Once Upon a Farm PBC (OFRM)
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-16
NYSEConsumer StaplesPackaged FoodsSnapshot 2026-10-16
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.
Management is running behind on a stated commitment.
View ThesisThis stock is volatile — it swings about 2% on a typical day and fell roughly 44% in its worst 12-month stretch.
View RiskOFRM’s thesis centers on growing net sales, supported by its latest revenue growth and raised guidance. Q2 FY2026 revenue grew 42.3% year over year, and earnings beat consensus by 33.3%. OFRM’s valuation multiple and peer comparison are unavailable, so the desk cannot establish what growth expectations the price reflects. A 29.0% next-quarter miss probability puts execution at risk. Management is also running behind on a stated commitment. Peer multiples imply no available valuation read; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-16. OFRM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering OFRM (as of Oct 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.
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| 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 2026-10-16. 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.
Advances: Increase 2026 net sales guidance
Growth plan aligns with increasing net sales guidance.
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 2026-10-16. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
