Smithfield Foods, Inc. SFD

19.04 0.03 0.16% as of 25 Sep
Market cap
$7.5B
P/E
7.1×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 4.40
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — 3 — — —
Insider Ownership 88.37%

Capital & Financial Ratios

Market Cap 7,520.00
Revenue 15,474.00
Net Income 1,072.00
Free Cash Flow 821.00
Net Debt 654.00
Current Ratio 2.56
Debt/Equity 0.29
P/E ratio 7.05
P/S ratio 0.48
P/B ratio 1.07
Past 5Y EPS Growth —
This Y EPS Growth (12.79%)
Next Y EPS Growth 1.00%
Next 5Y EPS Growth (2.50%)
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2028 Powerpack
2027 Powerpack
2026 1.25
0.31
0.31
0.31
2025 1.00
0.25
0.25
0.25
0.25
2024 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 687 943 1,539 1,350
Receivables 577 558 1,023 1,010
Inventory 2,536 2,412 2,328 2,380
Other — — — —
4,921 4,202 5,166 5,006
2023 2024 2025 Q'26
Payables 789 777 856 461
ST’ Debt 27 3 3 602
Other — — — —
2,450 1,706 1,741 1,954
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — (1.39%)
Cash Flow — — 26.67%
Earnings — — 4.30%
Book Value — — 12.15%

Revenue

Mar Jun Sep Dec Year
’26 3,800 3,700 — — —
’25 3,771 3,786 3,747 4,227 15,531
’24 3,444 3,412 3,334 3,952 14,142
’23 — — — — 14,640
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (65) 269 — — —
’25 (166) 274 13 938 1,059
’24 (219) 210 242 683 916
’23 — — — — 688
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (153) 192 — — —
’25 (245) 195 (69) 851 732
’24 (311) 129 155 692 665
’23 — — — — 554
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.62 0.60 — — —
’25 0.57 0.48 0.63 0.83 2.51
’24 0.41 0.81 0.79 0.54 2.51
’23 — — — — 0.06
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.4
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — — — — 18.43

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — — — — 26.07
High Price
— — — — — — — 37,417 34,000 34,500
Employees
— — — — — — 0 0 0 0
Revenue/Emp
— — — — — — 16,199 14,640 14,142 15,531
Revenue
— — — — — — 9.23% 6.07% 13.42% 13.45%
Gross Margin
— — — — — — 1,047 (129) 1,061 1,270
EBT
— — — — — — 6.46% (0.88%) 7.50% 8.18%
EBT Margin
— — — — — — 881 23 970 998
Net Income
— — — — — — 440 427 339 332
Depreciation
— — — — — — 42.62 38.52 37.21 39.62
Revenue/Sh
— — — — — — 2.32 0.06 2.51 2.52
Earnings/Sh
— — — — — — 1.37 1.81 2.41 2.70
Cash Flow/Sh
— — — — — — (0.87) (0.35) (0.66) (0.83)
Capex/Sh
— — — — — — 0.50 1.46 1.75 1.87
Free CF/Sh
— — — — — — 0.00 19.05 15.35 17.35
Book Value/Sh
— — — — — — 380 380 380 392
Shares
— — — — — — 7.78 7.78 7.78 8.90
PE Ratio
— — — — — — 0.53 0.53 0.53 0.56
PS Ratio
— — — — — — 1.29 1.29 1.29 1.29
PB Ratio
— — — — — — 0.61 0.61 0.61 0.59
EV/Sales
— — — — — — 12.88 12.88 12.88 12.59
EV/FCF
— — — — — — 521 688 916 1,059
Op' Cash Flow
— — — — — — (330) (134) (251) (327)
Capex
— — — — — — 191 554 665 732
FCF
— — — — — — — 2,471 2,496 3,425
Working Cap'
— — — — — — — 2,033 2,002 2,003
Total Debt
— — — — — — — 1,346 1,059 464
Net Debt
— — — — — — — 7,241 5,834 6,801
Sh' Equity
— — — — — — 17.59% 0.26% 7.82% 8.50%
ROA
— — — — — — 0.00% (0.41%) 10.14% 11.11%
ROIC
— — — — — — 0.00% 0.28% 14.58% 15.62%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Smithfield Foods, Inc. peers in Packaged Foods

All 71 Packaged Foods stocks →

Smithfield Foods, Inc. (SFD) key facts

  • Smithfield Foods, Inc. (SFD) is a Packaged Foods company in the Consumer Defensive sector, listed on Nasdaq.
  • As of September 25, 2026, SFD traded at $19.04, a market capitalization of $7.5 billion.
  • Return on equity was 15.6% and debt-to-equity 0.29.

Source: company filings (standardised) and stockrow calculations.

Smithfield Foods, Inc. (SFD) Latest News

News by impact score

Fine-tune

22 Sep

4

Smithfield Foods (SFD) has shed about 13% of its stock price over the past year as investors weigh the durability of cash flows amid fresh pork headwinds and firmer expectations in hog production. Management warned of a possible operating loss of up to $90 million in the fresh pork segment, with hog production profit expectations modest, raising questions about the stability of cash inflows versus the packaged meats business. A discounted cash flow model shows the company's latest twelve-month free cash flow around $761 million, with projections easing toward the mid-$500 million range over the coming decade, signaling a maturing cash engine rather than rapid expansion. Yet the model still assigns meaningful value to the broader group, particularly packaged meats, creating a sizeable gap between intrinsic value and the $19.86 share price. Some analysts also highlight a 30% undervalued narrative and warn of a single major downside risk. Intrinsic value via DCF exceeds current price despite potential $90 million fresh pork loss, signaling a meaningful valuation gap and potential re-rating.

11 Sep

3

Smithfield Foods (SFD) warns of fresh pork losses as industry spreads compress. Fresh pork loss warning points to moderate pressure on core profitability and near-term market sentiment.

9 Sep

3

Smithfield Foods forecasts a Q3 loss for its fresh-pork operations. Q3 loss forecast in fresh-pork arm signals short-term pressure on results and sentiment.

19 Aug

3 transcript

Smithfield Foods (SFD) held its Q2 2026 earnings call, covering financial results and business outlook. Q2 earnings updates and guidance can shift near-term investor views and stock movement.

14 Aug

3

Smithfield Foods (SFD) shares may trade 26% below fair value amid an advancing premium product mix strategy. Valuation reassessment linked to premium mix gains can moderately alter investor sentiment and short-term share performance.

12 Aug

3 transcript

Smithfield Foods Inc held Q2 2026 earnings call covering financial results and operational updates. Quarterly earnings releases typically move near-term stock prices without altering long-term strategy.

11 Aug

4 transcript

Smithfield Foods Inc posted record adjusted operating profit in its Q2 2026 earnings call. Record adjusted operating profit signals strong results likely to lift stock performance and investor outlook.

3 transcript

Smithfield Foods Q2 earnings call highlighted financial results, operational updates, revenue figures, and management guidance on future performance and market conditions. Q2 earnings data and guidance offer moderate insight into financial trajectory without indicating major strategic shifts.

3

Smithfield Foods, Inc. posted record operating profit for first half fiscal 2026, underscoring effectiveness of its vertically integrated model. Record profit report supports near-term stock sentiment and operational validation but does not signal structural shifts in strategy or market position.

29 Apr

4

Smithfield Foods Inc. (SFD) reported record profits in Q1 2026 earnings call, highlighting strategic initiatives amid strong financial performance. Record profits and strategic initiatives represent major positive drivers for financial performance and market positioning.

28 Apr

4 transcript

Smithfield Foods (SFD) Q4 2025 earnings call transcript details quarterly financial results, operational updates, and forward guidance. Q4 earnings transcript discloses financial performance and strategic outlook directly influencing SFD's valuation and market trajectory.

4 transcript

Smithfield Foods (SFD) conducted its Q1 2026 earnings call, reporting quarterly financial results, operational performance, market conditions, and forward-looking guidance from executives. Q1 2026 earnings results and management guidance significantly shape investor expectations and SFD's stock trajectory.

4

Smithfield Foods Inc. (SFD) Q1 2026 earnings call summary covers quarterly financial performance, operational updates, and forward guidance. Q1 2026 earnings call details quarterly results and outlook, significantly influencing SFD's valuation and market trajectory.

4

Smithfield Foods reports record first-quarter profits. Record Q1 profits boost financial performance and investor sentiment significantly.

4

Smithfield Foods, Inc. (SFD) exceeded Q1 earnings and revenue estimates. Beating Q1 earnings and revenue estimates boosts investor confidence and signals robust financial performance, significantly impacting stock price and market trajectory.

4

Smithfield Foods reports record first quarter fiscal 2026 results. Record quarterly earnings indicate strong financial performance likely to enhance investor sentiment and stock trajectory.

3

Smithfield Foods released Q1 earnings call highlights covering financial results, operational updates, strategic initiatives, and forward-looking guidance. Q1 earnings highlights moderately influence financial performance and investor sentiment without fundamentally altering long-term trajectory.

23 Apr

4

Palantir's USDA contract may target reclaiming U.S. farmland controlled by Chinese firms, including Smithfield Foods owned by China's WH Group, amid national security concerns over foreign land ownership. Potential government efforts to seize Chinese-owned U.S. farmland directly threaten Smithfield's land assets and operational stability.

20 Apr

4

NXT announces new CEO as Smithfield Foods Inc. (SFD) enters next phase of growth. New CEO appointment signals major strategic leadership change for growth phase, significantly influencing trajectory and investor sentiment.

14 Apr

4

Smithfield® launches Meal Ready Cuts, offering bold flavor in minutes with no prep required. New no-prep Meal Ready Cuts represent a significant product launch enhancing convenience and potentially boosting sales and market share.

10 Apr

3

Smithfield Foods (SFD) is positioned as one of the best young stocks to buy right now. Bullish stock recommendation highlights strong growth potential, likely influencing investor sentiment and short-to-medium term market performance.

7 Apr

4

Smithfield Foods, Inc. (SFD) upgraded to Strong Buy by analysts, signaling strong positive outlook and potential stock price appreciation due to improved fundamentals and market positioning. Analyst upgrade to Strong Buy boosts investor sentiment and can significantly drive short-to-medium term stock performance.

30 Mar

4

Morgan Stanley raised its price target for Smithfield Foods (SFD) following strong Q4 results. Morgan Stanley's price target increase on strong Q4 results signals significant positive investor sentiment and potential stock performance uplift.

27 Mar

4

Smithfield Foods beat Q4 earnings estimates, fueling speculation on whether its stock will reach $30 soon. Beating Q4 estimates indicates strong financial performance likely to significantly lift stock price and investor sentiment.

4

Smithfield Foods (SFD) faces analysis of a $450 million acquisition's implications for its future operations, market position, and performance. A $450 million acquisition constitutes a major strategic move poised to significantly influence Smithfield Foods' trajectory and investor sentiment.

26 Mar

4

Smithfield Foods (SFD) nears stock breakout as Iran war escalates food and plastics prices. Iran war drives sharp rises in food prices, positioning Smithfield for significant market gains.

25 Mar

4

Smithfield Foods Inc. (SFD) released Q4 2025 earnings call summary detailing financial results, operational updates, and forward guidance. Q4 earnings call summary provides key financial metrics and outlook that significantly influence investor sentiment and stock trajectory.

24 Mar

4

Smithfield Foods Inc (SFD) posted record profits in Q4 2025 earnings call despite rising costs. Record profits despite rising costs demonstrate financial strength and resilience, poised to significantly enhance investor sentiment and market performance.

4

Smithfield Foods shared Q4 earnings call highlights, covering financial results, operational updates, and forward-looking guidance. Q4 earnings highlights reveal financial performance and strategic outlook, significantly impacting investor sentiment and market trajectory.

3

Smithfield Foods, Inc. reports labor costs moving higher, pressuring margins in meat processing operations amid wage inflation and staffing challenges. Rising labor costs will noticeably squeeze Smithfield Foods' profitability and operational efficiency.

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