JBS N.V.

JBS Consumer Defensive Packaged Foods

JBS N.V.’s revenue for fiscal 2025 (year ended December 2025) was $86.2 billion, up 11.7% from fiscal 2024.

Revenue
+13.8%
EPS
−120.8%
Free cash flow
+238.9%
Total debt
+15.1%

Quarter to June 2026, against a year earlier

12.38 0.42 −3.28%
Market cap
$13.7B
P/E
12.5×
Fwd P/E
14.4×
Dividend yield
—
F-score
n/a
Altman Z
2.72
Beneish M
−2.28
Dividend safety
n/a

Insider Decisions last twelve months

Sold, $m 2.54
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — 1 — — —
Insider Ownership 65.84%

Capital & Financial Ratios $m

Size
Market Cap 13,720.00
Revenue ttm 91,168.21
Net income ttm 1,224.56
Free cash flow ttm 547.74
Net debt Q 20,438.79
Valuation
P/E 12.55
Forward P/E 14.40
Price / sales 0.14
Forward P/S Powerpack
Price / FCF 23.86
Price / book 1.44
Financial health
Current ratio Q 1.53 (at or above 1.5: strong)
Debt / equity Q 2.66 (above 2: weak)
Interest coverage Q 0.72
Growth
Revenue growth Q +13.82% (above 0%: growing)
Operating income growth Q −45.97% (below 0%: shrinking)
EPS, this year −62.79% (below 0%: weak)
EPS, next year A +91.68% (at or above 15%: strong)
Revenue, next year A +457.29% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +2.33%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash — 5,750 4,725 3,637
Receivables — 4,373 5,191 4,644
Inventory — 6,624 7,934 8,806
Other — 373 589 669
— 17,121 18,438 17,757
2023 2024 2025 Q'26
Payables — 5,466 6,198 5,852
ST’ Debt — 2,084 833 1,335
Other — 1,744 2,308 2,526
— 11,657 11,542 11,583

Compound Annual Growth %

10y 5y 3y
Sales — — —
Cash Flow — — —
Earnings — — —
Book Value — — —

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 0.20 (0.09) — — —
’25 0.47 0.48 0.52 0.39 1.89
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 21,609 23,900 — — —
’25 19,527 20,998 22,597 23,063 86,184
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 (789) 852 — — —
’25 (555) 511 1,040 1,936 2,932
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (1,332) 257 — — —
’25 (800) 76 512 1,111 899
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.2
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue — — — — — — — — 77,183 86,184 91,168 +11.7% 480,295 488,315 495,951 +79.2%
Gross margin, % — — — — — — — — 15.01 13.11 11.80 (1.9) pt
EBT — — — — — — — — 2,711 2,620 1,276 (3.3%)
EBT margin, % — — — — — — — — 3.51 3.04 1.40 (0.5) pt
Net income — — — — — — — — 1,968 2,230 1,225 +13.3%
Per share, $
Per share, $ Revenue — — — — — — — — 72.23 80.66 89.29 +11.7%
Earnings — — — — — — — — 1.65 1.89 1.02 +14.5%
Cash flow — — — — — — — — 3.96 2.74 2.98 (30.7%)
Capex — — — — — — — — (1.35) (1.90) (2.44) +40.8%
Free cash flow — — — — — — — — 2.61 0.84 0.54 (67.7%)
Book value — — — — — — — — 7.61 8.91 8.87 +17.1%
Shares, m — — — — — — — — 1,069 1,069 1,067 0.0%
Valuation, ×
Valuation, × P/E — — — — — — — — 7.56 7.75 12.55 7.7
P/S — — — — — — — — 0.00 0.18 0.14 0.1
P/B — — — — — — — — 1.62 1.62 1.44 1.6
EV/Sales — — — — — — — — 0.00 0.39 0.37 0.2
EV/FCF — — — — — — — — 0.00 36.92 61.18 18.5
Cash, $m
Cash, $m Operating cash flow — — — — — — — — 4,230 2,932 3,038 (30.7%)
Capex — — — — — — — — (1,444) (2,033) (2,490) +40.8%
Free cash flow — — — — — — — — 2,786 899 548 (67.7%)
Balance, $m
Balance, $m Working capital — — — — — — — — 5,464 6,896 6,174 +26.2%
Net debt — — — — — — — — 14,975 17,778 20,439 +18.7%
Shareholders’ equity — — — — — — — — 8,134 9,523 9,059 +17.1%
Returns, %
Returns, % ROA — — — — — — — — 0.00 4.72 2.54 +4.7 pt
ROIC — — — — — — — — 11.84 9.52 6.89 (2.3) pt
ROE — — — — — — — — 0.00 22.93 12.18 +22.9 pt
People
People Employees — — — — — — — — — — — —
Revenue/emp, $m — — — — — — — — 0.00 0.00 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026 · fundamentals updated 26 Oct 2026

JBS N.V. vs peers in Packaged Foods (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
GIS General Mills, Inc. $19.5B — (loss-making) 11.3× −2.83% (below 0%: shrinking) −66.67% (below 0%: shrinking) −28.59% (below 0%: shrinking) 33.88% 14.43% Compare
SJM The J. M. Smucker Company $14.2B 62.1× 14.5× +5.02% (above 0%: growing) n/m +511.71% (above 0%: growing) 44.14% 23.05% Compare
JBS JBS N.V. $13.7B 12.5× 14.4× +13.82% (above 0%: growing) n/m +238.90% (above 0%: growing) 10.83% 2.50%
MKC McCormick & Company, Incorporated $13.5B 9.0× 8.6× +17.39% (above 0%: growing) −57.14% (below 0%: shrinking) −45.61% (below 0%: shrinking) 39.26% 10.72% Compare
HRL Hormel Foods Corporation $12.4B 35.8× 16.8× −2.36% (below 0%: shrinking) −66.67% (below 0%: shrinking) +107.16% (above 0%: growing) 15.92% 2.49% Compare
MICC The Magnum Ice Cream Company N.V. $12.3B — — — — — — — Compare
DAR Darling Ingredients Inc. $8.0B 9.5× 8.2× +14.52% (above 0%: growing) +1,323.67% (above 0%: growing) +428.22% (above 0%: growing) 26.66% 18.61% Compare
SFD Smithfield Foods, Inc. $7.7B 8.5× 10.5× −8.27% (below 0%: shrinking) −63.32% (below 0%: shrinking) +160.00% (above 0%: growing) 9.11% 3.70% Compare
LW Lamb Weston $7.6B 29.9× 20.3× +0.66% (above 0%: growing) −54.35% (below 0%: shrinking) −47.29% (below 0%: shrinking) 15.96% 4.92% Compare
Median of peers $12.4B 19.7× 11.3× +0.66% −60.23% +107.16% 26.66% 10.72%

All 68 Packaged Foods stocks →

JBS N.V. (JBS) Latest News

22 Oct

Impact 3 · · GlobeNewswire

22 Sep

Impact 3 · · Simply Wall St.

11 Aug

Impact 3 · · MarketBeat transcript

8 Jun

Impact 3 · · Barrons.com

14 May

Impact 4 · · MarketBeat

13 May

Impact 4 · · The Motley Fool transcript
Impact 3 · · Moby transcript

12 Apr

Impact 3 · · The Wall Street Journal

26 Mar

Impact 4 · · Insider Monkey
Impact 4 · · Moby

16 Mar

stockrow.com/JBS · Data as of Oct 26, 2026 · For information only; not investment advice. · © 2026 stockrow.com