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← CockpitCompetitor Analysis › SMPL Simply Good Foods CoOpen in the cockpit ↗

Simply Good Foods CoSMPLCompetitor analysis, valuation and peers

United States · USD·Consumer Staples›Food: Major Diversified
Momentum strong 77
Mkt cap
$1.05B
US dollars, full cap
Free float
90%
of shares outstanding
$/day
$26.8M
20-day average traded
Fwd P/E
7.9×
forward earnings
ROIC−WACC
+2.3 pp
WACC 6.1%
Hurdle
-19 pp
Req g minus delivered
Next earnings
62 days
7 Jan 2027
Close · USD$12.05
1D-4.0%
1W+7.1%
1M+19.2%
3M+11.5%
6M-1.7%
YTD-40.0%
1Y-41.5%
ATR %5.6%
Beta0.29
52w lowhigh45.2% off high

What Simply Good Foods does

Employees: 282

Simply Good Foods at a glance

Size Simply Good Foods (SMPL) is a United States Consumer Staples company (Food: Major Diversified) with a market value of $1.05B, the 2219th largest of 3,117 United States companies the cockpit tracks. Shares closed at $12.05 on 6 Nov 2026.

Performance Over six months the shares fell 1.7%, against -7.1% for the median peer and -1.1% for the United States market (cap-weighted) — 8th highest of 21 in its peer set.

Growth Revenue fell 6.5% over the last twelve months (peer median +5.1%); the operating margin is 13.4% (peer median 8.2%).

Valuation It trades at 7.9× forward earnings against a peer median of 18.7× (2nd cheapest of 13).

Price implies For today's price to make sense, revenue must grow about -12% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -19 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 2.3 points above its cost of capital (6.1% WACC).

Next results Next results expected around 7 Jan 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026SMPL 106Peer median 92
Six months, rebased to 100: Simply Good Foods against the median of its 20 peers (local-currency closes).

Simply Good Foods financials

Reported figures in USD; fiscal year ends 2026-08-31. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
Revenue$1.36B$1.36B$1.45B$1.33B$1.24B
Revenue growth—-7%+9%+7%—
Gross profit$425M$425M$509M$495M$436M
EBITDA$211M$211M$268M$249M$232M
Net income-$156M-$156M$104M$139M$134M
Free cash flow$157M$157M$158M$208M$156M
Capital expenditure$24.1M$24.1M$22.6M$6.47M$12.2M
Total debt$398M$398M$304M$437M$328M

Quarterly statements and history in the cockpit →

Simply Good Foods competitor charts

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.

Performance: 6-month against 1-month return

-20%0%+20%+40%-10%0%+10%+20%603057600305BBTC2805000848AGTF00052303451227600300ZYDUSWELL1231HLF00284760371100121960106515790269602593SMPL6-month return →1-month return →
Up and to the right = strong over both horizons. Simply Good Foods is the large dot.

Fundamentals: revenue growth against valuation

-25%0%+25%+50%+75%20×40×6030576003052805000848AGTF0345ZYDUSWELLHLF00284715792593SMPLRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Simply Good Foods is the large dot.

Capital: growth delivered against growth the price implies

0%+20%0%20%600305BBTC28050008480005230345600300ZYDUSWELLHLF0028470012196010651579026960SMPLGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Simply Good Foods is the large dot.

Simply Good Foods competitors and peer comparison

How Simply Good Foods compares with its peers

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.

Simply Good Foods against its 20 peers (data as of 6 Nov 2026)
MeasureSMPLPeer medianRank in peer set
1-month return+19.2%-1.4%2nd highest of 21
6-month return-1.7%-7.1%8th highest of 21
Distance from 52-week high-45.2%-21.5%3rd lowest of 21
Revenue growth (TTM)-6.5%+5.1%3rd lowest of 21
Operating margin13.4%8.2%6th highest of 21
Forward P/E7.9×18.7×2nd cheapest of 13
Growth the price implies (Req g, 7 yrs)-12.3%-1.8%2nd least demanding of 16
Growth delivered (Del g)+6.2%+2.5%6th highest of 16
Hurdle (Req g minus delivered)-18.5 pp-4.3 pp3rd least demanding of 16
ROIC minus cost of capital+2.3 pp+3.8 pp9th lowest of 21
EV / EBITDA6.2×10.9×5th cheapest of 12
Net debt / EBITDA1.2×-0.4×4th most indebted of 12

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Simply Good Foods SMPLUnited States$1.05B-2%-7%13%7.9×-12.3%+6.2%
Shanghai Ziyan Foods 603057.SSChina$1.09B-37%+7%6%39.1×n/an/a
Jiangsu Hengshun Vinegar-Industry 600305.SSChina$1.15B-7%+6%6%49.9×17.3%+2.6%
Bombay Burmah Trading BBTC.NSIndia$947M-18%+7%16%n/a-8.8%+8.2%
S&B Foods 2805.TJapan$1.16B+53%+7%9%16.8×-1.8%+2.5%
Cheng De Lolo 000848.SZChina$1.18B-11%+5%24%12.6×-10.8%+11.3%
AGT Food and Ingredients AGTF.TOCanada$922M+12%-19%-2%16.0×n/an/a
Hongmian Zhihui Science and Technology Innovation Co., Ltd. Guangzhou 000523.SZChina$798M-16%+4%2%n/a12.1%-8.5%
Vitasoy International 0345.HKHong Kong$794M-3%-3%7%21.8×-9.8%-4.2%
Standard Foods 1227.TWTaiwan$751M-5%0%4%n/an/an/a
V V Food & Beverage 600300.SSChina$717M-18%+6%11%n/a-9.2%-6.8%
Zydus Wellness ZYDUSWELL.NSIndia$1.58B-7%+74%9%41.0×32.3%+16.2%
Lian Hwa Foods 1231.TWTaiwan$694M-12%+3%9%n/an/an/a
Herbalife HLFUnited States$1.60B+7%+6%9%5.4×-14.8%-1.9%
Yankershop Food 002847.SZChina$1.64B-30%0%14%14.6×2.9%+24.1%
Xiangpiaopiao Food 603711.SSChina$660M-24%+2%7%20.7×-11.3%-4.9%
Qingdao Foods 001219.SZChina$656M+42%+3%23%n/a7.3%+2.4%
Jiangxi Salt Industry 601065.SSChina$613M-23%-14%0%n/a-2.3%+11.7%
Yihai International 1579.HKHong Kong$2.02B+3%+11%18%14.2×6.8%+3.6%
Dongsuh 026960.KSSouth Korea$2.06B+6%+6%8%n/a16.2%+1.6%
ITO EN,Ltd 2593.TJapan$2.12B+14%+5%5%26.0×n/an/a

Questions

Which companies are Simply Good Foods's closest peers?
The cockpit's peer set: Shanghai Ziyan Foods (603057.SS), Jiangsu Hengshun Vinegar-Industry (600305.SS), Bombay Burmah Trading (BBTC.NS), S&B Foods (2805.T), Cheng De Lolo (000848.SZ), AGT Food and Ingredients (AGTF.TO), Hongmian Zhihui Science and Technology Innovation Co., Ltd. Guangzhou (000523.SZ), Vitasoy International (0345.HK).
Is Simply Good Foods expensive compared with its peers?
On forward p/e it trades at 7.9× against a peer median of 18.7×, 2nd cheapest of 13 in its peer set. For today's price to make sense, revenue must grow about -12% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -19 pp: the price already allows for a slowdown.
How has Simply Good Foods stock performed?
Over six months to 6 Nov 2026 the shares returned -1.7% against -7.1% for the median peer; over one year -41.5%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.