JBS N.V. (JBS) AI Stock Analysis

JBS N.V., together with its subsidiaries, processes animal proteins worldwide, including beef, pork, lamb, and poultry. The company produces and markets prepared foods and operates related businesses in leather, collagen, hygiene and beauty products, metal packaging, and biodiesel. It offers products under brand names such as Seara, Doriana, Pilgrim's, Moy Park, Primo, Friboi, Maturatta, Swift, Ozo, and Adaptable Meals. Founded in 1953 and based in Amstelveen, the Netherlands, JBS employs 283,000 people and trades on the NYSE.

Annual revenue increased from $362.50B in FY2021 to $471.14B in FY2025, representing a 5-year revenue CAGR of 11.8% from FY2020 to FY2025. Net income rebounded from -$1.06B in FY2023 to $9.62B in FY2024 and reached $11.10B in FY2025, supporting FY2025 EPS of $8.80. Operating margin was 4.8% in FY2025, below the 9.2% recorded in FY2021. For the trailing twelve months, revenue stood at $91.17B with an operating margin of 3.1% and a profit margin of 1.2%. In the latest quarter ending June 30, 2026, quarterly revenue grew 13.8% year-over-year, while quarterly earnings fell 57.2%.

As of June 30, 2026, JBS held $3.47B in cash and short-term investments against total debt of $24.44B, resulting in net debt of $20.98B. The company maintains a current ratio of 1.53 and a debt-to-equity ratio of 2.97 on shareholders' equity of $8.22B. Operating cash flow reached $15.49B in FY2025, generating $4.13B in free cash flow after capital expenditures of $11.37B. Cash deployment in FY2025 included $8.81B in dividends paid and $3.19B in share buybacks.

At a last close of $13.03 on October 16, 2026, JBS carries a market capitalization of $13.95B and an enterprise value of $33.31B. The stock trades at a trailing P/E of 12.2x and a forward P/E of 3.9x, both below the median of its US-listed Consumer Defensive peers of 18.6x and 14.3x, respectively. Its EV to EBITDA multiple of 5.9x also sits below the peer median of 11.7x. Over the past year, JBS shares gained 10.6%, trailing the 16.8% return of the S&P 500 benchmark.

JBS offers an annual forward dividend of $1.00 per share, representing a dividend yield of 7.67% based on its last close. The payout ratio stands at 16.5%. The stock's last ex-dividend date occurred on May 18, 2026, following $8.81B in total dividends paid during FY2025.

Wall Street coverage consists of 8 Strong Buy, 5 Buy, and 2 Hold recommendations, with 0 Sell ratings. The mean price target of $18.57 implies an upside of 42.5% compared to the last close of $13.03. For the current fiscal year ending December 31, 2026, analysts estimate EPS of $4.04 and revenue of $475.76B. The company beat EPS estimates in 2 of the last 4 quarters, with the next earnings date scheduled for November 9, 2026.

This page is an AI-written research summary of JBS N.V. (JBS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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