J & J Snack Foods Corp. Common Stock (JJSF)

FairStock Score: 34/100 — RISKY

Key Financials

AI Analysis

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

I look for simple, repeat-purchase businesses with honest balance sheets and a price that leaves room for error. J&J Snack Foods fits the first part: pretzels, frozen novelties, and beverages sold through food service and retail. That can create a modest distribution and brand advantage, but not a wide moat; buyers and retailers still have power. The balance sheet is a genuine strength: debt-to-equity of 0.22, a FairStock Piotroski score of 9/9, and an Altman Z-score of 3.47. It generated $92.0M of trailing free cash flow, a 6.1% FCF yield, and pays a 4.10% dividend with a low beta of 0.41. Yet the operating record has soured. In fiscal Q3 2026, the quarter ended 2026-06-27, revenue was $426.0M, net income $35.3M, and diluted EPS $1.88. A year earlier, fiscal Q3 2025, the quarter ended 2025-06-28, revenue was $454.3M, net income $44.2M, and diluted EPS $2.26. Fiscal Q2 2026, ended 2026-03-28, earned just $1.7M, or $0.09 per share, and fiscal Q1 2026, ended 2025-12-27, earned $883,000, or $0.05. Full-year fiscal 2025 net income was $65.6M, or $3.36 per share, down from $86.6M and $4.45 in fiscal 2024. At the $80.75 close on 2026-10-13, FairStock calculates a P/E of 31.30 and a Graham Number of $52.73, implying the price is 53.14% above that anchor. The FairStock score is 34/100. The Lynch category is STALWART based on five-year profit growth of 29.1% and revenue growth of 9.1%, but today's trend is weak. I would need evidence of durable margin recovery before treating 31 times earnings as value.

In plain English: J&J Snack Foods makes pretzels, frozen treats and drinks and sells them to restaurants, stores and other outlets. The company has little debt and generates cash, but sales and profits have recently fallen and returns on money invested are low. At the recent price, the shares look expensive compared with current earnings and the value of its assets, though the dividend is relatively high.

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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 2026-06-27) · fiscal Q2 2026 10-Q (period ended 2026-03-28) · fiscal Q1 2026 10-Q (period ended 2025-12-27) · fiscal Q3 2025 10-Q (period ended 2025-06-28) · FY2025 10-K (period ended 2025-09-27) · FY2024 10-K (period ended 2024-09-28) · FY2023 10-K (period ended 2023-09-30)

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