Mama's Creations Inc. (MAMA)
🔔 Watch stock
symbol.quality_heading
The business works in principle, but one material question is open. As long as it stays open, our findings do not carry a quality verdict.
Buying here means paying roughly 135 times the earnings of the last four quarters for a business whose operating income has shrunk since fiscal 2024 — and doing so immediately after the company itself sold shares at $18.00 against $1.06 of tangible book value per share. The decisive question is not whether the next estimate gets beaten again, but whether gross margin and operating income finally follow revenue. The next quarterly report (10-Q) shows both. The decision is yours.
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A maker of meatballs for the supermarket deli counter sits at number 19 in our Big Earnings Surprise ranking: five quarters in a row, reported earnings per share came in above the analyst estimate, most recently by 66.7 percent. The filings with the U.S. securities regulator, the SEC, tell a second story alongside it. Revenue rose by two thirds to $171.7 million between fiscal 2024 and fiscal 2026 — operating income fell from $8.9 million to $7.1 million over the same span. On June 29, 2026, the company sold 5,555,556 new shares at $18.00 and took in roughly $94.0 million net — more than its entire balance sheet was worth on April 30, 2026. No recommendation — just the question of who ends up eating from the plate.
Read the analysis
Stock Watch
This analysis is as of July 25, 2026. Stock Watch will tell you what's changed at MAMA since then.
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Appears in These Scanners
This stock currently matches 13 of our scanner strategies — each hit links to the scanner.
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. View all scanners
Trading Day
Key levels of the most recently completed trading day — not a live quote.
52-Week Range
Current price 18.40 $ — 82% of the range above the low.
Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 08/03/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
This stock currently pays no dividend.
Quality & Screener
AI Rating
NeutralMama’s Creations stellt Fertiggerichte für die Frischetheke her; in den sechs ausgewerteten Filings (2 × 10-K, 4 × 10-Q) kommt künstliche Intelligenz kein einziges Mal als Umsatzquelle, als Produkt oder als operatives Werkzeug vor — der einzige Treffer ist ein Standardsatz im Cybersicherheits-Risikohinweis beider Geschäftsberichte, der neue Technologien „wie künstliche Intelligenz“ nur als Verstärker bestehender Angriffsrisiken nennt und damit ausdrücklich kein Beleg für eine Bedrohung des Geschäftsmodells ist.
View the full file — quotes, sources, reviewed filings
Filings Reviewed: 10-Q 2026-06-08 · 10-K 2026-04-14 · 10-Q 2025-12-08 · 10-Q 2025-09-08 · 10-Q 2025-06-03 · 10-K 2025-04-08
Rated on July 25, 2026 · How the Rating Is Built
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Analysts & Price Target
The price target sits 21.9% above the current price.
- Consensus
- Sell
- Analyst Ratings
- 4
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 01/31/2027 | 0.24 | 0.22 – 0.26 | 223 | – | 7 |
| 01/31/2028 | 0.35 | 0.31 – 0.37 | 251 | – | 6 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Next Reporting Date
- Expected Earnings per Share
- 0.05 $
Expected date of the next quarterly or annual figures. Dates do shift occasionally — only the invitation issued by the company is binding.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
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· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q3 | 0.03 | -40.00 | 28 | 14.50 | 4.00 | -2 | -4 |
| 2024: Q4 | 0.01 | -80.00 | 32 | 10.00 | 1.30 | 5 | 3 |
| 2025: Q1 | 0.04 | 0.00 | 34 | 25.70 | 4.80 | -1 | -1 |
| 2025: Q2 | 0.03 | 200.00 | 35 | 18.20 | 3.50 | 6 | 6 |
| 2025: Q3 | 0.04 | 33.30 | 35 | 24.00 | 3.60 | -2 | -2 |
| 2025: Q4 | 0.03 | 200.00 | 47 | 50.00 | 1.10 | 4 | 4 |
| 2026: Q1 | 0.05 | 37.20 | 54 | 60.70 | 4.10 | 3 | 3 |
| 2026: Q2 | 0.05 | 66.70 | 53 | 49.70 | 3.90 | 5 | 5 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Annual Figures
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2017 | 18 | 0 | 0 | -0.01 | 0 | -3 | 5 |
| 2018 | 28 | -1 | 0 | 0.01 | 1 | -2 | 7 |
| 2019 | 28 | 1 | 0 | 0.01 | 1 | -1 | 8 |
| 2020 | 34 | 2 | 2 | 0.04 | 2 | 0 | 10 |
| 2021 | 41 | 3 | 4 | 0.12 | 4 | 8 | 14 |
| 2022 | 47 | 0 | 0 | -0.01 | 1 | 8 | 30 |
| 2023 | 93 | 3 | 2 | 0.06 | 6 | 13 | 35 |
| 2024 | 103 | 9 | 7 | 0.17 | 12 | 20 | 45 |
| 2025 | 123 | 5 | 4 | 0.09 | 5 | 25 | 47 |
| 2026 | 172 | 8 | 5 | 0.13 | 11 | 53 | 86 |
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
Assessment: Opportunities & Risks
A real, profitable business: $171.7 million of revenue in fiscal 2026 (up 39.2 percent), $5.3 million of net income, $11.4 million of operating cash flow against only $1.7 million of capital expenditure. Even without the $23.2 million Crown contribution, roughly 20 percent of organic growth remains. Revenue rose 49.7 percent to $52.8 million in the quarter ended April 30, 2026.
Operating income fell from $8.9 million in fiscal 2024 to $7.1 million in fiscal 2026 — on 66.3 percent more revenue. Gross margin slid from 29.4 percent to 25.1 percent and to 23.6 percent in the quarter ended April 30, 2026; the filings cite labor, freight and new product launch costs. The overhead ratio, by contrast, held steady — the entire shortfall sits in cost of sales.
The company's own pro forma table in Note 3 of the annual report for the year ended January 31, 2026 discloses the acquisition share openly: $205.5 million instead of $171.7 million for fiscal 2026, and before that $177.6 million instead of $123.3 million and $160.4 million instead of $103.3 million. Two-year growth of 66.3 percent becomes 28.1 percent on a like-for-like basis, and pro forma net income of $6.1 million sits below the $8.1 million of fiscal 2024. Transparently reported — but a different picture from the headline.
Two offerings in ten months: 2,666,667 shares at $7.50 (September 2025) and 5,555,556 shares at $18.00 (June 29, 2026, about $94.0 million net, closed July 1, 2026) — against net tangible book value of $1.06 per share on April 30, 2026 and with no stated use of proceeds. Shares outstanding are up 23.7 percent since January 31, 2025, with roughly 9.0 million potential shares from compensation programs on top.
One single customer accounted for 39 percent of gross revenue in the quarter ended April 30, 2026 (fiscal 2026: two customers at 38 and 17 percent; fiscal 2025: one customer at 44 percent). On April 30, 2026, 27 percent of gross receivables sat with one buyer. At a gross margin around 25 percent, the buying side holds the longer lever in pricing talks.
At a market capitalization of roughly $824.9 million (data as of July 25, 2026), the market pays about 135 times the earnings of the four quarters through April 30, 2026 and about 4.8 times annual revenue — for a food manufacturer running a little over four percent operating margin. The company itself issued shares at $18.00; four analysts see $22.43 on average, while 7.8 percent of the float was sold short.
Mama's Creations is a solid, growing and profitable deli-foods business carrying little debt — and at the same time a stock priced for expectations the income statement has not yet delivered: operating income sits below its fiscal 2024 level despite two thirds more revenue, gross margin has fallen from 29.4 percent to 23.6 percent, one customer accounts for 39 percent of gross revenue, and the share count is up 23.7 percent since January 2025. The streak of five earnings surprises measures the distance to the analyst estimate, not earnings growth. Not investment advice.
- Hook: rank 19 in our in-house Big Earnings Surprise ranking (U.S. selection, 81 hits), relative strength 88, as of July 25, 2026. The scanner lists are recomputed daily.
- As-of dates: annual figures as of January 31, 2026 (Form 10-K filed April 14, 2026), quarterly figures as of April 30, 2026 (Form 10-Q filed June 8, 2026), equity offering as of July 1, 2026 (Form 8-K), market data as of July 25, 2026.
- Risk of confusion: the company was named MamaMancini's Holdings, Inc. and traded as MMMB until August 2023 — older price and metric series as well as filings before 2023 run under the former name. The legal entity (CIK 0001520358) is the same. The fiscal year ends January 31, not December 31.
About the Company
Mama's Creations, Inc., together with its subsidiaries, manufactures and markets fresh deli-prepared foods in the United States. The company offers chicken, beef and turkey meatballs, meat loaf, sausage-related products, and pasta and rice entrees; olives, olive mixes, and savory products; and hot bars, salad bars, prepared foods, sandwich, and cold deli and foods-to-go sections. It sells its products directly to supermarkets, club chains, mass-market retailers; and food retailer and distributors, as well as through website and social media channels. The company was formerly known as MamaMancini's Holdings, Inc. and changed its name to Mama's Creations, Inc. in August 2023. Mama's Creations, Inc. was incorporated in 2009 and is headquartered in East Rutherford, New Jersey.
| Employees | 581 |
|---|---|
| Headquarters | East Rutherford, NJ |
| Address | 25 Branca Road, 07073 East Rutherford, United States |
| Phone | 201 531 1212 |
| Website | mamascreations.com |
| IPO Date | 22. May 2013 |
| ISIN | US56146T1034 |
Management
| Name | Title | Birth Year |
|---|---|---|
| Adam L. Michaels | CEO & Chairman | 1977 |
| Anthony J. Gruber | Chief Financial Officer | 1969 |
| Moore Tappan | Chief Operating Officer | 1967 |
| Daniel Dougherty Mancini | Co-Founder | – |
| Luke Zimmerman | Managing Director of Investor Relations | – |
| Scott Shaffer | Senior Vice President of Sales | – |
| Lauren Sella | Chief Marketing Officer | – |
| Joselina Peralta | Chief Procurement Officer & Senior VP of End to End Supply Chain | – |
| Anthony Morello | President of T&L Creative Salads and The Olive Branch | – |
| Chris Darling | Chief Commercial Officer | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 6. Jul 2026 | Halvin Fred | Director | Other | 2,200 | 0.00 | – |
| 6. Jul 2026 | Henson Meghan | Director | Other | 2,200 | 0.00 | – |
| 6. Jul 2026 | Janeway Dean | Director | Other | 2,200 | 0.00 | – |
| 6. Jul 2026 | Blake Lynn Larson | Director | Other | 2,200 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.
View all insider transactions →Chart
Interactive price chart (TradingView).
Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.