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ISIN
US8004221078
CUSIP
800422107
IPO Date
Dec 3, 1991

Highlights

EPS (TTM)
$7.62
PE Ratio
10.35
Total Revenue (TTM)
$1.16B
Gross Profit (TTM)
$215.82M
EBITDA (TTM)
$119.06M
Year Range
$59.07 - $85.15
ROE (TTM)
17.30%

Share Price Chart


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John B. Sanfilippo & Son, Inc.

Performance

JBSS Performance Chart

John B. Sanfilippo & Son, Inc. (JBSS) is up 13.8% since the beginning of the year. At $79 per share, JBSS is trading 7.4% below its 52-week high of $85. Investors who bought $1,000 worth of JBSS shares 5 years ago would now be looking at an investment worth $1,090.


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S&P 500 Index

Returns By Period

John B. Sanfilippo & Son, Inc. (JBSS) has returned 13.82% so far this year and 32.08% over the past 12 months. Over the last ten years, JBSS has returned 10.12% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


John B. Sanfilippo & Son, Inc.

1D
1.08%
1M
2.83%
YTD
13.82%
6M
9.33%
1Y
32.08%
3Y*
-10.95%
5Y*
1.74%
10Y*
10.12%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JBSS Monthly Returns History

Based on dividend-adjusted daily data since Dec 4, 1991, JBSS's average daily return is +0.08%, while the average monthly return is +1.24%. At this rate, an investment would double in approximately 4.7 years.

Historically, 52% of months were positive and 48% were negative. The best month was Oct 2003 with a return of +62.5%, while the worst month was Oct 2004 at -31.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 7 months.

On a daily basis, JBSS closed higher 46% of trading days. The best single day was Feb 11, 2008 with a return of +34.5%, while the worst single day was Oct 25, 2004 at -30.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202614.59%2.11%-3.97%5.03%-8.41%5.30%13.82%
2025-16.96%-2.31%0.27%-6.48%-6.23%1.77%0.11%4.99%-0.96%-2.33%15.69%-1.44%-15.83%
20243.97%-4.44%3.47%-5.87%2.15%-3.63%7.92%-7.63%-0.59%-12.51%4.65%0.88%-12.82%
20233.92%6.22%7.96%7.25%13.28%0.89%-7.13%-6.04%-1.54%3.50%-9.99%11.95%30.91%
2022-12.27%0.53%4.93%-6.95%-1.62%-5.09%3.32%11.16%-6.19%10.14%1.53%-2.83%-5.86%
20211.99%10.50%4.52%-2.73%6.15%-5.08%4.28%-4.89%-3.85%3.40%-2.49%9.42%21.46%

Benchmark Metrics

John B. Sanfilippo & Son, Inc. has an annualized alpha of 16.48%, beta of 0.40, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since December 04, 1991.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (45.25%) than losses (36.99%) - typical of diversified or defensive assets.
  • Beta of 0.40 may look defensive, but with R2 of 0.02 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 0.02 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
16.48%
Beta
0.40
0.02
Upside Capture
45.25%
Downside Capture
36.99%

Return for Risk

Risk / Return Rank

JBSS ranks 76 for risk / return — better than 76% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


JBSS Risk / Return Rank: 7676
Overall Rank
JBSS Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
JBSS Sortino Ratio Rank: 7575
Sortino Ratio Rank
JBSS Omega Ratio Rank: 7272
Omega Ratio Rank
JBSS Calmar Ratio Rank: 8181
Calmar Ratio Rank
JBSS Martin Ratio Rank: 7878
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 John B. Sanfilippo & Son, Inc. (JBSS) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JBSSBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.97

Sortino ratioReturn per unit of downside risk

-0.84

Omega ratioGain probability vs. loss probability

1.23

1.37

-0.14

Calmar ratioReturn relative to maximum drawdown

2.68

2.78

-0.10

Martin ratioReturn relative to average drawdown

5.60

12.44

-6.84

Dividends

Dividend History

John B. Sanfilippo & Son, Inc. provided a 5.07% dividend yield over the last twelve months, with an annual payout of $4.00 per share.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%$0.00$1.00$2.00$3.00$4.00$5.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$4.00$2.50$3.10$3.50$3.25$5.50$3.50$2.60$0.55$0.50$5.00$2.00

Dividend yield

5.07%3.54%3.56%3.40%4.00%6.10%4.44%2.85%0.99%0.79%7.10%3.70%

Monthly Dividends

The table displays the monthly dividend distributions for John B. Sanfilippo & Son, 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$0.00$1.50$0.00$0.00$1.50
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.50$0.00$0.00$0.00$1.00$2.50
2024$0.00$0.00$0.00$0.00$1.00$0.00$0.00$2.10$0.00$0.00$0.00$0.00$3.10
2023$0.00$0.00$0.00$0.00$1.50$0.00$0.00$2.00$0.00$0.00$0.00$0.00$3.50
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.25$0.00$0.00$0.00$1.00$3.25
2021$0.00$2.50$0.00$0.00$0.00$0.00$0.00$3.00$0.00$0.00$0.00$0.00$5.50

Dividend Yield & Payout


Dividend Yield

John B. Sanfilippo & Son, Inc. has a dividend yield of 5.07%, which is quite average when compared to the overall market.

Payout Ratio

John B. Sanfilippo & Son, Inc. has a payout ratio of 26.09%, which is quite average when compared to the overall market. This suggests that John B. Sanfilippo & Son, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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 John B. Sanfilippo & Son, 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 John B. Sanfilippo & Son, Inc. was 92.26%, occurring on Dec 26, 2008. Recovery took 1508 trading sessions.

The current John B. Sanfilippo & Son, Inc. drawdown is 30.26%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-92.26%Dec 2008
4y 11mo5y 12mo
10y 11moJan 2004 - Dec 2014
1999 bear market1999
-86.06%Sep 1999
7y 22d3y 12mo
11y 17dSep 1992 - Sep 2003
2025 selloff2025
-50.76%May 2025
1y 10mo
3y 1dJun 2023 - now
2016 bear market2016
-42.35%Jul 2016
3mo 6d4mo 14d
7mo 20dMar 2016 - Nov 2016
COVID crash2020
-33.62%Mar 2020
4mo 12d2y 10mo
3y 3moNov 2019 - Feb 2023

Drawdown Indicators


JBSSBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-92.26%

-56.78%

-35.48%

Max Drawdown (1Y)

Largest decline over 1 year

-12.01%

-9.10%

-2.91%

Max Drawdown (3Y)

Largest decline over 3 years

-50.36%

-18.90%

-31.46%

Max Drawdown (5Y)

Largest decline over 5 years

-50.76%

-25.43%

-25.33%

Max Drawdown (10Y)

Largest decline over 10 years

-50.76%

-33.92%

-16.84%

Current Drawdown

Current decline from peak

-30.26%

-1.80%

-28.46%

Average Drawdown

Average peak-to-trough decline

-47.35%

-10.71%

-36.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.74%

2.03%

+3.71%

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 John B. Sanfilippo & Son, 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 John B. Sanfilippo & Son, 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.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for JBSS, comparing it with other companies in the Packaged Foods industry. Currently, JBSS has a P/E ratio of 10.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for JBSS relative to other companies in the Packaged Foods industry. Currently, JBSS has a P/S ratio of 0.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

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
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