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JBS (JBSN) Price & Analysis

JBSN Stock Chart & Stats

MX$235.50MX$8.50(3.74%)
At close: 4:00 PM EDT
MXN 225MXN 230MXN 235MXN 24027 Jul4 Aug11 Aug12 Aug27 Aug3 Sep
Day’s Range
MXN 235.50 - MXN 235.50
52-Week Range
MXN 192.01 - MXN 322.00
Previous Close
MXN 227.00
Volume
0
Average Volume (3M)
0
Market Cap
MXN 251.50B
Enterprise Value
MXN 33.24B
Total Cash (Recent Filing)
MXN 3.47B
Total Debt (Recent Filing)
MXN 24.44B
Price to Earnings (P/E)
18.1
Beta
0.49
Next Earnings
Nov 09, 2026
Next Dividend Ex-Date
N/A
Dividend Yield
9.11%

Bulls Say, Bears Say

Bulls Say

Diversified Global Protein Platform

JBS's broad beef, poultry, pork and prepared-food portfolio serves retail, foodservice and industrial customers across geographies. That diversification can spread demand exposure, support scale economics and preserve multiple routes to growth as individual protein cycles fluctuate.

Asia-Pacific Expansion Partnership

The Asia-Pacific joint venture adds substantial external funding for acquisitions and growth projects while JBS retains operating control of its Australia and New Zealand operations. Access to a sovereign investment partner can accelerate regional expansion without relying solely on JBS's balance sheet.

Improving Liquidity And Cash Generation

Improved liquidity, extended debt maturities and a return to positive quarterly free cash flow strengthen JBS's ability to fund operations and strategic investments. These resources also provide greater resilience while management works to reduce leverage and improve working-capital performance.

Bears Say

Leverage Remains Above Target

Net leverage above the stated target leaves balance-sheet repair as an ongoing priority. Elevated leverage can restrict capital-allocation flexibility and increase sensitivity to cyclical protein earnings, while the company's planned interest expense of about $1.3 billion adds pressure to cash resources.

Revenue Decline And Margin Compression

The sharp TTM revenue contraction and thinner net margin indicate that recent profitability has not yet translated into durable growth or prior levels of operating leverage. Lower margin protection makes earnings more vulnerable to changes in protein prices, volumes and product mix over coming quarters.

U.S. Beef Losses And Commodity Pressure

U.S. beef remains below break-even despite operational improvement, with recovery dependent on cattle supplies, herd dynamics and border reopening. At the same time, poultry oversupply is pressuring commodity pricing, leaving important businesses exposed to operating and input-cycle volatility.

JBS News

JBSN FAQ

What was JBS’s price range in the past 12 months?
JBS lowest stock price was Mex$192.01 and its highest was Mex$322.00 in the past 12 months.
What is JBS’s market cap?
JBS’s market cap is Mex$251.50B.
When is JBS’s upcoming earnings report date?
JBS’s upcoming earnings report date is Nov 09, 2026 which is in 8 days.
How were JBS’s earnings last quarter?
JBS released its earnings results on Aug 11, 2026. The company reported Mex$3.757 earnings per share for the quarter, missing the consensus estimate of Mex$5.88 by -Mex$2.123.
Is JBS overvalued?
According to Wall Street analysts JBS’s price is currently Undervalued.
Does JBS pay dividends?
JBS does not currently pay dividends.
What is JBS’s EPS estimate?
JBS’s EPS estimate is 4.49.
How many shares outstanding does JBS have?
JBS has 777,017,150 shares outstanding.
What happened to JBS’s price movement after its last earnings report?
JBS reported an EPS of Mex$3.757 in its last earnings report, missing expectations of Mex$5.88. Following the earnings report the stock price went down -8.025%.
Which hedge fund is a major shareholder of JBS?
Currently, no hedge funds are holding shares in MX:JBSN
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology