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B&G Foods, Inc. (BGS)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US05508R1068
CUSIP
05508R106
IPO Date
May 23, 2007

Highlights

Market Cap
$383.62M
Enterprise Value
$359.26M
EPS (TTM)
-$0.54
Total Revenue (TTM)
$1.83B
Gross Profit (TTM)
$398.63M
EBITDA (TTM)
$161.44M
Year Range
$3.67 - $7.24
Target Price
$18.00
ROA (TTM)
-109.61%
ROE (TTM)
-9.55%

Share Price Chart


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B&G Foods, Inc.

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in B&G Foods, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

B&G Foods, Inc. (BGS) has returned 16.19% so far this year and -17.16% over the past 12 months. Over the last ten years, BGS has returned -11.01% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


B&G Foods, Inc.

1D
-2.04%
1M
-5.91%
YTD
16.19%
6M
17.74%
1Y
-17.16%
3Y*
-24.30%
5Y*
-23.89%
10Y*
-11.01%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since May 23, 2007, BGS's average daily return is +0.05%, while the average monthly return is +0.85%. At this rate, your investment would double in approximately 6.8 years.

Historically, 53% of months were positive and 47% were negative. The best month was Nov 2008 with a return of +44.2%, while the worst month was Oct 2008 at -47.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BGS closed higher 50% of trading days. The best single day was Oct 31, 2008 with a return of +30.9%, while the worst single day was Oct 23, 2008 at -41.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.63%21.51%-5.91%16.19%
2025-5.95%3.09%5.88%0.29%-38.90%5.02%-3.07%10.00%2.54%-9.71%15.25%-2.62%-26.81%
2024-4.19%14.81%0.74%-2.97%-14.05%-13.29%6.68%-1.74%7.02%-4.05%-21.60%6.04%-28.30%
202325.74%-9.63%24.11%3.28%-20.14%10.17%-4.74%-3.54%-21.15%-18.40%14.50%15.66%0.33%
20221.20%-4.82%-7.27%-0.19%-16.04%7.22%3.91%-12.34%-21.84%-0.67%-18.93%-14.60%-60.70%
202137.32%-20.35%3.92%-6.05%4.87%8.74%-12.44%5.71%0.01%-1.51%2.34%3.57%17.69%

Benchmark Metrics

B&G Foods, Inc. has an annualized alpha of 5.01%, beta of 0.67, and R² of 0.09 versus S&P 500 Index. Calculated based on daily prices since May 24, 2007.

  • This stock participated in 69.11% of S&P 500 Index downside but only 45.94% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.67 may look defensive, but with R² of 0.09 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R² of 0.09 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
5.01%
Beta
0.67
0.09
Upside Capture
45.94%
Downside Capture
69.11%

Return for Risk

Risk / Return Rank

BGS ranks 30 for risk / return — below 30% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


BGS Risk / Return Rank: 3030
Overall Rank
BGS Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
BGS Sortino Ratio Rank: 2828
Sortino Ratio Rank
BGS Omega Ratio Rank: 2727
Omega Ratio Rank
BGS Calmar Ratio Rank: 3232
Calmar Ratio Rank
BGS Martin Ratio Rank: 3535
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for B&G Foods, Inc. (BGS) and compare them to a chosen benchmark (S&P 500 Index).


BGSBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.30

0.90

-1.19

Sortino ratio

Return per unit of downside risk

-0.06

1.39

-1.44

Omega ratio

Gain probability vs. loss probability

0.99

1.21

-0.22

Calmar ratio

Return relative to maximum drawdown

-0.27

1.40

-1.67

Martin ratio

Return relative to average drawdown

-0.38

6.61

-6.99

Explore BGS risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

B&G Foods, Inc. provided a 15.80% dividend yield over the last twelve months, with an annual payout of $0.76 per share. The company has been increasing its dividends for 2 consecutive years.


5.00%10.00%15.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.76$0.76$0.76$0.76$1.62$1.90$1.90$1.90$1.89$1.86$1.73$1.38

Dividend yield

15.80%17.67%11.03%7.24%14.48%6.18%6.85%10.60%6.54%5.29%3.94%3.94%

Monthly Dividends

The table displays the monthly dividend distributions for B&G Foods, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.19$0.19
2025$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.76
2024$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.76
2023$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.76
2022$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.19$1.62
2021$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$1.90

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the B&G Foods, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the B&G Foods, Inc. was 86.50%, occurring on May 23, 2025. The portfolio has not yet recovered.

The current B&G Foods, Inc. drawdown is 80.89%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-86.5%Jan 28, 20211086May 23, 2025
-79.76%Jul 23, 2007320Oct 24, 2008403Jun 3, 2010723
-71.64%Aug 1, 2016910Mar 12, 2020221Jan 27, 20211131
-23.47%Jul 6, 201163Oct 3, 201120Oct 31, 201183
-23.34%Oct 18, 2013246Oct 9, 2014228Sep 4, 2015474

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of B&G Foods, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how B&G Foods, Inc. is priced in the market compared to other companies in the Packaged Foods industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BGS relative to other companies in the Packaged Foods industry. Currently, BGS has a P/S ratio of 0.2. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BGS in comparison with other companies in the Packaged Foods industry. Currently, BGS has a P/B value of 0.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items