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J & J Snack Foods Corp. (JJSF)

NEUTRAL
Consumer DefensivePackaged FoodsUnited States

Fundamental

63

Price

$88.42

Market Cap

$1.68B

Part 1 · What the company is worth

Overview

J&J Snack Foods Corp. manufactures, markets, and distributes nutritional snack food and beverages to the food service and retail supermarket industries in the United States, Mexico, and Canada. The company operates through three segments: Food Service, Retail Supermarkets, and Frozen Beverages. It offers soft pretzels under the SUPERPRETZEL, SUPERPRETZEL BAVARIAN, NEW YORK PRETZEL, BAVARIAN BAKERY, FEDERAL PRETZEL, and BRAUHAUS brands, as well as under the private labels; frozen novelty under the DIPPIN'DOTS, LUIGI'S, WHOLE FRUIT, DOGSTERS, PHILLY SWIRL, ICEE, and MINUTE MAID brands; churros under the HOLA! and CALIFORNIA CHURROS brands; and handheld products under the private labels. The company also provides bakery products, such as fig and fruit bars, cookies, breads, rolls, crumbs, muffins, and donuts under the MRS. GOODCOOKIE, READI-BAKE, COUNTRY HOME, CAMDEN CREEK, MARY B'S, DADDY RAY'S and HILL & VALLEY brands, as well as under private labels; and frozen beverages under the ICEE, ARCTIC BLAST, SLUSH PUPPIE and PARROT ICE brands. In addition, it offers funnel cakes under the FUNNEL CAKE FACTORY brand, as well as various other food products; and sells machines and machine parts to other food and beverage companies. The company sells its products through a network of food brokers, independent sales distributors, and a direct sales force. It serves snack bars and food stand locations in chain, department and mass merchandising stores, malls and shopping centers, fast food and casual dining restaurants, stadiums and sports arenas, leisure and theme parks, convenience stores, movie theatres, warehouse club stores, schools, colleges and other institutions, and independent retailers. The company was incorporated in 1971 and is headquartered in Mount Laurel, New Jersey.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance Sheet & Liquidity

Revenue

$1.52B

Trailing 12 months (through 6/30/2026)

Net Income

$49M

Trailing 12 months (through 6/30/2026)

Free Cash Flow

$82M

Total Equity

$967M

Total Liabilities

$415M

Current Ratio

2.72

Interest Coverage

56.48

Debt/EBITDA

1.22

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

General caseUndervalued

Fair Value

$149.88

Current Price

$88.42

Margin of Safety

+41.0%

Fair Value Range

$97.42 - $202.34

Estimation Methods

Analyst price target:$110.50
Discounted cash flow (DCF):$347.71
Earnings multiple (P/E):$47.25
Graham growth formula:$132.82
Earnings power value (EPV):$38.89
Justified P/B:$38.12
Dividend discount (Gordon):$41.62
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:$125.04
Revenue multiple:Not enough data to compute it
Analyst Consensus:Strong Buy (7B / 2H / 0S)
Last Earnings Surprise:+11.94%

Valuation Metrics

P/E Ratio

26.79

ROE

6.8%

P/B Ratio

1.74

P/FCF

20.44

Gross Margin

29.7%

ROIC

5.5%

Profitability Radar

Value Creation (Economic Moat)

ROIC

5.5%

WACC

7.2%

ROIC − WACC

-1.7 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Fundamental Analysis Criteria

Passed (18)

  • EPS shows upward trend
  • ROIC 5.5%
  • P/FCF 20.44
  • P/B Ratio 1.74
  • Debt/Equity ratio
  • Operating Margin 5.3%
  • Positive Free Cash Flow
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • Revenue Growth 5Y 9.2%
  • Analyst Consensus 78% Buy
  • Earnings Surprise avg 7.6%
  • PEG Ratio 1.01
  • Earnings Quality (OCF/NI) 2.52
  • Share Dilution 0.4%
  • Piotroski F-Score 5/9

Failed (9)

  • EPS CAGR 2.65%
  • Price CAGR -4.12%
  • Gross Margin 29.7%
  • CapEx intensity
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • ROE 6.2%
  • Net Margin Trend 4.1% vs 5.5%

Unavailable (1)

  • Dividend Payout NaN%

Piotroski F-Score

5/9

Mixed signals: some areas need attention

score
criteria

Earnings Quality

2.52

High quality: earnings backed by cash

Share Dilution

0.4%

Share count is stable

Governance

Executive Team

NameTitleAge
Mr. Daniel J. FachnerPresident, CEO & Chairman65
Mr. Shawn C. MunsellSenior VP & CFO50
Mr. Stephen J. EveryExecutive Vice President of Operations62
Mr. Lynwood M. MallardSenior VP & Chief Marketing Officer56
Ms. Mary Lou KehoeVice President of Human Resources63
Douglas DavidsonSenior Vice President of Bakery Division-
Matthew T. InderliedSenior VP & Chief Customer Officer48
Jay MontgomerySenior Vice President of Supply Chain-
Mr. Aaron WinkelmanSenior Vice President of Sales for The ICEE Company-
Mr. James N. Hamill CPAVP & Controller-

Audit Risk

9

Board Risk

8

Compensation Risk

5

Shareholder Rights Risk

5

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Latest News

Recent headlines for JJSF, sourced from Markets Gazette.

  • 5d agoNEUTRAL
    J&J Snack Foods CEO on Snack Nostalgia, Turnaround Plans

    J&J Snack Foods CEO Dan Fachner highlighted the company's strategic emphasis on its food service division, which constitutes 60% of its operations. He pointed to significant recovery and growth prospects within experiential venues like theaters, theme parks, and ballparks, where its well-known brands, including ICEE, Dippin' Dots, and Super Pretzel, maintain strong consumer appeal. This focus on nostalgic and impulse-buy products in entertainment settings suggests a stable, albeit not explosive, growth trajectory for the company.

via Markets Gazette