Mama's Creations, Inc.
MAMA · Sausages & Other Prepared Meat Products · 40.7M shares · +3%/yr ↑ shares · EDGAR filings ↗
Reference price $15.27 · est. market cap ~$622M — last insider sale, 2026-04-16 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B72Fast-growing deli-prepared-foods marketer scaling via the Crown 1 acquisition with strong ROA but thin margins.
Strengths
- Revenue +39% (83.5th pct) and net income +42% (72nd), ROA 81.5th pct
- Clean balance sheet (D/E 0.11), current ratio 2.17, positive FCF ($9.8M)
Risks
- Low 25% gross margin (25.8th pct) and 3% net margin leave little cushion against protein-cost inflation
- Acquisition-integration and customer-concentration risk in a low-margin food category
- ROE only 10% (60.5th) — growth, not returns, drives the case
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
25.1%
Operating margin
4.1%
Net margin
3.1%
Return on equity
10.0%
Return on assets
6.2%
ROIC
9.7%
Revenue growth (QoQ)
-2.3%
Net-income growth
42.4%
Debt / equity
0.1×
Current ratio
2.2×
Free cash flow
$10M
Tangible book value
$40M
Cash & investments
$20M
Stock comp / revenue
1.1%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-04-17 | Tappan Moore III | Grant | 3.5K | — |
| 2026-04-17 | Gruber Anthony | Grant | 3.5K | — |
| 2026-04-17 | Michaels Adam Laurance | Grant | 82K | — |
| 2026-04-16 | Michaels Adam Laurance | Sell | 844 | $15.84 |
| 2026-04-16 | Michaels Adam Laurance | Sell | 15K | $15.27 |
| 2026-04-08 | Michaels Adam Laurance | Grant | 97K | — |
| 2025-10-31 | Michaels Adam Laurance | Grant | 19K | — |
| 2025-10-13 | Michaels Adam Laurance | Sell | 3.5K | $10.70 |
| 2025-10-03 | Tappan Moore III | Sell | 2.0K | $10.50 |
| 2025-09-23 | Michaels Adam Laurance | Sell | 65K | $10.89 |
| 2025-09-18 | Romig Shirley | Sell | 4.0K | $10.18 |
| 2025-07-07 | Blake Lynn Larson | Grant | 4.5K | — |
| 2025-07-07 | Romig Shirley | Grant | 4.5K | — |
| 2025-07-07 | Janeway Dean | Grant | 4.5K | — |
| 2025-07-07 | Henson Meghan | Grant | 4.5K | — |
| 2025-06-06 | Tappan Moore III | Grant | 5.7K | — |
| 2025-06-06 | Gruber Anthony | Grant | 5.7K | — |
| 2025-04-15 | Michaels Adam Laurance | Grant | 94K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-08 | ResultsExhibits | filing ↗ |
| 2026-04-14 | ResultsExhibits | filing ↗ |
| 2026-04-02 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-12-08 | ResultsExhibits | filing ↗ |
| 2025-11-07 | Exhibits | filing ↗ |
| 2025-09-08 | ResultsExhibits | filing ↗ |
| 2025-09-02 | Material agreementAcquisition/dispositionResultsDebt obligation3.02Reg FDExhibits | filing ↗ |
| 2025-07-08 | Shareholder vote | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-Q | 2026-06-08 | 2026-04-30 | 0001628280-26-041533 ↗ |
| 8-K | 2026-06-08 | 2026-06-08 | 0001493152-26-027736 ↗ |
| 10-K | 2026-04-14 | 2026-01-31 | 0001628280-26-025068 ↗ |
| 8-K | 2026-04-14 | 2026-04-14 | 0001493152-26-016548 ↗ |
| 8-K | 2026-04-02 | 2026-04-02 | 0001493152-26-014912 ↗ |
| 10-Q | 2025-12-08 | 2025-10-31 | 0001628280-25-055809 ↗ |
| 8-K | 2025-12-08 | 2025-12-08 | 0001493152-25-026661 ↗ |
| 8-K/A | 2025-11-07 | 2025-08-28 | 0001493152-25-021306 ↗ |
| 10-Q | 2025-09-08 | 2025-07-31 | 0001520358-25-000004 ↗ |
| 8-K | 2025-09-08 | 2025-09-08 | 0001493152-25-012810 ↗ |
| 8-K | 2025-09-02 | 2025-08-28 | 0001493152-25-012528 ↗ |
| 8-K | 2025-07-08 | 2025-07-03 | 0001641172-25-018188 ↗ |