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No institutional (13F) filings cover this company, so the Overview and 13F tabs are thin. Everything drawn from its SEC filings is here.
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Ranked against 14 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-09-30.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SENEA | $1.1B | 27.1× | 12.3× | 0.7× | 8.2% | 9.5% | 2.6% | 6.5% | 3.8% | 3.5× | 36 |
| BRBR | $1.1B | 5.5× | 5.5× | 0.5× | 16.1% | 33.3% | 9.3% | -47.6% | 34.3% | 2.7× | 51 |
| SMPL | $977M | — | — | 0.7× | -6.5% | 32.6% | -11.5% | -10.7% | -8.7% | — | 42 |
| MALG | $914M | 55.6× | 36.6× | 24.4× | — | 72.1% | 49.9% | 66.1% | 66.1% | -0.1× | — |
| JBSS | $630M | 10.3× | 5.8× | 0.5× | 6.2% | 18.0% | 5.3% | 16.3% | 14.4% | 0.4× | 36 |
| MAMA | $598M | 97.5× | 56.2× | 3.5× | 39.2% | 25.1% | 3.1% | 10.0% | 9.1% | -1.4× | 20 |
| VITL | $372M | 6.0× | 3.3× | 0.5× | 25.3% | 37.6% | 8.7% | 18.9% | 18.9% | -0.5× | 39 |
| LWAY | $350M | 25.8× | 17.1× | 1.6× | 13.7% | 27.4% | 6.5% | 16.1% | 16.1% | -0.3× | 14 |
| AFRI | $337M | — | — | 1.9× | -35.6% | 10.4% | -8.4% | -224% | -45.1% | 9.8× | — |
| BRCC | $315M | — | — | 0.8× | 1.7% | 34.6% | -3.0% | -26.1% | -14.8% | — | 3 |
| UCFI | $288M | 32.4× | 20.8× | 10.4× | 145% | 66.3% | 30.3% | 42.3% | 42.3% | -2.7× | — |
| SDSYA | $228M | 12.9× | 17.3× | 0.5× | -9.1% | 4.9% | 3.5% | 5.2% | 3.0% | 8.9× | — |
| BGS | $188M | — | 12.7× | 0.1× | -5.4% | 21.8% | -2.4% | -9.6% | -1.8% | 11.6× | 30 |
| MED | $136M | — | — | 0.3× | -36.0% | 71.3% | -4.8% | -9.4% | -9.4% | — | 12 |
| WYHG | $97M | 17.1× | 2.3× | 0.7× | -6.5% | 29.2% | 5.9% | 4.6% | 4.0% | -3.7× | — |
Peers = companies sharing WYHG's sector (Sausages & Other Prepared Meat Products) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
What the company returns to shareholders — and whether it's covered by cash.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 returned on -$17.7M FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 4 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: 4%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 4 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
EOD close · as of 2026-10-30
How a revenue dollar becomes profit — FY2025
Dividends and buybacks are cash paid out, shown here against the same year's profit for scale — not funded from it.
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|
| Revenue | $135.2M 100.0% | $144.6M 100.0% | $134.1M 100.0% | $130.8M 100.0% |
| Cost of Revenue | $95.7M 70.8% | $99.8M 69.0% | $87.0M 64.9% | $86.4M 66.1% |
| Gross Profit | $39.5M 29.2% | $44.8M 31.0% | $47.1M 35.1% | $44.3M 33.9% |
| Research & Development | $4.1M 3.1% | $5.0M 3.4% | $4.3M 3.2% | $4.1M 3.1% |
| Selling, General & Admin | $5.4M 4.0% | $4.4M 3.0% | $4.1M 3.0% | $4.0M 3.1% |
| Total Operating Expenses | $28.9M 21.4% | $29.0M 20.1% | $27.9M 20.8% | $27.8M 21.3% |
| Interest Expense | $1.1M 0.8% | $1.1M 0.7% | $995K 0.7% | $84K 0.1% |
| Interest & Investment Income | $84K 0.1% | $179K 0.1% | $179K 0.1% | $244K 0.2% |
| Other Income (Expense), net | -$1.5M -1.1% | -$3.7M -2.5% | -$2.7M -2.0% | -$1.5M -1.2% |
| Pretax Income | $9.1M 6.7% | $12.1M 8.4% | $16.5M 12.3% | $15.0M 11.5% |
| Income Tax Expense | $1.2M 0.9% | $851K 0.6% | $2.5M 1.8% | $3.8M 2.9% |
| Net Income | $7.9M 5.9% | $11.2M 7.8% | $14.0M 10.4% | $11.2M 8.6% |
| Per Share | ||||
| EPS (Basic) | $0.16 | $0.23 | $0.29 | $0.23 |
| EPS (Diluted) | $0.16 | $0.23 | $0.29 | $0.23 |
| Weighted Avg Shares (Basic) | 50.3M | 48.2M | 48.0M | 48.0M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
How much the company owes, how it's trended, and how comfortably it's serviced.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~4.3% on $25.0M of debt.
Cash of $85.3M fully covers short-term debt of $11.0M.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
Solve the discounted cash flow backwards, then stress-test the assumptions.
Average free cash flow across the last 2 positive fiscal years (FY2023, FY2024). Smooths the cycle. Stock compensation is NOT charged — it is added back inside operating cash flow.
To be worth $2.74 today, the market must believe free cash flow compounds -19.2%/yr for a decade (off $9.9M on the 3-yr avg basis).
Default is 8.2% — this company's computed cost of capital (computed WACC), the same rate the Analysis tab discounts at.
2-stage DCF · 0.04B shares (market data) · net debt -$60.3M
Today's price is outside this grid at every discount rate shown — the assumptions it requires lie beyond the plotted range, which is itself the finding.
mean -464.7% · volatility σ 535% · implied rate exceeded in 0/2 yrs
Central path = implied -19.2%/yr growth; shaded band = ±1σ (535%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
EOD close · as of 2026-10-30
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
ROE 5% against ROIC 4% — 1% of the return on equity comes from leverage and buybacks rather than from the operating business.
What the company owes vs. what it holds
This shows debt/cash structure and net leverage. The year-by-year maturity schedule is on the Debt & Leverage tab.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 5.0× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|
| Cost of Revenue | 66.1 | 64.9 | 69.0 | 70.8 |
| Gross Profit | 33.9 | 35.1 | 31.0 | 29.2 |
| R&D | 3.1 | 3.2 | 3.4 | 3.1 |
| SG&A | 3.1 | 3.0 | 3.0 | 4.0 |
| Income Tax | 2.9 | 1.8 | 0.6 | 0.9 |
| Net Income | 8.6 | 10.4 | 7.8 | 5.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on WYHG: price, valuation and headline fundamentals from SEC filings. The four questions at the top of the page are where the judgements live.
Earns -0.05pts against its cost of capital — capital is being consumed, not created.
| Period | ROIC | Cost of capital | Spread |
|---|---|---|---|
| FY2022 | 11.0% | 8.2% (today's — no rate published for this year) | 2.8pts |
| FY2023 | 21.7% | 9.1% | 12.6pts |
| FY2024 | 17.0% | 11.0% | 6.0pts |
| FY2025 | 8.2% | 9.5% | -1.3pts |
| Now | 4.0% | 8.2% | -4.2pts |
| Fiscal year | Gross margin | Operating margin | Net margin |
|---|---|---|---|
| FY2022 | 33.9% | 12.6% | 8.6% |
| FY2023 | 35.1% | 14.3% | 10.4% |
| FY2024 | 31.0% | 10.9% | 7.8% |
| FY2025 | 29.2% | 7.8% | 5.9% |
Return on equity (5%) and return on invested capital (4%) are within a couple of points in FY2025, so the headline return is the operating return — there is no meaningful leverage effect to strip out.
The spread is -0.05pts and would invert under a ±2% move in WACC, so the verdict rests on the cost-of-capital assumption rather than on the business.
Cash conversion of -0.40x sits below the level that would make the earnings clearly cash-backed.
Shares outstanding are up 5% since FY2022 — per-share cash flow has grown more slowly than the totals above, and the gap is the owners'.
Missing from our data, so excluded from this answer: share_based_compensation.
Covers interest 7.0x even after a 30% EBITDA decline.
| EBITDA decline | Interest coverage |
|---|---|
| 0% | 9.93x |
| 5% | 9.44x |
| 10% | 8.94x |
| 15% | 8.44x |
| 20% | 7.95x |
| 25% | 7.45x |
| 30% | 6.95x |
| 35% | 6.46x |
| 40% | 5.96x |
| 45% | 5.46x |
| 50% | 4.97x |
| 55% | 4.47x |
| 60% | 3.97x |
Balance sheet at 2025-12-31. Undrawn revolving credit is not shown: the tag is collected but not yet mapped through to the API.
Free cash flow is negative, so debt service depends on the cash balance rather than on the business.
At $2.74, free cash flow must compound -19.17%/yr for 10 years. It has no positive compounding record to compare against.
| Fiscal year | FCF growth | Price requires |
|---|---|---|
| FY2024 | −86.3% | −19.2% |
| FY2025 | −843.0% | −19.2% |
The implied rate of -19.17% has not been achieved in any of the last 2 years.
| Step | Amount | Running total |
|---|---|---|
| Net income | $8M | $8M |
| Share-based comp | not reported | not reported |
| Other non-cash & working capital | −$21M | −$13M |
| Operating cash flow | −$13M | −$13M |
| Capex | −$5M | −$18M |
| Free cash flow | −$18M | −$18M |
| Fiscal year | Revenue growth | Receivables growth | Gap |
|---|---|---|---|
| FY2023 | 2.5% | not reported | not reported |
| FY2024 | 7.9% | 5.7% | -2.2 points |
| FY2025 | -6.5% | -12.5% | -6.0 points |
| Fiscal year | DSO | DIO | DPO | Cash conversion cycle |
|---|---|---|---|---|
| FY2022 | not reported | not reported | not reported | not reported |
| FY2023 | 20 days | 27.6 days | 32.7 days | 14.9 days |
| FY2024 | 19.6 days | 30.9 days | 29.6 days | 20.9 days |
| FY2025 | 18.4 days | 37.5 days | 38.3 days | 17.6 days |
| Fiscal year | Accruals / assets |
|---|---|
| FY2022 | not reported |
| FY2023 | -2.0 percent |
| FY2024 | -0.6 percent |
| FY2025 | 9.8 percent |
Below the line, the asset base is being consumed faster than it is replaced.
Below the line for 1 year to the latest.
Depreciation here includes amortisation of acquired intangibles — goodwill written down over time, customer lists, acquired technology. Capex does not replace those and is not meant to, so an acquisitive or asset-light company sits below 1.0 permanently and correctly. The signal is cleanest for capital-intensive businesses, where the two measure the same physical base. For that reason this informs the earnings-quality verdict but never caps it.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.