Freshpet vs John B. Sanfilippo & Son
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Freshpet and John B. Sanfilippo & Son side by side, using each one’s latest annual report. Here is what stands out:
- John B. Sanfilippo & Son is the larger business, with $1.2B of revenue in fiscal 2026 against $1.1B for Freshpet.
- Freshpet grew revenue faster (13.0%, against 6.2%).
- John B. Sanfilippo & Son kept more of each dollar of sales as operating profit (7.6% operating margin, against 6.9%).
- John B. Sanfilippo & Son turned more of its sales into free cash flow (3.0% FCF margin, against 1.1%).
- John B. Sanfilippo & Son earned a higher return on the capital invested in it (16.6%, against 5.9%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Freshpet
FRPT
5/11
Revenue growth5-year growthGross marginNet marginPiotroski F-score
John B. Sanfilippo & Son
JBSS
6/11
Operating marginFCF marginReturn on capitalReturn on equityNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | FRPT FY25 | JBSS FY26 |
|---|---|---|
| Size | ||
| Market cap | $3.6B | $791M |
| Revenue | $1.1B | $1.2B |
| Free cash flow | $12.4M | $35.8M |
| Net income | $139M | $61.9M |
| Growth | ||
| Revenue growth | 13.0% | 6.2% |
| 5-year growth | 28.2% | 6.5% |
| Share count change | 11.5% | 0.5% |
| Profitability | ||
| Gross margin | 40.8% | 18.0% |
| Operating margin | 6.9% | 7.6% |
| Net margin | 12.6% | 5.3% |
| FCF margin | 1.1% | 3.0% |
| Return on capital | 5.9% | 16.6% |
| Return on equity | 12.3% | 16.7% |
| Balance sheet | ||
| Net debt | $150M | $48.5M |
| Net debt / EBITDA | 0.9x | 0.4x |
| Dividends and buybacks | $0.0M | $46.8M |
| Valuation & quality | ||
| P/E | 16.9x | — |
| Piotroski F-score | 8 | 3 |
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.