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Loading stockData sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Not financial advice. Analytical data for research only.
Intrinsiqq is a Netherlands-based company operating in Rotterdam, KvK 73238007.
JBS N.V. is a multinational enterprise specializing in the production and processing of animal protein, with its roots dating back to 1953. The company is a major player in the global packaged foods industry, operating as one of the world’s largest processors of beef, poultry, and pork, while also offering plant-based protein alternatives and diverse leather products. With a substantial workforce of roughly 280,000 employees, JBS N.V. manages a vertically integrated supply chain encompassing livestock sourcing, processing, further value-added manufacturing, and distribution to retail, foodservice, and industrial customers worldwide. Its extensive global footprint stretches across more than 250 production facilities, supplying products to over 180 countries. Beyond meat and protein products, JBS N.V. is active in related sectors, including biodiesel, animal feed, and leather, contributing to the wider consumer staples sector and supplying key inputs to numerous industries. The company’s significant scale and diversified operations make it a cornerstone in the global agri-food supply chain, impacting markets from consumer goods and foodservice to specialty industries that utilize by-products and sustainable alternatives.
$13.41
$0.82 (-5.76%)
EOD Aug 10, 2026
Operating margin is thin at 4.99%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 11.7%, still solid. Free cash flow declined 70% despite revenue growth, conversion is weakening.
Free cash flow declined 70% versus the prior year, cash generation momentum has weakened. Net debt of $18.29B represents 22.2x FCF, leverage limits flexibility.
8.4x earnings, 56.5x FCF. The multiple is below average. Either the market is pricing in deterioration you should investigate, or there's genuine value here.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$88.97B
▲ +11.7% YoY
Net Income (TTM)
$1.94B
▲ +13.3% YoY
Op. Margin
4.34%
▼ -1.2pp YoY
ROIC
12.11%
▼ -0.2pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$287M
▼ -69.9% YoY
Op. Cash Flow (TTM)
$2.70B
▼ -46.6% YoY
Net Debt
$18.29B
Cash & Equiv.
$4.57B
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At a P/E of 8.4 and a price-to-free-cash-flow of 56.5, Jbs (JBS) trades above a two-stage DCF intrinsic value of about $-11.03 per share, so at $13.41 the stock looks overvalued (182.3% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Jbs scores 46/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 7.4%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $-11.03 per share for JBS, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $-8.27. At today's $13.41, that puts the stock about 182.3% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Jbs scores 46 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 4.3% operating margin and a 12.1% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, Jbs pays a regular dividend of about $0.99 per share per year (typically in quarterly installments), a yield of roughly 7.4% at the current price. That is a payout ratio of about 61.7% of earnings, so the dividend is well covered. Jbs has grown the dividend at roughly 107.3% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For JBS's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. JBS currently trades above its estimated intrinsic value and scores 46/100 on quality (mixed). It also yields about 7.4%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.