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Held by 236 of 5,944 reporting institutions (93th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $78.86 today, the market must believe free cash flow compounds 5.6%/yr for a decade (off $83M normalized FCF).
The market's 5.6% is more optimistic than its 9-yr track record.
2-stage DCF · 0.02B shares · net debt -$106M
mean -23.1% · volatility σ 91% · implied rate exceeded in 4/8 yrs
Central path = implied 5.6%/yr growth; shaded band = ±1σ (91%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.58B 100.0% | $1.57B 100.0% | $1.56B 100.0% | $1.38B 100.0% | $1.14B 100.0% | $1.02B 100.0% | $1.19B 100.0% | $1.14B 100.0% | $1.08B 100.0% | $992.8M 100.0% |
| Cost of Revenue | $1.11B 70.3% | $1.09B 69.1% | $1.09B 69.9% | $1.01B 73.2% | $845.7M 73.9% | $783.6M 76.7% | $836.1M 70.5% | $802.0M 70.5% | $753.2M 69.5% | $688.3M 69.3% |
| Cost of Products | — | — | — | — | — | — | — | — | $753.2M 69.5% | $688.3M 69.3% |
| Gross Profit | $469.9M 29.7% | $486.1M 30.9% | $469.9M 30.1% | $369.6M 26.8% | $298.9M 26.1% | $238.4M 23.3% | $350.4M 29.5% | $336.3M 29.5% | $331.0M 30.5% | $304.5M 30.7% |
| Research & Development | $1.4M 0.1% | $1.2M 0.1% | $1.2M 0.1% | $700K 0.1% | $600K 0.1% | $700K 0.1% | $645K 0.1% | $623K 0.1% | $674K 0.1% | $525K 0.1% |
| Selling, General & Admin | $77.8M 4.9% | $74.8M 4.7% | $75.4M 4.8% | $55.2M 4.0% | $40.5M 3.5% | $36.7M 3.6% | $40.7M 3.4% | $37.8M 3.3% | $36.8M 3.4% | $32.3M 3.3% |
| Total Operating Expenses | $385.6M 24.4% | $368.6M 23.4% | $360.3M 23.1% | $307.8M 22.3% | $227.7M 19.9% | $221.2M 21.6% | $233.4M 19.7% | $225.5M 19.8% | $212.9M 19.6% | $191.7M 19.3% |
| Operating Income | $84.3M 5.3% | $117.5M 7.5% | $109.5M 7.0% | $61.8M 4.5% | $71.2M 6.2% | $17.2M 1.7% | $117.0M 9.9% | $110.8M 9.7% | $118.1M 10.9% | $112.8M 11.4% |
| Interest Expense | $1.5M 0.1% | $1.8M 0.1% | $4.7M 0.3% | — | — | — | — | — | — | $123K 0.0% |
| Other Income (Expense), net | — | — | — | — | — | — | -$1.4M -0.1% | -$68K -0.0% | $145K 0.0% | — |
| Pretax Income | $86.4M 5.5% | $118.9M 7.6% | $107.5M 6.9% | $61.8M 4.5% | $74.0M 6.5% | $21.5M 2.1% | $126.6M 10.7% | $118.2M 10.4% | $122.2M 11.3% | $116.8M 11.8% |
| Income Tax Expense | $20.8M 1.3% | $32.4M 2.1% | $28.6M 1.8% | $14.5M 1.1% | $18.4M 1.6% | $3.2M 0.3% | $31.8M 2.7% | $14.6M 1.3% | $43.0M 4.0% | $40.8M 4.1% |
| Net Income | $65.6M 4.1% | $86.6M 5.5% | $78.9M 5.1% | $47.2M 3.4% | $55.6M 4.9% | $18.3M 1.8% | $94.8M 8.0% | $103.6M 9.1% | $79.2M 7.3% | $76.0M 7.7% |
| Per Share | ||||||||||
| EPS (Basic) | $3.37 | $4.46 | $4.10 | $2.47 | $2.92 | $0.97 | $5.04 | $5.54 | $4.23 | $4.07 |
| EPS (Diluted) | $3.36 | $4.45 | $4.08 | $2.46 | $2.91 | $0.96 | $5.00 | $5.51 | $4.21 | $4.05 |
| Weighted Avg Shares (Basic) | 19.5M | 19.4M | 19.3M | 19.1M | 19.0M | 18.9M | 18.8M | 18.7M | 18.7M | 18.6M |
| Weighted Avg Shares (Diluted) | 19.5M | 19.4M | 19.3M | 19.2M | 19.1M | 19.0M | 19.0M | 18.8M | 18.8M | 18.8M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest; leverage flat year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend takes 74% of free cash flow — sustainable but with limited headroom. Last year: $61M dividends + $8M buybacks = $69M returned on $82M FCF.
9 consecutive years of dividend increases · 8%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: 7%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit.
Cash of $106M fully covers short-term debt of $0.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
EOD close · as of 2026-09-17
No material risks flagged.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Returns are margin-driven, not leverage-driven — higher quality.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 70.5 | 70.5 | 76.7 | 73.9 | 73.2 | 69.9 | 69.1 | 70.3 |
| Gross Profit | 29.5 | 29.5 | 23.3 | 26.1 | 26.8 | 30.1 | 30.9 | 29.7 |
| R&D | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
| SG&A | 3.3 | 3.4 | 3.6 | 3.5 | 4.0 | 4.8 | 4.7 | 4.9 |
| Operating Income | 9.7 | 9.9 | 1.7 | 6.2 | 4.5 | 7.0 | 7.5 | 5.3 |
| Income Tax | 1.3 | 2.7 | 0.3 | 1.6 | 1.1 | 1.8 | 2.1 | 1.3 |
| Net Income | 9.1 | 8.0 | 1.8 | 4.9 | 3.4 | 5.1 | 5.5 | 4.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on JJSF: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Ranked against 229 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WMT | $858.2B | 39.4× | — | 1.2× | 4.7% | 24.9% | 3.1% | 22.0% | 15.5% | — | 4,273 |
| COST | $396.1B | 49.1× | 30.3× | 1.4× | 8.2% | 12.8% | 2.9% | 27.8% | 23.2% | 0.5× | 4,050 |
| KO | $378.1B | 28.9× | 24.8× | 7.9× | 1.9% | 61.6% | 27.3% | 40.7% | 40.7% | — | 3,427 |
| PG | $345.5B | 22.6× | 16.3× | 4.1× | 0.3% | 51.2% | 19.0% | 30.6% | 18.4% | 1.5× | 3,849 |
| PM | $298.3B | 26.4× | 17.4× | 7.3× | 7.3% | 67.1% | 27.9% | -114% | -115% | 0.0× | 2,744 |
| PEP | $183.9B | 22.4× | 15.0× | 2.0× | 2.3% | 54.1% | 8.8% | 40.4% | 11.8% | 3.3× | 3,404 |
| MO | $117.4B | 17.0× | 13.6× | 5.0× | -3.1% | 62.5% | 29.8% | -198% | 31.3% | 2.5× | 2,375 |
| MDLZ | $80.7B | 33.0× | 18.9× | 2.1× | 5.8% | 28.4% | 6.4% | 9.5% | 8.6% | 0.6× | 1,821 |
| TGT | $70.0B | 19.0× | 10.2× | 0.7× | -1.7% | 27.9% | 3.5% | 22.9% | 12.1% | 1.7× | 1,771 |
| CL | $69.7B | 33.1× | 19.4× | 3.4× | 1.4% | 60.1% | 10.5% | 3948% | 26.5% | 2.0× | 1,873 |
| MNST | $43.6B | — | 16.4× | 5.3× | 10.7% | 55.8% | 23.0% | 23.1% | 23.1% | — | 1,169 |
| KDP | $43.2B | 20.8× | 14.5× | 2.6× | 8.2% | 54.2% | 12.5% | 8.1% | 5.0% | 4.0× | 784 |
| FMX | $41.2B | — | — | — | — | — | — | — | — | — | 290 |
| ADM | $41.1B | 38.1× | — | 0.5× | -6.2% | 6.3% | 1.3% | 4.7% | 3.6% | — | 1,070 |
| JBS | $40.2B | — | — | — | — | — | — | — | — | — | 241 |
| KR | $39.9B | 39.7× | 10.0× | 0.3× | 0.4% | — | 0.7% | 17.1% | 4.7% | 3.0× | 1,327 |
| SYY | $38.4B | 21.1× | 9.6× | 0.5× | 3.2% | 18.4% | 2.2% | 99.9% | 99.9% | — | 1,489 |
| HSY | $34.6B | — | 20.3× | 3.0× | 4.4% | 33.5% | 7.6% | 19.0% | 9.3% | 2.5× | 1,406 |
| EL | $34.4B | — | 782.5× | 2.4× | -8.2% | 74.0% | -7.9% | -29.3% | -29.3% | 0.1× | 800 |
| KVUE | $34.2B | 23.5× | 11.6× | 2.3× | -2.1% | 58.1% | 9.7% | 13.7% | 12.0% | 0.5× | 967 |
| KMB | $32.6B | 16.2× | 10.3× | 2.0× | -2.1% | 36.0% | 12.3% | 135% | 92.0% | 0.2× | 1,585 |
| KHC | $29.3B | — | — | 1.2× | -3.5% | 33.3% | -23.4% | -14.0% | -14.0% | — | 1,059 |
| DG | $27.1B | 18.0× | 8.0× | 0.6× | 5.2% | 30.7% | 3.5% | 17.8% | 17.8% | — | 1,099 |
| KOF | $23.6B | — | — | — | — | — | — | — | — | — | 249 |
| CHD | $23.2B | 31.6× | 18.9× | 3.7× | 1.6% | 44.7% | 11.9% | 18.4% | 11.9% | 1.7× | 1,004 |
| JJSF | $1.6B | 24.1× | 9.3× | 1.0× | 0.5% | 29.7% | 4.1% | 6.8% | 6.8% | 0.0× | 236 |
Peers = companies sharing JJSF's sector (Consumer Defensive) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.