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The Marzetti Company Stock Price

NasdaqGS:MZTI Community·US$3.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 9 Fair Values set on narratives written by author

MZTI Share Price Performance

US$110.75
-68.78 (-38.31%)
US$159.40
Fair Value
US$110.75
-68.78 (-38.31%)
30.5% undervalued intrinsic discount
US$159.40
Fair Value
Price US$110.75
AnalystConsensusTarget US$159.40
AnalystLowTarget US$125.00
AnalystHighTarget US$204.00

MZTI Community Narratives

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Fair Value US$159.4 30.5% undervalued intrinsic discount

Digital Initiatives And Clean Label Trends Will Shape Future Demand

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·
Fair Value US$125 11.4% undervalued intrinsic discount

Licensing Dependence And Slow Integration Will Test Premium Sauces Thesis Over Time

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Fair Value US$204 45.7% undervalued intrinsic discount

Premium Sauces And Foodservice Partnerships Will Support Stronger Long Term Earnings Power

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US$204
45.7% undervalued intrinsic discount
Revenue
3.59% p.a.
Profit Margin
9.97%
Future PE
31.48x
Price in 2029
US$249.85
US$125
11.4% undervalued intrinsic discount
Revenue
2.16% p.a.
Profit Margin
10.36%
Future PE
19.35x
Price in 2029
US$153.09
US$159.4
30.5% undervalued intrinsic discount
Revenue
2.75% p.a.
Profit Margin
10.17%
Future PE
24.71x
Price in 2029
US$195.22

Trending Discussion

No trending discussion available.

Updated Narratives

MZTI logo

MZTI: Index Additions And Buybacks Will Support Future Share Upside

Fair Value: US$204 45.7% undervalued intrinsic discount
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MZTI logo

MZTI: Index Additions And Buybacks Will Shape Future Market Position

Fair Value: US$125 11.4% undervalued intrinsic discount
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MZTI logo

MZTI: Brand Investments And Stable Margins Will Support Future Upside

Fair Value: US$159.4 30.5% undervalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet established dividend payer.

0 Risks
4 Rewards

The Marzetti Company Key Details

US$1.9b

Revenue

US$1.5b

Cost of Revenue

US$469.4m

Gross Profit

US$293.9m

Other Expenses

US$175.5m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
6.40
24.19%
9.04%
0%
View Full Analysis

About MZTI

Founded
1896
Employees
3700
CEO
David Ciesinski
WebsiteView website
www.marzetticompany.com

The Marzetti Company engages in manufacturing and marketing of specialty food products for the retail and foodservice channels in the United States. It operates in two segments, Retail and Foodservice. The company offers frozen garlic breads under the New York Bakery brand; frozen Parkerhouse style yeast and dinner rolls under the Sister Schubert’s brand; salad dressings under the Marzetti, Cardini’s, Marzetti Simply, and Girard’s brands; vegetable and fruit dips under the Marzetti brand; croutons and salad toppings under the New York Bakery, Chatham Village, and Marzetti brands; and frozen pasta under the Marzetti Frozen Pasta brand. It also manufactures and sells various products to brand license agreements, including Olive Garden dressings, Buffalo Wild Wings sauces, Chick-fil-A sauces and dressing, Texas Roadhouse steak sauces and frozen rolls, and Subway sauces. The company sells its products through sales personnel, food brokers, and distributors to retailers and restaurants. The Marzetti Company was formerly known as Lancaster Colony Corporation and changed its name to The Marzetti Company in June 2025. The company was founded in 1896 and is based in Westerville, Ohio.

Recent MZTI News & Updates

Narrative Update Jul 16

MZTI: Index Additions And Buybacks Will Support Future Share Upside

Analysts have trimmed their price target on Marzetti to $204 from $232, citing updated assumptions around revenue growth, profit margins and a slightly higher discount rate. What’s in the News for Marzetti Marzetti was added to the Russell 2500 Value Benchmark, increasing its presence in a widely followed value-focused index.
Seeking Alpha Jul 06

Marzetti: Niche Market Leadership With Concerns

Summary Marzetti is a niche packaged food leader with no debt, a 63-year dividend growth streak, and rising cash flow. MZTI shares are undervalued at ~17.1x FY26 EPS versus a 5-year average of 28–32x, but I rate it ‘hold’ due to recent weak results and economic sensitivity. The company’s growth strategy centers on tuck-in M&A and QSR brand licensing, recently acquiring Bachan to reinforce its sauces portfolio. Dividend safety is outstanding, with a ~3.45% yield, moderate payout ratio, and robust free cash flow coverage. Read the full article on Seeking Alpha

Recent updates

No updates