Nathan's Famous, Inc. NATH

101.55 7.26 7.70% as of 25 Sep
Market cap
$406.2M
P/E
20.9×
Growth Flags show if company had growth for consecutive years

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 29.67%

Capital & Financial Ratios

Market Cap 406.16
Revenue 169.13
Net Income 19.92
Free Cash Flow 19.08
Net Debt 22.88
Current Ratio 2.45
Debt/Equity (6.64)
P/E ratio 20.85
P/S ratio 2.46
P/B ratio 0.00
Past 5Y EPS Growth 12.98%
This Y EPS Growth —
Next Y EPS Growth —
Next 5Y EPS Growth —
in millions of $

Dividends

Payout Ratio 0.39
Annual Dividend Rate 1.95
Annual Dividend Yield 3.03%
total individual payouts
2026 1.00
0.50
0.50
2025 2.00
0.50
0.50
0.50
0.50
2024 2.00
0.50
0.50
0.50
0.50
2023 2.50
0.50
0.50
0.50
0.50
0.50
2022 1.80
0.45
0.45
0.45
0.45
2021 1.40
0.35
0.35
0.35
0.35
2020 1.40
0.35
0.35
0.35
0.35
2019 1.30
0.25
0.35
0.35
0.35
2018 0.75
0.25
0.25
0.25
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2024 2025 2026 Q'26
Cash 21 28 24 25
Receivables 15 14 20 31
Inventory 1 1 1 1
Other — — — —
39 45 47 59
2024 2025 2026 Q'26
Payables 6 6 8 11
ST’ Debt — 2 2 2
Other — — — —
16 17 19 24
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 4.90% 16.40% 7.41%
Cash Flow 3.86% 9.16% (2.77%)
Earnings 12.63% 12.57% 0.67%
Book Value 0.00% 0.00% 0.00%

Revenue

Jun Sep Dec Mar Year
’26 54 — — — —
’26 47 46 34 35 162
’25 45 41 32 31 148
’24 42 39 29 29 139
’23 40 37 26 27 131
’22 31 33 26 25 115
’21 18 22 18 18 76
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Jun Sep Dec Mar Year
’26 1 — — — —
’26 0 10 6 3 18
’25 5 10 4 7 25
’24 2 9 2 6 20
’23 1 9 4 7 20
’22 0 9 1 7 16
’21 3 6 (3) 6 12
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Jun Sep Dec Mar Year
’26 1 — — — —
’26 0 10 6 3 18
’25 5 10 4 7 25
’24 2 9 2 6 20
’23 1 9 3 6 19
’22 0 9 1 6 16
’21 3 6 (3) 6 11
in millions of $ · fiscal quarters ending in the months shown

EPS

Jun Sep Dec Mar Year
’26 2.14 — — — —
’26 2.16 1.26 0.75 0.68 4.85
’25 2.27 1.47 1.10 1.03 5.87
’24 1.81 1.40 0.64 0.96 4.80
’23 1.74 1.46 0.79 0.80 4.80
’22 1.40 0.86 0.52 0.52 3.30
’21 0.97 0.89 0.33 0.50 2.69
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
52.90 60.35 63.13 39.01 53.96 45.50 61.35 63.01 75.15 89.43

Analyst estimates 2027–2029

Powerpack
Low Price
100.90 107.05 82.18 76.30 78.89 70.54 83.00 94.97 118.50 102.46
High Price
180 205 149 120 146 131 138 147 131 129
Employees
1 1 1 1 1 1 1 1 1 1
Revenue/Emp
96 104 102 103 76 115 131 139 148 162
Revenue
42.84% 40.25% 44.72% 43.90% 52.79% 40.09% 39.48% 36.97% 36.51% 31.55%
Gross Margin
12 4 29 18 15 19 27 27 33 28
EBT
12.26% 3.95% 28.88% 17.43% 20.21% 16.13% 20.49% 19.80% 22.11% 17.39%
EBT Margin
7 3 21 13 11 14 20 20 24 20
Net Income
3 2 2 2 2 2 2 1 1 1
Depreciation
23.07 24.92 24.33 24.51 18.43 27.92 31.98 33.96 36.27 39.61
Revenue/Sh
1.79 0.63 5.13 3.19 2.69 3.30 4.80 4.81 5.88 4.89
Earnings/Sh
2.50 4.51 2.66 2.93 2.86 4.00 4.85 4.90 6.18 4.46
Cash Flow/Sh
(0.27) (0.13) 2.94 (0.21) (0.13) (0.15) (0.15) (0.08) (0.06) (0.09)
Capex/Sh
2.23 4.38 5.61 2.72 2.72 3.85 4.70 4.82 6.12 4.37
Free CF/Sh
(15.94) (20.23) (16.75) (15.75) (15.18) (13.36) (10.90) (8.07) (4.04) (3.48)
Book Value/Sh
4 4 4 4 4 4 4 4 4 4
Shares
35.00 110.55 13.49 19.06 23.45 16.42 15.75 14.44 16.36 20.60
PE Ratio
2.72 2.84 2.85 2.49 3.42 1.94 2.36 2.05 2.66 2.54
PS Ratio
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
PB Ratio
3.49 3.68 3.54 3.17 4.32 2.46 2.75 2.34 2.81 2.69
EV/Sales
36.18 20.93 15.34 28.55 29.18 17.86 18.74 16.45 16.65 24.40
EV/FCF
10 19 11 12 12 16 20 20 25 18
Op' Cash Flow
(1) (1) 12 (1) (1) (1) (1) 0 0 0
Capex
9 18 23 11 11 16 19 20 25 18
FCF
57 54 72 75 80 49 31 23 28 28
Working Cap'
131 145 145 148 149 110 81 60 50 48
Total Debt
75 87 70 71 68 60 51 39 23 24
Net Debt
(66) (85) (70) (66) (62) (55) (45) (33) (17) (14)
Sh' Equity
10.00% 3.32% 24.65% 13.46% 10.35% 14.52% 28.62% 36.51% 46.96% 37.38%
ROA
203.56% 594.09% 0.00% 403.86% 311.10% 374.71% 336.01% 362.01% 370.42% 197.71%
ROIC
(10.78%) (3.48%) (27.78%) (19.68%) (17.19%) (23.15%) (39.42%) (50.63%) (97.20%) (130.27%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Mar 2026 · latest quarter Jun 2026

Nathan's Famous, Inc. (NATH) key facts

  • Nathan's Famous, Inc. (NATH) is a Restaurants company in the Consumer Cyclical sector, listed on Nasdaq.
  • Nathan's Famous, Inc.’s revenue for fiscal 2026 (year ended March 2026) was $162.1 million, up 9.37% from fiscal 2025.
  • Net income was $20.0 million, or $4.89 per share (basic), a net margin of 12.4%.
  • As of September 25, 2026, NATH traded at $101.55, a market capitalization of $406.2 million.
  • At that price the stock trades at 20.9× trailing-twelve-month earnings and 2.5× sales.
  • Nathan's Famous, Inc. pays an annual dividend of $1.95 per share, a yield of 3.03%, with a payout ratio of 39.0%.
  • Return on equity was −130.3% and debt-to-equity -6.64.

Source: company filings (standardised) and stockrow calculations.

Nathan's Famous, Inc. (NATH) Latest News

News by impact score

Fine-tune

7 Aug

3

Nathan's Famous, Inc. reported its first quarter results. Quarterly results release supplies updated financial metrics that can shift near-term investor sentiment and valuation.

9 Jun

3

Nathan's Famous, Inc. released its fiscal year-end and fourth quarter financial results. Standard earnings release updates financial metrics that can move near-term stock price and sentiment.

30 Apr

3

Nathan’s Famous launches new 100% grass-fed beef franks to reimagine the classic New York hot dog, targeting premium, health-conscious consumers. New grass-fed beef franks innovate the product lineup amid health trends, moderately boosting competitive positioning and sales potential.

27 Mar

4

$450 million acquisition analyzed for its implications on Smithfield Foods (SFD) in context of Nathan's Famous, Inc. (NATH). $450 million acquisition represents a major strategic development likely to alter Nathan's Famous trajectory and investor sentiment.

24 Mar

3

Smithfield Foods, producer of Nathan's Famous hot dogs, predicts slowdown in sales growth after its debut post-IPO year. Predicted sales growth slowdown at Smithfield Foods threatens Nathan's Famous royalty revenues from hot dog sales.

12 Feb

3

Nathan's Famous, Inc. is facing a significant setback as a meat-packaging plant in Massachusetts is set to close, resulting in nearly 200 layoffs. The closure is part of a broader trend affecting the meat processing industry, which has been grappling with various challenges, including supply chain issues and rising operational costs. This development raises concerns about the company's operational capacity and workforce stability moving forward. The closure of the plant may moderately affect Nathan's operational capabilities and workforce, but it is not expected to fundamentally alter the company's overall trajectory.

10 Feb

4

Smithfield Foods and Nathan’s Famous, Inc. have entered into a definitive merger agreement, aiming to combine their operations and enhance market presence. This strategic move is expected to leverage synergies between the two companies, potentially expanding Nathan's product offerings and distribution channels. The merger is anticipated to create a stronger competitive position in the food industry. The merger is likely to significantly impact Nathan's market position and operational capabilities.

5 Feb

4

Nathan's Famous, Inc. reported its fiscal Q3 earnings, highlighting a notable increase in revenue and net income compared to the previous year. The company attributed this growth to strong sales in its retail and foodservice segments, alongside successful promotional campaigns. Additionally, Nathan's Famous announced plans for expansion and new product offerings, aiming to capture a larger market share. The overall financial outlook remains positive, with management expressing confidence in sustaining growth moving forward. Significant revenue growth and expansion plans indicate a major strategic move that could alter the company's trajectory.

4

Nathan's Famous, Inc. reported its third-quarter results, highlighting a significant increase in revenue and net income compared to the previous year. The company attributed this growth to strong sales in its retail and foodservice segments, alongside successful promotional campaigns. Additionally, Nathan's Famous announced plans for expansion and new product offerings, aiming to enhance its market presence. The overall financial performance reflects a positive trend, positioning the company favorably for future growth. The reported revenue and net income growth, along with expansion plans, indicate a significant positive shift in the company's trajectory.

25 Jan

4

Smithfield Foods has acquired Nathan's Famous, Inc. (NATH), a well-known hot dog and fast-food brand, in a strategic move to expand its product offerings and market presence. The acquisition is expected to enhance Smithfield's portfolio and leverage Nathan's established brand recognition in the food industry. Financial terms of the deal were not disclosed, but it marks a significant shift in the competitive landscape of the processed meat sector. The acquisition is a major strategic move that could significantly alter Nathan's market position and investor sentiment.

22 Jan

4

Smithfield has acquired Nathan’s Famous, Inc. for $450 million, marking a significant move in the food industry. This acquisition is expected to enhance Smithfield's portfolio and expand its market presence, leveraging Nathan's Famous brand recognition and product offerings. The deal reflects ongoing consolidation trends within the food sector, aiming to capitalize on consumer demand for iconic brands. The acquisition is a major strategic move that could significantly alter Nathan's market positioning and investor sentiment.

4

Smithfield Foods has acquired Nathan's Famous, Inc. (NATH), known for its hot dogs, in a strategic move to expand its product offerings and market presence. This acquisition is expected to enhance Smithfield's portfolio and leverage Nathan's brand recognition in the competitive food industry. The deal aligns with Smithfield's growth strategy and aims to capitalize on the increasing demand for quality meat products. The acquisition by Smithfield Foods is a significant strategic move that could alter Nathan's market positioning and investor sentiment.

21 Jan

4

Nathan’s Famous, Inc. has outsourced production of its iconic hot dogs to a major meat supplier, marking a significant shift in its supply chain and operations. Outsourcing production of core hot dog products to a big meat company is a major strategic move that could significantly impact costs, quality control, brand integrity, and long-term market performance.

4

Smithfield Foods has acquired Nathan's Famous, Inc., a well-known brand famous for its hot dogs and competitive eating events. This acquisition aims to enhance Smithfield's portfolio and expand its market presence in the food industry. Nathan's Famous will continue to operate under its brand name, maintaining its identity while benefiting from Smithfield's resources and distribution capabilities. The acquisition is a significant strategic move that could enhance Nathan's market position and operational capabilities.

4

Nathan's Famous, Inc. is highlighted as a key player in the restaurant industry's 20% surge this year, driven by strong consumer demand and innovative marketing strategies. The company's focus on expanding its brand presence and diversifying its product offerings has contributed to its growth. Analysts note that Nathan's Famous is capitalizing on trends such as increased consumer spending on dining out and the popularity of its iconic hot dogs. The overall positive sentiment in the restaurant sector is expected to benefit Nathan's performance moving forward. The company's strategic initiatives and market trends are likely to significantly enhance its growth trajectory and investor sentiment.

4

Nathan's Famous, Inc., the iconic hot dog maker known for its Coney Island roots, has been sold for $450 million. The acquisition marks a significant change in ownership for the company, which has been a staple in American cuisine since 1916. The deal is expected to influence Nathan's operations and market presence moving forward. The sale represents a significant strategic shift that could alter the company's trajectory and investor sentiment.

4

Smithfield Foods has acquired Nathan's Famous, Inc. (NATH), a move aimed at expanding Smithfield's portfolio in the food industry. This acquisition is expected to enhance Smithfield's market presence and product offerings, particularly in the hot dog and snack food segments. The deal reflects a strategic effort to capitalize on Nathan's brand recognition and customer loyalty, potentially driving growth for both companies. The acquisition is a significant strategic move that could alter Nathan's market positioning and investor sentiment.

4

Nathan’s Famous, Inc. stock surged following a buyout offer from Smithfield Foods at $102 per share. This acquisition proposal has generated significant interest among investors, reflecting confidence in Nathan's market position and potential growth. The offer represents a premium over the current trading price, indicating Smithfield's commitment to expanding its portfolio in the food industry. Analysts are closely monitoring the situation as it unfolds, considering the implications for both companies involved. The buyout offer from Smithfield Foods is a significant strategic move that could alter Nathan's future trajectory and investor sentiment.

4

Smithfield Foods has announced its acquisition of Nathan's Famous, Inc. for $450 million. This deal marks a significant move in the food industry, as Smithfield aims to expand its portfolio with Nathan's well-known brand, famous for its hot dogs and other food products. The acquisition is expected to enhance Smithfield's market presence and operational capabilities. The acquisition is a major strategic move that could significantly alter Nathan's market positioning and investor sentiment.

4

Smithfield Foods has announced its intention to acquire Nathan's Famous, Inc. (NATH), a move that is expected to enhance Smithfield's product offerings and market presence in the food industry. The acquisition aims to leverage Nathan's Famous' brand recognition and product portfolio, particularly in the hot dog and snack food segments. Financial terms of the deal have not been disclosed, but it is anticipated to close in the coming months, pending regulatory approvals. The acquisition by Smithfield Foods is likely to significantly impact Nathan's Famous' market positioning and operational strategy.

4

Smithfield Foods has announced its acquisition of Nathan's Famous, Inc., the iconic hot dog brand known for its competitive eating events and retail products. This strategic move aims to enhance Smithfield's portfolio in the processed meats sector and leverage Nathan's brand recognition to expand market reach. The deal is expected to close in the coming months, pending regulatory approvals. The acquisition is a significant strategic move that could enhance market positioning and investor sentiment for Nathan's Famous, Inc.

3

Jamie Dimon discussed various topics including Donald Trump and the recent plunge in pending home sales, alongside a deal involving Nathan's Famous, Inc. The conversation highlighted economic concerns and their potential implications for the market, particularly in relation to consumer behavior and spending patterns. Economic discussions and consumer behavior trends can moderately influence Nathan's market performance and financial outlook.

7 Jan

3

Nathan's Famous, Inc. (NATH) and ARKR are compared in terms of their investment potential, focusing on financial performance, market trends, and growth opportunities. Analysts evaluate key metrics and strategic initiatives that could influence future stock performance. The article highlights Nathan's unique position in the restaurant industry and its potential for upside compared to ARKR, considering factors such as brand strength and market dynamics. The comparison of investment potential indicates a moderately noticeable influence on Nathan's future performance.

22 Dec

3

Nathan's Famous, Inc. (NATH) has experienced a 9.8% decline in stock value over the past three months, raising concerns among investors about the company's future performance. Analysts are evaluating the factors contributing to this downturn, including market competition and consumer trends. The outlook for Nathan's Famous remains uncertain as stakeholders await further developments and potential strategic responses from the company. The stock decline indicates moderate concerns that could affect financial performance and market sentiment.

26 Nov

3

Nathan's Famous, Inc. (NATH) is evaluated for its fair value, considering various financial metrics and market conditions. The analysis highlights the company's performance, growth potential, and competitive positioning within the food industry. Key factors influencing its valuation include revenue trends, profit margins, and market demand for its products. Investors are encouraged to assess these elements to make informed decisions regarding the stock's future prospects. Moderate influence on financial performance and competitive positioning is expected due to market conditions and company metrics.

13 Nov

3

Nathan's Famous, Inc. (NATH) reported weaker-than-expected Q2 earnings, leading to a decline in its stock price. The results indicated softer sales and profitability, raising concerns among investors about the company's future performance. Analysts noted that the challenges faced in the quarter could impact Nathan's growth trajectory moving forward. Weaker Q2 earnings may moderately affect financial performance and investor sentiment.

6 Nov

4

Nathan's Famous, Inc. reported its fiscal Q2 earnings, highlighting a notable increase in revenue and net income compared to the previous year. The company attributed this growth to strong sales in its retail and foodservice segments, alongside effective marketing strategies. Additionally, Nathan's Famous announced plans for expansion and new product offerings, aiming to capitalize on the growing demand for its products. Overall, the earnings report reflects a positive trajectory for the company amidst a competitive market. The significant revenue growth and expansion plans indicate a strong strategic direction that could enhance future performance.

4

Nathan's Famous, Inc. reported its second quarter results, highlighting a significant increase in revenue and net income compared to the previous year. The company attributed this growth to strong sales in its retail and foodservice segments, as well as successful promotional campaigns. Additionally, Nathan's Famous announced plans for expansion and new product offerings, aiming to enhance its market presence. The overall financial performance reflects a positive trend, indicating robust demand for its products and effective operational strategies. The reported revenue and net income growth, along with expansion plans, indicate a significant positive shift in the company's trajectory.

5 Nov

4

Investing in Nathan's Famous, Inc. (NASDAQ:NATH) five years ago would have resulted in a 97% gain, highlighting the company's strong performance and growth potential in the market. The article emphasizes the successful trajectory of Nathan's Famous, showcasing its ability to deliver substantial returns to investors over the specified period. The significant gain over five years indicates a strong market position and potential for continued growth.

9 Oct

3

Nathan's Famous, Inc. (NASDAQ:NATH) has garnered significant support from institutional investors, who collectively hold 52% of the company's shares. This level of institutional ownership indicates a strong level of confidence in the company's future prospects and stability in the market. Institutional ownership at 52% suggests moderate confidence in the company's performance and stability, potentially influencing market sentiment.

stockrow.com/NATH · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com