Added to YB: 2025-09-05
Pitch date: 2025-07-20
JBS [bullish]
JBS N.V.
+8.42%
current return
Author Info
No bio for this author
Company Info
JBS N.V., together with its subsidiaries, engages in the processing of animal proteins, encompassing activities related to beef, pork, lamb, and poultry worldwide.
Market Cap
$15.7B
Pitch Price
$12.25
Price Target
26.40 (+99%)
Dividend
13.61%
EV/EBITDA
5.84
P/E
9.05
EV/Sales
0.43
Sector
Food Products
Category
value
JBS N.V. - $JBS
JBS: World's largest beef & #2 pork producer relisted from Brazil to NYSE, creating dislocation. Trades 4.5x EBITDA vs peers at 7.5x despite superior diversification across proteins/geographies. Owns majority of Pilgrim's Pride highlighting valuation gap. Catalysts: 10-Q filings (Aug 2025), Russell inclusion (June 2026), S&P add likely. 100%+ upside to peer multiples.
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