Simply Good Foods Co(SMPL)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$10.13
09/18/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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Advisory Performance History (Simulated)Advisory Performance History info

Upturn Advisory & Investor View for SMPL

09/18/2026: SMPL (1-star) is currently NOT-A-BUY. Pass it for now.

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.

Analysis of Past Performance

Type Stock
Historic Profit -36.79%
Avg. Invested days 31
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 09/18/2026

Upturn Scorecard

Upturn Star Rating

SMPL receives a 4-star rating, supported by solid company fundamentals, and solid analyst coverage. The rating is constrained by weak price momentum.

Company Fundamentals

SMPL has solid overall fundamentals (4 stars), with moderate financial health, moderate growth momentum, and strong ownership. In FY2025 versus FY2024, solid cash generation (FCF margin 10.9%) is partially offset by negative earnings growth (-25.6%), moderate revenue growth (+9.0%), soft profitability (net margin 7.1%).

Financial Health Rating

SMPL's financial health is supported by solid cash strength, including free-cash-flow generation (10.9% of revenue). Profitability is moderate (3 stars), which helps explain the 3-star overall score.

Growth Momentum Score

Revenue growth is SMPL's strongest growth driver at +9.0% FY2025 versus FY2024 (moderate, 3 stars). By comparison, while earnings growth (-25.6%, negative) and free-cash-flow growth (-24.1%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

Institutional ownership is 100.4% and approximately 90.8% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 9.23% supports management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 14.79%
Vanguard Portfolio Management, LLC 6.29%
Vanguard Capital Management, LLC 4.26%
State Street Corp 3.81%
NORGES BANK 3.42%

Unit Economics (Per $1K Revenue)

SMPL generates approximately $351 of gross profit, $151 of operating income, and $109 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

Economic Dimensions

Effective Tax Rate: 23.76%

Quantitative Style Profile

SMPL 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 888.83M USD
Price to earnings Ratio -
1Y Target Price 14.38
Price to earnings Ratio -
1Y Target Price 14.38
Volume (30-day avg) 2.1M shares
Beta 0.17
52 Weeks Range 9.74 - 26.41
Updated Date 09/18/2026
52 Weeks Range 9.74 - 26.41
Updated Date 09/18/2026
Dividends yield (FY) -
Basic EPS (TTM) -2.08

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE -
Forward PE 6.52
Enterprise Value 1.21B
Price to Sales(TTM) 0.64
Enterprise Value 1.21B
Price to Sales(TTM) 0.64
Enterprise Value to Revenue 0.87
Enterprise Value to EBITDA 9.06
Shares Outstanding 88.44M
Shares Floating 80.34M
Shares Outstanding 88.44M
Shares Floating 80.34M
Percent Insiders 9.23
Percent Institutions 100.38

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 Simply Good Foods Co

Exchange NASDAQ
Headquarters Denver, CO, United States
IPO Launch date 2016-07-15
President, CEO & Director Mr. Joseph E. Scalzo
Sector Consumer Defensive
Industry Packaged Foods
Full time employees 328
Full time employees 328

The Simply Good Foods Company, a consumer-packaged food and beverage company, engages in the development, marketing, and sale of snacks and meal replacements, and other products in North America and internationally. The company offers protein bars, ready-to-drink beverages and shakes, sweet and salty snacks, cookies, muffins, protein chips and crackers, protein powders, and recipes under the Quest, Atkins, and OWYN brand names. It also provides confectionery products, such as peanut butter cups, brownies, caramel candy bites, chocolatey coated peanut candies, and caramel candy bars. In addition, the company licenses certain products that contain its brands and logos; and distributes its products to various retail channels, such as mass merchandise, grocery and drug stores, club and convenience stores, gas stations, and other channels. It also sells its products through e-commerce channels, including questnutrition.com, atkins.com, liveowyn.com, amazon.com and others. The company was incorporated in 2017 and is headquartered in Denver, Colorado.