JBS stock analysis
JBS (Z98) Stock Price & Analysis
Z98 Stock Chart & Stats
- Day’s Range
- EUR 11.01 - EUR 11.12
- 52-Week Range
- EUR 9.64 - EUR 15.70
- Previous Close
- EUR 11.54
- Volume
- N/A
- Average Volume (3M)
- 423
- Market Cap
- EUR 11.98B
- Enterprise Value
- EUR 34.32B
- Total Cash (Recent Filing)
- EUR 21.66B
- Total Debt (Recent Filing)
- EUR 132.99B
- Price to Earnings (P/E)
- 17.2
- Beta
- 0.15
- Next Earnings
- Mar 31, 2027 (Est.)
- EPS Estimate
- 0.34
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 7.48%
Bulls Say, Bears Say
Bulls Say
Global Multi-protein Diversification
JBS’s global presence across beef, poultry, pork and prepared foods diversifies earnings sources across regions, customers and protein cycles. Strong beef and chicken demand, combined with broad distribution capabilities, supports resilience and helps the company redirect volumes when a market weakens.
U.S. Beef Operational Recovery
The return of U.S. beef to positive EBITDA signals that operational integration, yield management, productivity and cost discipline are beginning to improve the segment’s earnings base. If cattle supply and market conditions continue improving, this recovery can materially strengthen consolidated profitability.
Flora Expands Higher-value Consumer Products
Flora broadens JBS beyond commodity protein into branded consumer products with higher margins and established retail channels. Its unused capacity, brand portfolio and potential procurement, logistics and commercial synergies could support more stable growth and improve the group’s value-added mix over time.
Bears Say
High Leverage Limits Financial Flexibility
JBS’s historically high leverage leaves the company more exposed to cyclical earnings weakness and elevated interest costs. The recent increase to 3.54x net leverage reduces flexibility for acquisitions, growth investment and shareholder returns until cash generation improves and debt is reduced.
Recent Free Cash Flow Deterioration
Negative and declining free cash flow weakens JBS’s ability to fund capital spending, reduce debt and absorb operating volatility internally. Working-capital consumption and lower EBITDA are particularly important because they can prolong deleveraging pressure even while operating cash flow remains positive.
Persistent Pork Weakness And Margin Volatility
Ongoing U.S. pork oversupply and weaker consumer demand create a durable near-term drag on spreads, prices and margins. Management expects pressure through at least the first half of 2027, making recovery uneven across proteins and limiting the benefits of improvement in beef and chicken.
JBS News
Z98 FAQ
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JBS Stock Smart Score
Company Description
JBS
JBS NV is a food company that engages in the sale of beef, pork, lamb meat and poultry products. It offers its products to supermarkets, club stores, other retail distributors, and foodservice companies. The company was founded on October 9, 2019 and is headquartered in Amstelveen, the Netherlands.
- Sector
- Consumerdefensive
- Industry
- Packaged Foods
- CEO
- Gilberto Tomazoni
- Employees
- 283,000
- Website
- jbsglobal.com
- Address
- Stroombaan 16, Amstelveen, NH, 1181 VX, NL
JBS (Z98) Earnings & Revenues
Z98 Company Deck
Z98 Earnings Call
Earnings Call SentimentNeutral
The call was mixed but cautiously constructive. The quarter faced meaningful challenges from U.S. pork oversupply and weaker demand, poultry cost and margin pressure, sharply lower China exports, negative free cash flow, higher leverage, and working-capital consumption. Offsetting these issues were the return of U.S. beef to positive EBITDA, expected sequential improvement in U.S. beef and Seara, strong beef and chicken demand, progress in Brazil, the strategically positioned Flora acquisition, substantial liquidity, and planned capital expenditure reductions. Management expressed confidence in improving conditions, but also acknowledged that recovery will vary by protein and geography and that further work remains.
View all DE:Z98 earnings summariesZ98 Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 4 | 5 | 13 |
| Technical Analysis | 3 | 5 | 2 |
| Moving Averages | 1 | 0 | 11 |











