Simply Good Foods (SMPL)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $979M, Simply Good Foods's free cash flow of $158M (fiscal 2025) would need to grow about -11% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 7 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Simply Good Foods's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from SMPL's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Simply Good Foods's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $1.0B | $1.2B | $1.2B | $1.3B | $1.5B |
| Net income | $41M | $109M | $134M | $139M | $104M |
| Free cash flow | $126M | $105M | $160M | $210M | $158M |
| EPS (diluted) | $0.42 | $1.08 | $1.32 | $1.38 | $1.02 |
| Operating margin | 17.3% | 17.3% | 16.5% | 15.5% | 10.8% |
Where the revenue comes from
Revenue by regions, fiscal 2025. Every breakdown, year by year.
Superinvestors who own SMPL
From each investor's latest 13F filing (what a 13F shows). 3 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Added | $25M | 0.01% | Q2 2026 |
| Howard Marks Oaktree Capital Management |
Added | $16M | 0.28% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Trimmed | $316,330 | 0.00% | Q2 2026 |
Insider buying
Open-market purchases by Simply Good Foods's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you. Every purchase since records began.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Apr 23, 2026 | James M Kilts Director |
80,000 | $12.39 | $991,200 |
| Mar 13, 2026 | Tim Moore |
0 | $14.41 | — |
| Mar 13, 2026 | Tim Moore |
0 | $14.41 | — |
| Mar 13, 2026 | Tim Moore |
0 | $14.41 | — |
| Feb 11, 2026 | Tim Moore |
0 | $16.42 | — |
| Feb 11, 2026 | Tim Moore |
0 | $16.42 | — |
| Feb 11, 2026 | Tim Moore |
0 | $16.42 | — |
| Feb 3, 2026 | Tim Moore |
0 | $17.08 | — |
| Feb 3, 2026 | Tim Moore |
0 | $17.08 | — |
| Feb 3, 2026 | Tim Moore |
0 | $17.08 | — |
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In the full deep dive
Questions
What growth does Simply Good Foods's stock price imply?
At a market value of $979M, Simply Good Foods would need its free cash flow to grow about -11% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 7 years its free cash flow grew 15% a year.
Are Simply Good Foods insiders buying the stock?
10 open-market insider purchases of SMPL in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Simply Good Foods?
3 of the superinvestors Investingly tracks hold SMPL in their latest 13F, including Cliff Asness, Howard Marks, Mario Gabelli.
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Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.