Tyson Foods, Inc. (TSN) AI Stock Analysis

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

TSN AI stock analysis summary

AI Research

Tyson Foods, Inc. (TSN) is a global food producer operating across Beef, Pork, Chicken, and Prepared Foods segments. In FY2025, the company generated $54.44B in revenue with net income of $474.0M, recovering from a net loss of -$648.0M in FY2023. At a last close of $54.90, the stock offers a forward dividend yield of 3.72% and trades at a forward P/E of 11.2x.

Market cap
$19.31B
Revenue (TTM)
$55.69B
P/E
33.9x
fwd 11.2x
1Y return
9.0%
S&P 500 16.8%
Avg. target
$63.00
14.8% vs last close

Bull case

  • Tyson trades at a forward P/E of 11.2x and an EV/EBITDA of 9.8x, both below the S&P 500 Consumer Defensive peer medians of 15.3x and 14.8x.
  • The company demonstrated strong cash generation in FY2025 with $1.18B in free cash flow, supporting its $2.04 forward annual dividend.
  • Earnings momentum improved sharply with quarterly earnings growth of 204.1% year-over-year in the quarter ended June 30, 2026.

Bear case

  • Trailing operating margin of 2.7% remains substantially below the S&P 500 Consumer Defensive peer median of 16.9%.
  • Net debt of $7.27B poses a continuous financial burden relative to its $740.0M cash and short-term investment balance.
  • Long-term shareholder returns have lagged the market, with a 5-year return of -19.2% compared to an 83.0% gain for the S&P 500.

What Tyson Foods does

Tyson Foods, Inc. is a global food company focused on four core segments: Beef, Pork, Chicken, and Prepared Foods. Its operations span the entire food production cycle, including processing live cattle and hogs into primal and sub-primal cuts, as well as supplying poultry breeding stock and producing fresh, frozen, and value-added chicken products. In Prepared Foods, it manufactures and markets frozen and refrigerated offerings such as ready-to-eat sandwiches, flame-grilled burgers, bacon, and sausage. Its brand portfolio includes Jimmy Dean, Hillshire Farm, Ball Park, Wright, and Aidells. Headquartered in Springdale, Arkansas, Tyson distributes to grocery retailers, wholesalers, warehouse club stores, food service providers, and international export markets.

Growth and profitability

Over the five years from FY2020 to FY2025, Tyson Foods delivered a revenue CAGR of 4.7%. Revenue expanded from $47.05B in FY2021 to $54.44B in FY2025, though operating margins contracted from 9.3% in FY2021 to 2.0% in FY2025. After recording net income of -$648.0M in FY2023, net income rebounded to $800.0M in FY2024 and stood at $474.0M in FY2025. Over the trailing twelve months, revenue reached $55.69B with an operating margin of 2.7% and a net profit margin of 1.0%. In the latest quarter ended June 30, 2026, quarterly revenue fell 0.1% year-over-year, while quarterly earnings grew 204.1%.

TSN income statement →

Balance sheet and cash flow

As of June 30, 2026, Tyson Foods held $740.0M in cash and short-term investments alongside total debt of $8.01B, resulting in net debt of $7.27B. Shareholders' equity totaled $18.08B against total assets of $35.61B, reflecting a debt-to-equity ratio of 0.44 and a current ratio of 1.43. In FY2025, the company generated operating cash flow of $2.15B and free cash flow of $1.18B. Capital allocation in FY2025 included capital expenditures of $978.0M, dividends paid of $697.0M, and share buybacks of $196.0M.

TSN balance sheet →

Valuation and performance

Tyson Foods has a market capitalization of $19.31B and an enterprise value of $25.50B. The stock trades at a trailing P/E of 33.9x, which is above the 23.3x median of its S&P 500 Consumer Defensive peers. However, its forward P/E of 11.2x, price-to-sales of 0.3x, and EV/EBITDA of 9.8x all sit below peer medians of 15.3x, 1.8x, and 14.8x, respectively. Over the trailing 12 months, TSN returned 9.0% compared to 16.8% for the S&P 500 (SPY), while its 5-year return of -19.2% lags SPY's 83.0% gain.

TSN key metrics →

TSN dividend

Tyson Foods pays a quarterly dividend with an annualized forward rate of $2.04 per share, translating to a dividend yield of 3.72% as of October 16, 2026. The company has paid consecutive dividends for 42 years and holds a 5-year annualized dividend growth rate of 3.3%. Its payout ratio stands at 51.3%, with its last ex-dividend date on December 1, 2026.

TSN dividend history →

What analysts expect

Wall Street coverage includes 2 Strong Buy, 3 Buy, 7 Hold, and 1 Sell ratings. The mean price target of $63.00 implies an upside of 14.8% relative to the October 16, 2026 close of $54.90. For the fiscal year ending September 30, 2026, analysts estimate EPS of $3.68 on revenue of $56.31B. Over the last four quarters, Tyson has beaten EPS expectations 3 times, and its next earnings report is scheduled for November 16, 2026.

TSN forecast and price target →

Key risks and what to watch

  • Tyson carries $8.01B in total debt against cash and short-term investments of $740.0M.
  • Profitability has fluctuated substantially, falling from a net margin of 6.5% in FY2021 to -1.2% in FY2023 before reaching 0.9% in FY2025.
  • Quarterly revenue growth slipped by 0.1% year-over-year in the period ended June 30, 2026, trailing peer median revenue growth of 5.2%.

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 TSN AI stock analysis

This page is an AI-written research summary of Tyson Foods, Inc. (TSN). 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: TSN income statement, TSN balance sheet, TSN key metrics, TSN analyst forecast, TSN chart. See the TSN stock overview for the latest quote and news.

TSN AI stock analysis FAQ

What is Tyson Foods' dividend yield and payout history?

Tyson Foods offers an annual forward dividend of $2.04 per share, representing a 3.72% dividend yield as of October 16, 2026. The company has paid consecutive dividends for 42 years and maintains a payout ratio of 51.3%.

What are analysts' price targets for TSN stock?

Analysts hold a mean price target of $63.00, representing an upside of 14.8% from the last close of $54.90. The stock has 5 Buy or Strong Buy ratings, 7 Hold ratings, and 1 Sell rating.

How does Tyson Foods' valuation compare to its peers?

TSN trades at an EV/EBITDA of 9.8x and a forward P/E of 11.2x, both below the S&P 500 Consumer Defensive medians of 14.8x and 15.3x. However, its trailing P/E of 33.9x is higher than the peer median of 23.3x.

What is Tyson Foods' current debt profile?

As of June 30, 2026, Tyson Foods had $8.01B in total debt and $740.0M in cash and short-term investments, yielding net debt of $7.27B. Its debt-to-equity ratio is 0.44.

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