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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)
Advisory Performance History (Simulated)
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 style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company operates in a mature industry with steady, modest growth prospects rather than high-growth potential. |
| Momentum investor | Mixed fit | The stock typically exhibits lower volatility and tends to trade based on earnings fundamentals rather than rapid price momentum. |
| Value investor | Strong fit | The company often trades at reasonable valuation multiples, making it attractive to value-oriented investors. |
| Dividend investor | Strong fit | The history of consistent dividend payments makes it suitable for investors seeking stable income. |
| Low-risk investor | Strong fit | As a consumer staples business, it offers defensive characteristics and lower beta relative to the broader market. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The business is sensitive to raw nut commodity price fluctuations which can impact margins. |
| Valuation risk | Low | The company historically trades at valuations aligned with its steady, predictable earnings profile. |
| Competition risk (packaged foods) | High | Intense competition from private label and major food brands pressures pricing and market share. |
| Business quality | Medium / high | The company has established a stable, long-term position within the specialized nut category. |
| Dividend income | Medium | While dividends are paid, the payout can fluctuate based on commodity cycles and capital needs. |
| Execution risk | Medium | Successful management of the complex supply chain and manufacturing operations is critical for profitability. |
Price Behavior

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

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 Advisory Performance | Stock Returns Performance |
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 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 area | What it includes | Retail investor read |
|---|---|---|
| Consumer Brands | Sale of branded snacks including Fisher and Orchard Valley Harvest. | This is the core business that consumers see on grocery store shelves. |
| Commercial/Contract | Bulk 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
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 |
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 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 | Website https://www.jbssinc.com |
Full time employees 1770 | Website https://www.jbssinc.com | ||
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.

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