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Upturn AI Summary - About
John B Sanfilippo & Son Inc(JBSS)
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 JBSS
11/02/2026: JBSS (1-star) is currently NOT-A-BUY. Pass it for now.
John B. Sanfilippo & Son, Inc. is a well-established consumer staples company specializing in the processing, packaging, and marketing of nut and dried fruit products. The company benefits from a solid mix of branded retail products and a strong position in private-label supply, which helps ensure steady volume. Its primary growth opportunity lies in expanding its healthier snack lines and improving operational efficiencies through automation. Investors face risks regarding raw material price volatility and intense competition from much larger food conglomerates. This stock may suit value-oriented or dividend-focused investors seeking stability, provided they monitor the impact of commodity price cycles on the company’s operating margins.
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 | The company offers moderate growth potential rather than aggressive, high-velocity expansion. |
| Momentum investor | Weak fit | The stock typically exhibits steady, long-term performance rather than short-term price spikes. |
| Value investor | Strong fit | The company is often viewed as a stable, reasonably valued player in the consumer staples sector. |
| Dividend investor | Strong fit | The company has a consistent history of returning capital to shareholders through dividends. |
| Low-risk investor | Strong fit while signal remains positive | As a consumer staples business, it provides relative stability compared to cyclical or speculative growth sectors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Fluctuations in nut commodity prices directly affect the company's cost of goods sold and operating margins. |
| Valuation risk | Medium | While typically value-oriented, the stock can become overvalued relative to its modest growth rates during market rotations. |
| Competition risk (Nut and Snack competition) | High | The company faces intense competition from massive CPG firms that can leverage scale to lower prices. |
| Business quality | Medium | The business model is robust but limited by its focus on a specific, non-proprietary food category. |
| Dividend income | Medium | Dividends are reliable but subject to board approval and can vary based on cash flow needs. |
| Execution risk | Medium | Managing complex supply chains and maintaining retail relationships is critical for sustaining volume. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -32.93% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/02/2026 |
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 630.28M USD | Price to earnings Ratio 11.28 | 1Y Target Price 100 |
Price to earnings Ratio 11.28 | 1Y Target Price 100 | ||
Volume (30-day avg) 140.8K shares | Beta 0.32 | 52 Weeks Range 50.73 - 91.07 | Updated Date 11/01/2026 |
52 Weeks Range 50.73 - 91.07 | Updated Date 11/01/2026 | ||
Dividends yield (FY) 1.68% | Basic EPS (TTM) 4.78 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Consumer Products Segment | Sale of branded and private label nuts and snacks to retail grocers. | This is the primary revenue engine, turning raw materials into packaged goods sold in stores. |
| Commercial Ingredients | Bulk sales of nut ingredients to other food manufacturers. | This B2B segment provides steady, high-volume demand from other companies in the food industry. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-28 | When After Market | Estimate 1.5 | Actual 1.11 |
Profitability
Profit Margin 4.84% | Operating Margin (TTM) 6.34% |
Management Effectiveness
Return on Assets (TTM) 7.63% | Return on Equity (TTM) 15.37% |
Valuation
Trailing PE 11.28 | Forward PE 9.7 | Enterprise Value 770.33M | Price to Sales(TTM) 0.54 |
Enterprise Value 770.33M | Price to Sales(TTM) 0.54 | ||
Enterprise Value to Revenue 0.66 | Enterprise Value to EBITDA 6.93 | Shares Outstanding 9.10M | Shares Floating 8.97M |
Shares Outstanding 9.10M | Shares Floating 8.97M | ||
Percent Insiders 1.59 | Percent Institutions 96.94 |
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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