JACK IN THE BOX INC (JACK) Fundamental Analysis & Valuation
NASDAQ:JACK • US4663671091
13.36 USD
-0.31 (-2.27%)
Last: Mar 11, 2026, 02:37 PM
This JACK fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
Overall JACK gets a fundamental rating of 3 out of 10. We evaluated JACK against 126 industry peers in the Hotels, Restaurants & Leisure industry. While JACK is still in line with the averages on profitability rating, there are concerns on its financial health. JACK is valued correctly, but it does not seem to be growing.
1. JACK Profitability Analysis
1.1 Basic Checks
- JACK had positive earnings in the past year.
- JACK had a positive operating cash flow in the past year.
- In multiple years JACK reported negative net income over the last 5 years.
- In the past 5 years JACK always reported a positive cash flow from operatings.
1.2 Ratios
- JACK has a worse Return On Assets (-5.78%) than 80.16% of its industry peers.
- JACK has a better Return On Invested Capital (9.34%) than 69.84% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for JACK is in line with the industry average of 10.49%.
- The 3 year average ROIC (8.69%) for JACK is below the current ROIC(9.34%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -5.78% | ||
| ROE | N/A | ||
| ROIC | 9.34% |
ROA(3y)-0.03%
ROA(5y)2.67%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)8.69%
ROIC(5y)9.95%
1.3 Margins
- JACK has a Operating Margin of 14.67%. This is in the better half of the industry: JACK outperforms 65.08% of its industry peers.
- JACK's Operating Margin has declined in the last couple of years.
- Looking at the Gross Margin, with a value of 55.20%, JACK is in the better half of the industry, outperforming 67.46% of the companies in the same industry.
- JACK's Gross Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 14.67% | ||
| PM (TTM) | N/A | ||
| GM | 55.2% |
OM growth 3Y-3.81%
OM growth 5Y-7.19%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y1.11%
GM growth 5Y-1.82%
2. JACK Health Analysis
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is well above the Cost of Capital (WACC), so JACK is creating value.
- Compared to 1 year ago, JACK has more shares outstanding
- JACK has less shares outstanding than it did 5 years ago.
- JACK has a worse debt/assets ratio than last year.
2.2 Solvency
- JACK has an Altman-Z score of 2.19. This is not the best score and indicates that JACK is in the grey zone with still only limited risk for bankruptcy at the moment.
- With a Altman-Z score value of 2.19, JACK perfoms like the industry average, outperforming 58.73% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | N/A | ||
| Altman-Z | 2.19 |
ROIC/WACC1.84
WACC5.08%
2.3 Liquidity
- JACK has a Current Ratio of 0.66. This is a bad value and indicates that JACK is not financially healthy enough and could expect problems in meeting its short term obligations.
- JACK has a worse Current ratio (0.66) than 73.81% of its industry peers.
- A Quick Ratio of 0.65 indicates that JACK may have some problems paying its short term obligations.
- The Quick ratio of JACK (0.65) is worse than 71.43% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.66 | ||
| Quick Ratio | 0.65 |
3. JACK Growth Analysis
3.1 Past
- JACK shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -43.13%.
- JACK shows a decrease in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -0.92% yearly.
- The Revenue for JACK has decreased by -19.70% in the past year. This is quite bad
- JACK shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.48% yearly.
EPS 1Y (TTM)-43.13%
EPS 3Y-8.73%
EPS 5Y-0.92%
EPS Q2Q%-47.92%
Revenue 1Y (TTM)-19.7%
Revenue growth 3Y-0.06%
Revenue growth 5Y7.48%
Sales Q2Q%-25.55%
3.2 Future
- Based on estimates for the next years, JACK will show a decrease in Earnings Per Share. The EPS will decrease by -1.01% on average per year.
- Based on estimates for the next years, JACK will show a small growth in Revenue. The Revenue will grow by 6.39% on average per year.
EPS Next Y-18.21%
EPS Next 2Y-6.15%
EPS Next 3Y-1.01%
EPS Next 5YN/A
Revenue Next Year-22.06%
Revenue Next 2Y-11.26%
Revenue Next 3Y-7.44%
Revenue Next 5Y6.39%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
4. JACK Valuation Analysis
4.1 Price/Earnings Ratio
- A Price/Earnings ratio of 3.80 indicates a rather cheap valuation of JACK.
- Based on the Price/Earnings ratio, JACK is valued cheaply inside the industry as 99.21% of the companies are valued more expensively.
- When comparing the Price/Earnings ratio of JACK to the average of the S&P500 Index (26.25), we can say JACK is valued rather cheaply.
- The Price/Forward Earnings ratio is 3.42, which indicates a rather cheap valuation of JACK.
- JACK's Price/Forward Earnings ratio is rather cheap when compared to the industry. JACK is cheaper than 98.41% of the companies in the same industry.
- The average S&P500 Price/Forward Earnings ratio is at 24.39. JACK is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 3.8 | ||
| Fwd PE | 3.42 |
4.2 Price Multiples
- 81.75% of the companies in the same industry are more expensive than JACK, based on the Enterprise Value to EBITDA ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 7.09 |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-6.15%
EPS Next 3Y-1.01%
5. JACK Dividend Analysis
5.1 Amount
- JACK has a Yearly Dividend Yield of 3.04%.
- In the last 3 months the price of JACK has falen by -35.15%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
- JACK's Dividend Yield is rather good when compared to the industry average which is at 1.10. JACK pays more dividend than 88.10% of the companies in the same industry.
- JACK's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.04% |
5.2 History
- The dividend of JACK decreases each year by -5.48%.
- JACK has paid a dividend for at least 10 years, which is a reliable track record.
- JACK has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)-5.48%
Div Incr Years0
Div Non Decr Years4
5.3 Sustainability
- The earnings of JACK are negative and hence is the payout ratio. JACK will probably not be able to sustain this dividend level.
- JACK's earnings and Dividend Rate are declining. This means the current dividend is most likely not sustainable.
DP-7.11%
EPS Next 2Y-6.15%
EPS Next 3Y-1.01%
JACK Fundamentals: All Metrics, Ratios and Statistics
NASDAQ:JACK (3/11/2026, 2:37:27 PM)
13.36
-0.31 (-2.27%)
Chartmill FA Rating
GICS SectorConsumer Discretionary
GICS IndustryGroupConsumer Services
GICS IndustryHotels, Restaurants & Leisure
Earnings (Last)02-18 2026-02-18/amc
Earnings (Next)N/A N/A
Inst Owners102.76%
Inst Owner Change1.59%
Ins Owners3.06%
Ins Owner Change19.04%
Market Cap254.37M
Revenue(TTM)1.35B
Net Income(TTM)-116.86M
Analysts69.23
Price Target21.9 (63.92%)
Short Float %25.9%
Short Ratio7.72
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.04% |
Yearly Dividend0.88
Dividend Growth(5Y)-5.48%
DP-7.11%
Div Incr Years0
Div Non Decr Years4
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-19.96%
Min EPS beat(2)-33.83%
Max EPS beat(2)-6.08%
EPS beat(4)1
Avg EPS beat(4)-11.99%
Min EPS beat(4)-33.83%
Max EPS beat(4)6.18%
EPS beat(8)5
Avg EPS beat(8)-3.05%
EPS beat(12)7
Avg EPS beat(12)-0.84%
EPS beat(16)8
Avg EPS beat(16)-1.48%
Revenue beat(2)1
Avg Revenue beat(2)-1.36%
Min Revenue beat(2)-2.9%
Max Revenue beat(2)0.18%
Revenue beat(4)1
Avg Revenue beat(4)-2.64%
Min Revenue beat(4)-4.03%
Max Revenue beat(4)0.18%
Revenue beat(8)1
Avg Revenue beat(8)-2.74%
Revenue beat(12)2
Avg Revenue beat(12)-2.1%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)8.08%
PT rev (3m)7.64%
EPS NQ rev (1m)-5.44%
EPS NQ rev (3m)-5.37%
EPS NY rev (1m)-6.29%
EPS NY rev (3m)-5.2%
Revenue NQ rev (1m)-0.14%
Revenue NQ rev (3m)-0.14%
Revenue NY rev (1m)-1.78%
Revenue NY rev (3m)-0.09%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 3.8 | ||
| Fwd PE | 3.42 | ||
| P/S | 0.19 | ||
| P/FCF | N/A | ||
| P/OCF | 3.38 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 7.09 |
EPS(TTM)3.52
EY26.35%
EPS(NY)3.91
Fwd EY29.27%
FCF(TTM)-0.52
FCFYN/A
OCF(TTM)3.96
OCFY29.62%
SpS70.66
BVpS-49.16
TBVpS-56.31
PEG (NY)N/A
PEG (5Y)N/A
Graham NumberN/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -5.78% | ||
| ROE | N/A | ||
| ROCE | 11.82% | ||
| ROIC | 9.34% | ||
| ROICexc | 9.76% | ||
| ROICexgc | 10.67% | ||
| OM | 14.67% | ||
| PM (TTM) | N/A | ||
| GM | 55.2% | ||
| FCFM | N/A |
ROA(3y)-0.03%
ROA(5y)2.67%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)8.69%
ROIC(5y)9.95%
ROICexc(3y)8.99%
ROICexc(5y)10.34%
ROICexgc(3y)11.33%
ROICexgc(5y)12.54%
ROCE(3y)11%
ROCE(5y)12.6%
ROICexgc growth 3Y-8.02%
ROICexgc growth 5Y-6.87%
ROICexc growth 3Y-1.21%
ROICexc growth 5Y-8.56%
OM growth 3Y-3.81%
OM growth 5Y-7.19%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y1.11%
GM growth 5Y-1.82%
F-Score5
Asset Turnover0.67
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | 6.23 | ||
| Cap/Depr | 158.74% | ||
| Cap/Sales | 6.33% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 30.01% | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.66 | ||
| Quick Ratio | 0.65 | ||
| Altman-Z | 2.19 |
F-Score5
WACC5.08%
ROIC/WACC1.84
Cap/Depr(3y)160%
Cap/Depr(5y)130.21%
Cap/Sales(3y)6.13%
Cap/Sales(5y)5.03%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-43.13%
EPS 3Y-8.73%
EPS 5Y-0.92%
EPS Q2Q%-47.92%
EPS Next Y-18.21%
EPS Next 2Y-6.15%
EPS Next 3Y-1.01%
EPS Next 5YN/A
Revenue 1Y (TTM)-19.7%
Revenue growth 3Y-0.06%
Revenue growth 5Y7.48%
Sales Q2Q%-25.55%
Revenue Next Year-22.06%
Revenue Next 2Y-11.26%
Revenue Next 3Y-7.44%
Revenue Next 5Y6.39%
EBIT growth 1Y-30.73%
EBIT growth 3Y-3.87%
EBIT growth 5Y-0.25%
EBIT Next Year13.89%
EBIT Next 3Y5.85%
EBIT Next 5YN/A
FCF growth 1Y239.97%
FCF growth 3Y-17.52%
FCF growth 5Y-12.04%
OCF growth 1Y135.93%
OCF growth 3Y-0.11%
OCF growth 5Y2.5%
JACK IN THE BOX INC / JACK FAQ
Can you provide the ChartMill fundamental rating for JACK IN THE BOX INC?
ChartMill assigns a fundamental rating of 3 / 10 to JACK.
What is the valuation status for JACK stock?
ChartMill assigns a valuation rating of 6 / 10 to JACK IN THE BOX INC (JACK). This can be considered as Fairly Valued.
What is the profitability of JACK stock?
JACK IN THE BOX INC (JACK) has a profitability rating of 4 / 10.
How financially healthy is JACK IN THE BOX INC?
The financial health rating of JACK IN THE BOX INC (JACK) is 2 / 10.
Can you provide the dividend sustainability for JACK stock?
The dividend rating of JACK IN THE BOX INC (JACK) is 5 / 10 and the dividend payout ratio is -7.11%.