John B. Sanfilippo & Son
Market Cap
US$867.0m
Last Updated
2020/10/20 00:55 UTC
Data Sources
Company Financials +
Executive Summary
John B. Sanfilippo & Son, Inc., together with its subsidiary, JBSS Ventures, LLC, processes and distributes tree nuts and peanuts in the United States. More Details
Rewards
Risk Analysis
Earnings are forecast to decline by an average of 3.5% per year for the next 3 years
Snowflake Analysis
Flawless balance sheet with outstanding track record and pays a dividend.
Similar Companies
Share Price & News
How has John B. Sanfilippo & Son's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: JBSS has not had significant price volatility in the past 3 months.
Market Performance
7 Day Return
-1.0%
JBSS
-1.3%
US Food
-2.4%
US Market
1 Year Return
-20.7%
JBSS
8.5%
US Food
18.2%
US Market
Return vs Industry: JBSS underperformed the US Food industry which returned 9% over the past year.
Return vs Market: JBSS underperformed the US Market which returned 19.5% over the past year.
Shareholder returns
| JBSS | Industry | Market | |
|---|---|---|---|
| 7 Day | -1.0% | -1.3% | -2.4% |
| 30 Day | 0.4% | 4.3% | 4.2% |
| 90 Day | -13.2% | 3.6% | 6.3% |
| 1 Year | -15.8%-20.7% | 11.2%8.5% | 20.9%18.2% |
| 3 Year | 27.5%12.1% | 11.7%2.6% | 41.2%31.8% |
| 5 Year | 76.5%31.9% | 16.5%0.6% | 84.8%63.9% |
Price Volatility Vs. Market
How volatile is John B. Sanfilippo & Son's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 day ago | Simply Wall St
Our Take On John B. Sanfilippo & Son's (NASDAQ:JBSS) CEO Salary1 week ago | Simply Wall St
John B. Sanfilippo & Son, Inc.'s (NASDAQ:JBSS) Stock Has Been Sliding But Fundamentals Look Strong: Is The Market Wrong?3 weeks ago | Simply Wall St
Should You Be Excited About John B. Sanfilippo & Son's (NASDAQ:JBSS) Returns On Capital?Valuation
Is John B. Sanfilippo & Son undervalued compared to its fair value and its price relative to the market?
16.08x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: JBSS ($75.92) is trading above our estimate of fair value ($63.28)
Significantly Below Fair Value: JBSS is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: JBSS is good value based on its PE Ratio (16.1x) compared to the US Food industry average (25x).
PE vs Market: JBSS is good value based on its PE Ratio (16.1x) compared to the US market (19x).
Price to Earnings Growth Ratio
PEG Ratio: JBSS's earnings are forecast to decline next year, so we can't calculate its PEG ratio.
Price to Book Ratio
PB vs Industry: JBSS is overvalued based on its PB Ratio (3.6x) compared to the US Food industry average (2.2x).
Next Steps
Future Growth
How is John B. Sanfilippo & Son forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?
-3.5%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: JBSS's earnings are forecast to decline over the next 3 years (-3.5% per year).
Earnings vs Market: JBSS's earnings are forecast to decline over the next 3 years (-3.5% per year).
High Growth Earnings: JBSS's earnings are forecast to decline over the next 3 years.
Revenue vs Market: JBSS's revenue (3.9% per year) is forecast to grow slower than the US market (10% per year).
High Growth Revenue: JBSS's revenue (3.9% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: JBSS's Return on Equity is forecast to be low in 3 years time (17.5%).
Next Steps
Past Performance
How has John B. Sanfilippo & Son performed over the past 5 years?
10.1%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: JBSS has high quality earnings.
Growing Profit Margin: JBSS's current net profit margins (6.1%) are higher than last year (4.5%).
Past Earnings Growth Analysis
Earnings Trend: JBSS's earnings have grown by 10.1% per year over the past 5 years.
Accelerating Growth: JBSS's earnings growth over the past year (37.3%) exceeds its 5-year average (10.1% per year).
Earnings vs Industry: JBSS earnings growth over the past year (37.3%) exceeded the Food industry -5.6%.
Return on Equity
High ROE: JBSS's Return on Equity (22.7%) is considered high.
Next Steps
Financial Health
How is John B. Sanfilippo & Son's financial position?
Financial Position Analysis
Short Term Liabilities: JBSS's short term assets ($238.9M) exceed its short term liabilities ($112.2M).
Long Term Liabilities: JBSS's short term assets ($238.9M) exceed its long term liabilities ($57.1M).
Debt to Equity History and Analysis
Debt Level: JBSS's debt to equity ratio (20.6%) is considered satisfactory.
Reducing Debt: JBSS's debt to equity ratio has reduced from 40.2% to 20.6% over the past 5 years.
Debt Coverage: JBSS's debt is well covered by operating cash flow (129.7%).
Interest Coverage: JBSS's interest payments on its debt are well covered by EBIT (37.3x coverage).
Balance Sheet
Next Steps
Dividend
What is John B. Sanfilippo & Son current dividend yield, its reliability and sustainability?
7.24%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: JBSS's dividend (7.24%) is higher than the bottom 25% of dividend payers in the US market (1.62%).
High Dividend: JBSS's dividend (7.24%) is in the top 25% of dividend payers in the US market (4.66%)
Stability and Growth of Payments
Stable Dividend: JBSS has been paying a dividend for less than 10 years and during this time payments have been volatile.
Growing Dividend: JBSS's dividend payments have increased, but the company has only paid a dividend for 6 years.
Current Payout to Shareholders
Dividend Coverage: With its low payout ratio (13.8%), JBSS's dividend payments are thoroughly covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: JBSS's dividends in 3 years are forecast to be well covered by earnings (15.6% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
13.1yrs
Average management tenure
CEO
Jeffrey Sanfilippo (57 yo)
13.92yrs
Tenure
US$3,598,214
Compensation
Mr. Jeffrey T. Sanfilippo has been the Chief Executive Officer of John B. Sanfilippo & Son, Inc. since November 6, 2006. Mr. Sanfilippo has been employed by John B. Sanfilippo & Son, Inc. since 1991. Mr. S ...
CEO Compensation Analysis
Compensation vs Market: Jeffrey's total compensation ($USD3.60M) is about average for companies of similar size in the US market ($USD2.82M).
Compensation vs Earnings: Jeffrey's compensation has increased by more than 20% in the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 13.92yrs | US$3.60m | 0.92% $ 7.9m | |
| CFO, Group President | 23.5yrs | US$3.73m | 7.49% $ 65.0m | |
| COO, President | 16.83yrs | US$3.41m | 0.90% $ 7.8m | |
| Senior Technical Officer | 2.75yrs | US$1.48m | 0.035% $ 307.0k | |
| Senior Vice President of Consumer Sales | 8.17yrs | US$821.72k | 0.049% $ 428.0k | |
| Executive Vice President of Finance & Administration and Treasurer | no data | no data | 0.092% $ 795.9k | |
| Vice President of Risk Management & Investor Relations | 13.08yrs | no data | no data | |
| Vice President of Regulatory Compliance | no data | no data | no data | |
| Executive Vice President of Sales & Marketing | 0.42yr | no data | no data | |
| Vice President of Human Resources | no data | no data | no data | |
| Corporate Controller | no data | no data | no data | |
| Executive | no data | US$703.70k | no data |
13.1yrs
Average Tenure
58.5yo
Average Age
Experienced Management: JBSS's management team is seasoned and experienced (13.1 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 13.92yrs | US$3.60m | 0.92% $ 7.9m | |
| CFO, Group President | 23.5yrs | US$3.73m | 7.49% $ 65.0m | |
| COO, President | 16.83yrs | US$3.41m | 0.90% $ 7.8m | |
| Independent Director | 21yrs | US$169.74k | 0.018% $ 153.0k | |
| Director | 51.75yrs | US$141.24k | 0.097% $ 837.0k | |
| Independent Director | 21yrs | US$165.64k | 0% $ 0 | |
| Independent Director | 15yrs | US$170.84k | 0.051% $ 444.6k | |
| Independent Director | 9.75yrs | US$160.44k | 0.0089% $ 77.4k | |
| Director | 7yrs | US$141.24k | 0.11% $ 918.7k |
16.8yrs
Average Tenure
61yo
Average Age
Experienced Board: JBSS's board of directors are seasoned and experienced ( 16.8 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
John B. Sanfilippo & Son, Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: John B. Sanfilippo & Son, Inc.
- Ticker: JBSS
- Exchange: NasdaqGS
- Founded: 1959
- Industry: Packaged Foods and Meats
- Sector: Food, Beverage & Tobacco
- Market Cap: US$866.979m
- Shares outstanding: 11.42m
- Website: https://www.jbssinc.com
Number of Employees
Location
- John B. Sanfilippo & Son, Inc.
- 1703 North Randall Road
- Elgin
- Illinois
- 60123
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| JBSS | NasdaqGS (Nasdaq Global Select) | Yes | Common Stock | US | USD | Dec 1991 |
| JO1 | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Dec 1991 |
Biography
John B. Sanfilippo & Son, Inc., together with its subsidiary, JBSS Ventures, LLC, processes and distributes tree nuts and peanuts in the United States. The company offers raw and processed nuts, including ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/10/20 00:55 |
| End of Day Share Price | 2020/10/19 00:00 |
| Earnings | 2020/06/25 |
| Annual Earnings | 2020/06/25 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.