Once Upon a Farm PBC (OFRM)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-11-05
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-11-05
Research Workspace
Put OFRM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Packaged Foods & Meats is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisThis stock is volatile — it swings about 2% on a typical day and fell roughly 65% in its worst 12-month stretch.
View RiskOFRM's push toward positive adjusted EBITDA has to keep compounding. Revenue grew 42.3% in the latest quarter. The company beat its earnings estimate by 33.3%. We cannot anchor a clean multiple for OFRM right now. The market cycle is currently in a Mania phase. A nationwide product recall threatens sales and brand reputation. BofA issued a double downgrade on recall concerns. Peer multiples imply a price about 12% above where it trades. Our read remains intact. This read is provisional.
Trailing returns as of 2026-11-05. OFRM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering OFRM (as of Nov 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare OFRM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| OFRM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-11-05. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Packaged Foods & Meats — fair value, gap to price, and forward P/E.
Compare the value case
Put OFRM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Build toward positive adjusted EBITDA
Double downgrade signals severe financial distress and EBITDA risk.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.

Threatens: Build toward positive adjusted EBITDA
Recall costs threaten EBITDA path and sales growth.

Nationwide recall threatens sales and brand reputation.

Advances: Increase 2026 net sales guidance
Growth plan aligns with increasing net sales guidance.
