Seneca Foods Corporation (SENEA) AI Stock Analysis
SENEA AI stock analysis summary
AI ResearchSeneca Foods Corporation (SENEA) packages fruits and vegetables across branded and private-label channels. In FY2026, the company generated $1.66B in revenue and $114.7M in net income, while trailing twelve month revenue reached $1.77B. Its shares have risen 41.7% over the past year, outperforming the S&P 500 return of 16.8%.
- Market cap
- $1.15B
- Revenue (TTM)
- $1.77B
- P/E
- 9.8x fwd 39.4x
- 1Y return
- 41.7% S&P 500 16.8%
- Avg. target
- $202.00 18.6% vs last close
Bull case
- Quarterly revenue grew 36.2% year-over-year in the latest quarter ending June 30, 2026, while quarterly earnings increased 33.1%.
- The company generated strong liquidity in FY2026 with $180.2M in free cash flow and maintained a current ratio of 3.77 as of June 30, 2026.
- SENEA trades at an EV/EBITDA of 6.9x, representing a discount to the US-listed Consumer Defensive peer median of 11.7x.
Bear case
- Analysts project current fiscal year EPS to fall 16.6% to $13.83, leading to an elevated forward P/E multiple of 39.4x.
- The company has demonstrated historical earnings volatility, with annual net income dropping as low as $9.2M in FY2023.
- Free cash flow was negative in three of the past five fiscal years, including -$283.4M in FY2023 and -$119.6M in FY2024.
What Seneca Foods does
Seneca Foods Corporation provides packaged fruits and vegetables to domestic and international markets. Founded in 1949 and headquartered in Marion, New York, the company produces canned, frozen, and bottled produce, as well as jarred fruits and snack chips. Products are distributed under private labels and company brands including Seneca, Libby's, Aunt Nellie's, Cherryman, Green Valley, and READ. Seneca Foods also conducts contract packing agreements and serves grocery retailers, mass merchandisers, club stores, food service distributors, restaurant chains, and school feeding programs across more than 90 countries worldwide.
Growth and profitability
Seneca Foods achieved a 5-year revenue CAGR of 2.5% from FY2021 to FY2026. Annual revenue increased from $1.39B in FY2022 to $1.66B in FY2026, despite a 3.4% decline in FY2024. Gross margin widened from 10.2% in FY2022 to 13.9% in FY2026, and operating margin rose from 4.6% to 8.9% over the same period. Net income climbed from $46.2M in FY2022 to $114.7M in FY2026, lifting diluted EPS from $5.77 to $14.50. For the trailing twelve months ended June 30, 2026, revenue stood at $1.77B with a net profit margin of 6.8%. In the latest quarter, quarterly revenue grew 36.2% year-over-year while quarterly earnings expanded 33.1%.
Balance sheet and cash flow
As of June 30, 2026, Seneca Foods held $86.9M in cash and short-term investments against $226.3M in total debt, resulting in net debt of $139.4M. Shareholders' equity was $774.5M, supporting a debt-to-equity ratio of 0.29 and a current ratio of 3.77. In FY2026, operating cash flow reached $224.5M, generating free cash flow of $180.2M after capital expenditures of $44.3M. The company also allocated $16.1M to share buybacks, contributing to a 21.1% decline in share count over 5 years.
Valuation and performance
SENEA trades at a trailing P/E of 9.8x, below the 18.6x median of its US-listed Consumer Defensive peers. However, its forward P/E of 39.4x sits well above the peer group median of 14.3x. The stock trades at an EV/EBITDA multiple of 6.9x versus the peer median of 11.7x, and matches the peer price-to-sales multiple of 0.7x. Over the past year, the stock returned 41.7%, outperforming the S&P 500 (SPY) return of 16.8%. Over a 5-year span, SENEA gained 227.7% compared to 83.0% for the S&P 500.
What analysts expect
Wall Street analyst coverage on SENEA includes 1 Hold rating and no Buy or Sell ratings. The mean price target is $202.00, representing an 18.6% upside from the last close of $170.25 on October 16, 2026. For the current fiscal year ending March 31, 2027, estimates project EPS of $13.83, an expected decline of 16.6%, alongside revenue of $1.89B. For the following fiscal year, 1 analyst projects EPS of $14.57 and revenue of $1.94B. The next earnings date is November 4, 2026.
Key risks and what to watch
- Annual profitability has fluctuated widely in recent years, shifting from $9.2M in net income in FY2023 to $114.7M in FY2026.
- The company carries $226.3M in total debt against $86.9M in cash and short-term investments as of June 30, 2026.
- Analyst coverage is limited to 1 analyst, providing narrow consensus visibility despite an 18.6% upside to the price target.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this SENEA AI stock analysis
This page is an AI-written research summary of Seneca Foods Corporation (SENEA). 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: SENEA income statement, SENEA balance sheet, SENEA key metrics, SENEA analyst forecast, SENEA chart. See the SENEA stock overview for the latest quote and news.
SENEA AI stock analysis FAQ
What is Seneca Foods Corporation's core business?
Seneca Foods Corporation packages and distributes canned, frozen, and bottled fruits and vegetables under brands like Seneca, Libby's, and Aunt Nellie's, as well as private labels, across more than 90 countries.
Does Seneca Foods pay a regular dividend?
Seneca Foods reported paying $23,000 in dividends during FY2026, but it does not maintain a standard regular dividend yield.
What is the analyst price target for SENEA?
The mean price target from 1 analyst is $202.00, which represents an 18.6% upside from the October 16, 2026 closing price of $170.25.
How has SENEA stock performed compared to the broader market?
SENEA delivered a 1-year return of 41.7% and a 5-year return of 227.7%, outperforming the S&P 500 returns of 16.8% and 83.0% over those respective periods.