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J & J Snack Foods Corp. (JJSF)

NEUTRAL
Consumer DefensivePackaged FoodsUnited States

Fundamental

63

Precio

$88.64

Capitalización Bursátil

$1.68B

Parte 1 · Cuánto vale la empresa

Resumen

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 y Liquidez

Ingresos

$1.52B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$49M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$82M

Patrimonio Neto Total

$967M

Pasivo Total

$415M

Ratio de Liquidez

2.72

Cobertura de Intereses

56.48

Deuda/EBITDA

1.22

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

General caseInfravalorado

Valor Justo

$149.88

Precio Actual

$88.64

Margen de Seguridad

+40.9%

Rango de Valor Justo

$97.42 - $202.34

Métodos de Estimación

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
Consenso de Analistas:Compra Fuerte (7B / 2H / 0S)
Última Sorpresa de Resultados:+11.94%

Métricas de Valoración

Ratio P/E

26.79

ROE

6.8%

Ratio P/B

1.74

P/FCF

20.44

Margen Bruto

29.7%

ROIC

5.5%

Radar de Rentabilidad

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.

Criterios de Análisis Fundamental

Superado (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

Fallido (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%

No disponible (1)

  • Dividend Payout NaN%

Piotroski F-Score

5/9

Señales mixtas: algunas áreas requieren atención

score
criteria

Calidad de los Beneficios

2.52

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

0.4%

El número de acciones es estable

Gobernanza

Equipo Directivo

NombreCargoEdad
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-

Riesgo de Auditoría

9

Riesgo del Consejo

8

Riesgo de Compensación

5

Riesgo de Derechos del Accionista

5

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

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