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Jbs N.V. (JBSS32.SA)

BRL61.08 +1.33 (+2.23%)
NL SAO Consumer Defensive Packaged Foods
Address Stroombaan 16 1181 VX
Amstelveen, NL
CEO Gilberto Tomazoni
IPO 2025-06-10
ISIN BRJBSSBDR002

Explore sections of this company profile

Description

JBS N.V., a global enterprise operating through its various subsidiaries, specializes primarily in the extensive processing of diverse animal proteins, encompassing beef, pork, lamb, and poultry across the world. Beyond its core meat business, the company also manufactures and markets a broad spectrum of prepared food items and complementary products. Its expansive operations further delve into diversified sectors such as leather production, collagen, personal care and beauty goods, metal packaging solutions, and renewable fuels like biodiesel, among other allied ventures. The firm distributes its offerings under a portfolio of prominent brand names, including Seara, Doriana, Pilgrim's, Moy Park, Primo, Friboi, Maturatta, Swift, Ozo, and Adaptable Meals, to list a few. Founded in 1953, JBS N.V. is headquartered in Amstelveen, the Netherlands.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
BRL61.08 +1.33 (+2.23%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.22
Float Shares
327.62M
Free Float %
30.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.67% -6.23% -16.83% -6.28% +9.86% -0.56% +0.47% +0.47% +0.47% +0.47% +0.47%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
61.08
DCF (Unlevered) 311.40 +409.8%
DCF (Levered) 83.33 +36.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 7 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
2.79
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Packaged Foods: +4.4%
    +11.7% Q1'26: +11.2% (vs Q1'25)
  • EPS growth Packaged Foods: +14.6%
    +14.6% Q1'26: -8.7% (vs Q1'25)
  • FCF margin FCF growth · Packaged Foods: +15.9%
    +0.9% Q1'26: -6.3% (vs Q1'25)
  • EBIT margin Packaged Foods: +7.9%
    +5.0% Q1'26: +2.2% (vs Q1'25)
  • ROIC Packaged Foods: +7.0%
    +13.2% Q1'26: +5.1% (vs Q1'25)
  • Share dilution Packaged Foods: +0.0%
    +0.2% Q1'26: -51.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Packaged Foods: 0.19×
    3.46× Q1'26: 5.29× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.78) × ERP
WACC = 42% × Ke + 58% × Kd (7.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 311.40 Current price: 61.08
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2024
actual
Dec 2025
actual
Dec 2026
13 Rev. Ana.
1 EPS Ana.
Dec 2027
14 Rev. Ana.
1 EPS Ana.
Dec 2028
6 Rev. Ana.
1 EPS Ana.
Revenue
77.18B
est: 451.39B (-82.9%)
86.18B
est: 478.91B (-82.0%)
482.75B
450.38B – 505.01B
+0.8% YoY
494.70B
447.41B – 530.70B
+2.5% YoY
510.61B
469.00B – 541.06B
+3.2% YoY
EBITDA
6.55B
est: 34.40B (-81.0%)
6.61B
est: 36.50B (-81.9%)
36.79B
34.33B – 38.49B
+0.8% YoY
37.70B
34.10B – 40.45B
+2.5% YoY
38.92B
35.75B – 41.24B
+3.2% YoY
EBIT
4.36B
est: 21.89B (-80.1%)
4.30B
est: 23.22B (-81.5%)
23.41B
21.84B – 24.49B
+0.8% YoY
23.99B
21.70B – 25.73B
+2.5% YoY
24.76B
22.74B – 26.24B
+3.2% YoY
Net Income
1.77B
est: 5.29B (-66.6%)
2.02B
est: 11.38B (-82.2%)
7.67B
6.86B – 8.27B
-32.6% YoY
8.64B
7.73B – 9.31B
+12.6% YoY
11.71B
10.47B – 12.61B
+35.5% YoY
SGA
6.58B
est: 38.82B (-83.0%)
6.74B
est: 41.19B (-83.6%)
41.52B
38.73B – 43.43B
+0.8% YoY
42.54B
38.48B – 45.64B
+2.5% YoY
43.91B
40.33B – 46.53B
+3.2% YoY
EPS
1.65
est: 4.94 (-66.6%)
1.89
est: 10.62 (-82.2%)
7.16
6.40 – 7.72
-32.6% YoY
8.07
7.21 – 8.69
+12.6% YoY
10.93
9.77 – 11.78
+35.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A- 4/5 3/5 5/5 4/5 1/5 4/5 3/5
2026-05-08 A- 4/5 4/5 5/5 4/5 1/5 4/5 3/5
2026-05-07 A- 4/5 4/5 5/5 4/5 1/5 4/5 3/5
2026-05-06 A- 4/5 4/5 5/5 4/5 1/5 4/5 3/5
2026-05-05 A- 4/5 4/5 5/5 4/5 1/5 4/5 3/5
2026-05-04 A- 4/5 4/5 5/5 4/5 1/5 4/5 3/5
2026-04-30 A- 4/5 4/5 5/5 4/5 1/5 4/5 3/5
2026-04-29 A- 4/5 4/5 5/5 4/5 1/5 4/5 3/5
2026-04-28 A- 4/5 4/5 5/5 4/5 1/5 4/5 3/5
2026-04-27 A- 4/5 4/5 5/5 4/5 1/5 4/5 3/5
2026-04-24 A- 4/5 4/5 5/5 4/5 1/5 4/5 3/5
2026-04-23 A- 4/5 4/5 5/5 4/5 1/5 4/5 3/5
2026-04-22 A- 4/5 4/5 5/5 4/5 1/5 4/5 3/5
2026-04-20 A- 4/5 3/5 5/5 4/5 1/5 4/5 3/5
2026-04-17 A- 4/5 3/5 5/5 5/5 1/5 4/5 3/5
2026-04-16 A- 4/5 3/5 5/5 5/5 1/5 4/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.30B
OE per share TTM
1.22
Owner's Yield
1.59%
Maintenance CapEx ratio
153.25%
Maint CapEx / Avg PPE
18.4%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 18 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Global X - Brazil Active ETF BRAZ 1.36% 136.5K 0.75%
2 iShares EM Dividend UCITS ETF IEDY.L 0.97% 14.12M 0.65%
3 iShares Emerging Markets Dividend ETF DVYE 0.97% 11.65M 0.50%
4 Cambria Global Value ETF GVAL 0.52% 2.76M 0.66%
5 Capital Group International Focus Equity ETF CGXU 0.39% 24.30M 0.54%
6 Schwab Fundamental Emerging Markets Large Company Index ETF FNDE 0.21% 19.99M 0.39%
7 Capital Group New Geography Equity ETF CGNG 0.20% 5.35M 0.64%
8 iShares Global Monthly Dividend Index ETF (CAD-Hedged) CYH.TO 0.10% 143.2K 0.66%
9 Avantis Emerging Markets ex-China Equity ETF AVXC 0.05% 225.2K 0.33%
10 Dimensional - Emerging Core Equity Market ETF DFAE 0.03% 3.03M 0.29%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
15.2K
Shares Outstanding
1.07B

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Gilberto Tomazoni Global Chief Executive Officer & Executive Director 56M male
Alfred Al Almanza Global Head of Food Safety & Quality male
Eliseo Santiago Perez Fernandez Managing & Controlling Officer, Director of Administrative & Control and Member of the Exe. Board male
Guilherme Perboyre Cavalcanti Global CFO & Investor Relations Officer male
Jason Weller Global Chief Sustainability Officer male
Juriana Sperandio Domingues Head of HR in North America & Global HR Director
Michael Koenig Chief Ethics & Compliance Officer male
Rodrigo Gagliardi Sales Manager male
Agnaldo Dos Santos Moreira Jr. Chief Accounting & Corporate Administration Officer
Vincent Trius President of Swift male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits