Added to YB: 2025-10-29
Pitch date: 2025-09-09
SFD [bullish]
Smithfield Foods, Inc.
+9.87%
current return
Author Info
No bio for this author
Company Info
Smithfield Foods, Inc., together with its subsidiaries, produces various packaged meats and fresh pork products in the United States and internationally.
Market Cap
$9.8B
Pitch Price
$23.81
Price Target
35.00 (+34%)
Dividend
5.00%
EV/EBITDA
5.98
P/E
9.77
EV/Sales
0.72
Sector
Food Products
Category
value
Smithfield Foods, Inc. - $SFD
SFD: Transformed from volatile commodity biz to stable CPG with 75% profits from branded packaged meats (20% mkt share). Trading 10-11x P/E vs peers TSN 14-15x, HRL 17x despite superior quality. Shrinking volatile hog production from 50% to 30% of supply. Beef at record highs creates pork substitution opportunity. Conservative mgmt guidance sets up beat/raise. Target $35 (40% upside) on 13-14x $2.50 2026 EPS.
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