John B. Sanfilippo & Son
Market Cap
US$1.1b
Last Updated
2019/12/05 23:42 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.
Rewards
Risk Analysis
Earnings are forecast to decline by an average of -4.6% per year for the next 3 years
Snowflake Analysis
Flawless balance sheet with solid track record.
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
-0.9%
JBSS
0.9%
US Food
-1.2%
US Market
1 Year Return
58.3%
JBSS
8.8%
US Food
15.5%
US Market
Return vs Industry: JBSS exceeded the US Food industry which returned 8.8% over the past year.
Return vs Market: JBSS exceeded the US Market which returned 15.5% over the past year.
Shareholder returns
| JBSS | Industry | Market | |
|---|---|---|---|
| 7 Day | -0.9% | 0.9% | -1.2% |
| 30 Day | -4.7% | 3.4% | 1.4% |
| 90 Day | 3.6% | 0.4% | 4.7% |
| 1 Year | 67.3%58.3% | 11.9%8.8% | 18.0%15.5% |
| 3 Year | 56.6%38.1% | 3.3%-4.9% | 44.8%35.4% |
| 5 Year | 180.2%117.9% | 39.3%22.4% | 67.3%48.9% |
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 week ago | Simply Wall St
What Does John B. Sanfilippo & Son, Inc.'s (NASDAQ:JBSS) P/E Ratio Tell You?2 weeks ago | Simply Wall St
Is It Smart To Buy John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS) Before It Goes Ex-Dividend?2 weeks ago | Simply Wall St
A Close Look At John B. Sanfilippo & Son, Inc.’s (NASDAQ:JBSS) 22% ROCEValuation
Is John B. Sanfilippo & Son undervalued compared to its fair value and its price relative to the market?
24.48x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: JBSS ($97.97) is trading above our estimate of fair value ($51.63)
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 (24.5x) compared to the Food industry average (25x).
PE vs Market: JBSS is poor value based on its PE Ratio (24.5x) compared to the US market (18.3x).
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 (4.8x) 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?
-4.6%
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 (-4.6% per year).
Earnings vs Market: JBSS's earnings are forecast to decline over the next 3 years (-4.6% per year).
High Growth Earnings: JBSS's earnings are forecast to decline over the next 3 years.
Revenue vs Market: JBSS's revenue (4.2% per year) is forecast to grow slower than the US market (7.4% per year).
High Growth Revenue: JBSS's revenue (4.2% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if JBSS's Return on Equity is forecast to be high in 3 years time
Next Steps
Past Performance
How has John B. Sanfilippo & Son performed over the past 5 years?
6.3%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: JBSS has high quality earnings.
Growing Profit Margin: JBSS's current net profit margins (5.1%) are higher than last year (3.2%).
Past Earnings Growth Analysis
Earnings Trend: JBSS's earnings have grown by 6.3% per year over the past 5 years.
Accelerating Growth: JBSS's earnings growth over the past year (61%) exceeds its 5-year average (6.3% per year).
Earnings vs Industry: JBSS earnings growth over the past year (61%) exceeded the Food industry -17.5%.
Return on Equity
High ROE: JBSS's Return on Equity (19.6%) is considered low.
Return on Assets
Return on Capital Employed
Next Steps
Financial Health
How is John B. Sanfilippo & Son's financial position?
Financial Position Analysis
Short Term Liabilities: JBSS's short term assets ($223.1M) exceed its short term liabilities ($104.4M).
Long Term Liabilities: JBSS's short term assets ($223.1M) exceed its long term liabilities ($54.8M).
Debt to Equity History and Analysis
Debt Level: JBSS's debt to equity ratio (18.3%) is considered satisfactory.
Reducing Debt: JBSS's debt to equity ratio has reduced from 25.3% to 18.3% over the past 5 years.
Debt Coverage: JBSS's debt is well covered by operating cash flow (210.5%).
Interest Coverage: JBSS's interest payments on its debt are well covered by EBIT (23.8x coverage).
Balance Sheet
Inventory Level: JBSS has a high level of physical assets or inventory.
Debt Coverage by Assets: JBSS's debt is covered by short term assets (assets are 5.2x debt).
Next Steps
Dividend
What is John B. Sanfilippo & Son's current dividend yield, its reliability and sustainability?
2.65%
Current Dividend Yield
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: JBSS's dividend (2.65%) is higher than the bottom 25% of dividend payers in the US market (1.43%).
High Dividend: JBSS's dividend (2.65%) is low compared to the top 25% of dividend payers in the US market (3.71%).
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 5 years.
Current Payout to Shareholders
Dividend Coverage: With its low payout ratio (15%), JBSS's dividend payments are thoroughly covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
Next Steps
Management
What is the CEO of John B. Sanfilippo & Son's salary, the management and board of directors tenure and is there insider trading?
12.3yrs
Average management tenure
CEO
Jeffrey Sanfilippo (56yo)
13.1yrs
Tenure
US$2,627,790
Compensation
Mr. Jeffrey T. Sanfilippo has been the Chief Executive Officer of John B. Sanfilippo & Son, Inc. since November 6, 2006. Mr. Sanfilippo has been employed by John B. Sanfilippo & Son, Inc. since 1991. Mr. S ...
CEO Compensation Analysis
Compensation vs Market: Jeffrey's total compensation ($USD2.63M) is about average for companies of similar size in the US market ($USD2.63M).
Compensation vs Earnings: Jeffrey's compensation has increased by more than 20% in the past year.
Management Age and Tenure
12.3yrs
Average Tenure
58yo
Average Age
Experienced Management: JBSS's management team is seasoned and experienced (12.3 years average tenure).
Board Age and Tenure
16.0yrs
Average Tenure
60yo
Average Age
Experienced Board: JBSS's board of directors are seasoned and experienced ( 16 years average tenure).
Insider Trading
Insider Buying: JBSS insiders have only sold shares in the past 3 months.
Recent Insider Transactions
| Entity | Individual |
| Role | Head of Marketing Senior Vice President of Global Marketing & Customer Solutions |
| Shares | 1,726 |
| Max Price | US$101.00 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 997 |
| Max Price | US$103.78 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 3,000 |
| Max Price | US$105.57 |
| Entity | Company |
| Shares | 3,832 |
| Max Price | US$96.10 |
| Entity | Individual |
| Shares | 3,832 |
| Max Price | US$96.10 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 5,000 |
| Max Price | US$95.65 |
| Entity | Individual |
| Role | Head of Marketing Senior Vice President of Global Marketing & Customer Solutions |
| Shares | 2,866 |
| Max Price | US$94.17 |
| Entity | Individual |
| Role | Member of the Board of Directors CFO, Group President |
| Shares | 5,362 |
| Max Price | US$95.48 |
| Entity | Individual |
| Shares | 750 |
| Max Price | US$94.78 |
| Entity | Individual |
| Shares | 1,116 |
| Max Price | US$93.05 |
| Entity | Individual |
| Role | Member of the Board of Directors Director |
| Shares | 4,590 |
| Max Price | US$92.84 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 3,000 |
| Max Price | US$85.50 |
| Entity | Individual |
| Shares | 772 |
| Max Price | US$79.00 |
| Entity | Individual |
| Role | Chief Technology Officer Senior Technical Officer |
| Shares | 2,556 |
| Max Price | US$77.62 |
| Entity | Individual |
| Role | Member of the Board of Directors Director |
| Shares | 884 |
| Max Price | US$77.68 |
| Entity | Individual |
| Role | Member of the Board of Directors COO, President |
| Shares | 5,362 |
| Max Price | US$77.68 |
| Entity | Individual |
| Shares | 3,228 |
| Max Price | US$80.03 |
| Entity | Individual |
| Role | Head of Sales Senior Vice President of Consumer Sales |
| Shares | 11,128 |
| Max Price | US$79.42 |
| Entity | Individual |
| Role | Head of Marketing Senior Vice President of Global Marketing & Customer Solutions |
| Shares | 6,000 |
| Max Price | US$79.23 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 1,971 |
| Max Price | US$78.96 |
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Management Team
Michael Valentine (60yo)
CFO, Group President
- Tenure: 22.7yrs
- Compensation: US$2.72m
Jeffrey Sanfilippo (56yo)
Chairman & CEO
- Tenure: 13.1yrs
- Compensation: US$2.63m
Jasper Sanfilippo (51yo)
COO, President
- Tenure: 16yrs
- Compensation: US$2.51m
Bill Pokrajac (65yo)
Vice President of Risk Management & Investor Relations
- Tenure: 12.3yrs
James Valentine (55yo)
Senior Technical Officer
- Tenure: 1.9yrs
- Compensation: US$1.30m
Brenda Cannon (64yo)
Vice President of Regulatory Compliance
- Tenure: 0yrs
Howard Brandeisky (58yo)
Senior Vice President of Global Marketing & Customer Solutions
- Tenure: 6.2yrs
Christopher Gardier (59yo)
Senior Vice President of Consumer Sales
- Tenure: 0yrs
- Compensation: US$793.36k
J. Meyer (48yo)
Senior Vice President of New Business Development
- Tenure: 2yrs
Julia Pronitcheva
Vice President of Human Resources
- Tenure: 0yrs
Board Members
Tim Donovan (63yo)
Independent Director
- Tenure: 20.2yrs
- Compensation: US$164.91k
Mathias Valentine (86yo)
Director
- Tenure: 50.9yrs
- Compensation: US$136.41k
Michael Valentine (60yo)
CFO, Group President
- Tenure: 22.7yrs
- Compensation: US$2.72m
Jeffrey Sanfilippo (56yo)
Chairman & CEO
- Tenure: 13.1yrs
- Compensation: US$2.63m
Jasper Sanfilippo (51yo)
COO, President
- Tenure: 16yrs
- Compensation: US$2.51m
Jim Edgar (72yo)
Independent Director
- Tenure: 20.2yrs
- Compensation: US$160.81k
Dan Wright (81yo)
Independent Director
- Tenure: 14.2yrs
- Compensation: US$166.01k
Ellen Taaffe (57yo)
Independent Director
- Tenure: 8.9yrs
- Compensation: US$155.61k
James Sanfilippo (57yo)
Director
- Tenure: 6.2yrs
- Compensation: US$136.41k
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$1.120b
- Shares outstanding: 11.39m
- 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 |
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 | 2019/12/05 23:42 |
| End of Day Share Price | 2019/12/05 00:00 |
| Earnings | 2019/09/26 |
| Annual Earnings | 2019/06/27 |
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.