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Our Company Headquartered in Smithfield, Virginia, since 1936, Smithfield Foods, Inc., together with its subsidiaries ( Smithfield, the Company, we, us or our ), produces a wide variety of packaged meats and fresh pork products primarily in the United States ( U.S. ). Smithfield is an American food company that employs approximately 32,000 people in the U.S. and 2,500 people in Mexico.
$26.34
+$0.18 (+0.69%)
Price from 12 days ago
Operating margin is thin at 8.32%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 9.8%, steady but not accelerating.
Even for strong businesses, today's 10x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
10.3x earnings, 12.8x 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)
$15.56B
▲ +9.8% YoY
Net Income (TTM)
$1.01B
▲ +3.6% YoY
Op. Margin
8.38%
▲ +0.4pp YoY
ROIC
11.34%
▲ +2.1pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$810M
▲ +26.9% YoY
Op. Cash Flow (TTM)
$1.16B
▲ +15.6% YoY
Net Debt
$1.00B
Cash & Equiv.
$1.39B
5Y CAGR: +0.7%
5Y CAGR: +20.8%
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