Added to YB: 2025-10-29
Pitch date: 2025-09-09
SFD [bullish]
Smithfield Foods, Inc.
+5.36%
current return
Author Info
No bio for this author
Company Info
Smithfield Foods, Inc. produces packaged meats and fresh pork in the United States and internationally.
Market Cap
$9.9B
Pitch Price
$23.54
Price Target
35.00 (+41%)
Dividend
3.98%
EV/EBITDA
6.69
P/E
11.27
EV/Sales
0.77
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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