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JBS

Jbs N.V.

JBS

NYSE·Consumer Defensive·Food Distribution·Mkt cap $26.8B

$12.32

+2.03%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$11.49 - $18.65

P/E

1.80

Fwd P/E

1.69

Beta

0.17

Div Yield

8.29%

Avg Vol

7.0M

Shares Out

2.2B

Mkt Cap

$26.8B

Price action

Price chart

Down 13.3% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

2 risks

  • Low volatility (beta 0.2).
  • Growth premium of 0.1x vs sector peers. Reasonable for this growth rate.

Growth

Moderate growth ahead

Rising global protein demand from emerging markets and population growth

Value

Growth premium of 0.1x vs sector peers. Reasonable for this growth rate.

Momentum

Falling

-32.0% over 3m

Quality

Thin

Emerging growth company (337% revenue growth). Early stage with higher risk.

Dividend

High yield

8.29% yield

Earnings track record

Recent earnings results

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

Next: May 12, 2026

LATEST RECAP

Earnings recap unavailable for this period.

EPS surprise · last 4Q

Q1 26

$0.22

Q4 25

$2.25

Q3 25

$0.52

Q2 25

$1.37

Next: May 12, 2026

Revenue trend · last 8Q

+28%

+18%

+9%

+8%

-3%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$20.2B

$22.2B

$23.4B

$22.9B

$119.0B

$120.6B

$126.3B

$22.3B

Margins · last 8Q

Gross

Operating

Profit

1.0%

Wall Street consensus

2 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

50%

Hold

1

50%

Sell

0%

Median Price Target

$17.00

+38.0% vs $12.32

Low $17.00
Median $17.00
High $17.00

Latest: UBS · $17.00 · May 19, 2026

1 analyst covering

vs Industry

How JBS stacks vs Food Distribution

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

Industry comparison data unavailable for this stock.

Related

Peers & themes

Peers

No peer data available.

Themes

No themes assigned.