Nama Insights

JBS (JBS)

Consumer Defensive · Packaged Foods · NYSE

JBS (JBS) is a Consumer Defensive company in the Packaged Foods industry. It has a market capitalization of $13.36B, a trailing price-to-earnings ratio of 1.5 and a free-cash-flow yield of 6.2%. Over the most recent reported fiscal year, revenue grew 11.7% and free cash flow per share fell 69.9%. Nama's AI scorecard rates it Sell, 2.7 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Sell · 2.7/10
Clearly negative, short of the bottom band. As of Nov 7, 2026.
Momentum
Lagging · -9.1% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-33.1%
How far the last close sits under the highest price of the past five years.
Market cap$13.36B
Trailing P/E1.5
Price / book5.0
Price / sales0.1
FCF yield6.2%
Dividend yield8.0%
Gross margin12.4%
Operating margin4.5%
Net margin1.6%
Revenue growth (YoY)+11.7%
Revenue growth (3-yr annual)+5.9%
EPS growth (YoY)—
FCF/share growth (YoY)-69.9%
Beta—
ExchangeNYSE
SectorConsumer Defensive
IndustryPackaged Foods

JBS earnings

Next report: Nov 9, 2026 (Q3 2026, EPS estimate $1.11). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2026 Aug 10, 2026 $1.02 $1.66 -38.5% $23.90B
Q4 2025 Mar 25, 2026 $3.07 $2.25 +36.4% $23.06B
Q3 2025 Nov 13, 2025 $2.87 $2.74 +4.7% $22.60B
Q2 2025 Aug 13, 2025 $1.54 $2.63 -41.4% $21.00B

JBS analyst price target

Median target $17.03 from 15 analysts, ranging $13.88 – $21.03.

Packaged Foods peers

TickerCompanyMarket capP/E
KHC Kraft Heinz $29.13B 10.5
GIS General Mills $18.99B 10.3
SJM J. M. Smucker $13.95B 12.4
MKC McCormick $13.02B 15.2
HRL Hormel Foods $12.08B 15.3
MICC Magnum Ice Cream $11.74B —
DAR Darling Ingredients $7.92B 8.7
LW Lamb Weston $7.61B 18.2
Explore live JBS data on Nama Insights →

JBS FAQ

Is JBS a buy?
Nama's AI scorecard currently rates JBS Sell (2.7 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is JBS's P/E ratio?
JBS trades at a trailing price-to-earnings ratio of 1.5.
When does JBS report earnings?
JBS's next scheduled report is on Nov 9, 2026. Analysts expect EPS of $1.11.
What is the JBS price target?
The median analyst price target from 15 analysts is $17.03, with a range of $13.88 – $21.03.
Is JBS Shariah compliant?
Nama's AAOIFI-style screen reads JBS as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does JBS pay a dividend?
Yes — JBS's dividend yield is 8.0%.