Added to YB: 2026-05-19
Pitch date: 2026-05-16
SFD [neutral]
Smithfield Foods, Inc.
+3.99%
current return
Author Info
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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
$25.07
Price Target
N/A
Dividend
5.00%
EV/EBITDA
5.98
P/E
9.77
EV/Sales
0.72
Sector
Food Products
Category
value
US Meatpacking ($SFD): Cheap enough?
SFD (overview): Largest US pork processor (25% capacity), owns leading brands (Smithfield, Eckrich, Nathan's). Packaged Meats is highest-margin segment (stable profitability), Fresh Pork & Hog Production cyclical/lower margin. Divesting Hog Production from 17M→10M heads. Trading ~$10B vs $900M normalized net income (~11x P/E). $1.3B Sioux Falls CAPEX 2026-27. Risk: cyclical headwinds from higher grain prices & consumer pressure may compress valuation further.
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