JBS

JBS N.V.

Fundamental data last updated:September 4, 2026

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company profile

SECTOR

Consumer Defensive

industry

Packaged Foods

Exchange

NYSE

County of HQ

NL

Next Earnings Date

Pending Announcement

Business Summary

JBS N.V., together with its subsidiaries, operates as a protein and food company worldwide. The company offers beef, pork, chicken, poultry, fish, and lamb products; cooked frozen meat; plant based products; and other food products. It also sells leather, leather, hygiene and cleaning products, collagen, metal packaging, biodiesel, and others, as well as wet blue leather, semi-finished, and finished leather products. In addition, the company is involved in beef processing, such as slaughtering, refrigerating, industrializing, and production of canned beef by-products, as well as fish processing; leather production, processing, and commercialization; production and commercialization of steel cans, plastic resin, soap base for production, soap bar, biodiesel, glycerin, olein, oily acid, collagen, and wrapper derived from cattle tripe; industrial waste management; cold storage; and purchase and sale of soybeans, tallow, palm oil, caustic soda, and stearin. Further, it engages in chicken and pork processing, including raising, slaughtering, and processing of broiler chickens and hogs; production and commercialization of beef and food products; production of pet food and concentrates; electric power production, cogeneration, and commercialization; operates distribution centers and harbors; and provides transportation services and dog biscuits. Additionally, it produces beef jerky; offers cattle fattening and warehousing services; operates logistics; and trades in by products from processing. The company was founded in 1953 and is based in Amstelveen, Netherlands.

 


VALUATION

P/E

1.41

Market Cap ($M USD)

$27.83B

Forward P/E

5.59

PEG

-0.07

PRICE TO SALES

0.29

PRICE TO BOOK

1.60

EV / EBITDA

7.27

5-Year Average P/E

Free Cash Flow Yield

-0.05%

DCF Value

$111.34

Graham Number

$89.16

Price to FCF

-2200.27

EV to FCF

-3800.23

Earnings Yield

14.05%

FCF Yield

-0.05%

DIVIDEND

Yield

7.97%

Annual Payout

$5.06

Payout Ratio

71.15%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$8.91

Next Year EPS Growth Estimate

$2.24

Next Year Revenue Growth Estimate

$99.46B

Return on Equity (ROE)

26.35%

FREE CASH FLOW

Operating Margin

4.27%

Debt-to-Equity

2.63

Piotroski F-Score

7

Altman Z-Score

2.97

Return on Invested Capital (ROIC)

11.80%

Current Ratio

1.50

Quick Ratio

0.77

Net Debt to EBITDA

3.06

Interest Coverage

2.80

Gross Profit margin

12.32%

FCF PER SHARE

$-0.06

REVENUE PER SHARE

$445.67

Gainseekers Quantitative Analysis

Summary

The market appears to be significantly undervaluing JBS, with its DCF value towering over the recent pricing. The Graham Number further supports this undervaluation narrative, suggesting a substantial margin of safety. Despite a low Forward P/E, indicating potential growth, the Earnings Yield of 14.17% highlights robust earnings generation. The Altman Z-score of 3.05 suggests financial stability, reducing bankruptcy risk. Overall, the stock seems mispriced, offering a compelling opportunity for value investors.

AI Exposure / Tech Reliance

In the packaged foods industry, JBS is positioned to leverage AI for supply chain optimization and cost reduction. However, the sector's traditional nature may limit rapid tech adoption. Their resilience will depend on integrating AI to enhance operational efficiency.

The Bull Case

For the discerning GARP investor, JBS offers a tantalizing proposition. With a strong ROIC of 12.50%, the company demonstrates efficient capital allocation. The Piotroski F-Score of 7 indicates solid financial health, while a 4.81% operating margin showcases pricing power. Despite a modest FCF Yield, the company's ability to generate cash flow and maintain a healthy balance sheet makes it an attractive buy.

The Bear Case

Despite its strengths, JBS faces structural challenges. The Debt/Equity ratio of 2.63 raises concerns about leverage, while the Price to FCF ratio of 81.67 suggests cash flow inefficiencies. Trading close to its 52-week high, the stock may be technically overextended. Additionally, a low Quick Ratio of 0.91 indicates potential liquidity issues, warranting caution.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Buy

Average Analyst Price Target

$19.00

Institutional Ownership %

1-Year Beta

0.25

Insider Buying % (6 Mo)

Distance to 52-Week High

48.63%

Distance to 52-Week Low

1.42%

EARNINGS SURPRISE %

-28.57%

50-DAY SMA

$15.99

200-DAY SMA

$15.04

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.