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Employees: 1,770
Size John B. Sanfilippo & Son (JBSS) is a United States Consumer Staples company (Food: Specialty/Candy) with a market value of $643M, the 2546th largest of 3,117 United States companies the cockpit tracks. Shares closed at $54.96 on 6 Nov 2026.
Performance Over six months the shares fell 29.5%, against -7.4% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd lowest of 21 in its peer set.
Growth Revenue grew 3.1% over the last twelve months (peer median +5.7%); the operating margin is 7.0% (peer median 6.9%).
Valuation It trades at 11.4× forward earnings against a peer median of 18.0× (3rd cheapest of 16).
Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 6.1 points above its cost of capital (6.4% WACC).
Short interest Short interest is 6.2% of the free float (15 Oct 2026).
Next results Next results expected around 3 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $1.17B | $1.18B | $1.11B | $1.07B | $1,000M |
| Revenue growth | — | +6% | +4% | +7% | — |
| Gross profit | $205M | $210M | $202M | $212M | $210M |
| EBITDA | $115M | $122M | $116M | $110M | $111M |
| Net income | $56.4M | $61.9M | $58.9M | $60.2M | $62.9M |
| Free cash flow | $30.4M | $35.7M | -$20.2M | $73.0M | $104M |
| Capital expenditure | $71.9M | $88.1M | $50.7M | $28.3M | $20.7M |
| Total debt | $149M | $109M | $102M | $55.6M | $14.6M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | JBSS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -19.6% | -0.1% | 3rd lowest of 21 |
| 6-month return | -29.5% | -7.4% | 2nd lowest of 21 |
| Distance from 52-week high | -40.3% | -29.3% | 4th lowest of 21 |
| Revenue growth (TTM) | +3.1% | +5.7% | 8th lowest of 21 |
| Operating margin | 7.0% | 6.9% | 10th highest of 21 |
| Forward P/E | 11.4× | 18.0× | 3rd cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | -8.2% | 7.6% | least demanding of 15 |
| Growth delivered (Del g) | +6.5% | +8.0% | 7th lowest of 15 |
| Hurdle (Req g minus delivered) | -14.7 pp | -5.5 pp | 3rd least demanding of 15 |
| ROIC minus cost of capital | +6.1 pp | +0.1 pp | 6th highest of 21 |
| EV / EBITDA | 6.9× | 13.9× | 4th cheapest of 12 |
| Net debt / EBITDA | 1.3× | 0.2× | 5th most indebted of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| John B. Sanfilippo & Son JBSS | United States | $643M | -29% | +3% | 7% | 11.4× | -8.2% | +6.5% |
| Gift 9279.T | Japan | $635M | +31% | +24% | 11% | 31.2× | n/a | n/a |
| YouYou Foods 603697.SS | China | $627M | -7% | +30% | 11% | 18.7× | 2.5% | +7.8% |
| Jiahe Foods Industry 605300.SS | China | $623M | -17% | -7% | 1% | 25.0× | 18.9% | +3.7% |
| Mrs. Bector's Food Specialities BECTORFOOD.NS | India | $681M | +3% | +12% | 8% | 36.0× | 38.4% | +18.5% |
| Ligao Foods 300973.SZ | China | $604M | -19% | +5% | 7% | 17.1× | n/a | n/a |
| Guilin Layn Natural Ingredients 002166.SZ | China | $691M | -29% | +7% | 10% | 24.8× | 8.4% | +21.1% |
| Shanghai Laiyifen 603777.SS | China | $693M | -15% | +5% | -6% | n/a | 27.2% | -0.9% |
| Hindustan Foods HNDFDS.NS | India | $704M | 0% | +18% | 6% | 32.4× | n/a | n/a |
| Zhongjing Food 300908.SZ | China | $579M | -31% | +6% | 19% | 19.7× | 6.9% | +8.3% |
| Apple Flavor & Fragrance 603020.SS | China | $570M | -7% | +3% | 4% | n/a | 16.4% | -1.5% |
| Gujarat Ambuja Exports GAEL.NS | India | $729M | -8% | +16% | 10% | 11.3× | n/a | n/a |
| Haoxiangni Health Food 002582.SZ | China | $558M | -21% | -17% | -11% | n/a | n/a | n/a |
| Ganyuan Foods 002991.SZ | China | $552M | -22% | 0% | 10% | 17.1× | 4.8% | +12.4% |
| Zhongyin Babi Food 605338.SS | China | $753M | -10% | +2% | 17% | 17.3× | -4.5% | +13.8% |
| Vadilal Industries VADILALIND.NS | India | $541M | +53% | +31% | 16% | n/a | 17.3% | +26.5% |
| Kameda Seika 2220.T | Japan | $525M | -8% | +17% | 6% | 18.0× | 0.3% | +6.0% |
| Lotte Wellfood 280360.KS | South Korea | $796M | +2% | +7% | 4% | 8.8× | 0.4% | +15.2% |
| Riken Vitamin 4526.T | Japan | $516M | +29% | +3% | 7% | 11.8× | -3.9% | +4.4% |
| Yan Tai Shuang Ta Food 002481.SZ | China | $803M | -4% | +5% | 2% | n/a | 17.7% | +1.2% |
| Takasago International 4914.T | Japan | $809M | +9% | +1% | 3% | 13.3× | n/a | n/a |