The Simply Good Foods Company (SMPL)
UndervaluedFundamental
67
Price
$10.41
Market Cap
$944M
Part 1 · What the company is worth
Overview
The Simply Good Foods Company, a consumer-packaged food and beverage company, engages in the development, marketing, and sale of snacks and meal replacements, and other products in North America and internationally. The company offers protein bars, ready-to-drink beverages and shakes, sweet and salty snacks, cookies, muffins, protein chips and crackers, protein powders, and recipes under the Quest, Atkins, and OWYN brand names. It also provides confectionery products, such as peanut butter cups, brownies, caramel candy bites, chocolatey coated peanut candies, and caramel candy bars. In addition, the company licenses certain products that contain its brands and logos; and distributes its products to various retail channels, such as mass merchandise, grocery and drug stores, club and convenience stores, gas stations, and other channels. It also sells its products through e-commerce channels, including questnutrition.com, atkins.com, liveowyn.com, amazon.com and others. The company was incorporated in 2017 and is headquartered in Denver, Colorado.
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Direct competitors
Who this company fights with for the same customers
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No competitor list for this company yet.
Balance Sheet & Liquidity
Revenue
$1.39B
Trailing 12 months (through 5/30/2026)
Net Income
$-199M
Trailing 12 months (through 5/30/2026)
Free Cash Flow
$158M
Total Equity
$1.81B
Total Liabilities
$589M
Current Ratio
4.80
Interest Coverage
11.84
Debt/EBITDA
2.51
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$33.95
Current Price
$10.41
Margin of Safety
+69.3%
Fair Value Range
$22.07 - $45.83
Spread across the valuation methods used, not a statistically calibrated confidence interval.
Estimation Methods
Valuation Metrics
P/E Ratio
10.46
ROE
5.7%
P/B Ratio
0.65
P/FCF
7.71
Gross Margin
32.7%
ROIC
-9.5%
Profitability Radar
Value Creation (Economic Moat)
ROIC
-9.5%
WACC
6.7%
ROIC − WACC
-16.3 pp
ROIC is below the cost of capital — the company is destroying value for every dollar invested.
Fundamental Analysis Criteria
Passed (17)
- EPS shows upward trend
- EPS CAGR 10.41%
- Gross margin 32.7%
- P/FCF 7.71
- P/B ratio 0.65
- Debt/equity ratio
- Positive free cash flow
- CapEx intensity
- Current ratio
- Interest coverage
- Debt/EBITDA
- Price below Graham Number
- DCF valuation (Undervalued)
- Revenue growth 5Y 12.2%
- Earnings surprise, average 7.7%
- Share dilution 0.6%
- Piotroski F-Score 6/9
Failed (7)
- Price CAGR -4.31%
- ROIC -9.5%
- Operating margin -17.1%
- Return on tangible assets
- Low reliance on intangibles
- ROE -12.3%
- Net margin trend -14.3% vs 10.0%
Unavailable (3)
- Dividend payout –
- PEG ratio (needs P/E > 0 and growth > 0)
- Earnings quality (operating cash flow / net income)
Piotroski F-Score
Mixed signals: some areas need attention
Earnings Quality
Low quality: investigate accounting
Share Dilution
Share count is stable
Institutional Holdings
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. James Marshall Kilts | Independent Chairman of the Board | 77 |
| Mr. Joseph E. Scalzo | President, CEO & Director | 66 |
| Mr. Christopher James Bealer | CFO & Principal Accounting Officer | 49 |
| Mr. Timothy Richard Kraft J.D. | Chief Administrative Officer and Chief Legal & Corporate Development Officer | 45 |
| Mr. Ryan A. Thomas | Senior Vice President of Atkins & OWYN Marketing | 46 |
| Ms. Kathy Kelley | SVP of Operations | - |
| Mr. Matthew D. Siler | Vice President, Investor Relations and Treasury | - |
| Mr. Stamati Arakas | Senior Vice President of Strategic & Global Sales | - |
| Ms. Jessica Morgan | SVP, Deputy General Counsel & Head of People | - |
| Mr. Jeremy Ivie | Chief Product Technology Officer | - |
Audit Risk
3
Board Risk
1
Compensation Risk
1
Shareholder Rights Risk
4
Documents
- View document
Annual Report (10-K)
A yearly overview of the business, its financial results, and the risks it faces.
Filed on 2025-10-28
- View document
Quarterly Report (10-Q)
A snapshot of financial performance for the most recent three-month period.
Filed on 2026-07-09
- View document
Current Report (8-K)
An announcement of a major event, such as a leadership change or big news.
Filed on 2026-07-09
via SEC EDGAR
Income History
via SEC EDGAR
Part 2 · The price and its context
This part shows how the price has behaved, not whether the company is worth owning. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Market Reaction Profile
How much SMPL moves, measured on its daily prices.
More volatile than 76% of the tracked stocks (90-day volatility).
- Volatility 30d
- 37.1%
- Volatility 90d
- 51.2%
- Beta vs S&P 500 (1y)
- 0.10Correlation 0.02
- Max drawdown (12m)
- -55.9%
- ATR (14d, % of price)
- 4.03%
Earnings reactions
How SMPL moved around its past quarterly results.
Next earnings release
Oct 27, 2026 · In 3 days · Before the open
EPS estimate: 0.40Revenue estimate: $327M
What usually happens
- Over the last 12 releases the stock moved a median of 5.7% the next day, up or down.
- Next-day moves: up 6, down 6 (out of 12).
Release history
| Date | When | EPS est. | EPS actual | Surprise | Gap | 1 day | 5 days |
|---|---|---|---|---|---|---|---|
| Jul 9, 2026 | Before the open | 0.36 | 0.42 | +16.6% | +17.1% | +1.3% | -7.5% |
| Apr 9, 2026 | Before the open | 0.40 | 0.45 | +11.8% | -27.3% | -18.1% | -18.7% |
| Jan 8, 2026 | Before the open | 0.36 | 0.39 | +7.4% | +11.2% | +6.6% | +8.4% |
| Oct 23, 2025 | Before the open | 0.48 | 0.46 | -4.9% | -22.2% | -17.3% | -21.1% |
| Jul 10, 2025 | Before the open | n/a | n/a | n/a | -3.6% | -0.1% | +2.3% |
| Apr 9, 2025 | Before the open | n/a | n/a | n/a | +6.8% | +9.2% | +13.6% |
| Jan 8, 2025 | Before the open | n/a | n/a | n/a | -2.7% | -2.5% | -10.3% |
| Oct 24, 2024 | Before the open | n/a | n/a | n/a | +1.4% | +3.3% | +5.2% |
| Oct 24, 2023 | Before the open | n/a | n/a | n/a | -2.9% | +6.9% | +13.4% |
| Jun 29, 2023 | Before the open | n/a | n/a | n/a | +3.9% | +3.4% | +7.8% |
| Apr 5, 2023 | Before the open | n/a | n/a | n/a | -4.7% | -4.8% | -6.4% |
| Jan 5, 2023 | Before the open | n/a | n/a | n/a | -5.8% | -8.7% | -6.5% |
Release dates from SEC 8-K filings.
Updated 10/24/2026
Historical statistics for educational purposes only. They are not forecasts and not investment advice.
Price reaction to the news
Latest news on SMPL and what the price did next.
Return of the stock minus return of SPY over the same days. A news item close to a price move did not necessarily cause it. Historical data for educational purposes only, not investment advice.
Latest News
Recent headlines for SMPL.
- 4/7/2026NEUTRALSimply Good Foods Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Simply Good Foods Corp. is scheduled to report its second-quarter earnings on April 9th. Analysts are forecasting earnings per share of $0.40, a decrease from the $0.46 reported in the same quarter last year. The company has also appointed a new CEO. Despite the anticipated earnings decline, the stock saw a modest gain of 0.4%. Recent analyst actions include Mizuho initiating coverage with a 'Buy' rating in January 2022, Morgan Stanley maintaining an 'Equal-Weight' rating, and Credit Suisse upgrading its rating from 'Neutral' to 'Outperform'. Investors will be watching the earnings report and management's forward guidance closely.