Stock JBSS3 JBS S.A.
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Financials JBS S.A.

Equities

JBSS3

BRJBSSACNOR8

Food Processing

Delayed Sao Paulo
Other stock markets
 03:47:22 2024-05-28 pm EDT 		5-day change 1st Jan Change
28.84 BRL +30.38% Intraday chart for JBS S.A. -2.24% +15.74%
May. 15 Transcript : JBS S.A., JBS USA Holdings, Inc., Q1 2024 Earnings Call, May 15, 2024
May. 15 Transcript : JBS S.A., JBS USA Holdings, Inc., Q1 2024 Earnings Call, May 15, 2024

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 68,758 62,069 88,382 48,776 55,253 64,237 - -
Enterprise Value (EV) 1 111,752 116,501 157,661 127,948 129,311 140,414 136,467 131,345
P/E ratio 11.3 x 13.7 x 4.59 x 3.17 x -51.9 x 10.8 x 11.2 x 10.6 x
Yield 2.1% 1.77% 5.27% - 4.01% 3.16% 2.79% 6.14%
Capitalization / Revenue 0.34 x 0.23 x 0.25 x 0.13 x 0.15 x 0.17 x 0.16 x 0.16 x
EV / Revenue 0.55 x 0.43 x 0.45 x 0.34 x 0.36 x 0.38 x 0.35 x 0.32 x
EV / EBITDA 5.62 x 3.94 x 3.45 x 3.7 x 7.54 x 5.48 x 5.17 x 4.62 x
EV / FCF 8,708,423 x 3,832,509 x 9,182,332 x - 68,058,620 x - 7,348,787 x 7,623,464 x
FCF Yield 0% 0% 0% - 0% - 0% 0%
Price to Book 2.32 x 1.54 x 1.97 x 1.05 x 1.27 x 1.36 x 1.4 x 1.3 x
Nbr of stocks (in thousands) 2,665,041 2,623,374 2,328,910 2,218,116 2,218,116 2,218,116 - -
Reference price 2 25.80 23.66 37.95 21.99 24.91 28.96 28.96 28.96
Announcement Date 3/25/20 3/24/21 3/21/22 3/21/23 3/26/24 - - -
1BRL in Million2BRL
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 204,524 270,204 350,696 374,852 363,816 372,690 392,107 409,043
EBITDA 1 19,881 29,555 45,662 34,568 17,159 25,641 26,405 28,402
EBIT 1 13,449 21,717 36,634 24,715 6,434 15,325 15,577 16,883
Operating Margin 6.58% 8.04% 10.45% 6.59% 1.77% 4.11% 3.97% 4.13%
Earnings before Tax (EBT) 1 7,498 8,264 27,192 18,284 -1,398 8,277 8,602 8,603
Net income 1 6,068 4,598 20,487 15,458 -1,061 5,740 5,874 7,828
Net margin 2.97% 1.7% 5.84% 4.12% -0.29% 1.54% 1.5% 1.91%
EPS 2 2.280 1.730 8.260 6.930 -0.4800 2.681 2.585 2.728
Free Cash Flow 12,833 30,398 17,170 - 1,900 - 18,570 17,229
FCF margin 6.27% 11.25% 4.9% - 0.52% - 4.74% 4.21%
FCF Conversion (EBITDA) 64.55% 102.85% 37.6% - 11.07% - 70.33% 60.66%
FCF Conversion (Net income) 211.47% 661.08% 83.81% - - - 316.16% 220.09%
Dividend per Share 2 0.5406 0.4184 2.001 - 1.000 0.9139 0.8074 1.777
Announcement Date 3/25/20 3/24/21 3/21/22 3/21/23 3/26/24 - - -
1BRL in Million2BRL
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2
Net sales 1 97,192 90,867 92,191 98,928 92,866 86,684 89,383 91,409 96,341 89,147 94,125 97,393 98,563 93,765 -
EBITDA 1 13,150 10,085 10,363 9,546 4,574 2,162 4,473 5,412 5,108 6,429 7,242 7,522 6,774 6,324 -
EBIT 1 10,646 7,649 7,698 6,993 1,950 -427.5 1,815 2,797 2,249 3,735 4,422 4,345 3,584 3,697 -
Operating Margin 10.95% 8.42% 8.35% 7.07% 2.1% -0.49% 2.03% 3.06% 2.33% 4.19% 4.7% 4.46% 3.64% 3.94% -
Earnings before Tax (EBT) 1 7,645 7,213 5,207 5,511 353 -2,149 -128.1 791 87.9 1,821 2,544 2,987 2,550 - -
Net income 1 6,473 5,142 3,952 4,014 2,350 -1,453 -263.6 572.7 82.6 1,646 1,723 2,055 1,733 - -
Net margin 6.66% 5.66% 4.29% 4.06% 2.53% -1.68% -0.29% 0.63% 0.09% 1.85% 1.83% 2.11% 1.76% - -
EPS 2 2.690 2.290 1.780 1.810 1.060 -0.6500 -0.1200 0.2600 0.0400 0.7400 0.6723 0.7257 0.5423 0.5615 0.8200
Dividend per Share 2 1.000 - - - - - - - - - 0.8800 0.9100 0.9000 - -
Announcement Date 3/21/22 5/11/22 8/11/22 11/10/22 3/21/23 5/11/23 8/14/23 11/13/23 3/26/24 5/14/24 - - - - -
1BRL in Million2BRL
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 42,994 54,432 69,279 79,172 74,058 76,177 72,230 67,108
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 2.163 x 1.842 x 1.517 x 2.29 x 4.316 x 2.971 x 2.735 x 2.363 x
Free Cash Flow 12,833 30,398 17,170 - 1,900 - 18,570 17,229
ROE (net income / shareholders' equity) 22% 13.2% 48.6% 34.2% -2.37% 17.6% 14.2% 16.5%
ROA (Net income/ Total Assets) 5.05% 3.17% 11% 7.44% -2.27% 2.93% 3.28% 5.03%
Assets 1 120,242 145,071 185,456 207,680 46,658 195,836 179,236 155,689
Book Value Per Share 2 11.10 15.40 19.20 20.90 19.50 21.30 20.70 22.20
Cash Flow per Share 2 5.160 8.950 8.660 5.980 5.180 4.740 6.860 6.740
Capex 1 4,089 5,622 9,389 10,974 7,132 6,792 7,483 9,185
Capex / Sales 2% 2.08% 2.68% 2.93% 1.96% 1.82% 1.91% 2.25%
Announcement Date 3/25/20 3/24/21 3/21/22 3/21/23 3/26/24 - - -
1BRL in Million2BRL
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for JBS S.A.

Trading Rating
Investor Rating
ESG Refinitiv
C
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
15
Last Close Price
28.96 BRL
Average target price
33.86 BRL
Spread / Average Target
+16.94%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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Animal Slaughtering & Processing
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