あなたのバッジ 52週レンジ $69–$99 32% of range アナリスト評価 STRONG BUY 9 analysts 目標株価 $110 +41% upside P/E 30.0 ROE 5.3% 純利益率 3.2%

JJSF 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ

03
株価 $78.25
時価総額 (MRQ) $1.46B
P/E (TTM) 30.0
EPS (TTM) $2.61
収益 (TTM) $1.52B
配当利回り 4.0%
ROE (TTM) 5.3%
負債/自己資本 (MRQ) 0.0
52週レンジ $69–$99

JJSF 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ

04
範囲
バー

バーの粒度は選択した期間に合わせて調整されます。バーの始値/高値/安値/終値を確認するにはチャートにカーソルを合わせてください。

株式分割 2
権利落ち日 分割 タイプ
2006年1月6日 2-for-1 順
1989年8月15日 2-for-1 順

J & J Snack Foods Corp. - Common Stock について Wikipediaからの企業概要

05 · wikidata

J&J Snack Foods Corp. (JJSFC) is an American manufacturer, marketer, and distributor of name brand snack foods and frozen beverages. Headquartered in Mt. Laurel, NJ, JJSF uses over 175 facilities for manufacturing, warehousing, and distributing located in 44 states, Mexico, and Canada. The company is listed on the NASDAQ Global Select Market as "JJSFC", and serves both national and international markets.

JJSFC's portfolio of products includes soft pretzels, frozen beverages, frozen juice treats and desserts, stuffed sandwiches, burritos, churros, fruit pies, funnel cakes, cookies, and bakery goods, and other snack foods and drinks. JJSFC has a total of 25 brands with its principal brands in these product arenas including Superpretzel Soft Pretzels, Pretzel Fillers, Icee, Slush Puppie, Arctic Blast, Pepe Churros, California Churros, Funnel Cake Factory funnel cakes, Luigi's Real Italian Ice, Daddy Ray's fruit bars, and Philly Swirl, Whole Fruit, BeneFIT Baked Bars, and Minute Maid frozen novelties.

Since the company's CEO, Gerald B. Shreiber, purchased J & J Soft Pretzel company in 1971, it has seen 44 years of consecutive sales growth. This growth can be attributed to a strategy that emphasizes active development of new and innovative products, penetration into existing market channels and expansion of established products into new markets. The company is structured in three business groups: Food Service, Frozen Beverages, and Retail Supermarket.

History

1970s

In 1971, Gerald Shreiber, a father of three at the time, was shopping for a waterbed for his daughter. Shreiber struck up a conversation with the store's owner who was discussing his investment loss in a soft pretzel company called J&J Soft Pretzel which went bankrupt. On September 27, 1971, Shreiber attended the Camden, New Jersey District Court's bankruptcy auction and purchased J&J Soft Pretzel with a bid of $72,100. The company at the time had eight employees and $400,000 of sales. In 1972, a West Coast office opened up in Los Angeles, California thus opening the company up to business across the United States. A year later Superpretzel Soft Pretzel was registered as a trademark and becomes the first official brand of JJSF. In 1978 JJSF sought out to expand its presence in the soft pretzel market through the acquisitions of Frampton Corp located in St. Louis, Missouri, and Pretzel Man Corp located in Los Angeles, California. The King-sized pretzel was also introduced and sales began in food service locations.

1980s

In 1981, Shreiber sought new possibilities for JJSF. He found what he was looking for in a cancelled supply agreement with Whimsy Stores who at the time was selling churros. JJSF acquired some product inventory as a result of this and began the foundation of the churros segment of the company starting the brand Tio Pepe's Churros. A year later, JJSF acquired exclusive rights to the AMF pretzel twister machines making the company a leader in the efficiency of soft pretzel manufacturing. In 1983, the acquisition of Bachman Soft Pretzel Co. added another manufacturing plant to JJSF's list of facilities.

By 1986 JJSF extended its product line to frozen fruit juice bars with the addition of Super Juice and to baked goods with the acquisition of Southern Food Products. Superpretzel entered the grocery store arena for the first time expanding JJSF's business outside the foodservice segment. As sales exceeded, the $25 million mark the company went public, offering 600,000 shares, and traded on NASDAQ as "JJSF". In the same year, Shreiber was introduced to the frozen beverage industry through a chance meeting with the then-owner of Icee, Omar Knedlik. One year later JJSF acquired Icee-USA, extending its product offering to frozen carbonated beverages. Through the late 1980s JJSF continued its success through a number of acquisitions and technological development. From 1988 to 1989 JJSF acquired five more companies, most notably Luigi's Real Italian Ice and MIA Products Co. The acquisition of MIA Products brought to JJSF their current frozen novelty manufacturing plant. By 1989 Luigi's was successfully introduced to super markets and sales for the entire company reached $86 million.

1990s

In the early 1990s JJSF continued to further develop its soft pretzel line by introducing bite-sized snacks. Superpretzel Soft Pretzel Bites are introduced to food service arenas in 1990 and a partnership with Kraft helped add the cheese-filled soft pretzel brand, Superpretzel Softstix, to grocery store shelves in 1992. Additionally, JJSF renovated their Pennsauken, NJ soft pretzel facility into a 104,000-square foot distribution centre in 1993. The 1990s brought in another stretch of acquisitions for JJSF, further extending the company into new markets and developing its presence in its current markets. In 1994 the company acquired The Funnel Cake Factory making JJSF a dominant force in the fried desserts category. The frozen beverage category was further developed with the 1992 acquisition of Arctic Blast and 1995 acquisition of international rights for the Icee brand. The soft pretzel category grew with the 1994 acquisition of Bavarian Soft Pretzels, Inc., the 1996 acquisitions of Pretzel Gourmet Corp and Bakers Best Snack Food Corp., and the 1997 acquisition of Texas Twist Soft Pretzels. In an effort to extend its frozen novelty category JJSF acquired Mazzone Enterprises, Inc. in 1996 and Mama Tish's International Foods in 1997. The acquisitions of Mrs. Goodcookie in 1998 and Camden Creek Bakery in 1999 extended the company's presence in the baked goods category.

Among these acquisitions, JJSF made its largest acquisition in 1998 of the National Icee Corp. through the Icee-USA subsidiary. At the time, National Icee Corp. had about $40 million in annual sales, distributing mainly to the Eastern USA. The acquisition significantly increased the JJSF frozen beverage category's success, and it continues to be its largest acquisition to date. A year later, JJSF established a long-term partnership with The Minute Maid Company. The partnership provides JJSF with exclusive rights to manufacture, sell, and distribute frozen juice products under the Minute Maid name. This partnership opened JJSF to the development of its frozen novelty category in frozen juice and soft frozen lemonades.

2000s

At the turn of the century, JJSF reached $328 million in annual sales. From 2001 to 2003 JJSF worked to further develop its soft pretzel category with the launch of cheese-filled Pretzel Fillers, the Superpretzel line extension of specialty cheese-filled pretzel sticks Superpretzel Pretzelfils, and a more traditional-tasting Gourmet Twists Topped Soft Pretzels. Throughout the next decade JJSF saw a major increase in development to its in-store bakery category. This was due mainly from the 2001 acquisition of Uptown Bakeries, who makes baked products for Wawa, the 2004 acquisition of Country Home Bakers which supply frozen dough to supermarkets, and the 2008 Jana's Indulgence Cookies acquisition. Additionally, in 2007 JJSF acquired Hom/Ade Foods Inc. and Radar, Inc., introducing Mary B's Biscuits and Daddy Ray's Fig and Fruit Bars respectively to its family of baked goods brands. In 2006 JJSF acquired Icee of Hawaii and Slush Puppie. Slush Puppie introduced JJSF to the non-carbonated beverage arena, making JJSF a leader in the frozen beverage category. Furthermore, JJSF extended its frozen novelty brands with the acquisition of Whole Fruit Sorbet, Fruit-a-Freeze Fruit Bars, and Dogsters Treats for Dogs in 2007. In 2007 the company acquired Daddy Ray's in Moscow Mills, Missouri.

2010s

By 2010, sales for JJSF had surpassed $600 million. In recent years the company has extended its churro product line with the 2010 acquisition of California Churro. A licensing deal with Mondelez International gave JJSF the right to manufacture, market, and distribute churros under the Oreo brand name, branding them as Oreo Churros. In 2011, the company introduced handheld sandwiches and pies to its product line with the acquisition of ConAgra's Frozen Handheld Business. In 2012, JJSF acquired Kim & Scott's Gourmet Pretzel, adding gourmet stuffed soft pretzels to its soft pretzel product line. It also acquired New York Pretzel in 2013.

In 2014, JJSF acquired Philly Famous Water Ice, Inc. also known as PhillySwirl. This introduced the unique line of SwirlStix, Candy Spoonz, Popperz, and Fruit Dips to the JJSF frozen novelty segment. By 2014 JJSF reached $800 million in sales and 25 brands.

2020s

In 2020, the company acquired ICEE-USA, by purchasing remaining shares in a $2.4-million deal.

In May 2022, J&J Snack Foods entered into an agreement to acquire Dippin' Dots, LLC for $222 million, subject to customary purchase price adjustments. The acquisition closed on June 21, 2022.

Founder and chairman of the board Gerald B. Shreiber died on May 9th, 2026 at 84 years old.

Products

Soft pretzels

JJSF soft pretzels are sold under many brand names; some of which are: Superpretzel, Pretzelfillers, Pretzelfils, Gourmet Twists, Mr. Twister, Soft Pretzel Bits, Soft Pretzelbuns, Texas Twist, Bavarian Bakery, Superpretzel Bavarian, New York Pretzel, Kim & Scott's Gourmet Pretzels, and Seriously Twisted!; and, to a lesser extent, under private labels. All soft pretzels are sold in the food service and retail Supermarket segments.

Certain soft pretzels qualify under USDA regulations as the nutritional equivalent of bread for purposes of the USDA school lunch program, thereby enabling participating schools to obtain partial reimbursement of the cost of aforementioned soft pretzels from the USDA.

All of JJSF's soft pretzels are manufactured according to a proprietary formula. The soft pretzels, ranging in size from one to ten ounces in weight, are shaped and formed by patented twister machines. These soft pretzel tying machines are automated, high-speed machines for twisting dough into the traditional pretzel shape. Additionally, some soft pretzels are extruded or shaped by hand. Soft pretzels, after processing, are primarily flash-frozen in either raw or baked form and packaged for delivery.

In the food service segment JJSF supplies ovens, mobile merchandisers, display cases, warmers, and similar merchandising equipment to the retailer to prepare and promote the sale of the soft pretzels. Some of this equipment is proprietary, including combination warmer and display cases that reconstitute frozen soft pretzels while displaying them, thus eliminating the need for an oven.

Frozen juice treats and desserts

JJSF's frozen juice treats and desserts are branded primarily under the Luigi's, Whole Fruit, Philly Swirl, Icee and Minute Maid brand names. All of these products are sold in the Food Service and Retail Supermarket segments.

Minute Maid and Whole Fruit frozen juice bars and cups for school food service contain three to four ounces of 100% apple or pineapple juice with no added sugar and 100% of the daily US FDA value of vitamin C. The juice bars are produced in various flavours and are packaged in a sealed push-up paper container referred to as the Milliken M-pak, which is believed to have certain sanitary and safety advantages.

The majority of these products are manufactured from water, sweeteners and fruit juice concentrates in various flavors and packaging including cups, tubes, sticks, M-paks and pints. Some of the products contain ice cream, while Whole Fruit contains pieces of fruit.

Churros

JJSF's churros are sold primarily under the Tio Pepe's, California Churros, and Oreo brand names. These products are sold in the Food Service and Retail Supermarkets segments. Churros are Hispanic pastries in stick form which JJSF produces in several sizes according to a proprietary formula. The churros are deep-fried, frozen, and packaged. At food service point-of-sale outlets, they are reheated and topped with a cinnamon-sugar mixture. Churros also come in fruit and crème-filled varieties. Similar to the soft pretzel equipment program, JJSF supplies all churro merchandising equipment to its food service customers.

Handheld products

JJSF's dough enrobed handheld products are marketed under the Patio, Pillsbury, Supreme Stuffers, and Sweet Stuffers brand names, and under private labels. The handheld products consist of an outer shell of varying dough consistencies anything from burrito shell to pastry/pie shells with a variety of fillings. Handheld products are sold in the Food Service and Retail Supermarket segments.

Bakery products

JJSF's bakery products can be found under the Mrs. Goodcookie, Readi-Bake, Country home, Mary B's, Daddy Ray's, and as of August 2017, Labriola, brand names, and under private labels. Bakery products include primarily biscuits, fig and fruit bars, cookies, breads, rolls, crumb, muffins, and donuts. Products are sold either in raw or pre-baked/thaw-and-serve forms in the food service and retail supermarket segments.

Frozen beverages

JJSF markets frozen beverages primarily under the names Icee, Slush Puppie and Parrot Ice in the United States, Mexico and Canada. Frozen beverages are sold in the Frozen Beverages segment found in food service and retail sectors. Similar to that of the soft pretzel and churro equipment programs, JJSF installs frozen beverage dispensers for its Icee brand at customer locations and thereafter services the machines. JJSF supplies customers with ingredients required for production of the frozen beverages, and supports retail sales efforts with in-store promotions and point-of-sale materials. JJSF also sells frozen non-carbonated beverages under the Slush Puppie and Parrot Ice brands through a distributor network and through its own distribution network. JJSF provides managed service and/or products to approximately 111,000 company-owned and customer-owned dispensers. JJSF also has the rights to market and distribute frozen beverages under the name Icee to the entire continental United States (except for portions of nine states) as well as internationally.

Notable brands

ICEE

SuperPretzel

Dippin' Dots

Slush Puppie

Federal Pretzel Baking Company

出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗

Wikidata ↗

セクターConsumer Staples 業種Food Products 従業員4,600 国US

10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド

06
収益$1.58B
2022-09-24 → 2025-09-27
EPS$3.36
2022-09-24 → 2025-09-27
フリーキャッシュフロー$82M
2022-09-24 → 2025-09-27
純利益率3.2%
2022-09-24 → 2025-09-27
バリュエーションと指標 07–12

バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か?

指標 5年トレンド JJSF 5年平均 競合中央値 結論
P/E (TTM) 30.0 · 21.2 割高
P/S (TTM) 1.0 · 1.3 割安
株価純資産倍率 (MRQ) 1.6 · 1.6 適正価格
EV / EBITDA (EV/EBITDA) 9.0 · 11.1 適正価格
株価FCF倍率 (TTM) 15.8 · · ·
株価収益率(P/CF) (TTM) 8.7 · 11.3 適正価格
EV / Revenue (EV/売上高) 0.9 · · ·
EV / FCF (EV/FCF) 17.2 · · ·
Price / Tangible Book (株価純資産倍率(P/TB)) 1.9 · · ·
PEG Ratio (PEGレシオ) ≈1.1 · · ·

同業他社の中央値は、指標ごとに標準化された基準で計算されており、この銘柄に表示されているTTM/MRQ基準と常に一致するとは限りません。

バリュエーション · ≈ 5年平均 · 業界中央値 · 中央値に対する評価

配当金 利回り、配当性向、配当履歴、5年CAGR

13
配当利回り4.0%
配当性向92.6%
年次配当≈$3.20四半期払い
5年配当CAGR≈6.6%1株当たり、株式分割調整後
成長連続記録≈20配当成長の連続年数
権利落ち日金額通貨利回り
9月 15, 2026$0.80USD≈4.0%
6月 16, 2026$0.80USD≈4.2%
3月 17, 2026$0.80USD≈4.1%
12月 16, 2025$0.80USD≈3.4%
9月 16, 2025$0.80USD≈3.0%
6月 17, 2025$0.78USD≈2.8%
3月 18, 2025$0.78USD≈2.4%
12月 17, 2024$0.78USD≈1.8%
9月 17, 2024$0.78USD≈1.8%
6月 18, 2024$0.74USD≈1.8%
3月 18, 2024$0.74USD≈2.1%
12月 18, 2023$0.74USD≈1.7%
9月 15, 2023$0.74USD≈1.6%
6月 16, 2023$0.70USD≈1.8%
3月 20, 2023$0.70USD≈1.9%
12月 16, 2022$0.70USD≈1.8%
9月 16, 2022$0.70USD≈1.9%
6月 16, 2022$0.63USD≈2.0%
3月 21, 2022$0.63USD≈1.6%
12月 17, 2021$0.63USD≈1.6%

決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日

14
平均サプライズ -0.07%
期間レポートEPS ActualEPS 予想サプライズ
2026年9月30日 8月 3, 2026 $1.96 $1.75 11.9%
2026年6月30日 $1.96 $1.75 11.9%
2026年3月31日 $0.40 $0.42 -4.4%
2025年12月31日 $0.33 $0.36 -7.3%
2025年9月30日 $1.58 $1.21 30.2%
2025年6月30日 $2.00 $1.83 9.3%
2025年3月31日 $0.35 $0.73 -52.2%

完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー

15
損益計算書 17
指標 トレンド 202520242023202220212020201920182017201620152014
Revenue $1.58B$1.57B$1.56B$1.38B$1.14B$1.02B$1.19B$1.14B$1.08B$993M$976M$919M
Cost of Revenue $1.11B$1.09B$1.09B$1.01B$846M$784M$836M$802M$753M$688M$675M$632M
Gross Profit $470M$486M$470M$370M$299M$238M$350M$336M$331M$304M$301M$288M
R&D Expense $1M$1M$1M$700.0K$600.0K$700.0K$645.0K$623.0K$674.0K$525.0K$506.0K$499.0K
SG&A Expense $78M$75M$75M$55M$41M$37M$41M$38M$37M$32M$31M$30M
Operating Expenses $386M$369M$360M$308M$228M$221M$233M$226M$213M$192M$190M$181M
Operating Income $84M$118M$110M$62M$71M$17M$117M$111M$118M$113M$111M$107M
Interest Expense $1M$2M$5M·········
Other Non-op ······$-1M$-68.0K$145.0K···
Pretax Income $86M$119M$108M$62M$74M$21M$127M$118M$122M$117M$112M·
Income Tax $21M$32M$29M$15M$18M$3M$32M$15M$43M$41M$42M$39M
Net Income $66M$87M$79M$47M$56M$18M$95M$104M$79M$76M$70M$72M
EPS (Basic) $3.37$4.46$4.10$2.47$2.92$0.97$5.04$5.54$4.23$4.07$3.76$3.85
EPS (Diluted) $3.36$4.45$4.08$2.46$2.91$0.96$5.00$5.51$4.21$4.05$3.73$3.82
Shares (Basic) 19,467,00019,389,00019,257,00019,148,00019,013,00018,901,00018,812,00018,694,00018,707,00018,649,00018,685,00018,677,000
Shares (Diluted) 19,548,00019,449,00019,324,00019,213,00019,133,00019,032,00018,959,00018,817,00018,816,00018,769,00018,819,00018,807,000
EBITDA $158M$188M$173M$115M$121M$70M$166M$157M$161M$153M$149M$144M
貸借対照表 25
指標 トレンド 202520242023202220212020201920182017201620152014
Cash & Equivalents $106M$73M$50M$35M$283M$196M$192M$111M$91M$141M$134M$92M
Receivables $184M$189M$198M$208M$163M$127M$141M$132M$125M$98M$103M$100M
Inventory $175M$173M$172M$180M$123M$109M$116M$113M$103M$89M$83M$76M
Prepaid Expense $13M$15M$11M$17M$7M$17M$6M$5M$4M$14M··
Current Assets $478M$450M$430M$445M$585M$500M$506M$383M$382M$355M$326M$276M
PP&E (Net) $390M$391M$386M$335M$267M$262M$253M$243M$228M$184M$172M$158M
PP&E (Gross) $1.01B$1.01B$960M$860M$757M$717M$677M$570M$654M$605M$572M$538M
Accum. Depreciation $619M$621M$574M$525M$490M$456M$423M$328M$426M$421M$400M$381M
Goodwill $185M$185M$185M$184M$122M$122M$103M$103M$103M$86M$86M$86M
Other Non-current Assets $4M$4M$4M$4M$2M$3M$3M$3M$3M$3M$4M$4M
Total Assets $1.38B$1.37B$1.28B$1.22B$1.12B$1.06B$1.02B$938M$867M$790M$740M$705M
Accounts Payable $82M$89M$91M$108M$97M$73M$72M$70M$73M$62M$59M$60M
Accrued Liabilities $13M$10M$14M$9M$11M$7M$8M$8M$8M$6M$5M$5M
Current Liabilities $176M$174M$175M$182M$168M$134M$121M$118M$119M$102M$97M$96M
Capital Leases $140M$141M$78M$43M$47M$48M$0$753.0K$904.0K$1M$1M$374.0K
Deferred Tax $92M$88M$81M$70M$62M$64M$62M$52M$63M$48M$41M$45M
Other Non-current Liabilities $6M$5M$4M$4M$409.0K$460.0K$2M$2M$2M$801.0K$915.0K$1M
Long-term Debt $0···········
Total Debt $0$0$27M$55M·····$14M··
Common Stock $139M$137M$115M$94M$74M$49M$46M$27M$17M$25M$32M$33M
Retained Earnings $840M$836M$807M$783M$785M$776M$801M$744M$674M$626M$579M$536M
AOCI $-13M$-15M$-10M$-14M$-13M$-16M$-13M$-12M$-9M$-13M$-11M$-6M
Stockholders' Equity $967M$957M$912M$863M$846M$809M$834M$759M$682M$638M$600M$563M
Liabilities + Equity $1.38B$1.37B$1.28B$1.22B$1.12B$1.06B$1.02B$932M$867M$790M$740M$705M
Shares Outstanding 19,440,00019,440,00019,332,00019,219,00019,219,00018,915,00018,895,00018,754,00018,663,00018,668,00018,676,00018,663,000
キャッシュフロー 17
指標 トレンド 202520242023202220212020201920182017201620152014
D&A $73M$71M$63M$53M$49M$53M$49M$46M$42M$40M$38M$37M
Stock-based Comp $6M$6M$5M$4M$4M$5M$4M$4M$3M$2M$2M$2M
Deferred Tax $3M$6M$12M$9M$-3M$2M$10M$-10M$8M$8M$-166.0K$-815.0K
Amort. of Intangibles $7M$7M$6M$4M$3M$3M$3M$4M$4M$5M$5M$5M
Restructuring $3M···········
Other Non-cash $17M$3M$13M$-87M$-5M$14M$-10M$-20M$-7M$-5M$-5M$-4M
Operating Cash Flow $165M$173M$172M$26M$101M$92M$147M$123M$125M$121M$104M$107M
CapEx $83M$74M$105M$87M$54M$58M$57M$60M$72M$49M$49M$39M
Investing Cash Flow $-70M$-78M$-93M$-296M$10M$-44M$-43M$-73M$-135M$-75M$-28M$-87M
Stock Issued $4M$16M$15M$16M$20M$8M$14M$9M$7M$7M$5M$3M
Stock Repurchased $8M$0$0$0$0$9M$0$3M$18M$15M$8M$8M
Net Stock Activity $-4M$16M$15M$16M$20M$-1M$14M$6M$-11M$-9M$-3M$-4M
Dividends Paid $61M$57M$54M$48M$45M$42M$37M$33M$31M$29M$26M$21M
Financing Cash Flow $-65M$-68M$-67M$22M$-25M$-43M$-23M$-27M$-42M$-38M$-30M$-25M
Net Change in Cash $32M$24M$14M$-248M$87M$3M$81M$21M$-50M$7M$42M$-6M
Free Cash Flow $82M$99M$68M$-61M$48M$34M$90M$63M$53M$73M$55M$68M
Levered FCF $81M···········
収益性 8
指標 トレンド 202520242023202220212020201920182017201620152014
Gross Margin 29.7%30.9%30.1%26.8%26.1%23.3%29.5%29.5%30.5%30.7%30.8%31.3%
Operating Margin 5.3%7.5%7.0%4.5%6.2%1.7%9.9%9.7%10.9%11.4%11.4%11.6%
Net Margin 4.1%5.5%5.1%3.4%4.9%1.8%8.0%9.1%7.3%7.6%7.2%7.8%
Pretax Margin 5.5%7.5%6.9%4.5%6.5%2.1%10.7%10.4%11.3%···
EBITDA Margin 10.0%11.9%11.1%8.3%10.5%6.9%14.0%13.8%14.8%15.4%15.3%15.7%
ROA 4.8%6.3%6.1%3.8%5.0%1.7%9.4%11.2%9.1%9.7%9.4%10.2%
ROE 6.9%9.1%8.7%5.5%6.6%2.3%11.5%13.8%12.0%12.3%12.1%13.3%
ROIC 6.6%8.9%8.6%5.1%6.3%1.8%10.5%12.8%11.2%···
流動性と支払能力 5
指標 トレンド 202520242023202220212020201920182017201620152014
Current Ratio 2.72.62.52.43.53.74.23.23.23.53.42.9
Quick Ratio 1.71.51.41.32.72.42.72.11.82.32.42.0
Debt / Equity 0.00.00.00.1·····0.0··
LT Debt / Equity 0.00.00.00.1········
Interest Coverage 56.5···········
効率性 3
指標 トレンド 202520242023202220212020201920182017201620152014
Asset Turnover 1.21.11.21.11.01.01.21.21.31.31.31.3
Inventory Turnover 6.46.36.26.77.37.07.37.47.88.08.68.5
Receivables Turnover 8.58.17.77.47.97.68.78.99.79.99.69.8
1株あたり 6
指標 トレンド 202520242023202220212020201920182017201620152014
Book Value / Share $49.73$49.18$47.15$44.91$44.31$42.80$44.13$40.48$36.56$34.17$32.12$30.14
Revenue / Share $80.99$80.97$80.67$71.86$59.82$53.70$62.58$60.49$57.62$52.89$51.88$48.89
Cash Flow / Share $8.45$8.90$8.92$1.36$5.30$4.84$7.78$6.56$6.66$6.46$5.59$5.67
Cash / Share $5.45$3.77$2.56$1.83$14.84$10.35$10.18$5.94$4.87$7.53$7.16$4.92
Dividend / Share $0.80$0.78$0.74·········
EPS (TTM) $3.36$4.45$4.08$2.46$2.91$0.96$5.00$5.51$4.21$4.05$3.73$3.82
成長率 10
指標 トレンド 202520242023202220212020201920182017201620152014
Revenue YoY 0.54%1.0%12.9%20.6%12.0%·······
Revenue CAGR 3Y 4.7%11.2%15.1%·········
Revenue CAGR 5Y 9.2%···········
EPS YoY -24.5%9.1%65.8%-15.5%203.1%·······
EPS CAGR 3Y 10.9%15.2%62.0%·········
EPS CAGR 5Y 28.5%···········
Net Income YoY -24.2%9.7%67.0%-15.1%203.8%·······
Net Income CAGR 3Y 11.6%15.9%62.7%·········
Net Income CAGR 5Y 29.1%···········
Dividends Paid CAGR 5Y 7.6%···········
バリュエーション(TTM) 17
指標 トレンド 202520242023202220212020201920182017201620152014
Revenue TTM $1.58B$1.57B$1.56B$1.38B$1.14B$1.02B$1.19B$1.14B$1.08B$993M$976M$919M
Net Income TTM $66M$87M$79M$47M$56M$18M$95M$104M$79M$76M$70M$72M
Market Cap $1.86B$3.32B$3.16B$2.63B$2.93B$2.44B$3.62B$2.83B$2.45B$2.23B$2.20B$1.76B
Enterprise Value $1.75B$3.25B$3.14B$2.65B·····$2.10B··
P/E 28.538.440.155.552.8134.338.327.431.229.531.624.7
P/S 1.22.12.01.92.62.43.02.52.32.22.31.9
P/B 1.93.53.53.03.53.04.33.73.63.53.73.1
P / Tangible Book 2.44.34.43.94.13.5······
P / Cash Flow 11.319.218.4100.728.926.524.522.919.518.420.916.5
P / FCF 22.633.446.8-42.961.271.040.044.746.130.739.926.0
EV / EBITDA 11.117.318.223.0·····13.7··
EV / FCF 21.332.746.5-43.2·····29.0··
EV / Revenue 1.12.12.01.9·····2.1··
Dividend Yield 3.3%1.7%1.7%1.8%1.5%1.7%1.0%1.2%1.3%1.3%1.2%1.2%
Earnings Yield 3.5%2.6%2.5%1.8%1.9%0.74%2.6%3.6%3.2%3.4%3.2%4.0%
Payout Ratio 92.6%65.8%68.3%102.5%80.5%229.7%38.6%31.9%39.0%37.5%37.3%29.1%
Annual Payout $61M$57M$54M$48M$45M$42M$37M$33M$31M$29M$26M$21M

最新期間は左側 · null値は・として表示

財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間

16
指標 2025-09-272024-09-282024-06-292024-03-302023-12-30
収益 $1.58B $1.57B · · ·
粗利益率 % 29.7% 30.9% · · ·
営業利益率 % 5.3% 7.5% · · ·
純利益 $66M $87M · · ·
希薄化後EPS $3.36 $4.45 · · ·

機関投資家(13F) 265 提出者 · $1.3B合計 · 時点 2026年9月30日

17

四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。

保有者 265
保有価値 $1.3B
新規ポジション 43
解消済みポジション 35
機関投資家の動向 — Q2 2026 対 前四半期
新規ポジション 解消済みポジション 増加 減少 純株式数増減
43 (+1 前期比) 35 (-6 前期比) 93 (+8 前期比) 76 (-12 前期比) +287K

Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。

機関投資家 評価額 株式数 % 追跡された13Fのうち タイプ
VANGUARD GROUP INC $180,822,327 2,000,911 14.26% 株式数
BlackRock, Inc. $175,913,808 2,395,014 13.87% 株式数
Allspring Global Investments Holdings, LLC $101,625,058 1,339,110 8.01% 株式数
VANGUARD PORTFOLIO MANAGEMENT LLC $77,429,080 1,054,174 6.11% 株式数
DIMENSIONAL FUND ADVISORS LP $50,843,751 692,211 4.01% 株式数
VANGUARD CAPITAL MANAGEMENT LLC $47,417,337 645,573 3.74% 株式数
STATE STREET CORP $46,308,652 623,953 3.65% 株式数
GEODE CAPITAL MANAGEMENT, LLC $30,258,858 411,881 2.39% 株式数
Invesco Ltd. $23,754,392 323,409 1.87% 株式数
GOLDMAN SACHS GROUP INC $22,231,125 302,670 1.75% 株式数
AQR CAPITAL MANAGEMENT LLC $21,993,410 299,434 1.73% 株式数
MILLENNIUM MANAGEMENT LLC $21,545,382 293,334 1.70% 株式数
AMERICAN CENTURY COMPANIES INC $20,630,856 280,883 1.63% 株式数
MORGAN STANLEY $19,717,216 268,442 1.55% 株式数
Qube Research & Technologies Ltd $19,431,712 264,557 1.53% 株式数
TWO SIGMA INVESTMENTS, LP $18,428,752 250,902 1.45% 株式数
GENEVA CAPITAL MANAGEMENT LLC $17,800,298 242,346 1.40% 株式数
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $17,710,191 241,119 1.40% 株式数
DAVENPORT & Co LLC $16,830,147 227,620 1.33% 株式数
ROYCE & ASSOCIATES LP $16,243,541 221,151 1.28% 株式数
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $16,097,302 219,160 1.27% 株式数
BANK OF AMERICA CORP /DE/ $16,079,602 218,919 1.27% 株式数
D. E. Shaw & Co., Inc. $13,726,409 186,881 1.08% 株式数
Bank of New York Mellon Corp $13,114,897 178,555 1.03% 株式数
NORTHERN TRUST CORP $12,347,679 168,110 0.97% 株式数
Point72 Asset Management, L.P. $9,340,563 127,169 0.74% 株式数
CITADEL ADVISORS LLC $8,839,854 120,352 0.70% 株式数
Nuveen, LLC $8,072,502 109,905 0.64% 株式数
SEI INVESTMENTS CO $8,071,150 109,889 0.64% 株式数
BERNZOTT CAPITAL ADVISORS $7,528,391 66,382 0.59% 株式数
VANGUARD FIDUCIARY TRUST CO $7,214,112 98,218 0.57% 株式数
VICTORY CAPITAL MANAGEMENT INC $6,900,701 93,951 0.54% 株式数
PRINCIPAL FINANCIAL GROUP INC $6,806,905 92,674 0.54% 株式数
ProShare Advisors LLC $6,402,857 87,173 0.50% 株式数
Aristotle Capital Boston, LLC $6,283,237 85,544 0.50% 株式数
JANE STREET GROUP, LLC $5,561,928 75,724 0.44% 株式数
FIRST TRUST ADVISORS LP $5,010,097 68,211 0.40% 株式数
Quantinno Capital Management LP $4,831,984 65,786 0.38% 株式数
VOLORIDGE INVESTMENT MANAGEMENT, LLC $4,323,414 58,862 0.34% 株式数
DEAN INVESTMENT ASSOCIATES, LLC $4,067,441 55,377 0.32% 株式数
Creative Planning $4,026,794 54,824 0.32% 株式数
Corient Private Wealth LP $3,835,053 52,213 0.30% 株式数
Public Sector Pension Investment Board $3,789,359 51,591 0.30% 株式数
MARSHALL WACE, LLP $3,725,457 50,721 0.29% 株式数
MAVERICK CAPITAL LTD $3,716,570 50,600 0.29% 株式数
CRAWFORD INVESTMENT COUNSEL INC $3,700,338 50,379 0.29% 株式数
Balyasny Asset Management L.P. $3,525,159 47,994 0.28% 株式数
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $3,467,795 47,213 0.27% 株式数
UBS Group AG $3,458,320 47,084 0.27% 株式数
Numerai GP LLC $3,373,118 45,924 0.27% 株式数

265件の機関投資家をすべて表示 →

アクティビストおよび5%超のオーナー 1保有

18

SECスケジュール13Dを提出した投資家 — 発行体の影響を与える意図(アクティビストの保有、取締役会キャンペーン、M&A)を持つ5%超の受益権所有。各行は、その提出者のポジションの最新の既知の状態を示します。

提出者 提出済み 保有 ステータス 目的 提出書類
The 2021 Irrevocable Trust For Gerald B. Shreiber, Gerald B. Shreiber, as settlor and beneficiary of The 2021 Irrevocable Trust For Gerald B. Shreiber, Marjorie S. Roshkoff, as the trustee of The 2021 Irrevocable Trust For Gerald B. Shreiber 2021年9月3日 · 初回提出 · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

企業インサイダー 24 人のインサイダー · 14人の役員 · 10人の取締役

19
インサイダー 役職 最終アクティビティ 保有株式数 12ヶ月購入 12ヶ月売却 12ヶ月純額
Dan Fachner Chairman, President & CEO 2026年1月1日 F 47,215 0 0 $0
Shawn Munsell Chief Financial Officer 2025年12月2日 F 3,703 0 0 $0
Ken Allen Plunk Chief Financial Officer 2024年11月17日 F 4,873 0 0 $0
Matthew Todd Inderlied Chief Customer Officer 2025年11月19日 A 3,013 0 0 $0
Mary Lou Kehoe VP, Human Resources 2025年11月19日 A 1,634 0 0 $0
Stephen Every EVP, Operations 2025年11月19日 A 8,352 0 0 $0
Lynwood Mallard Chief Marketing Officer 2025年11月19日 A 4,619 0 0 $0
Michael A Pollner SVP, General Counsel & Secy. 2025年11月19日 A 3,846 0 0 $0
Robert Cranmer Senior VP, Operations 2024年11月19日 S 963 0 0 $0
Robert Joseph Pape Senior Vice President, Sales 2021年11月24日 S 6,470 0 0 $0
Dennis G Moore Senior Vice President 2020年11月20日 S 63,106 0 0 $0
Robert M Radano Senior Vice President 2020年11月11日 M 95,139 0 0 $0
Gerard Garfield Law Senior Vice President 2020年5月29日 S 11,002 0 0 $0
Michael Karaban Senior Vice President 2007年8月16日 S 28,369 0 0 $0
Kathleen E Ciaramello 取締役 2026年2月12日 A 1,495 1 0 $48,902
Roy Christopher Jackson 取締役 2025年2月12日 A 1,579 0 0 $0
Marjorie Shreiber Roshkoff 取締役 2024年11月15日 S 67,584 0 0 $0
Gerald B Shreiber 取締役 2024年8月31日 M 0 0 0 $0
Mary Meder 取締役 2024年2月13日 A 1,648 0 0 $0
Sidney R Brown 取締役 2022年11月29日 G 2,815 0 0 $0
Peter G Stanley 取締役 2014年12月10日 S 10,000 0 0 $0
Vincent A Melchiorre Executive Vice President 2014年11月12日 P 3,000 0 0 $0
Leonard M Lodish 取締役 2013年2月14日 S 14,100 0 0 $0
2021 Irrevocable Trust for Gerald B. Shreiber 10%オーナー 2022年8月26日 G 3,498,541 0 0 $0

SECフォーム3/4/5提出書類からのインサイダー;純額=公開市場のP/Sのみ

ETF保有状況 53のETFが保有

20

ウェイトは直接株式保有(N-PORT)のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。

ファンド ウェイト 単位 時点 ソース
PSCC · Invesco Exchange-Traded Fund Trust … 1.87% 7,822 SH 2026年10月2日 日次
XSHD · Invesco Exchange-Traded Fund Trust … 1.80% 14,489 SH 2026年10月2日 日次
PEY · Invesco Exchange-Traded Fund Trust 1.54% 211,458 SH 2026年10月2日 日次
PSL · Invesco Exchange-Traded Fund Trust 1.27% 12,577 SH 2026年10月2日 日次
HSMV · First Trust Exchange-Traded Fund III 0.57% 2,629 NS 2026年7月31日 N-PORT
FYT · First Trust Exchange-Traded AlphaDE… 0.51% 13,016 NS 2026年7月31日 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0.27% 47,506 NS 2026年7月31日 N-PORT
SOVF · Elevation Series Trust 0.25% 2,891 NS 2026年7月31日 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.20% 15,142 NS 2026年7月31日 N-PORT
FSTA · FIDELITY COVINGTON TRUST 0.14% 26,417 NS 2026年7月31日 N-PORT
VDC · VANGUARD WORLD FUND 0.14% 175,395 SH 2026年8月19日 日次
VIOV · VANGUARD ADMIRAL FUNDS 0.12% 31,834 SH 2026年8月19日 日次
FAB · First Trust Exchange-Traded AlphaDE… 0.10% 2,250 NS 2026年7月31日 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0.09% 23,521 SH 2026年10月2日 日次
PRFZ · Invesco Exchange-Traded Fund Trust 0.09% 31,480 SH 2026年10月2日 日次
VFQY · VANGUARD WELLINGTON FUND 0.09% 5,538 SH 2026年8月19日 日次
DFSV · Dimensional ETF Trust 0.08% 90,013 NS 2026年7月31日 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0.08% 2,427 SH 2026年10月2日 日次
EBIT · Harbor ETF Trust 0.08% 122 NS 2026年7月31日 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.07% 13,235 SH 2026年8月19日 日次
VIOO · VANGUARD ADMIRAL FUNDS 0.06% 52,300 SH 2026年8月19日 日次
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.04% 3,849 NS 2026年7月31日 N-PORT
IWM · iShares Trust 0.04% 393,079 SH 2026年9月11日 日次
RSSL · Global X Funds 0.04% 7,292 NS 2026年7月31日 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.03% 1,169 SH 2026年10月2日 日次
DFAT · Dimensional ETF Trust 0.03% 64,068 NS 2026年7月31日 N-PORT
VBK · VANGUARD INDEX FUNDS 0.03% 185,024 SH 2026年8月19日 日次
VTWO · VANGUARD SCOTTSDALE FUNDS 0.03% 87,595 SH 2026年8月19日 日次
DFAS · Dimensional ETF Trust 0.03% 55,520 NS 2026年7月31日 N-PORT
DXUV · Dimensional ETF Trust 0.03% 1,816 NS 2026年7月31日 N-PORT
WSML · iShares Trust 0.01% 973 SH 2026年9月11日 日次
VXF · VANGUARD INDEX FUNDS 0.01% 172,557 SH 2026年8月19日 日次
VB · VANGUARD INDEX FUNDS 0.01% 321,694 SH 2026年8月19日 日次
PFM · Invesco Exchange-Traded Fund Trust 0.01% 534 SH 2026年9月29日 日次
DFSU · Dimensional ETF Trust 0.00% 1,384 NS 2026年7月31日 N-PORT
DFAC · Dimensional ETF Trust 0.00% 28,690 NS 2026年7月31日 N-PORT
DCOR · Dimensional ETF Trust 0.00% 893 NS 2026年7月31日 N-PORT
ITOT · iShares Trust 0.00% 21,709 SH 2026年9月11日 日次
IWV · iShares Trust 0.00% 4,243 SH 2026年9月8日 日次
DFUS · Dimensional ETF Trust 0.00% 3,453 NS 2026年7月31日 N-PORT
VTI · VANGUARD INDEX FUNDS 0.00% 445,868 SH 2026年8月19日 日次
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 11,963 SH 2026年8月19日 日次
VYM · VANGUARD WHITEHALL FUNDS 0.00% 59,496 SH 2026年8月19日 日次
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1,227 SH 2026年8月19日 日次
ESGV · VANGUARD WORLD FUND 0.00% 3,428 SH 2026年8月19日 日次
IJR · iShares Trust · 914,875 SH 2026年9月10日 日次
IJS · iShares Trust · 133,565 SH 2026年9月8日 日次
IWN · iShares Trust · 143,988 SH 2026年9月11日 日次
XJR · iShares Trust · 2,074 SH 2026年8月31日 日次
SVAL · iShares Trust · 6,878 SH 2026年9月3日 日次
ISCB · iShares Trust · 627 SH 2026年9月11日 日次
ISCV · iShares Trust · 3,249 SH 2026年9月11日 日次
SMMV · iShares Trust · 6,374 SH 2026年9月1日 日次

JJSF アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド

21
レーティング · 9 アナリスト 買い
中央値ターゲット $110.50 +41.2%
4 44.4% 強い買い
4 44.4% 買い
1 11.1% 保有
0 0.0% 売り
0 0.0% 強い売り

12ヶ月目標株価

2 アナリスト · 2026-09-28

平均値ターゲット $110.50 +41.2%

← 全目標を下回る 現在価格 $78.25
安値$101.00 平均値$110.50 高値$120.00

同業他社比較(GICSサブインダストリー) 主要メトリクスとセクターピアの比較

22

FY基準、価格は各社の直近年度末終値。

ティッカー 時価総額 P/E 売上高 YoY 純利益率 ROE 粗利益率
JJSF $1.86B 28.5 0.54% 4.1% 6.9% 29.7%
FRPT $2.98B 23.1 13.0% 12.6% 12.2% 40.8%
TR $1.49B · 1.3% 13.7% 11.1% 35.3%
MZTI $3.12B 16.4 1.1% 9.9% 18.4% 24.7%
UTZ · 1046.0 2.1% 0.06% 0.11% 24.9%
SENEA · 9.1 5.1% 6.9% 16.1% ·
FLO $2.47B 27.0 3.0% 1.6% 6.1% ·
AVO $813M 21.7 12.7% 2.7% 6.7% 11.6%
SMPL $2.86B 28.1 9.0% 7.1% 5.7% 36.2%
MDLZ $68.99B 28.5 5.8% 6.4% 9.3% 28.4%

マイ指標 あなた専用のウォッチリスト — 決算詳細から選択した行

26

重視する指標を選択してください — 上記の「財務諸表」の任意の行の横にある「+」をクリックしてください。

選択内容は保存され、すべてのティッカーで引き継がれます。

出典:SEC 10-Q 提出日 8月 6, 2026