Tyson Foods, Inc. (TSN)

FairStock Score: 38/100 — MIXED

Key Financials

AI Analysis

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

I approach Tyson through Graham’s caution and Buffett’s business lens. It is a huge protein processor—beef, pork, chicken, prepared foods—with 133,000 employees and about $54.4B of FY2025 revenue. But size is not quality. In fiscal Q3 2026 (quarter ended 2026-06-27), filed revenue was $13.9B and net income $182.0M, or $0.52 diluted EPS, a thin 1.31% margin. The turnaround is real: FY2023 produced a $648.0M net loss and -$1.87 EPS; FY2024 earned $800.0M and $2.25; FY2025 earned $474.0M and $1.33. Still, returns are poor—FairStock’s ROE is 3.26% and ROCE 2.56%—so the business has not yet shown durable earning power. Financial health is mixed: D/E 0.44 is not heavy, Piotroski 6/9 is passable, but Altman 1.95 is in the gray zone. Cash generation is better than earnings: TTM FCF $1.2B gives a 5.8% FCF yield and supports a 3.87% dividend yield. At the 2026-10-26 close of $56.40, FairStock’s P/E is 34.81 on $1.62 EPS, P/B is 1.10, and the Graham Number is $43.28—so the price is about 31% above that conservative anchor. The computed Lynch category is TURNAROUND, because Tyson returned to profit after a loss within three years; the PEG of 0.04 reflects a depressed/low base and should not be read as ordinary cheapness. FairStock score 38/100 fits: a recovery-dependent protein processor with cash flow but weak returns and a price that already assumes improvement.

In plain English: Tyson Foods turns cattle, hogs and chickens into meat and prepared foods. The business looks weak to mixed: profits are very thin and returns are low, but it is back in the black and produces cash. At $56.40, the price looks expensive compared with recent profits and a conservative value estimate, though the dividend offers some support.

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Data as of 2026-10-26 close · note generated 2026-10-28 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-06-27) · fiscal Q2 2026 10-Q (period ended 2026-03-28) · fiscal Q1 2026 10-Q (period ended 2025-12-27) · fiscal Q3 2025 10-Q (period ended 2025-06-28) · FY2025 10-K (period ended 2025-09-27) · FY2024 10-K (period ended 2024-09-28) · FY2023 10-K (period ended 2023-09-30)

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