John B. Sanfilippo & Son vs Marzetti
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KIRA’s take AI analyst
I put John B. Sanfilippo & Son and Marzetti side by side, using each one’s latest annual report. Here is what stands out:
- Marzetti is the larger business, with $1.9B of revenue in fiscal 2026 against $1.2B for John B. Sanfilippo & Son, about 1.6 times as much.
- John B. Sanfilippo & Son grew revenue faster (6.2%, against 1.1%).
- Marzetti kept more of each dollar of sales as operating profit (12.4% operating margin, against 7.6%).
- Marzetti turned more of its sales into free cash flow (10.7% FCF margin, against 3.0%).
- Marzetti earned a higher return on the capital invested in it (18.2%, against 16.6%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
John B. Sanfilippo & Son
JBSS
3/11
Revenue growth5-year growthNet debt / EBITDA
Marzetti
MZTI
8/11
Gross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreShare count change
Side by side
Best in the row
| Latest fiscal year | JBSS FY26 | MZTI FY26 |
|---|---|---|
| Size | ||
| Market cap | $792M | $3.0B |
| Revenue | $1.2B | $1.9B |
| Free cash flow | $35.8M | $206M |
| Net income | $61.9M | $192M |
| Growth | ||
| Revenue growth | 6.2% | 1.1% |
| 5-year growth | 6.5% | 5.6% |
| Share count change | 0.5% | −0.3% |
| Profitability | ||
| Gross margin | 18.0% | 24.7% |
| Operating margin | 7.6% | 12.4% |
| Net margin | 5.3% | 9.9% |
| FCF margin | 3.0% | 10.7% |
| Return on capital | 16.6% | 18.2% |
| Return on equity | 16.7% | 18.7% |
| Balance sheet | ||
| Net debt | $48.5M | $185M |
| Net debt / EBITDA | 0.4x | 0.6x |
| Dividends and buybacks | $46.8M | $145M |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | 3 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.