Get the Weekly Intelligence Brief — top committee picks every Sunday.
NASDAQ · STOCK

The Marzetti Company

MZTI Consumer Defensive Unknown Updated July 31, 2026
$106.68
52W $104.28 – $190.96
59/100
$2.93B
16.7
0.34
AI Committee Verdict
Buy
Conviction: Contested · 57% agreement · 7 analysts
+10.3%
-2.2%
4.69:1
Contested

Is MZTI Bullish or Bearish?

Bullish. Innellis AI committee rates The Marzetti Company (MZTI) Buy with a composite score of 59/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +15.83 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -4.17 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+1.00 across 1 articles, 14d). Growth Analyst remains cautious — 2 consecutive earnings misses -- execution concerns. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 17.2% shows genuine earnings power backing the valuation — Value
  • Dividend yield of 3.7% pays you to wait — Value
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Price-to-book of 4.8x prices in significant intangible value — Value
  • 2 consecutive earnings misses -- execution concerns — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Price structure making lower highs and lower lows — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
59/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 4%
of 50 Consumer Defensive peers
Value Analyst neutral
59 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 17.2% shows genuine earnings power backing the valuation
− Price-to-book of 4.8x prices in significant intangible value
Growth Analyst bearish
32 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
− 2 consecutive earnings misses -- execution concerns
Technical Analyst neutral
56 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Risk Analyst bullish
75 / 100 · Moderate confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
90 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+1.00 across 1 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Open Full Terminal →

Investment Thesis Evolution

Committee score moved marginally from 60.2 to 59.2.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
41.1
Neutral
MACD Histogram
-0.045
Bearish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Mixed
Support
$104.34
Resistance
$117.64
Bollinger %B
0.24
Inside Bands
Price vs Moving Averages
EMA 9
$108.44 Below
EMA 21
$109.41 Below
EMA 50
$112.94 Below
EMA 200
$137.30 Below

Fundamental Analysis

Valuation
58
Growth
14
Profitability
1
Financial Health
100
Cash Flow
37
Valuation
P/E Ratio 16.7×
P/B Ratio 2.80×
PEG Ratio 4.48
Dividend Yield 0.04%
52W High $190.96
52W Low $104.28
Quality & Growth
ROE 16.8%
ROA 13.1%
Gross Margin 24.2%
Operating Margin 11.5%
Revenue Growth YoY
Debt / Equity 0.04
AI Fundamental Assessment
P/E ratio of 16.7 (inexpensive relative to a 15-40x range); Price-to-book of 2.8x; PEG ratio of 4.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.2%; Return on assets of 0.1%; Net margin of 0.1%; Gross margin of 0.2%; Current ratio of 2.58 (healthy short-term liquidity); Debt-to-equity of 0.04; Free cash flow margin of 0.8% (thin cash generation); Free cash flow per share is positive (9.06); Most recent quarter missed estimates by 16.1%; 2 consecutive earnings misses; EPS growth decelerating (+26.1% -> -40.5% QoQ); Analyst estimates falling over recent quarters
Get the Full MZTI Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →

Explore MZTI Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime