JBS

JBS NV Ordinary Shares - Class A
D

JBS

Arincen38/100B

If you had invested in JBS NV Ordinary Shares - Class A ago, it would be worth $999 today, against $1,135 in SPY and $1,123 in QQQ.

ArincenArincen ScoreBeta

38/100

Six parts of the company, five checks each, from its own reported figures. A part scores the checks it passes out of 10; the score is their average out of 100.

Profitability2

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Cash2

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Valuation6.7

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Growth6

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Financial strength4

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Shareholders2

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Figures to FY2025; the price as of today.

JBS NV Ordinary Shares - Class A key facts

Style
Dividend stock · 8.0/10Growth 1.0 · Value 4.9 · Dividend 8.0
Day range
12.075 – 12.455
52-week range
10.610 – 18.650
Market capitalization
26.98B USD
P/E
17.08
EPS
0.71
Div Yield
8.22%
EPS growth forecast (FY2026)
-63.0%
Volume
790,172
Beta
0.16
ESG score
67.0/100Environment 67 · Social 70 · Governance 64
Sector
Consumer Defensive
Industry
Packaged Foods
CEO
Gilberto Tomazoni
Employees
283K
IPO date
13 Jun 2025

JBS NV Ordinary Shares - Class A earnings

Next earnings · Q4 FY2026
EPS estimate
0.47 USD
Revenue estimate
23.97B USD
Last quarter · Q3 FY2026
EPS0.16Missed -25.5%Revenue22.74BMissed -0.5%

Revenue

ReportedEstimate

EPS

ReportedEstimate
PeriodReport dateEPS estimateReported EPSSurpriseEPS growthRevenue estimateReported revenueSurpriseRevenue growth
Q1 FY20270.16——-19.82%20.50B——-5.13%
Q4 FY20260.47——+20.51%23.97B——+3.93%
Q3 FY20260.210.16-25.51%-69.23%22.85B22.74B-0.51%+0.62%
Q2 FY20260.310.20-36.00%-62.26%23.02B23.90B+3.82%+9.12%
Q1 FY20260.200.20-2.15%-59.64%21.66B21.61B-0.23%+5.66%
Q4 FY20252.260.39-82.74%+105.26%119.54B23.06B-80.71%+12.23%
Q3 FY20250.510.52+2.56%+73.80%21.96B22.60B+2.92%+18.09%
Q2 FY20250.510.53+4.54%+294.35%21.96B21.90B-0.24%+24.45%

Analysts' estimates for FY2026 over the last 7 days:EPS Revenue How the estimates moved

JBS NV Ordinary Shares - Class A analyst forecast

12-month price target
18.17 USD
+49.36%

Analysts' 1-year price targets range from 17.00 to 20.00, with an average of 18.17.

Past year
1-year forecast
Strong sellStrong buy
Strong buy
4 ratings
Buy
4
Hold
0
Sell
0

12-month price target

Highest target20.00
Average target18.17
Lowest target17.00
Current price12.17

JBS NV Ordinary Shares - Class A valuation

Price to earnings ratio (TTM)
17.08
Forward P/E (FY2026)
16.96
Price to sales (TTM)
0.40
Price to book
3,752.78
EV / EBITDA (TTM)
10.30

Capital structure

Market capitalization
26.98B USD
+
Total debt
23.48B USD
−
Cash and short-term investments
3.92B USD
=
Enterprise value
46.54B USD

Valuation over time

P/EForward P/EForward P/E · EstimateEstimate
Fiscal yearP/EForward P/EP/SP/BEV/EBITDA
FY2027 (est.)10.31————
FY2026 (est.)16.9610.31———
Now (TTM)17.0810.860.403,752.7810.30
FY20257.5919.590.181.765.11
FY2024107.47—0.464.267.73
FY2023-140.22—0.413.4414.54
FY202210.34—0.433.577.14
FY20219.00—0.534.346.37

JBS NV Ordinary Shares - Class A against its own history

Each figure in the latest fiscal year against the same figure from FY2021 to FY2025: the range, its median (the line) and the latest (the dot, green on the good side of the median). The P/E is today's against its daily readings of five years.

Its peers: The Kraft Heinz, General Mills, The J. M. Smucker, McCormick & Company, Hormel Foods, and Darling Ingredients, the US Packaged Foods companies closest to it in size, each in its own latest fiscal year: their median (the line) and its rank among them, first being the best.

  • Gross marginBelow its median12.8%
    10.9%18.9%
    Against its peers: 7 of 7Peers' median 33.4%
  • Operating marginBelow its median4.8%
    1.5%9.2%
    Against its peers: 5 of 7Peers' median 5.4%
  • Net marginAt its median2.4%
    -0.3%5.9%
    Against its peers: 3 of 7Peers' median 0.3%
  • Return on equityAt its median23.2%
    -2.4%48.1%
    Against its peers: 1 of 7Peers' median 0.1%
  • Free cash flow marginBelow its median0.9%
    0.5%3.7%
    Against its peers: 7 of 7Peers' median 10.9%
  • Revenue growthAt its median13.0%
    -5.2%34.2%
    Against its peers: 1 of 7Peers' median 1.6%
  • EPS growthHighest in 5 years1,201.3%
    -106.8%1,201.3%
    Against its peers: 1 of 6Peers' median -77.5%
  • Debt to EBITDAAt its median3.47×
    2.43×6.75×
    Against its peers: 3 of 6Peers' median 4.03×
  • Current ratioAbove its median1.60
    1.401.64
    Against its peers: 2 of 7Peers' median 0.97

Peers: US companies of the same industry (of its sector when the industry has too few) from a tenth to ten times its market value, the six closest in size. Updated weekly.

JBS NV Ordinary Shares - Class A growth and profitability

Revenue (TTM)
380.37B BRL
Net income (TTM)
4.17B BRL
Gross margin
11.06%
Operating margin
2.86%
Net margin
1.10%

Revenue / Net income

Revenue Net income Net margin
PeriodRevenueGrowthNet incomeGrowthGross marginOperating marginNet marginEBITDAGrowth
FY2025471.14B+13.00%11.10B+15.40%12.80%4.80%2.36%36.21B-3.82%
FY2024416.95B+14.61%9.62B—15.06%5.70%2.31%37.65B+130.45%
FY2023363.82B-5.25%-1.06B-106.69%10.90%1.46%-0.29%16.34B-54.55%
FY2022383.97B+5.92%15.85B-25.38%15.90%6.59%4.13%35.94B-15.78%
FY2021362.50B+34.16%21.24B+361.95%18.89%9.20%5.86%42.68B+46.62%

JBS NV Ordinary Shares - Class A revenue breakdown

By region

FY2025
South America: 63.1%AU: 20.5%Europe: 16.3%63.1%South America20.5%AU16.3%Europe
RegionRevenueShare of revenueChange on the year
South America24.83B63.1%—
AU8.08B20.5%—
Europe6.43B16.3%—

How JBS NV Ordinary Shares - Class A makes its money

Revenue471.14B 100.0%
Cost of revenue410.82B 87.2%
Gross profit60.33B 12.8%
Selling and administration37.78B 8.0%
Operating income22.63B 4.8%
Tax2.17B 0.5%
Other expense9.36B 2.0%
Net income11.10B 2.4%

FY2025, in BRL. Each band is as wide as its money; the percentage is its share of revenue.

JBS NV Ordinary Shares - Class A dividends

Annual dividend
1.00 USD
Dividend yield (indicated)
8.22%
Payout ratio
140.41%
Frequency
Annual
Last payment
1.00 USD
Last ex-dividend date
18 May 2026
Last payment date
17 Jun 2026

Dividends per share

Year2025202420232022202120202019201820172016
Dividends per share0.700.360.210.400.750.090.000.010.010.12

JBS NV Ordinary Shares - Class A financial health

Cash and short-term investments
22.20B BRL
Total debt
132.99B BRL
Net cash
-110.79B BRL
Free cash flow (TTM)
-1.03B BRL
Current ratio
1.18
Debt to equity
3,265.10
Piotroski score
6 / 9
Altman Z-score
7,237.40

Cash, debt and free cash flow

Cash and short-term investments Total debt Free cash flow
Fiscal yearCash and short-term investmentsTotal debtFree cash flow
FY202525.98B125.71B4.13B
FY202434.76B134.93B15.47B
FY202322.12B110.33B4.01B
FY202213.18B104.41B2.11B
FY202123.24B103.61B11.86B

JBS NV Ordinary Shares - Class A ownership

Institutions
41.14%
Institutional holders
291 (+26)
Free float
33.48%

Who owns the shares

Institutions 41.1% Others 58.9%
As of 30 Jun 2026

Shares free to trade

Free float 742.56M shares ·33.5% Closely held 1.48B shares ·66.5%

Closely held shares belong to insiders, founders and owners of more than 5%, and seldom change hands. The free float is the rest: the shares anyone can buy and sell.

Insider trading

QuarterPurchasesSalesShares acquiredShares disposed of
Q3 2026010.00183.50K
Q2 202600374.71K0.00
Q1 2026000.000.00

Shares outstanding

Basic shares Diluted shares Change in diluted shares
Fiscal yearBasic sharesDiluted sharesChange in diluted shares
FY20251.07B1.07B-51.83%
FY20242.22B2.22B0.00%
FY20232.22B2.22B-1.61%
FY20222.25B2.25B-9.07%
FY20212.48B2.48B-6.63%

Source: Financial Modeling Prep

Title: JBS NV Ordinary Shares / Class A

Sector: Consumer Defensive
Industry: Packaged Foods
JBS NV is a protein food company, selling protein products, which include fresh and frozen cuts of beef, pork, lamb, fish, whole chickens, and chicken parts, to retailers, and foodservice companies. The food products are marketed under different brands such as Swift, Just Bare, Pilgrim's Pride, Sunnyvalley, Reserva Friboi, Great Southern, etc., globally. The company's reportable segments are Beef North America, which generates maximum revenue, Brazil, Seara, Pork USA, Pilgrim's Pride, Australia, and Others. Geographically, it derives majority of its revenue from United States of America.

Common questions about JBS NV Ordinary Shares - Class A stock