Mama's Creations, Inc.
MAMA · Consumer Staples · $691.6M mkt cap · FY2026 filings · Narrow moat
On the watchlist
The four filters
Pricing power34
Median gross margin 29.5% over 10y, stable.
Returns on capital97
Median ROIC 27.2%, above the 9% hurdle in 90% of years.
Balance-sheet safety91
Net cash position — no leverage risk.
Capital discipline24
Owner earnings trend unclear, share count growing (dilution).
Margin of safety
Above valueOn sale
- Owner earnings (normalized)
- $1.7M
- Est. intrinsic value / share
- $0.47
- Recent price
- $17.01
- Discount to value
- 3538% 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.