Ratings JBS S.A.

Equities

JBSS3

BRJBSSACNOR8

Delayed Sao Paulo Other stock markets 03:23:44 2024-05-28 pm EDT			5-day change	1st Jan Change
28.77 ^BRL	+30.06%		-2.54%	+15.38%

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

Summary

According to Refinitiv, the company's ESG score for its industry is good.

Strengths

With a P/E ratio at 10.8 for the current year and 11.2 for next year, earnings multiples are highly attractive compared with competitors.
The stock, which is currently worth 2024 to 0.38 times its sales, is clearly overvalued in comparison with peers.
Analysts have consistently raised their revenue expectations for the company, which provides good prospects for the current and next years in terms of revenue growth.
Analysts covering this company mostly recommend stock overweighting or purchase.
Over the past four months, analysts' average price target has been revised upwards significantly.
The opinion of analysts covering the stock has improved over the past four months.
Over the past twelve months, analysts' opinions have been strongly revised upwards.
Historically, the company has been releasing figures that are above expectations.

Weaknesses

According to forecast, a sluggish sales growth is expected for the next fiscal years.
The company's earnings growth outlook lacks momentum and is a weakness.
As a percentage of sales and without taking into account depreciation and amortization, the company has relatively low margins.
Low profitability weakens the company.
For the past year, analysts have significantly revised downwards their profit estimates.
For the last few months, analysts have been revising downwards their earnings forecast.
Prospects from analysts covering the stock are not consistent. Such dispersed sales estimates confirm the poor visibility into the group's activity.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Food Processing

	1st Jan change	Capi.	ESG Refinitiv
JBS S.A.	+15.38%	12.41B	C
TYSON FOODS, INC.	+7.27%	21.26B	C-
HORMEL FOODS CORPORATION	+7.79%	19.23B	A-
HENAN SHUANGHUI INVESTMENT & DEVELOPMENT CO.,LTD.	-3.78%	12.39B	B-
WH GROUP LIMITED	+12.50%	10.25B	B-
PILGRIM'S PRIDE CORPORATION	+29.93%	8.63B	C
BRF S.A.	+38.67%	6.22B	A-
LDC	+5.36%	2.8B	-
MAPLE LEAF FOODS INC.	-7.69%	2.11B	B
MARFRIG GLOBAL FOODS S.A.	+19.48%	2.09B	B-

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes