John B. Sanfilippo & Son Inc. Common Stock (JBSS)

FairStock Score: 76/100 — HIGH CONVICTION

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for simple, repeat-purchase businesses at a prudent price. John B. Sanfilippo & Son fits the first part: it processes and distributes tree nuts, peanuts, and snack bars. The financials are respectable but not exceptional. At the 2026-10-13 close of $66.51, FairStock calculates a P/E of 12.64, P/B of 2.05, EV/EBITDA of 7.48, FCF yield of 4.6%, and Graham Number of $62.02, leaving a margin of safety of -7.24%. Debt is modest with D/E of 0.29, Altman Z-Score 3.01, and ROE 16.72%. But ROCE is only 8.50%, Piotroski is 4/9, and the Lynch category from filed results is SLOW GROWER, with profit up 0.7% a year over five years and revenue up 6.5%. Filed results support that: in FY2026 ended 2026-06-25, revenue was $1.2B, net income $61.9M, EPS $5.26; in FY2025 ended 2025-06-26, net income was $58.9M and EPS $5.03; in FY2024 ended 2024-06-27, net income was $60.2M and EPS $5.15. Earnings have not compounded meaningfully. In fiscal Q3 2026 ended 2026-03-26, revenue was $281.8M and net income $16.8M, versus fiscal Q3 2025 ended 2025-03-27 revenue of $260.9M and net income of $20.2M—sales grew, but profit fell, hinting at margin pressure. This is a fair-to-slightly-rich price for a limited-moat, commodity-sensitive food processor. I would need a wider discount or clearer margin improvement to get excited.

In plain English: John B. Sanfilippo & Son makes and sells nuts, peanuts and snack bars in the United States. It is a steady, profitable business, but sales and profits have grown slowly and profit recently fell even as sales rose. At the 2026-10-13 close of $66.51, the stock looks about fair to slightly expensive compared with its earnings and net assets.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-03-26) · fiscal Q2 2026 10-Q (period ended 2025-12-25) · fiscal Q1 2026 10-Q (period ended 2025-09-25) · fiscal Q3 2025 10-Q (period ended 2025-03-27) · FY2026 10-K (period ended 2026-06-25) · FY2025 10-K (period ended 2025-06-26) · FY2024 10-K (period ended 2024-06-27)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer