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JBS

JBS N.V.

NYSE: JBS · CONSUMER DEFENSIVE · PACKAGED FOODS

$16.06
+2.36% today

Updated 2026-04-30

Market cap
$17.43B
P/E ratio
8.61
P/S ratio
0.20x
EPS (TTM)
$1.89
Dividend yield
52W range
$12 – $19
Volume
4.7M

JBS N.V. (JBS) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$16.06
Consensus
$20.42
+27.15%
2030 Target
$1,192.60
+7325.90%
DCF
6 analysts:
4 Buy0 Hold0 Sell

Management guidance

No specific revenue targets disclosed by CEO/management for 2026-2030 period. Management focused on operational efficiency, cattle supply chain partnerships, and geographic expansion (Oman investment $150M). Guidance remains qualitative rather than quantitative on forward revenue.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$1,986.47
$105.6B Rev × 20x P/S
Base case (2030)
$1,192.60
$105.6B Rev × 12x P/S
Bear case (2030)
$793.87
$105.6B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$363.8B$417.0B$471.1B$88.9B$91.9B$95.8B$100.4B$105.6B
Revenue growth14.6%13.0%3.2%3.3%4.2%4.8%5.2%
EPS$0.08$0.89$8.51$1.73$1.88$2.15$2.35$2.55
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$1,003.07$1,037.04$1,081.74$1,133.59$1,192.60

Catalysts & risks

Growth catalysts
+ US cattle herd shortage supporting beef pricing power through 2026-2027
+ Oman halal food production venture ($150M) driving Middle East market expansion
+ Potential S&P 500 inclusion post-NYSE listing (June 2025) attracting passive inflows
+ Margin expansion if cattle supply normalizes or company achieves operational efficiencies
+ Strategic geographic diversification reducing Brazil exposure risks
Key risks
- US cattle herd recovery would pressure beef prices and margins (currently at 1951 lows)
- Margin stagnation at 2.3-2.4% despite 11.6% revenue growth questions profitability sustainability
- Index removal from FTSE All-World Index reducing passive fund demand
- Dividend sustainability concerns - high 5.3% yield not covered by current FCF or earnings
- Environmental/regulatory scrutiny on Amazon deforestation and greenhouse gas emissions
- Labor cost inflation (recent meatpacking strike, first in 40 years, highlights wage pressure)

Methodology

JBS N.V.'s forward estimates are derived from AI-powered research synthesis combining analyst consensus from 6 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.