Mama's Creations, Inc. (MAMA)
Consumer Defensive · NCM
Fundamentals
Valuation and ratings
Mama's Creations, Inc. trades at USD16.83, which is 59% above the USD6.88 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 38 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 114.7 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
MAMA earnings and analyst estimates
Recommendation mix, 6 analyst ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Mama's Creations, Inc.
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.
MAMA passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
6 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- First Eagle, First Eagle Investment Management, LLC$18.77M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$5.53M · 0.0% of book
- Polen Capital, POLEN CAPITAL MANAGEMENT LLC$1.00M · 0.0% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$473.3K · 0.0% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$296.5K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is Mama's Creations, Inc. (MAMA) undervalued?
Against our discounted cash flow estimate of USD6.88, MAMA at USD16.83 is 59% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own MAMA?
6 of the institutions we track reported a position in MAMA in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is MAMA's P/E ratio?
MAMA trades at 114.7 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
The full research page for MAMA, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.