Stocks · Consumer Defensive · Packaged Foods
John B. Sanfilippo & Son, Inc. JBSS
$68.52 +2.85% Close, Oct 2, 2026 · NASDAQ · Market cap $801.0M
High qualityInexpensive vs sector
Next earnings report: Nov 4, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- The shares trade at 13.0× trailing earnings, lower than 86% of the company's own readings over the past five years.
- The stock is in a downtrend: below its 200-day average, with the 50-day average below the 200-day.
- Revenue over the last four quarters was $1.18B, up 6.2% from a year earlier.
PromtFinance scores
Each score is a percentile within the Consumer Defensive sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 36%
- EPS growth (TTM, YoY)Top 44%
- Revenue growth, 3-year CAGRTop 36%
- Revenue growth accelerationTop 36%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 23%
- Gross marginBottom 21%
- Operating marginTop 46%
- Cash conversion (OCF / net income)Top 37%
- Accruals (lower is better)Top 22%
- Net debt / EBITDA (lower is better)Top 31%
- Interest coverTop 14%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 11%
- Free-cash-flow yieldBottom 38%
- EBITDA / enterprise valueTop 15%
- Sales / enterprise valueTop 30%
- P/E vs own 5-year history (lower is better)Top 27%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 28%
- 6-month returnBottom 31%
- 1-year return vs S&P 500Top 32%
- Distance from 52-week highTop 49%
- Trend checklist (0–4)Top 44%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersBottom 41%
- Consecutive EPS beatsBottom 15%
- Share of analysts rating BuyTop 2%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 37%
- Maximum drawdown, 3 yearsTop 43%
- Beta vs S&P 500 (lower is better)Bottom 47%
- Net debt / EBITDA (lower is better)Top 31%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 5.1% | 6.2% | ↑ |
| EPS growth (YoY) | 20.5% | 4.6% | ↓ |
| Gross margin | 18.4% | 18.0% | ↓ |
| Operating margin | 7.7% | 7.4% | ↓ |
| FCF margin | -1.8% | 3.0% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 6.2% | 5.1% | ↑ | Top 36% |
| EPS growth (TTM, YoY) | 4.6% | 20.5% | ↓ | Top 44% |
| Gross margin | 18.0% | 18.4% | ↓ | Bottom 21% |
| Operating margin | 7.4% | 7.7% | ↓ | Top 46% |
| Net margin | 5.3% | 5.3% | ↓ | — |
| Free-cash-flow margin | 3.0% | -1.8% | ↑ | — |
| Return on invested capital | 12.1% | — | Top 23% | |
| Revenue growth, 3-year CAGR | 5.6% | — | Top 36% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 2.00×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -9.4%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.3%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +3.8 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 0.91×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 35.8×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 5.84%
- Net buyback yield (TTM)
- 0.00%
- Shareholder yield
- 5.84%
- Share count change, 1 year
- +0.4%
- Share count change, 3-year CAGR
- +0.3%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 25, 2026 (filed Aug 19, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 0
- Beats in the last 8 reports
- 5 of 6
- Average EPS surprise, last 4
- +5.2%
- Average 2-day reaction, last 8
- -0.7%
- Positive 20 days after report
- 4 of 8
Analysts
- Analysts with a rating
- 3
- Share rating Buy or Strong Buy
- 100%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 19, 2026 | -39.3% | -2.6% | -10.4% | -17.9% | — |
| Apr 29, 2026 | +23.3% | -0.3% | +4.5% | +0.8% | +5.6% |
| Jan 29, 2026 | +12.5% | +1.9% | +7.4% | +9.3% | +10.2% |
| Oct 29, 2025 | +24.2% | -1.1% | +12.9% | +20.2% | +23.5% |
| Aug 20, 2025 | — | -0.8% | +1.7% | +1.5% | +7.0% |
| Apr 30, 2025 | — | -0.7% | -10.2% | -7.9% | +2.0% |
| Jan 29, 2025 | — | -1.0% | -19.4% | -17.8% | -21.8% |
| Oct 30, 2024 | — | -0.9% | -9.3% | -9.8% | -6.0% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 19, 2026 | $0.71 | $1.17 | -39.3% | $280.4M |
| Apr 29, 2026 | $1.43 | $1.16 | +23.3% | $281.8M |
| Jan 29, 2026 | $1.53 | $1.36 | +12.5% | $314.8M |
| Oct 29, 2025 | $1.59 | $1.28 | +24.2% | $298.7M |
| Aug 20, 2025 | $1.15 | — | — | $269.1M |
| Apr 30, 2025 | $1.72 | — | — | $260.9M |
| Jan 29, 2025 | $1.16 | — | — | $301.1M |
| Oct 30, 2024 | $1.00 | — | — | $276.2M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 13.0× | 16.1× | 14th | Top 11% |
| P/E (forward) | 12.8× | — | — | — |
| EV / EBITDA | 7.7× | — | — | Top 15% |
| EV / Sales | 0.77× | — | — | Top 30% |
| Free-cash-flow yield | 4.46% | — | — | Bottom 38% |
| Earnings yield | 7.68% | — | — | Top 11% |
P/E over the past five years
Range 10.6× – 20.8× since Jun 24, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- +5.9%
- Earnings per share growth (TTM)
- +4.6%
- Change in P/E multiple
- +24.0%
Most of the move came from a change in the valuation multiple.
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✗ Price above 50-day average
- ✗ Price above 200-day average
- ✗ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 0
- 50-day average slope (20 days)
- -8.1%
- 200-day average slope (20 days)
- -0.4%
- Distance from 50-day average
- -9.4%
- Distance from 200-day average
- -11.8%
- RSI (14)
- 41.3
- Relative volume
- 1.08×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 31.7%
- Volatility vs own 5-year history
- 80th percentile · High for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.42
- Correlation with S&P 500
- 0.20
- Current drawdown from 1-year high
- -24.4%
- Maximum drawdown, 3 years
- -45.4%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Jun 22, 2023 | May 7, 2025 | -53.2% | 470 days | Not yet recovered |
| Jun 1, 2021 | Jun 13, 2022 | -28.0% | 261 days | 189 days (Mar 15, 2023) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $801.0M
- P/E (TTM)
- 13.0
- EPS, diluted (TTM)
- $5.26
- Revenue (TTM)
- $1.18B
- Dividend yield
- 6.57%
- 52-week range
- $59.07 – $92.08
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Revenue | $955.9M | $999.7M | $1.07B | $1.11B | $1.18B |
| Gross profit | $199.6M | $211.6M | $214.1M | $203.5M | $211.2M |
| Operating income | $87.4M | $90.2M | $85.2M | $84.7M | $87.0M |
| Net income | $61.8M | $62.9M | $60.2M | $58.9M | $61.9M |
| EPS (diluted) | $5.33 | $5.40 | $5.15 | $5.03 | $5.26 |
| Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | Q4 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $276.2M | $301.1M | $260.9M | $269.1M | $298.7M | $314.8M | $281.8M | $280.4M |
| Net income | $11.7M | $13.6M | $20.2M | $13.5M | $18.7M | $18.0M | $16.8M | $8.4M |
| EPS (diluted) | $1.00 | $1.16 | $1.72 | $1.15 | $1.60 | $1.53 | $1.43 | $0.70 |
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Operating cash flow | $19.6M | $124.7M | $101.7M | $30.5M | $123.8M |
| Capital expenditure | -$17.8M | -$20.7M | -$28.3M | -$50.7M | -$88.1M |
| Free cash flow | $1.9M | $103.9M | $73.4M | -$20.2M | $35.7M |
| Dividends paid | -$34.5M | -$54.9M | -$34.8M | -$24.4M | -$46.8M |
| Net share buybacks | -$1.0M | -$379,000 | -$684,000 | -$490,000 | $0 |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $1.1M
- Total assets
- $658.6M
- Total liabilities
- $278.6M
- Total debt
- $109.3M
- Net debt
- $108.2M
- Shareholders’ equity
- $379.9M
As of Jun 25, 2026 (filed Aug 19, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Aug 17, 2026 | $2.00 | Sep 9, 2026 |
| Apr 27, 2026 | $1.50 | May 21, 2026 |
| Dec 1, 2025 | $1.00 | Dec 30, 2025 |
| Aug 19, 2025 | $1.50 | Sep 11, 2025 |
| Aug 20, 2024 | $2.10 | Sep 11, 2024 |
| May 31, 2024 | $1.00 | Jun 20, 2024 |
| Aug 21, 2023 | $2.00 | Sep 13, 2023 |
| May 31, 2023 | $1.50 | Jun 22, 2023 |
Short interest
- Shares sold short
- 573,909
- Days to cover
- 5.09
- Change vs previous report
- +7.4%
FINRA short interest, settlement date Sep 15, 2026.