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JBS N.V. (JBS)

New York Stock Exchange Consumer Defensive Packaged FoodsView data quality →
60.2Fair

ValueMarkers Composite Index

Top 81%#8,666 of 44,707
Undervalued

82% below intrinsic value ($19)

UndervaluedFair ValueOvervalued
Piotroski
7/9
Strong
Beneish
-1.97
Investigate
Altman
2.57
Grey Zone
DCF Value
$19
Undervalued
ROIC
10.3%
Adequate
P/E
7.9
Value
Updated: ·Source: Data sourced from SEC filings and institutional providers. Not financial advice.·Report data issue

JBS N.V. (JBS) — VMCI valuation read

The headline on JBS N.V. (JBS) is a 60/100 VMCI score, set against a Consumer Defensive sector median of 50. That 10-point above-median read reflects the five-pillar weighting and, for a mid-cap name, suggests a relative-value tailwind is in the data.

JBS insider activity report: 0 buys, 0 sells filed via Form 4 over the past 30 days. The next datable items are the 10-Q schedule and any 8-K-triggering events; both feed the VMCI Integrity pillar more than the price tape.

**Investor frame.** JBS trades at 17.0x earnings, 6% below the Consumer Defensive median of 18.0x sets the value side. ROIC of 11.0% sits 1.0pp above the Consumer Defensive median (10.0%) sets the quality side. Net debt to EBITDA of 1.2x leaves covenant headroom sets the risk side, the three lines a value buyer reads first on JBS.

JBS rose 3.2% over the trailing 7 days, with a -5.2% read on a 30-day basis.

JBS N.V., together with its subsidiaries, operates as a protein and food company worldwide. The company offers beef, pork, chicken, poultry, fish, and lamb products; cooked frozen meat; plant based products; and other food products. It also sells leather, leather, hygiene and cleaning products, collagen, metal packaging, biodiesel, and others, as well as wet blue leather, semi-finished, and finished leather products. In addition, the company is involved in beef processing, such as slaughtering, refrigerating, industrializing, and production of canned beef by-products, as well as fish processing; leather production, processing, and commercialization; production and commercialization of steel cans, plastic resin, soap base for production, soap bar, biodiesel, glycerin, olein, oily acid, collagen, and wrapper derived from cattle tripe; industrial waste management; cold storage; and purchase and sale of soybeans, tallow, palm oil, caustic soda, and stearin. Further, it engages in chicken and pork processing, including raising, slaughtering, and processing of broiler chickens and hogs; production and commercialization of beef and food products; production of pet food and concentrates; electric power production, cogeneration, and commercialization; operates distribution centers and harbors; and provides transportation services and dog biscuits. Additionally, it produces beef jerky; offers cattle fattening and warehousing services; operates logistics; and trades in by products from processing. The company was founded in 1953 and is based in Amstelveen, Netherlands.

CEO: Gilberto Tomazoni280,000 employeesNLwww.jbs.com.br

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