JBSS

John B. Sanfilippo & Son, Inc.

Consumer Defensive · $776M market cap

Verdict

Share price

$68.52

close of Oct 3, 2026

Fair value

$149.49

Sticker Price

Payback Price

$59.80

buy price

Undervalued

JBSS is Undervalued: at $68.52 it trades 54% below its fair value of $149.49. Its buy price (Payback Price) is $59.80, 13% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew 6% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

2 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth11.3% a year✓
Equity per share growth3.6% a year✗
Sales growth4.0% a year✗
Free cash flow growth8.2% a year✗
Return on invested capital13.5%✓

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Insider activity

Since Aug 18, 2026: no open-market purchases and 5 other filings (stock awards, tax withholding and similar). Why purchases matter

Other filings

About John B. Sanfilippo & Son, Inc.

John B. Sanfilippo & Son, Inc., operating across the United States through its subsidiary JBSS Ventures, LLC, specializes in the processing and distribution of both tree nuts and peanuts. The company's core offerings include a wide selection of raw and prepared nuts, featuring popular varieties like almonds, pecans, peanuts, black walnuts, English walnuts, cashews, macadamia nuts, pistachios, pine nuts, Brazil nuts…

Packaged Foods

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works