John B. Sanfilippo & Son vs Simply Good Foods
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KIRA’s take AI analyst
I put John B. Sanfilippo & Son and Simply Good Foods side by side, using each one’s latest annual report. Here is what stands out:
- 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%).
- Simply Good Foods turned more of its sales into free cash flow (10.9% FCF margin, against 3.0%).
- John B. Sanfilippo & Son earned a higher return on the capital invested in it (16.6%, against 6.1%).
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
Return on capitalReturn on equityNet debt / EBITDA
Simply Good Foods
SMPL
8/11
Revenue growth5-year growthGross marginOperating marginNet marginFCF marginPiotroski F-scoreShare count change
Side by side
Best in the row
| 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 |
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.