Seaboard Corporation (SEB) AI Stock Analysis

NYSE American: SEBAI research summary: business, growth, valuation, analysts, bull and bear case.

SEB AI stock analysis summary

AI Research

Seaboard Corporation (SEB) is a diversified global agribusiness and transportation conglomerate. For the trailing twelve months, the company generated $10.27B in revenue with a net profit margin of 6.2% and EPS of $656.78. It maintains a low debt-to-equity ratio of 0.29 and trades at a trailing price-to-earnings multiple of 6.0x.

Market cap
$3.76B
Revenue (TTM)
$10.27B
P/E
6.0x
fwd 11.9x
1Y return
14.3%
S&P 500 16.8%
Avg. target
$0.69
-100.0% vs last close

Bull case

  • In the latest quarter ended June 30, 2026, quarterly earnings grew 51.8% year-over-year while revenue expanded 17.8%.
  • The stock trades at a modest trailing P/E of 6.0x and price-to-book of 0.7x, below the US-listed Industrials peer median P/E of 24.8x.
  • Seaboard maintains balance sheet stability with $1.21B in cash and short-term investments and a low debt-to-equity ratio of 0.29.

Bear case

  • Shares have fallen 11.6% year-to-date and sit 18.2% below their 200-day moving average as of October 16, 2026.
  • Operating margins have seen volatility, dropping to -0.9% in FY2023 before recovering to 2.3% in FY2025 and 3.4% over the trailing twelve months.
  • Over a 5-year period, the stock delivered a return of -3.8%, significantly trailing the S&P 500 return of 83.0%.

What Seaboard does

Seaboard Corporation operates globally across six key segments: Pork, Commodity Trading and Milling (CT&M), Marine, Sugar and Alcohol, Power, and Turkey. The Pork segment produces fresh and frozen pork products, raises hogs, and manufactures biodiesel. CT&M sources, transports, and trades commodities such as wheat, corn, and soybeans while manufacturing flour and animal feed. The Marine segment provides containerized cargo shipping services across the United States, Caribbean, and Central and South America. Additionally, the company produces sugar and alcohol, operates a 51-megawatt cogeneration power plant, and functions as an independent power producer in the Dominican Republic.

Growth and profitability

Over five years, revenue expanded at a 6.5% CAGR from FY2020 to FY2025. Annual revenue grew 29.5% in FY2021 to $9.23B and 21.8% in FY2022 to $11.24B, before declining 15.0% in FY2023 to $9.56B and 4.8% in FY2024 to $9.10B. In FY2025, revenue rebounded by 7.1% to $9.75B, supported by an operating margin of 2.3% and net income of $496.0M. Operating margin fluctuated from 5.8% in FY2022 down to -0.9% in FY2023. For the latest quarter ended June 30, 2026, quarterly revenue growth was 17.8% year-over-year, while quarterly earnings growth accelerated to 51.8%.

SEB income statement →

Balance sheet and cash flow

As of June 30, 2026, Seaboard held $1.21B in cash and short-term investments alongside total debt of $1.59B, yielding net debt of $388.0M. Its current ratio stood at 2.40, while debt-to-equity was 0.29 against $5.49B in shareholders' equity and $8.68B in total assets. In FY2025, operating cash flow reached $568.0M and free cash flow was $6.0M. Capital expenditures totaled $562.0M, share buybacks were $39.0M, and dividends paid amounted to $9.0M, contributing to a 17.5% reduction in share count over 5 years.

SEB balance sheet →

Valuation and performance

Seaboard carries a market capitalization of $3.76B and an enterprise value of $4.72B. The stock trades at a trailing P/E of 6.0x and an EV-to-EBITDA of 4.7x, both well below the median of its US-listed Industrials peers of 24.8x and 13.9x, respectively. Its price-to-book ratio is 0.7x and price-to-sales is 0.4x. Over the past year, Seaboard shares gained 14.3%, lagging the S&P 500 return of 16.8%. Over 5 years, the stock returned -3.8% compared to an 83.0% gain for the benchmark index.

SEB key metrics →

SEB dividend

Seaboard pays a quarterly dividend with an annual forward dividend of $9.00 per share, offering a dividend yield of 0.23%. The company has paid dividends for 10 consecutive years with a low payout ratio of 1.4%. However, its annualized 5-year dividend growth is 0.0%. The most recent ex-dividend date was August 14, 2026.

SEB dividend history →

What analysts expect

Seaboard Corporation has a reported mean price target of $0.69, which represents a target vs last close of -100.0% relative to its recent share price of $3922.63 on October 16, 2026. The available data lists no formal Wall Street rating counts or specific forward consensus estimates. Investors will look for updated business guidance and performance figures at the company's next earnings date, which is set for October 27, 2026.

Key risks and what to watch

  • High capital expenditures of $562.0M in FY2025 reduced free cash flow to $6.0M despite $568.0M in operating cash flow.
  • The stock's 52-week trading range is wide, spanning from a low of $3140.01 to a high of $5989.37.
  • Insiders hold 74.6% of shares, which concentrates voting power and leaves institutional ownership at 26.4%.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this SEB AI stock analysis

This page is an AI-written research summary of Seaboard Corporation (SEB). 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.

Related: SEB income statement, SEB balance sheet, SEB key metrics, SEB chart. See the SEB stock overview for the latest quote and news.

SEB AI stock analysis FAQ

What does Seaboard Corporation do?

Seaboard Corporation is a diversified conglomerate operating across six segments: Pork, Commodity Trading and Milling, Marine cargo transportation, Sugar and Alcohol, Power generation, and Turkey.

Does Seaboard Corporation pay a dividend?

Yes, Seaboard pays a quarterly dividend totaling $9.00 annually, which represents a dividend yield of 0.23% and a payout ratio of 1.4%.

How is Seaboard Corporation valued compared to peers?

Seaboard trades at a trailing P/E of 6.0x and an EV-to-EBITDA of 4.7x, compared to medians of 24.8x and 13.9x, respectively, for US-listed Industrials peers.

When is Seaboard Corporation's next earnings date?

Seaboard's next earnings date is scheduled for October 27, 2026.

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