revenue growth (+6.2%, moderate) and earnings growth (+5.1%, moderate) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 97.0% and approximately 98.6% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 1.59% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 12.76%
Thrivent Financial For Lutherans 7.02%
Vanguard Portfolio Management, LLC 3.17%
State Street Corp 3.12%
Vanguard Capital Management, LLC 2.93%

Unit Economics (Per $1K Revenue)

★★★★★
JBSS generates approximately $180 of gross profit, $74 of operating income, and $30 of free cash flow for every $1,000 of revenue. Based on FY2026 results. Soft margins explain the 2-star rating, with weak cash conversion and moderate capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 25.36%

Quantitative Style Profile

★★★★★
JBSS 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 779.02M USD
Price to earnings Ratio 12.84
1Y Target Price 100
Price to earnings Ratio 12.84
1Y Target Price 100
Volume (30-day avg) 138.2K shares
Beta 0.32
52 Weeks Range 56.56 - 91.07
Updated Date 10/02/2026
52 Weeks Range 56.56 - 91.07
Updated Date 10/02/2026
Dividends yield (FY) 1.43%
Basic EPS (TTM) 5.19

How Company Makes Money

Business areaWhat it includesRetail investor read
Consumer BrandsSale of branded snacks including Fisher and Orchard Valley Harvest.This is the core business that consumers see on grocery store shelves.
Commercial/ContractBulk ingredients and private label manufacturing for retailers.This provides volume and manufacturing utilization for the company.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

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Valuation

Trailing PE 12.84
Forward PE 10.55
Enterprise Value 924.52M
Price to Sales(TTM) 0.66
Enterprise Value 924.52M
Price to Sales(TTM) 0.66
Enterprise Value to Revenue 0.79
Enterprise Value to EBITDA 7.79
Shares Outstanding 9.10M
Shares Floating 8.97M
Shares Outstanding 9.10M
Shares Floating 8.97M
Percent Insiders 1.59
Percent Institutions 97

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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.

About John B Sanfilippo & Son Inc

Exchange NASDAQ
Headquarters Elgin, IL, United States
IPO Launch date 1991-12-03
CEO -
Sector Consumer Defensive
Industry Packaged Foods
Full time employees 1770
Full time employees 1770

John B. Sanfilippo & Son, Inc., through its subsidiary, JBSS Ventures, LLC, engages in the process and distribution of tree nuts and peanuts in the United States. The company offers raw and processed nuts, including almonds, pecans, peanuts, walnuts, cashews, macadamia nuts, pistachios, pine 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, nut, fig, and protein 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 various toppings for ice cream and yogurt. In addition, the company operates a retail store. The company provides its products under the Fisher, Orchard Valley Harvest, Squirrel Brand, and Southern Style Nuts brands as well as under various private brands. It serves retailers and wholesalers, and commercial ingredient and contract packaging customers through a network of independent brokers, distributors, and suppliers. John B. Sanfilippo & Son, Inc. was founded in 1922 and is headquartered in Elgin, Illinois.