Sanfilippo John B & SON vs Simply Good Foods
Simply Good Foods is the larger business, with $1.36bn of revenue in fiscal 2026 against $1.18bn for Sanfilippo John B & SON (1.2 times as much). Sanfilippo John B & SON grew faster (6.2% against -6.5%). Sanfilippo John B & SON kept more of each dollar of sales as profit: a net margin of 5.3% against -11.5%. Sanfilippo John B & SON carries less debt relative to equity (21.9% against 24.1%).
| Latest fiscal year | Sanfilippo John B & SONJBSS, 2026 | Simply Good FoodsSMPL, 2026 |
|---|---|---|
| Revenue | $1.18bn | $1.36bn |
| Revenue growth | 6.2% | -6.5% |
| Net income | $61.9m | −$156m |
| Operating margin | 7.6% | -13.2% |
| Net margin | 5.3% | -11.5% |
| Return on equity | 16.7% | -9.6% |
| Free cash flow | $35.7m | $157m |
| Cash | $1.1m | $138m |
| Total debt | $83.2m | $350m |
| Debt to equity | 21.9% | 24.1% |
| Dividend per share | $4.00 | — |
| Dividend yield | 8.3% | — |
| Share buybacks | — | $213m |
| Employees | 1,770 | 282 |
| Market value | $627m | $1.11bn |
| Price vs our value range | Above our value range | Below our value range |
| Moat score | 64 (Moderate) | 56 (Moderate) |
| Insider trades, 12 months | 0 buys, 4 sales | 4 buys, 1 sales |