Sanfilippo John B & SON vs Vital Farms
Sanfilippo John B & SON is the larger business, with $1.18bn of revenue in fiscal 2026 against $759m for Vital Farms (1.5 times as much). Vital Farms grew faster (25.3% against 6.2%). Vital Farms kept more of each dollar of sales as profit: a net margin of 8.7% against 5.3%. Vital Farms carries less debt relative to equity (0.0% against 21.9%).
| Latest fiscal year | Sanfilippo John B & SONJBSS, 2026 | Vital FarmsVITL, 2025 |
|---|---|---|
| Revenue | $1.18bn | $759m |
| Revenue growth | 6.2% | 25.3% |
| Net income | $61.9m | $66.3m |
| Operating margin | 7.6% | 11.6% |
| Net margin | 5.3% | 8.7% |
| Return on equity | 16.7% | 21.4% |
| Free cash flow | $35.7m | −$48.2m |
| Cash | $1.1m | $48.8m |
| Total debt | $83.2m | $0 |
| Debt to equity | 21.9% | 0.0% |
| Dividend per share | $4.00 | — |
| Dividend yield | 8.3% | — |
| Share buybacks | — | — |
| Employees | 1,770 | 739 |
| Market value | $627m | $439m |
| Price vs our value range | Above our value range | — |
| Moat score | 64 (Moderate) | 47 (Moderate) |
| Insider trades, 12 months | 0 buys, 4 sales | 17 buys, 13 sales |