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Once Upon A Farm Pbc (OFRM)

USD18.00 +0.37 (+2.10%)
US NYSE Consumer Defensive Packaged Foods
Address 950 Gilman Street 94710
Berkeley, CA, US
CEO John Foraker
IPO 2015-01-01
CIK 1696556 ISIN US68237F1084

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Description

Once Upon A Farm, PBC specializes in developing and distributing organic food options for infants and young children. Their product line encompasses purees, complete meals, and convenient snack items, all crafted from organic ingredients and distinguished by their cold-pressed or flash-frozen preparation methods. Additionally, the company provides soft-baked bars tailored for toddlers and older children, perfect for lunchboxes or on-the-go nourishment. Customers can acquire these offerings directly from their website, with delivery services available. This enterprise, founded in 2017, is headquartered in Berkeley, California.

News Sentiment (7d)
80 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD18.00 +0.37 (+2.10%)
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Volume Profile
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Liquidity & share structure
Average Volume
494.9K
Beta
0.42
Float Shares
5.98M
Free Float %
87.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-5.94% +4.92% +2.95% -25.90% -27.03% -27.03% -27.03% -27.03% -27.03% -27.03% -27.03%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (3 ratings, all time) Hold
Price Targets & DCF
Current price
18.00
Low 18.00 +0.0%
Consensus 20.50 +13.9%
Median 20.50 +13.9%
High 23.00 +27.8%
Ratings Trend (MoM) 56% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 4 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 3
20.33
+12.9%
Last Quarter 3
20.33
+12.9%
Last Year 3
20.33
+12.9%
All Time 3
20.33
+12.9%
Quality scores
Altman Z-Score
2.49
Grey zone
Piotroski F-Score
4 / 9
Average
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.00) × ERP
WACC = 91% × Ke + 9% × Kd (4.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 18.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2025
actual
Dec 2026
7 Rev. Ana.
4 EPS Ana.
Dec 2027
7 Rev. Ana.
6 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
240.68M
est: 239.63M (+0.4%)
317.46M
312.89M – 322.02M
+32.5% YoY
423.08M
416.38M – 426.19M
+33.3% YoY
538.76M
527.79M – 549.73M
+27.3% YoY
637.43M
623.91M – 648.51M
+18.3% YoY
728.28M
712.84M – 740.95M
+14.3% YoY
EBITDA
-4.40M
est: -4.38M (-0.4%)
-5.81M
-5.89M – -5.72M
-32.5% YoY
-7.74M
-7.80M – -7.62M
-33.3% YoY
-9.86M
-10.06M – -9.66M
-27.3% YoY
-11.66M
-11.86M – -11.41M
-18.3% YoY
-13.32M
-13.55M – -13.04M
-14.3% YoY
EBIT
-5.70M
est: -5.68M (-0.4%)
-7.52M
-7.63M – -7.41M
-32.5% YoY
-10.02M
-10.10M – -9.87M
-33.3% YoY
-12.77M
-13.03M – -12.51M
-27.3% YoY
-15.10M
-15.37M – -14.78M
-18.3% YoY
-17.26M
-17.56M – -16.89M
-14.3% YoY
Net Income
-17.25M
est: -28.02M (+38.4%)
-9.38M
-13.01M – -9.37M
+66.5% YoY
20.20M
8.29M – 25.32M
+315.4% YoY
34.05M
33.19M – 34.90M
+68.6% YoY
41.45M
40.31M – 42.39M
+21.7% YoY
54.17M
52.68M – 55.40M
+30.7% YoY
SGA
106.99M
est: 106.52M (+0.4%)
141.12M
139.09M – 143.15M
+32.5% YoY
188.07M
185.09M – 189.45M
+33.3% YoY
239.49M
234.62M – 244.37M
+27.3% YoY
283.36M
277.35M – 288.28M
+18.3% YoY
323.74M
316.88M – 329.37M
+14.3% YoY
EPS
-0.41
est: -0.70 (+41.4%)
-0.25
-0.31 – -0.22
+64.5% YoY
0.44
0.20 – 0.60
+276.2% YoY
0.82
0.79 – 0.83
+86.2% YoY
0.99
0.96 – 1.01
+21.4% YoY
1.29
1.26 – 1.32
+30.7% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-08 Evercore ISI Group In Line In Line Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C 2/5 1/5 1/5 1/5 4/5 1/5 2/5
2026-05-08 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-07 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-06 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-05 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-04 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-01 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-30 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-29 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-28 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-27 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-24 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-23 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-22 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-21 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-20 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-17 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-16 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-13.47M
OE per share TTM
-0.32
Owner's Yield
-2.09%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
3.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
19
Total invested
19.79M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
19
+19 vs prev Q
New positions
19
Closed positions
0
Increased
19
Reduced
0
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 FEDERATED HERMES, INC. 600.0K +600.0K (+100.0%) 9.81M +9.8M (+100.0%) 1.49% +1.491 pp 0.02% +0.016 pp USD16.35 +0.0% 1 qtrs NEW
2 EMERALD ADVISERS, LLC 346.1K +346.1K (+100.0%) 5.66M +5.7M (+100.0%) 0.86% +0.860 pp 0.18% +0.179 pp USD16.35 +0.0% 1 qtrs NEW
3 UBS GROUP AG 288.9K +288.9K (+100.0%) 4.72M +4.7M (+100.0%) 0.72% +0.718 pp 0.00% +0.001 pp USD16.35 +0.0% 1 qtrs NEW
4 EMERALD MUTUAL FUND ADVISERS TRUST 212.2K +212.2K (+100.0%) 3.47M +3.5M (+100.0%) 0.53% +0.528 pp 0.17% +0.168 pp USD16.35 +0.0% 1 qtrs NEW
5 DEUTSCHE BANK AG\ 100.0K +100.0K (+100.0%) 1.64M +1.6M (+100.0%) 0.25% +0.249 pp 0.00% +0.001 pp USD16.35 +0.0% 1 qtrs NEW
6 SEVEN GRAND MANAGERS, LLC 100.0K +100.0K (+100.0%) 1.64M +1.6M (+100.0%) 0.25% +0.249 pp 0.11% +0.109 pp USD16.35 +0.0% 1 qtrs NEW
7 VANGUARD FIDUCIARY TRUST CO 70.7K +70.7K (+100.0%) 1.16M +1.2M (+100.0%) 0.18% +0.176 pp 0.00% +0.000 pp USD16.35 +0.0% 1 qtrs NEW
8 KORNITZER CAPITAL MANAGEMENT INC /KS 48.9K +48.9K (+100.0%) 799.2K +799.2K (+100.0%) 0.12% +0.122 pp 0.02% +0.017 pp USD16.35 +0.0% 1 qtrs NEW
9 NEW YORK STATE COMMON RETIREMENT FUND 34.1K +34.1K (+100.0%) 557.0K +557.0K (+100.0%) 0.08% +0.085 pp 0.00% +0.001 pp USD16.35 +0.0% 1 qtrs NEW
10 DAVENPORT & CO LLC 32.6K +32.6K (+100.0%) 533.7K +533.7K (+100.0%) 0.08% +0.081 pp 0.00% +0.003 pp USD16.35 +0.0% 1 qtrs NEW
11 1492 CAPITAL MANAGEMENT LLC 32.4K +32.4K (+100.0%) 529.3K +529.3K (+100.0%) 0.08% +0.081 pp 0.20% +0.202 pp USD16.35 +0.0% 1 qtrs NEW
12 WALLEYE CAPITAL LLC 26.1K +26.1K (+100.0%) 426.1K +426.1K (+100.0%) 0.06% +0.065 pp 0.00% +0.002 pp USD16.35 +0.0% 1 qtrs NEW
13 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 17.7K +17.7K (+100.0%) 289.8K +289.8K (+100.0%) 0.04% +0.044 pp 0.00% +0.001 pp USD16.35 +0.0% 1 qtrs NEW
14 HARBOUR CAPITAL ADVISORS, LLC 14.3K +14.3K (+100.0%) 216.8K +216.8K (+100.0%) 0.04% +0.036 pp 0.04% +0.041 pp USD16.35 +0.0% 1 qtrs NEW
15 VANGUARD GLOBAL ADVISERS, LLC 5.0K +5.0K (+100.0%) 81.0K +81.0K (+100.0%) 0.01% +0.012 pp 0.00% +0.000 pp USD16.35 +0.0% 1 qtrs NEW
16 BOKF, NA 1.0K +1.0K (+100.0%) 16.4K +16.4K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD16.35 +0.0% 1 qtrs NEW
17 LEGAL & GENERAL GROUP PLC 1.0K +1.0K (+100.0%) 16.3K +16.3K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD16.35 +0.0% 1 qtrs NEW
18 WELLS FARGO & COMPANY/MN 950.00 +950.0 (+100.0%) 15.5K +15.5K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD16.35 +0.0% 1 qtrs NEW
19 PNC FINANCIAL SERVICES GROUP, INC. 617.00 +617.0 (+100.0%) 10.1K +10.1K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD16.35 +0.0% 1 qtrs NEW
20 NORTH STAR INVESTMENT MANAGEMENT CORP. 500.00 +500.0 (+100.0%) 8.2K +8.2K (+100.0%) 0.00% +0.001 pp 0.00% +0.001 pp USD16.35 +0.0% 1 qtrs NEW
21 CURIO WEALTH, LLC 482.00 +482.0 (+100.0%) 7.9K +7.9K (+100.0%) 0.00% +0.001 pp 0.00% +0.003 pp USD16.35 +0.0% 1 qtrs NEW
22 IFP ADVISORS, INC 470.00 +470.0 (+100.0%) 7.7K +7.7K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD16.35 +0.0% 1 qtrs NEW
23 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 350.00 +350.0 (+100.0%) 5.7K +5.7K (+100.0%) 0.00% +0.001 pp 0.00% +0.001 pp USD16.35 +0.0% 1 qtrs NEW
24 MCF ADVISORS LLC 309.00 +309.0 (+100.0%) 5.1K +5.1K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD16.35 +0.0% 1 qtrs NEW
25 BOGART WEALTH, LLC 250.00 +250.0 (+100.0%) 4.1K +4.1K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD16.35 +0.0% 1 qtrs NEW
26 ROTHSCHILD INVESTMENT LLC 200.00 +200.0 (+100.0%) 3.3K +3.3K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD16.35 +0.0% 1 qtrs NEW
27 BIRCHBROOK, INC. 166.00 +166.0 (+100.0%) 2.7K +2.7K (+100.0%) 0.00% +0.000 pp 0.00% +0.001 pp USD16.35 +0.0% 1 qtrs NEW
28 SCARBOROUGH ADVISORS, LLC 155.00 +155.0 (+100.0%) 2.5K +2.5K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.35 +0.0% 1 qtrs NEW
29 HOLLENCREST CAPITAL MANAGEMENT 89.00 +89.0 (+100.0%) 1.5K +1.5K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.35 +0.0% 1 qtrs NEW
30 10.00 +10.0 (+100.0%) 164.00 +164.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.30 +0.3% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 42 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Acuitas Small Cap Active ETF AIMS 0.09% 65.2K 0.75%
2 iShares Micro-Cap ETF IWC 0.05% 803.6K 0.60%
3 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.02% 8.1K 0.35%
4 iShares Russell 2000 Value ETF IWN 0.02% 2.15M 0.24%
5 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 241.8K 0.30%
6 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.01% 446.7K 0.30%
7 Global X - Russell 2000 ETF RSSL 0.01% 111.5K 0.08%
8 Invesco Russell 2000 UCITS ETF RTYS.L 0.01% 24.1K 0.25%
9 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 4.0K 0.39%
10 iShares Russell 2000 ETF IWM 0.01% 5.83M 0.19%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
-39.6K
Shares Outstanding
6.88M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Jennifer Garner Co-Founder, Farmer Jen & Director 3M female
Cassandra Curtis Co-Founder, Chief Innovation Officer & Director 875.5K female
John Foraker Co-Founder, CEO & Chairman 553.8K male
Lawrence Waldman President & CFO 485.0K male
Kacie Barnes Registered Dietitian Nutritionist
Kaitlyn Zuber Chief of Staff female
Katie Marston Chief Marketing Officer female
Kevin Osterhoudt Pediatrician and Medical Toxicologist
Shilpa Dass Child Neurologist and Development Specialist
Suzanne Devkota Microbiome Specialist
Cheryl Reyes Chief Customer Officer female
Chris Folena Chief Accounting Officer male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits