Nama Insights

Smithfield Foods (SFD)

Consumer Defensive · Packaged Foods · NASDAQ

Smithfield Foods (SFD) is a Consumer Defensive company in the Packaged Foods industry. It has a market capitalization of $7.60B, a trailing price-to-earnings ratio of 8.2 and a free-cash-flow yield of 9.5%. Over the most recent reported fiscal year, revenue grew 9.8% and free cash flow per share fell 8.7%. Nama's AI scorecard rates it Buy, 6.2 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Buy · 6.2/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Lagging · -15.5% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Questionable
Ratios pass, but its industry often sells things we can't check.
Off its high
-35.2%
How far the last close sits under the highest price of the past five years.
Market cap$7.60B
Trailing P/E8.2
Price / book1.1
Price / sales0.5
FCF yield9.5%
Dividend yield6.5%
Gross margin12.6%
Operating margin7.8%
Net margin5.9%
Revenue growth (YoY)+9.8%
Revenue growth (3-yr annual)-1.4%
EPS growth (YoY)—
FCF/share growth (YoY)-8.7%
Beta—
ExchangeNASDAQ
SectorConsumer Defensive
IndustryPackaged Foods

SFD earnings

Next report: Mar 23, 2027 (Q4 2026, EPS estimate $0.28). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 27, 2026 $0.26 $0.26 +0.0% $3.44B
Q2 2026 Aug 11, 2026 $0.62 $0.60 +3.3% $3.70B
Q1 2026 Apr 28, 2026 $0.64 $0.59 +8.5% $3.80B
Q4 2025 Mar 24, 2026 $0.83 $0.67 +23.9% $4.23B

SFD analyst price target

Median target $22.00 from 7 analysts, ranging $20.00 – $28.50.

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
JBS JBS $13.36B 1.5
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
Explore live SFD data on Nama Insights →

SFD FAQ

Is SFD a buy?
Nama's AI scorecard currently rates Smithfield Foods Buy (6.2 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 SFD's P/E ratio?
Smithfield Foods trades at a trailing price-to-earnings ratio of 8.2.
When does SFD report earnings?
Smithfield Foods's next scheduled report is on Mar 23, 2027. Analysts expect EPS of $0.28.
What is the SFD price target?
The median analyst price target from 7 analysts is $22.00, with a range of $20.00 – $28.50.
Is SFD Shariah compliant?
Nama's AAOIFI-style screen reads Smithfield Foods as Questionable. Ratios pass, but its industry often sells things we can't check.
Does SFD pay a dividend?
Yes — Smithfield Foods's dividend yield is 6.5%.