J & J Snack Foods Corp. (JJSF)
NEUTRALFondamental
63
Prix
$88.42
Capitalisation boursière
$1.68B
Partie 1 · Ce que vaut l'entreprise
Vue d'ensemble
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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Bilan & Liquidités
Chiffre d'affaires
$1.52B
12 derniers mois (au 30/06/2026)
Résultat net
$49M
12 derniers mois (au 30/06/2026)
Flux de trésorerie libre
$82M
Capitaux propres totaux
$967M
Passif total
$415M
Ratio de liquidité général
2.72
Couverture des intérêts
56.48
Dette/EBITDA
1.22
Bénéfice par action
Chiffre d'affaires & Résultat net
Flux de trésorerie libre
Décomposition du résultat
État historique
Marges dans le temps
La dette dans le temps
Le poids de la dette
Grille de la croissance
Croissance — Chiffre d'affaires
Estimation de la juste valeur
Juste valeur
$149.88
Prix actuel
$88.42
Marge de sécurité
+41.0%
Fourchette de juste valeur
$97.42 - $202.34
Méthodes d'estimation
Indicateurs de valorisation
Ratio P/E
26.79
ROE
6.8%
Ratio P/B
1.74
P/FCF
20.44
Marge brute
29.7%
ROIC
5.5%
Radar de rentabilité
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.
Critères d'analyse fondamentale
Réussi (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
Échoué (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%
Indisponible (1)
- Dividend Payout NaN%
Score F de Piotroski
Signaux mixtes : certains domaines nécessitent attention
Qualité des bénéfices
Qualité élevée : bénéfices soutenus par la trésorerie
Dilution du capital
Le nombre d'actions est stable
Gouvernance
Équipe dirigeante
| Nom | Titre | Âge |
|---|---|---|
| Mr. Daniel J. Fachner | President, CEO & Chairman | 65 |
| Mr. Shawn C. Munsell | Senior VP & CFO | 50 |
| Mr. Stephen J. Every | Executive Vice President of Operations | 62 |
| Mr. Lynwood M. Mallard | Senior VP & Chief Marketing Officer | 56 |
| Ms. Mary Lou Kehoe | Vice President of Human Resources | 63 |
| Douglas Davidson | Senior Vice President of Bakery Division | - |
| Matthew T. Inderlied | Senior VP & Chief Customer Officer | 48 |
| Jay Montgomery | Senior Vice President of Supply Chain | - |
| Mr. Aaron Winkelman | Senior Vice President of Sales for The ICEE Company | - |
| Mr. James N. Hamill CPA | VP & Controller | - |
Risque d'audit
9
Risque du conseil
8
Risque de rémunération
5
Risque droits des actionnaires
5
Partie 2 · Le prix et le moment d'entrer
Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.
Latest News
Recent headlines for JJSF, sourced from Markets Gazette.
- 5d agoNEUTRALJ&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