vvincii we show the working

← Sanfilippo John B & Son

The business behind the dividend

MeasureJBSSMedianFormula
Return on equity16.3%11.7%Net income ÷ shareholders’ equity
Return on capital employed21.1%10.1%Operating income ÷ (equity + total debt)
Owner earnings$2.04m$632.00mNet income + depreciation & amortisation − capital expenditure
Free cash flow$35.75m$746.10mOperating cash flow − capital expenditure
Operating margin7.6%15.0%Operating income ÷ revenue
Net margin5.3%10.2%Net income ÷ revenue
Debt to equity0.11x0.79xTotal debt ÷ shareholders’ equity
Interest cover36.72x4.43xOperating income ÷ interest expense
Current ratio2.08x1.25xCurrent assets ÷ current liabilities
Long-term debt to working capital0.24x2.30xLong-term debt ÷ (current assets − current liabilities)
Cash conversion2.00x1.78xOperating cash flow ÷ net income

Ten years of it

The same measures, for every year the filings support. One year is a fact; a row is a business.

Measure2026202520242023202220212020201920182017Median
Return on equity16.3%16.3%18.7%21.5%22.2%24.6%22.7%15.5%13.4%15.3%16.3%
Return on capital employed21.1%22.6%25.9%30.1%30.5%33.6%31.1%21.3%20.8%23.2%23.2%
Operating margin7.6%7.7%8.0%9.0%9.1%9.9%8.9%6.7%6.3%7.1%7.7%
Net margin5.3%5.3%5.6%6.3%6.5%7.0%6.1%4.5%3.7%4.3%5.3%
Debt to equity0.11x0.04x0.02x0.02x0.03x0.04x0.06x0.08x0.11x0.11x0.04x
Current ratio2.08x2.22x2.34x2.97x2.31x2.25x2.13x2.69x2.12x2.31x2.25x
Cash conversion2.00x0.52x1.69x1.98x0.32x1.75x1.18x2.11x2.04x1.46x1.69x

How it compares in consumer staples

Among the 38 consumer staples companies here measured on free cash flow, Sanfilippo John B & Son pays out less than 2 of them. The median for that group is 65.1%, against this company’s 130.8%.

Closest on free cash flow

Same sector and same denominator, so the figures are comparable. All 43 in consumer staples →