SMPL

The Simply Good Foods Company

Consumer Defensive · $858M market cap

Share price

$9.83

close of Oct 3, 2026

Fair value

$31.22

Sticker Price

Payback Price

$12.49

buy price

On Sale

SMPL is On Sale: at $9.83 it trades 21% below its buy price (Payback Price) of $12.49 and 69% below its fair value of $31.22. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew 7% 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

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

Earnings per share growth25.1% a year✓

Equity per share growth9.6% a year✗

Sales growth15.0% a year✓

Free cash flow growth23.4% a year✓

Return on invested capital7.3%✗

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Superinvestors

1 of the investors we track holds SMPL. In Q1 2026, 1 opened a position. Who we track

Howard Marks

Oaktree Capital Management · as of Q2 2026

$16.0M

1,203,889 shares

Moves in Q1 2026

New position: Howard Marks

Insider activity

Since Jul 22, 2026: no open-market purchases and 2 other filings (stock awards, tax withholding and similar). Why purchases matter

Other filings

KRAFT TIMOTHY RICHARD

Chf Administrative Officer · 2026-07-22

Award

88,081 shares

Bealer Christopher J

Chief Financial Officer · 2026-07-22

Award

73,361 shares

About The Simply Good Foods Company

The Simply Good Foods Company operates as a global purveyor of consumer packaged food and beverage items, with a significant presence across North America and in international markets. Its core business revolves around the creation, promotion, and sale of a diverse portfolio of snacks and meal replacement solutions. The company's extensive product line encompasses protein bars, convenient ready-to-drink shakes…

Packaged Foods