Added to YB: 2025-09-05
Pitch date: 2025-07-20
JBS [bullish]
JBS N.V.
+8.84%
current return
Author Info
No bio for this author
Company Info
JBS N.V., together with its subsidiaries, operates as a protein and food company worldwide. The company offers beef, poultry, pork, plant-based, and leather products, as well as engages in related-business, and swift services.
Market Cap
$16.5B
Pitch Price
$13.23
Price Target
26.40 (+83%)
Dividend
N/A
EV/EBITDA
5.43
P/E
16.02
EV/Sales
0.44
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.
Read full article (2 min)