JBS N.V. Class A Common Shares (JBS)

FairStock Score: 69/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for durable businesses bought at a sensible price. JBS is a global animal-protein processor with $23.9 billion of revenue in fiscal Q2 2026, yet that quarter produced a net loss of $102.1 million, a -0.43% margin. That tells me this is a commodity-linked, thin-margin operation. Scale and brands like Pilgrim's and Seara help, but I see limited pricing power and no obvious wide moat. Financial health is mixed: the FairStock calculation shows ROE of 13.38%, but ROCE of 4.92% is low for the capital employed, and debt to equity of 2.83 is heavy. Trailing free cash flow is $462.0 million, only a 2.5% FCF yield on the $18.3 billion market cap. Valuation is the interesting part. At the 2026-10-13 close of $12.93, FairStock's P/E is 12.08 and P/B is 1.68; EV/EBITDA is 3.47. FairStock's Graham Number is $13.60, leaving a 4.93% margin of safety, which is modest. The dividend yield is 11.22%, but with a quarterly loss and high leverage, I would want proof that payout is covered. FairStock's Piotroski F-Score is 3/9, a weak signal. FairStock's Lynch category is none because there are only 0 years of filed results, needing 3. The latest quarter swung to a loss, so the growth trajectory is uneven. Overall, this is a statistically cheap but financially fragile protein processor. I would require a much larger discount to compensate for cyclicality, debt, and thin returns.

In plain English: JBS N.V. is a large meat processor that turns beef, pork, lamb, and poultry into packaged and prepared foods sold around the world. The business looks mixed because it generated $23.9 billion of revenue in fiscal Q2 2026 but still lost $102.1 million, and it carries heavy debt. At $12.93, the shares look roughly fair rather than clearly cheap against the company's earnings, book value, and cash flow.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer