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JBS

Jbs N.V.

JBS

NYSE·Consumer Defensive·Packaged Foods·Mkt cap $30.2B

$13.62

-0.95%

P/E

2.54

Mkt Cap

$30.2B

52-Wk Range

$11.49–$18.65

52-Week Range

$11.49 - $18.65

P/E

2.54

Fwd P/E

15.30

Beta

0.16

Div Yield

7.34%

Avg Vol

6.7M

Shares Out

2.2B

Mkt Cap

$30.2B

Price action

Price chart

Down 17.6% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Vertical integration from livestock to finished products reducing costs
  • Global scale and distribution network across multiple continents
  • Diversified product portfolio including leather, biodiesel, and collagen
  • Established supply chain infrastructure and processing expertise

Bear Case

1 risk

  • Low volatility (beta 0.2).

Growth

Stable outlook

Rising global protein demand from emerging markets and population growth

Value

Valued in line with sector peers (1.0x).

Momentum

Stable

+3.0% over 3m

Quality

Thin

Emerging growth company (56% revenue growth). Early stage with higher risk.

Dividend

High yield

7.34% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 9, 2026

Q3 26 RECAP

AUG 10, 2026

Reported EPS of $0.20 vs $0.31 consensus (-35.0% surprise). Revenue of $23.9B vs $23.0B expected (+3.7%).

EPS miss
Rev beat +3.7%

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-35.0%

Revenue trend · last 8Q

+28%

+18%

+9%

+8%

-3%

-80%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$22.2B

$23.4B

$22.9B

$119.0B

$120.6B

$126.3B

$22.3B

$23.9B

Margins · last 8Q

Gross

10.8%

Operating

2.5%

Profit

-0.4%

Wall Street consensus

3 analysts · 67% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

67%

Hold

1

33%

Sell

0%

Median Price Target

Latest: UBS · Aug 24, 2026

vs Industry

How JBS stacks vs Packaged Foods

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.