Consumer Defensive
JBS N.V.(JBS)
Live Price
Offline$11.92
-0.08% today
1Y Change
-14.06%
Window
Jun 25, 2025 โ Jun 22, 2026
- Market Cap
- $177.23B
- Revenue Growth
- +13.0%
- EPS Growth
- +1201.3%
- Dividend Yield
- 6.6%
Coverage: 248 bars ยท Jun 25, 2025 โ Jun 22, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
JBS N.V. (JBS) is a Consumer Defensive stock with a market cap of $177.23B and listed on NYSE. The stock last traded around $11.92 and down 14.1% across the available one-year price window (Jun 25, 2025 โ Jun 22, 2026). Baseline metrics include revenue growth of +13.0%, EPS growth of +1201.3%, a dividend yield of 6.6%. What stands out right now is revenue +13.0%, EPS +1201.3%, free cash flow -73.3% with operating margin 4.8% and ROIC 10.3%. The dividend matters to the case here, with a current yield around 6.6%. Valuation is more restrained than many high-expectation growth names at P/E 7.2 and price/sales 0.4. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines JBS price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+13.0% vs +1.7% peer median
Operating Margin
Near sector median
+4.8% vs +6.6% peer median
P/E
Below sector median
7.2 vs 14.0 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Jun 24, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +13.0% and EPS at +1201.3%, with operating margin around 4.8%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 6.6%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -4.9% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 12, 2026 | โ | -3.8% | -18.2% | -21.2% |
2026 Feb 11, 2026 | -82.7% | -2.6% | -0.4% | -7.0% |
2025 Nov 13, 2025 | +2.6% | +0.9% | +3.7% | +9.6% |
Benchmark Edge
JBS vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
JBS
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
JBS Max Drawdown
-36.92%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for JBS and SPY.
Company Overview
JBS N.V.
New York Stock Exchange
JBS N.V., together with its subsidiaries, operates as a protein and food company worldwide. The company offers beef, pork, chicken, poultry, fish, and lamb products; cooked frozen meat; plant based products; and other food products. It also sells leather, leather, hygiene and cleaning products, collagen, metal packaging, biodiesel, and others, as well as wet blue leather, semi-finished, and finished leather products. In addition, the company is involved in beef processing, such as slaughtering, refrigerating, industrializing, and production of canned beef by-products, as well as fish processing; leather production, processing, and commercialization; production and commercialization of steel cans, plastic resin, soap base for production, soap bar, biodiesel, glycerin, olein, oily acid, collagen, and wrapper derived from cattle tripe; industrial waste management; cold storage; and purchase and sale of soybeans, tallow, palm oil, caustic soda, and stearin. Further, it engages in chicken and pork processing, including raising, slaughtering, and processing of broiler chickens and hogs; production and commercialization of beef and food products; production of pet food and concentrates; electric power production, cogeneration, and commercialization; operates distribution centers and harbors; and provides transportation services and dog biscuits. Additionally, it produces beef jerky; offers cattle fattening and warehousing services; operates logistics; and trades in by products from processing. The company was founded in 1953 and is based in Amstelveen, Netherlands.
- Leadership
- Gilberto Tomazoni
- IPO Date
- Jun 13, 2025
- Employees
- 280.0k
- Street Address
- Stroombaan 16
- Mailing
- Amstelveen, 1181 VX
- Region
- Amstelveen, NL
- Reporting Currency
- USD
- Investor Line
- 31 20 656 4700
- Last Updated
- Apr 30, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 7.2
- EV/EBITDA
- 7.4
- Price/Sales
- 0.4
- Price/Book
- 1.7
Growth
- Revenue
- +13.0%
- EPS
- +1201.3%
- Free Cash Flow
- -73.3%
Profitability
- Gross Margin
- 13.0%
- Operating Margin
- 4.8%
- Net Margin
- 2.4%
- ROE
- 31.1%
- ROIC
- 10.3%
Balance Sheet
- Debt/Equity
- 2.63
- Current Ratio
- 1.60
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.