J&J Snack Foods Corp. (JJSF) AI Stock Analysis

J&J Snack Foods Corp. manufactures, markets, and distributes snack foods and beverages across the United States, Mexico, and Canada. The company operates through three segments: Food Service, Retail Supermarkets, and Frozen Beverages. Its snack lineup features soft pretzels under brands including SUPERPRETZEL, PRETZEL FILLERS, and MR. TWISTER, churros under TIO PEPE'S and CALIFORNIA CHURROS, and handheld snacks like SUPREME STUFFERS. J&J Snack Foods also provides frozen treats and beverages such as DIPPIN' DOTS, ICEE, and SLUSH PUPPIE, alongside bakery items under MRS. GOODCOOKIE and READI-BAKE. Additionally, it sells machinery and parts to food service customers.

Over the five-year period from FY2020 to FY2025, revenue generated a CAGR of 9.1%, rising from $1.14B in FY2021 to $1.58B in FY2025. Annual top-line growth slowed notably from 20.6% in FY2022 to 1.0% in FY2024 and 0.5% in FY2025. Gross margin reached 29.7% in FY2025, while operating margin fell to 5.3% from 7.5% in FY2024. FY2025 net income stood at $65.6M with EPS of $4.26, down from $86.6M and $4.94 in FY2024. For the latest quarter ended June 30, 2026, quarterly revenue fell 6.2% year-over-year, and quarterly earnings decreased 16.8%, bringing TTM EPS to $2.58.

As of June 30, 2026, J&J Snack Foods held $63.1M in cash and short-term investments alongside total debt of $191.9M, resulting in net debt of $128.8M. Total assets were $1.36B, shareholders' equity was $892.1M, the current ratio stood at 2.34, and the debt-to-equity ratio was 0.22. During FY2025, operating cash flow reached $165.1M and free cash flow was $82.3M. Capital deployment in FY2025 included $82.9M for capital expenditures, $60.8M for dividends paid, and $8.0M for share buybacks.

J&J Snack Foods carries a market cap of $1.47B and an enterprise value of $1.68B. Its trailing P/E of 30.5x and forward P/E of 23.8x sit above the median of its US-listed Consumer Defensive peers, which stand at 18.6x and 14.3x, respectively. The company's EV/EBITDA is 12.1x compared to the peer median of 11.7x, while price-to-sales is 1.0x versus the peer median of 0.7x. Over the past year, the stock fell 11.4% while the S&P 500 gained 16.8%, and over five years the stock declined 41.1% compared to an 83.0% gain for the index.

J&J Snack Foods pays a forward annual dividend of $3.20 per share, delivering a dividend yield of 4.06% with a payout ratio of 74.9%. Dividends are distributed on a quarterly frequency and have been paid for 23 consecutive years. Over the last five years, the dividend grew at an annualized rate of 6.6%. The last ex-dividend date occurred on September 15, 2026.

Wall Street coverage includes 3 Strong Buy ratings, with zero Buy, Hold, Sell, or Strong Sell recommendations. The mean price target is $110.50, representing an upside of 40.3% over the October 16, 2026 close of $78.75. For the current fiscal year ending September 30, 2026, consensus calls for revenue of $1.51B and EPS of $3.93, a decline of 7.9%. For the following fiscal year, 3 analysts project revenue of $1.54B and EPS of $4.14. The company beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for November 16, 2026.

This page is an AI-written research summary of J&J Snack Foods Corp. (JJSF). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: JJSF income statement, JJSF balance sheet, JJSF key metrics, JJSF analyst forecast, JJSF chart. See the JJSF stock overview for the latest quote and news.