John B. Sanfilippo & Son
JBSS · Packaged Foods & Meats
$67.06
1.8%Simply Good Foods
SMPL · Packaged Foods & Meats
$10.41
6.0%The short version
- Simply Good Foods is the larger business, with $1.5B of revenue in fiscal 2025 against $1.2B for John B. Sanfilippo & Son.
- Simply Good Foods grew revenue faster (9.0%, against 6.2%).
- Simply Good Foods kept more of each dollar of sales as operating profit (10.8% operating margin, against 7.6% operating margin).
- Simply Good Foods turned more of its sales into free cash flow (10.9% FCF margin, against 3.0% FCF margin).
- John B. Sanfilippo & Son earned a higher return on the capital invested in it (16.6%, against 6.1%).
| Latest fiscal year | JBSS · FY26 | SMPL · FY25 |
|---|---|---|
| Size | ||
| Market cap | $791M | $936M |
| Revenue | $1.2B | $1.5B |
| Free cash flow | $35.8M | $158M |
| Net income | $61.9M | $104M |
| Growth | ||
| Revenue growth | 6.2% | 9.0% |
| 5-year growth | 6.5% | 12.2% |
| Share count change | 0.5% | 0.2% |
| Profitability | ||
| Gross margin | 18.0% | 36.2% |
| Operating margin | 7.6% | 10.8% |
| Net margin | 5.3% | 7.1% |
| FCF margin | 3.0% | 10.9% |
| Return on capital | 16.6% | 6.1% |
| Return on equity | 16.7% | 5.9% |
| Balance sheet | ||
| Net debt | $48.5M | $151M |
| Net debt / EBITDA | 0.4x | 0.8x |
| Dividends and buybacks | $46.8M | $50.9M |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | 3 | 4 |
FY17
JBSS $847M
SMPL —
FY18
JBSS $889M
SMPL $431M
FY19
JBSS $876M
SMPL $523M
FY20
JBSS $880M
SMPL $817M
FY21
JBSS $859M
SMPL $1.0B
FY22
JBSS $956M
SMPL $1.2B
FY23
JBSS $1,000M
SMPL $1.2B
FY24
JBSS $1.1B
SMPL $1.3B
FY25
JBSS $1.1B
SMPL $1.5B
FY26
JBSS $1.2B
SMPL —
JBSS
SMPL
FY17
JBSS 7.1%
SMPL —
FY18
JBSS 6.3%
SMPL 15.6%
FY19
JBSS 6.7%
SMPL 13.9%
FY20
JBSS 8.9%
SMPL 9.6%
FY21
JBSS 9.9%
SMPL 17.3%
FY22
JBSS 9.2%
SMPL 17.4%
FY23
JBSS 9.0%
SMPL 16.5%
FY24
JBSS 8.0%
SMPL 15.5%
FY25
JBSS 7.7%
SMPL 10.8%
FY26
JBSS 7.6%
SMPL —
JBSS
SMPL
FY17
JBSS $41.8M
SMPL —
FY18
JBSS $52.9M
SMPL $59.3M
FY19
JBSS $68.4M
SMPL $72.0M
FY20
JBSS $48.6M
SMPL $57.2M
FY21
JBSS $79.5M
SMPL $126M
FY22
JBSS $1.9M
SMPL $105M
FY23
JBSS $104M
SMPL $160M
FY24
JBSS $73.4M
SMPL $210M
FY25
JBSS −$20.2M
SMPL $158M
FY26
JBSS $35.8M
SMPL —
JBSS
SMPL
FY17
JBSS 14.9%
SMPL —
FY18
JBSS 13.8%
SMPL 9.5%
FY19
JBSS 15.8%
SMPL 8.6%
FY20
JBSS 21.8%
SMPL 5.7%
FY21
JBSS 24.8%
SMPL 5.5%
FY22
JBSS 24.2%
SMPL 8.8%
FY23
JBSS 22.6%
SMPL 8.8%
FY24
JBSS 20.5%
SMPL 8.2%
FY25
JBSS 18.2%
SMPL 6.1%
FY26
JBSS 16.6%
SMPL —
JBSS
SMPL
Add another company
Compare up to four at once.
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.