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. In the quarter to June 2026, revenue grew 13.8%, EPS fell 120.8%, free cash flow grew 238.9% and total debt rose 15.1%, each against the same quarter a year earlier.

13.03 0.31 +2.44%
Market cap
$13.6B
P/E
12.8×
Fwd P/E
9.2×
Dividend yield
—
F-score
n/a
Altman Z
2.72
Beneish M
−2.28
Dividend safety
n/a

Insider Decisions trades per month

Total sells 2.54
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — 1 — —
Insider Ownership 65.88%

Capital & Financial Ratios $m

Market Cap 13,620.00
Revenue 91,168.21
Net Income 1,224.56
Free Cash Flow 547.74
Net Debt 20,438.79
Current Ratio 1.53 (at or above 1.5: strong)
Debt/Equity 2.66 (above 2: weak)
P/E ratio 12.77
Fwd P/E 9.16
P/S ratio 0.15
P/B ratio 1.47
Past 5Y EPS Growth —
This Y EPS Growth (60.43%) (below 0%: weak)
Next Y EPS Growth 83.60% (at or above 15%: strong)
Next Y revenue growth 452.03% (at or above 10%: strong)
Next 5Y EPS Growth 0.23%

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2028 Powerpack
2027 Powerpack
2026 Powerpack
2025 Powerpack
predictions special payouts not included in total or ratios

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 — — —

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.

EPS $

Mar Jun Sep Dec Year
’26 0.20 (0.09) — — —
’25 0.52 0.48 0.52 0.39 1.89
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

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low — — — — — — — — — 12.37

Analyst estimates 2026–2028

Powerpack
High — — — — — — — — — 17.80
People
People Employees — — — — — — — — — —
Revenue/emp, $m — — — — — — — — 0.00 0.00
Income, $m
Income, $m Revenue — — — — — — — — 77,183 86,184
Gross margin, % — — — — — — — — 15.01 13.11
EBT — — — — — — — — 2,711 2,620
EBT margin, % — — — — — — — — 3.51 3.04
Net income — — — — — — — — 1,968 2,230
Depreciation — — — — — — — — 2,190 2,309
Per share, $
Per share, $ Revenue — — — — — — — — 72.23 80.66
Earnings — — — — — — — — 1.84 1.89
Cash flow — — — — — — — — 3.96 2.74
Capex — — — — — — — — (1.35) (1.90)
Free cash flow — — — — — — — — 2.61 0.84
Book value — — — — — — — — 7.61 8.91
Shares, m — — — — — — — — 1,069 1,069
Valuation, ×
Valuation, × P/E — — — — — — — — 7.19 7.55
P/S — — — — — — — — 0.00 0.18
P/B — — — — — — — — 1.83 1.62
EV/Sales — — — — — — — — 0.00 0.39
EV/FCF — — — — — — — — 14.92 36.92
Cash, $m
Cash, $m Operating cash flow — — — — — — — — 4,230 2,932
Capex — — — — — — — — (1,444) (2,033)
Free cash flow — — — — — — — — 2,786 899
Balance, $m
Balance, $m Working capital — — — — — — — — 5,464 6,896
Total debt — — — — — — — — 20,725 22,503
Net debt — — — — — — — — 14,975 17,778
Shareholders’ equity — — — — — — — — 8,134 9,523
Returns, %
Returns, % ROA — — — — — — — — 0.00 4.72
ROIC — — — — — — — — 11.84 9.52
ROE — — — — — — — — 0.00 22.93
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

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. $17.6B — (loss-making) 10.6× −2.83% (below 0%: shrinking) −66.67% (below 0%: shrinking) −28.59% (below 0%: shrinking) 33.88% 14.43% Compare
JBS JBS N.V. $13.6B 12.8× 9.2× +13.82% (above 0%: growing) n/m +238.90% (above 0%: growing) 10.83% 2.50%
SJM The J. M. Smucker Company $13.5B 59.3× 12.9× +5.02% (above 0%: growing) n/m +511.71% (above 0%: growing) 44.14% 23.05% Compare
MKC McCormick & Company, Incorporated $12.3B 8.3× 15.7× +17.39% (above 0%: growing) −53.76% (below 0%: shrinking) −45.61% (below 0%: shrinking) 39.26% 10.72% Compare
MICC The Magnum Ice Cream Company N.V. $11.3B — — — — — — — Compare
HRL Hormel Foods Corporation $11.1B 32.4× 16.1× −2.36% (below 0%: shrinking) −66.67% (below 0%: shrinking) +107.16% (above 0%: growing) 15.92% 2.49% Compare
DAR Darling Ingredients Inc. $9.6B 16.3× 13.8× +16.37% (above 0%: growing) +2,950.00% (above 0%: growing) +428.22% (above 0%: growing) 29.20% 32.20% Compare
LW Lamb Weston $7.5B 28.9× 14.4× +0.66% (above 0%: growing) −54.02% (below 0%: shrinking) −47.29% (below 0%: shrinking) 15.96% 4.92% Compare
SFD Smithfield Foods, Inc. $7.3B 6.9× 10.0× −2.27% (below 0%: shrinking) +27.08% (above 0%: growing) −1.54% (below 0%: shrinking) 12.95% 7.86% Compare
Median of peers $11.2B 22.6× 13.8× +0.66% −53.89% −1.54% 29.20% 10.72%

All 71 Packaged Foods stocks →

JBS N.V. (JBS) key facts

  • Strength: JBS N.V.’s revenue for fiscal 2025 (year ended December 2025) was $86.2 billion, up 11.7% from fiscal 2024.
  • JBS N.V. (JBS) is a Packaged Foods company in the Consumer Defensive sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, JBS traded at $13.03, a market capitalization of $13.6 billion.
  • Return on equity was 22.9% and debt-to-equity 2.66.
  • Its Altman Z-score is 2.72 (grey zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

JBS N.V. (JBS) Latest News

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stockrow.com/JBS · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com