Village Super Market
VLGEA on Nasdaq. Village Super Market sells groceries through supermarkets to shoppers in four states. Market value $681m.
Price checks use the past 12 months to April 2026. Quality checks use five annual reports, the latest for the year to July 2025.
Should I look at this?
Worth a closer look
Why it could be worth it
What to watch out for
This is not advice. Check the numbers below.
For every $100 of what the whole company costs, it produced $8.70 of spare cash in the past 12 months. A savings account pays about $4.
You pay 8.8 years of operating profit for the business. The average large US company costs around 18.
Each dollar kept in the business earns 12 cents a year. Above 10 is good.
Quality score: 79 of 100. Price score: 100 of 100. Our list needs 70 on quality and 60 on price.
$43.72 a share, 45% above its 1-year low
Over the past year the price has ranged from $30.08 to $48.21.
Dividend: 2.1% a year
Paid every year for at least 5 years
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
Spare cash swings from quarter to quarter here: $56 million in the past 12 months, $34 million in the year to July 2025.
| Revenue | |||||
| Revenue | $2.0bn | $2.1bn | $2.2bn | $2.2bn | $2.3bn |
| Operating margin | |||||
| Operating margin | 1.4% | 1.9% | 3.0% | 2.8% | 3.1% |
| Debt to equity | |||||
| Debt to equity | 0.28 | 0.26 | 0.25 | 0.21 | 0.16 |
| Shares outstanding | |||||
| Shares outstanding | n/a | 0.00bn | 0.00bn | 0.00bn | n/a |
Health checks
- Free cash flow positive5 of 5 years
- Accounting looks honest (Beneish)Not enough data
- Financial strength (Piotroski)6 of 8 checks we could run
- Profit backed by cash (accruals)Yes
- Debt0.16× equity
- Revenue growth, five yearsSlow, 5.2% a year
The quarter to April 2026
How the business did, compared with the same quarter a year earlier.
- Sales: $573 million last quarter, up 2% on a year ago.
- Profit: $9 million, down 20% on a year ago.
- It keeps 3 cents of each $1 of sales as operating profit, about the same as a year earlier.
- Spare cash over the past 12 months: $56 million, up from $37 million.
- It has $54 million more cash than debt, up from $35 million a year ago.
- Sales grew on a year ago in each of the last 4 quarters.
| Quarter to | Amount |
|---|---|
| July 2024 | $578m |
| October 2024 | $558m |
| January 2025 | $600m |
| April 2025 | $564m |
| July 2025 | $600m |
| October 2025 | $583m |
| January 2026 | $641m |
| April 2026 | $573m |
| Quarter to | Amount |
|---|---|
| July 2024 | $15m |
| October 2024 | $13m |
| January 2025 | $17m |
| April 2025 | $11m |
| July 2025 | $16m |
| October 2025 | $12m |
| January 2026 | $18m |
| April 2026 | $9m |
From the company's quarterly reports to the SEC.
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 9 October 2025
- Next quarterly (estimated, 10-Q)
- 2 September 2026
Who owns it
4 long-term investors we follow own it, unchanged from 4 last quarter. 151 funds in all.
- GAMCO InvestorsMario Gabelli
- Value
- $8m
- Share of fund
- <0.1%
- Aegis FinancialScott Barbee
- Value
- $2m
- Share of fund
- 0.4%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| GAMCO InvestorsMario Gabelli | $8m | <0.1% | |
| Royce & AssociatesChuck Royce | $6m | <0.1% | Added |
| LSV Asset ManagementJosef Lakonishok | $4m | <0.1% | Cut |
| Aegis FinancialScott Barbee | $2m | 0.4% |
Largest holders overall
- BlackRock$33mAdded
- Dimensional Fund Advisors LP$31m
- American Century Companies$22mAdded
- Renaissance Technologies$19mCut
- Vanguard Capital Management$17m
- Money Concepts Capital$17mAdded
- Systematic Financial Management LP$17mCut
- Geode Capital Management$11mAdded
- State Street$9mAdded
- GAMCO Investors$8m
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
1 investor owns more than 5%.
- Renaissance Technologies LLCPassive investorat least 5.0%(filed with 1 related holder)Since 31 March 2025
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
Renaissance Technologies LLC Passive investor | at least 5.0% (filed with 1 related holder) | 31 March 2025 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 4 sold $2m.
- SUMAS JOHNEVP & Secretary, DirectorSold
- Date
- 14 April 2026
- Shares
- 12,703
- Price
- $41.30
- Value
- $524,634
- Van Orden John LCFO & TreasurerSold
- Date
- 10 April 2026
- Shares
- 8,000
- Price
- $43.88
- Value
- $351,040
- Perri LuigiVP of Finance & CAOSold
- Date
- 9 April 2026
- Shares
- 3,719
- Price
- $45.04
- Value
- $167,504
- SUMAS JOHN JAMESCEO, DirectorSold
- Date
- 8 April 2026
- Shares
- 12,702
- Price
- $43.16
- Value
- $548,218
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 14 April 2026 | SUMAS JOHN EVP & Secretary, Director | Sold | 12,703 | $41.30 | $524,634 |
| 10 April 2026 | Van Orden John L CFO & Treasurer | Sold | 8,000 | $43.88 | $351,040 |
| 9 April 2026 | Perri Luigi VP of Finance & CAO | Sold | 3,719 | $45.04 | $167,504 |
| 8 April 2026 | SUMAS JOHN JAMES CEO, Director | Sold | 12,702 | $43.16 | $548,218 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
What could go wrong
Cheap for a reason is the question the numbers cannot answer.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.