B&G Foods, Inc.

B&G Foods, Inc.

BGS·NYSE

$4.02

-0.74%
Consumer DefensivePackaged Foods

B&G Foods, Inc. manufactures, sells, and distributes a portfolio of shelf-stable and frozen foods, and household products in the United States, Canada, and Puerto Rico. The company's products include frozen and canned vegetables, vegetables, canola and other cooking oils, vegetable shortening, cooking sprays, oatmeal and other hot cereals, fruit spreads, canned meats and beans, bagel chips, spices, seasonings, hot sauces, wine vinegar, maple syrups, molasses, salad dressings, pizza crusts, Mexican-style sauces, dry soups, taco shells and kits, salsas, pickles, peppers, tomato-based products, baking powder and soda, corn starch, cookies and crackers, nut clusters, and other specialty products. It markets its products under various brands, including Ac'cent, B&G, B&M, Back to Nature, Baker's Joy, Bear Creek Country Kitchens, Brer Rabbit, Canoleo, Cary's, Clabber Girl, Cream of Rice, Cream of Wheat, Crisco, Dash, Davis, Devonsheer, Don Pepino, Durkee, Emeril's, Grandma's Molasses, Green Giant, Joan of Arc, Las Palmas, Le Sueur, MacDonald's, Mama Mary's, Maple Grove Farms of Vermont, McCann's, Molly McButter, New York Flatbreads, New York Style, Old London, Ortega, Polaner, Red Devil, Regina, Rumford, Sa-són, Sclafani, Spice Islands, Spring Tree, Sugar Twin, Tone's, Trappey's, TrueNorth, Underwood, Vermont Maid, Victoria, and Weber and Wright's. The company also sells, markets, and distributes household products under the Static Guard brand. It sells and distributes its products directly, as well as through a network of independent brokers and distributors to supermarket chains, foodservice outlets, mass merchants, warehouse clubs, non-food outlets, and specialty distributors. The company was formerly known as B&G Foods Holdings Corp. and changed its name to B&G Foods, Inc. in October 2004. B&G Foods, Inc. was founded in 1822 and is headquartered in Parsippany, New Jersey.

At a Glance

Live Snapshot
Market Cap$326.29M
EPS-0.5400
P/E Ratio-7.44
Earnings Date08/03/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal · Driver · Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -7.4).

Valuation inputs: P/E -7.4, earnings yield N/A, momentum -0.7%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE -9.5%, ROIC +3.3%).

Profitability stack: net margin -2.4%, ROE -9.5%, ROIC +3.3%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile is elevated and scenario stress-testing is essential.

Risk factors: liabilities/assets +84.0%, momentum -0.7%, net margin -2.4%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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B&G Foods, Inc. Market vs Earnings Trajectory

BGS · NYSE

Loading price and EPS data...

B&G Foods, Inc.

B&G Foods, Inc. Fair Value Envelope

BGS · NYSE

Our analysis suggests that BGS has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $4.02, this represents a potential HIDDEN relative to our calculated worth for B&G Foods, Inc..

Intrinsic Value
Current Price: $4.02
3Y-39.0%
5Y-152.0%
10Y-117.0%
3Y-11.0%
5Y-11.0%
10Y+11.0%
3Y-35.0%
5Y-164.0%
10Y-120.0%
3Y-59.0%
5Y+8.0%
10Y+168.0%
3Y-68.0%
5Y+41.0%
10Y-422.0%
3Y-18.0%
5Y-26.0%
10Y-20.0%
B&G Foods, Inc.

B&G Foods, Inc. Profit Bridge

BGS · NYSE
Revenue1.83B
Cost of Goods Sold (1.43B)
Gross Profit398.82M
Operating Expenses (301.67M)
Operating Income97.15M
Interest Expense (149.63M)
Other Income/Expense-144.88M
Pretax Income-47.73M
Income Tax (-4.48M)
Net Income-43.26M
Net Income
-43.26M

Profitability Analysis

Gross Margin

21.8%

Moderate margins typical of competitive industries. Monitor for pricing pressure or rising costs.

Operating Margin

5.3%

Acceptable margins but limited operational leverage. Operating expense control is important.

Net Profit Margin

-2.4%

Net losses indicate the company is burning cash. Sustainability depends on path to profitability.

Profitability Insight

Non-operating losses: Core business is profitable but other expenses (interest, taxes, one-time items) are driving net losses. Review capital structure and non-operating items.

21.81%
Gross Profit Margin
3Y-1.0%
5Y+3.0%
10Y-19.0%
5.31%
Operating Profit Margin
-158%
3Y+36.0%
5Y-44.0%
10Y-63.0%
-2.37%
Net Profit Margin
-82%
3Y-26.0%
5Y-172.0%
10Y-118.0%
-9.54%
Return on Equity
-80%
3Y+20.0%
5Y-230.0%
10Y-139.0%
-1.53%
Return on Assets
-82%
3Y-20.0%
5Y-187.0%
10Y-125.0%
3.34%
Return on Invested Capital
-169%
3Y+37.0%
5Y-15.0%
10Y-68.0%
BGS

B&G Foods, Inc. Cash Conversion Engine

BGS · NYSE
Net Income0.00
Depreciation & Amortization-4.94M
Stock-Based Compensation-13.32M
Change in Working Capital-47.45M
Others171.57M
Capital Expenditures-30.65M
Free Cash Flow70.75M

Cash Flow Quality Analysis

CapEx Intensity

30.2%

Moderate capital requirements typical of many stable businesses. Healthy balance between reinvestment and cash generation.

FCF Growth Trend

-31.7%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

-$47.45M

Significant working capital drain. Growth may be consuming cash through inventory buildup or receivables extension—monitor closely.

Cash Flow Quality Insight

Deteriorating cash generation: Both declining FCF and weak conversion rate signal fundamental challenges. Investigate margin pressure, rising costs, or working capital issues.

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B&G Foods, Inc. Funding & Solvency Profile

BGS · NYSE
Cash & Cash Equivalents64.54M
Net Receivables152.94M
Inventory354.50M
Other Current Assets101.64M
Total Current Assets674 M
Property, Plant & Equipment282.95M
Goodwill & Intangible Assets1.82B
Long-Term Investments0.00
Other Non-Current Assets46.16M
Total Non-Current Assets329 M
Total Assets
2.84B

Financial Health Analysis

Current Ratio

2.99x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

6.03x

High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.

Working Capital

448 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

24% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

Financial Health Insight

Mixed signals: Strong short-term liquidity provides comfort, but high overall leverage requires careful monitoring of debt servicing capabilities and refinancing risk.

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B&G Foods, Inc. Street Expectations Map

BGS · NYSE

Wall Street analysts project that BGS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 5.50, with estimates ranging from a low of 5.00 to a high of 6.00.

Lowest Target
5.00
24.38%
Consensus Target
5.50
36.82%
Highest Target
6.00
49.25%

The consensus 1-year price target stands at 5.50, with estimates ranging from a low of 5.00 to a high of 6.00.

Analyst Consensus Analysis

Upside Potential

+36.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

18.2% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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B&G Foods, Inc. Insider Positioning

BGS · NYSE

During the last 12 months, insiders have sold $351K worth of BGS shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

50.8K

265.96K

Net Activity

-266K

-$266K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

18.8K

84.64K

Net Activity

-85K

-$85K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
VAD

Vogel Andrew D

Officer: Evp, President Of Meals

20.0K shares1 transactions

$104K

2
WDL

Wenner David L

Director

19.5K shares1 transactions

$101K

3
MDM

Mullen Dennis M

Director

18.8K shares1 transactions

$85K

4
SMC

Schoch Martin C.

Officer: Evp Of Supply Chain

11.3K shares1 transactions

$61K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $351K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$266K

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.

3.82%
Dividend Yield
-16%
3Y+213.0%
5Y+145.0%
10Y+331.0%
 

bgs Dividend History

BGS
10Y CAGR 14%
Latest $0.095
Annual $0.855
Dividend decline trend
Last Period: 50%