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GO vs JBSS

GO
Grocery Outlet Holding Corp.
BEARISH
Price
$7.02
Market Cap
$689.0M
Sector
Consumer Defensive
AI Confidence
85%
JBSS
John B. Sanfilippo & Son, Inc.
NEUTRAL
Price
$82.48
Market Cap
$963.9M
Sector
Consumer Defensive
AI Confidence
80%

Valuation

P/E Ratio
GO
--
JBSS
13.77
Forward P/E
GO
11.44
JBSS
17.33
P/B Ratio
GO
0.69
JBSS
2.6
P/S Ratio
GO
0.15
JBSS
0.84
EV/EBITDA
GO
11.12
JBSS
8.24

Profitability

Gross Margin
GO
30.27%
JBSS
19.06%
Operating Margin
GO
2.06%
JBSS
7.95%
Profit Margin
GO
-4.8%
JBSS
6.15%
ROE
GO
-20.62%
JBSS
20.23%
ROA
GO
1.76%
JBSS
10.49%

Growth

Revenue Growth
GO
10.7%
JBSS
4.6%
Earnings Growth
GO
--
JBSS
31.9%

Financial Health

Debt/Equity
GO
1.84
JBSS
0.2
Current Ratio
GO
1.37
JBSS
2.27
Quick Ratio
GO
0.24
JBSS
0.55

Dividends

Dividend Yield
GO
--
JBSS
1.09%
Payout Ratio
GO
0.0%
JBSS
15.03%

AI Verdict

GO BEARISH

Grocery Outlet (GO) exhibits significant financial fragility, highlighted by a weak Piotroski F-Score of 3/9 and a concerning Quick Ratio of 0.24, indicating severe liquidity risk. Despite a strong revenue growth rate of 10.7% and attractive valuation multiples (P/S 0.15, P/B 0.69), the company is struggling with negative profit margins and a high Debt/Equity ratio of 1.84. The long-term price performance is catastrophic, with an 81.8% decline over five years, and insider activity is exclusively bearish. The combination of poor financial health and a persistent downward technical trend suggests a value trap rather than a value opportunity.

Strengths
Strong YoY revenue growth of 10.70%
Very low Price-to-Sales ratio (0.15)
Trading below book value (P/B 0.69)
Risks
Weak financial health (Piotroski F-Score 3/9)
Severe liquidity risk indicated by a Quick Ratio of 0.24
High leverage with a Debt/Equity ratio of 1.84
JBSS NEUTRAL

JBSS exhibits a stable financial profile with a Piotroski F-Score of 4/9 and a very conservative balance sheet (Debt/Equity 0.20). While the current price of $82.48 is a premium to the Graham Number ($65.33), it trades at a significant discount to its growth-based intrinsic value of $176.71. Strong operational efficiency is evident in the 20.23% ROE and consistent earnings beats, but this is offset by bearish insider sentiment and a low technical trend score. The stock represents a fundamentally sound value play currently facing internal selling pressure.

Strengths
Very low leverage with a Debt/Equity ratio of 0.20
Strong profitability metrics including 20.23% ROE and 10.49% ROA
Significant earnings growth (YoY +31.90%) and consistent history of beating estimates
Risks
Bearish insider activity with selling from the CEO and President
Low Quick Ratio (0.55) suggesting a high concentration of assets in inventory
Modest top-line revenue growth (4.60%) compared to earnings growth

Compare Another Pair

GO vs JBSS: Head-to-Head Comparison

This page compares Grocery Outlet Holding Corp. (GO) and John B. Sanfilippo & Son, Inc. (JBSS) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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