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what it is
Mama’s Creations makes refrigerated prepared foods you grab from grocery deli cases, from meatballs to chicken meals and salads.
how it gets paid
Last year S Creations made $123M in revenue. meatballs and sauce was the main engine at $34M, or 28% of sales.
why it's growing
Revenue grew 19.4% last year. $0.08 EPS matters because it is almost the whole fiscal 2025 total of $0.09.
what just happened
Revenue hit $118M and EPS reached $0.08, but the annual earnings base is still tiny.
At a glance
B balance sheet — gets the job done, barely
40/100 earnings predictability — expect surprises
114.3x trailing p/e — you're paying up for this one
14.1% return on capital — nothing to write home about
$0.09 fy2024 eps est
xvary composite: 47/100 — below average
What they do
Mama’s Creations makes refrigerated prepared foods you grab from grocery deli cases, from meatballs to chicken meals and salads.
Its edge is shelf space and convenience. The company is in more than 10,000 stores, so your dinner gets chosen in the two seconds you stand in front of the refrigerated case. Distribution moat (hard to displace shelf access) → plain English: buyers already gave MAMA the cold-case spot → so what: that placement keeps products moving without needing a famous national brand.
How they make money
$123M
annual revenue · their business grew +19.4% last year
meatballs and sauce
$34M
chicken and sausage entrees
$27M
ready-to-serve meals and pasta bowls
$23M
creative salads and deli sides
$21M
refrigerated proteins and olive products
$18M
The products that matter
refrigerated prepared foods
Fresh Deli Prepared Foods
$110M · 89% of revenue
It is roughly $110M of the $123M total business, which means this line is not the growth engine. It is the company.
89% of revenue
food-service distribution
Food Service & Other
$13M · 11% of revenue
This segment is only $13M and was flat, so it is not carrying the bull case right now. If you own MAMA, your growth is still retail-led.
flat growth
product line expansion
NAE Chicken
2027 priority
Management highlighted NAE Chicken as a fiscal 2027 priority, but this snapshot gives no current revenue contribution. That makes it strategy, not proof.
watch execution
Key numbers
114.3x
trailing p/e
P/E ratio → how many years of current earnings you are paying for → so what: you are paying growth-stock prices for a 6.5% margin food business.
$123M
annual revenue
The company is real and growing, with revenue up 19.4% vs. prior year, but the base is still small against a $649M market value.
14.1%
return on capital
Return on capital → profit earned on money invested in the business → so what: the operations are decent, just not 114.3x-earnings decent.
2%
debt to capital
Long-term debt as a percent of capital → how levered the balance sheet is → so what: with just $12M of long-term debt, the balance sheet is not the thing likely to break.
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 3 — safer than 50% of stocks
- price stability 15 / 100
- long-term debt $12M (2% of capital)
B — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for MAMA right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Revenue hit $118M and EPS reached $0.08, but the annual earnings base is still tiny.
The quarter showed explosive vs. prior year growth, with revenue up 149% and EPS up 700% from the SEC-supplied figures. The catch is that fiscal 2025 full-year EPS was still only $0.09, so one strong quarter does not erase the valuation problem.
$118M
revenue
$0.08
eps
24.7%
gross margin
the number that mattered
$0.08 EPS matters because it is almost the whole fiscal 2025 total of $0.09, which tells you just how uneven this earnings profile is.
source: company earnings report, 2026
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What could go wrong
the top risk is the stock's dependence on very high growth staying very high.
high
valuation needs more than a good quarter
The stock trades at 114.3x trailing earnings. That multiple makes sense only if growth near the recent 50% pace lasts longer than the market usually allows.
If growth slows toward normal small-cap food company levels, the multiple can compress even if revenue still rises.
high
shelf-space gains are the whole story
Products are in over 8,400 stores, but estimated market share is still only 3–5%. That means there is room to grow and plenty of competition trying to stop it.
Losing placements or failing to win new ones would hit the core $110M deli business directly.
med
margin improvement has to stick
Gross margin moved to 35% from 24.7%. That improvement is doing a lot of work in the thesis.
If margin drifts back toward the mid-20s, earnings power falls much faster than revenue.
med
future initiatives are not current proof
NAE Chicken and the 12% share goal for 2026 come from management's roadmap, not from reported segment revenue in this snapshot.
If the roadmap slips, investors are left with a narrow-moat food company trading like a premium growth name.
At 114.3x earnings with price stability at 15/100, you do not need a collapse to get hurt here — you just need growth to look normal.
source: institutional data · regulatory filings · risk analysis
Pay attention to
metric
can growth stay above merely good
The latest quarter grew 50%. If that starts falling hard, the valuation math changes before the revenue story does.
trend
gross margin follow-through
35% versus 24.7% is a real jump. You want to see whether that was a step change or a temporary spike.
calendar
next earnings print
The next quarter matters more than usual. Expensive stocks do not get many quiet passes when expectations are this high.
risk
share gains versus bigger rivals
A business with 3–5% share can keep growing. A business stuck at 3–5% while the stock prices in scale becomes a problem.
Analyst rankings
earnings predictability
40 / 100
Low predictability means the quarterly numbers can swing. In human-speak, this is not a set-it-and-forget-it earnings story.
risk rank
3
Safer than roughly 50% of stocks. That is fine for the business and not especially comforting for the stock.
price stability
15 / 100
The shares are volatile. If you own MAMA, you should expect the market to change its mind quickly and often.
source: institutional data
Institutional activity
institutional ownership data for MAMA is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$14
current price
n/a
target midpoint · n/a from current
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