SANFILIPPO JOHN B & SON INC

JBSS · Consumer Staples · $947.2M mkt cap · FY2025 filings · Narrow moat

On the watchlist

Narrow moat

The four filters

Pricing power25

Median gross margin 19.2% over 10y, stable.

Returns on capital93

Median ROIC 18.3%, above the 9% hurdle in 100% of years.

Balance-sheet safety98

Net debt/EBITDA 0.1x, interest coverage 24x.

Capital discipline56

Owner earnings +7.0%/yr, share count growing (dilution).

Margin of safety

Above valueOn sale

41% above value

Owner earnings (normalized): $60.2M
Est. intrinsic value / share: $57.10
Recent price: $80.79
Discount to value: 41% above value

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell JBSS. See the disclaimer.