JBS

Consumer Defensive

JBS N.V. · Packaged Foods · $29B

UQS Score — Balanced Preset
37.9
Below Average

JBS N.V. scores 37.9/100 using the Balanced preset.

UQS vs Consumer Defensive Sector
JBS
37.9
Sector avg
38.4
Quality
Weak
Moat
Weak
Growth
Weak
Risk
Weak
Valuation
Attractive

What is JBS N.V.?

JBS N.V. is one of the world's largest protein and food companies, operating across beef, pork, chicken, lamb, and fish categories on a global scale. The company also produces a wide range of food and industrial by-products.

JBS generates revenue by processing and selling animal proteins — including beef, pork, poultry, fish, and lamb — to retail, foodservice, and industrial customers worldwide. Beyond core protein products, the company monetizes by-products through leather processing, biodiesel production, collagen, and hygiene products. It also operates cold storage, logistics, and distribution infrastructure, and has a growing presence in plant-based and pet food categories.

JBS N.V. is headquartered in Amstelveen, Netherlands, and was incorporated in its current holding structure in 2025.

  • Beef, pork, chicken, lamb, and fish processing
  • Leather production and commercialization
  • Plant-based and pet food products
  • Biodiesel, collagen, and industrial by-products
  • Cold storage, logistics, and distribution services

Is JBS a Good Stock to Buy?

UQS Score rates JBS as Below Average overall, reflecting meaningful headwinds across several key quality dimensions.

The most constructive element of JBS's current profile is its Valuation pillar, which is rated Attractive — suggesting the market may already be pricing in many of the company's challenges. The Quality pillar sits at a Neutral rating, indicating neither a clear advantage nor a significant drag from core operational metrics.

The Moat, Growth, and Risk pillars are all rated Weak, pointing to limited competitive differentiation, subdued growth prospects, and above-average risk factors that investors should weigh carefully.

See the full pillar breakdown and underlying financial metrics by signing up for a UQS Pro account. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does JBS pay dividends?

Yes — JBS N.V. pays a dividend.

JBS pays a regular dividend, which may appeal to income-oriented investors in the Consumer Defensive sector. Given the company's scale and diversified revenue streams, dividend payments reflect an effort to return capital to shareholders. However, investors should review payout sustainability in the context of the company's Weak Risk and Growth pillar ratings before relying on dividend income.

When does JBS report earnings?

JBS N.V. reports earnings on a quarterly cadence, consistent with standard practice for globally listed equities.

The company's recent results reflect the pressures visible in its UQS profile — growth has been subdued and risk factors remain elevated across its global operations. Protein markets are cyclical, and margin dynamics can shift quickly with commodity input costs.

For the most recent quarter's results and guidance, visit JBS N.V.'s official investor relations page.

JBS Price History

+21.3% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

JBS Long-term Outlook

The fundamental outlook for JBS is cautious, shaped by Weak Growth and Weak Risk pillar ratings. The company operates in a highly competitive, commodity-driven industry where pricing power is limited and input cost volatility is persistent. While the Attractive Valuation rating suggests downside may be partially reflected in the current price, a meaningful re-rating would likely require demonstrated improvement in profitability consistency and competitive positioning.

Growth drivers

  • Global protein demand growth, particularly in emerging markets
  • Diversification into higher-margin by-products and plant-based categories
  • Operational scale advantages in processing and distribution

Key risks

  • Commodity input cost volatility compressing margins
  • Regulatory and environmental scrutiny across global operations
  • Limited pricing power in highly fragmented protein markets

JBS vs Peers

JBS operates in the broader Consumer Defensive space alongside diversified food companies, though its protein-processing focus sets it apart from more branded peers.

DANOYSimilar UQS
Danone S.A.

Danone focuses on branded dairy, plant-based, and specialized nutrition products, giving it stronger pricing power than commodity protein processors like JBS.

KHCSimilar UQS
The Kraft Heinz Company

Kraft Heinz competes through a portfolio of established consumer food brands, offering more brand-driven margin potential compared to JBS's volume-oriented protein model.

GISSimilar UQS
General Mills, Inc.

General Mills operates across branded packaged foods and pet nutrition, with a business model less exposed to raw protein commodity cycles than JBS.

Frequently Asked Questions

What does JBS N.V. do?

JBS N.V. is a global protein and food company that processes and sells beef, pork, chicken, lamb, fish, and plant-based products. It also produces leather, biodiesel, collagen, and pet food, and operates logistics and cold storage infrastructure across multiple continents.

Does JBS pay dividends?

Yes, JBS pays a regular dividend. Income investors should review the dividend in context with the company's Weak Risk pillar rating, which signals elevated uncertainty in the business environment. Always check the company's investor relations page for the most current dividend details.

When does JBS report earnings?

JBS N.V. reports earnings on a quarterly cadence. For precise dates and the most recent results, refer to the company's official investor relations page, as our data source does not cover specific upcoming earnings dates.

Is JBS a good stock to buy?

JBS carries a Below Average UQS Score, driven by Weak ratings across Moat, Growth, and Risk pillars. The Valuation pillar is rated Attractive, which may interest contrarian investors. Whether it fits your portfolio depends on your risk tolerance and investment goals — the full analysis is available to UQS Pro members.

Is JBS overvalued?

Based on the UQS Valuation pillar, JBS is currently rated Attractive, suggesting the stock may not be expensive relative to its fundamentals. However, an attractive valuation alone does not offset the Weak Growth and Risk profiles — context across all five pillars matters.

How does JBS compare to its competitors?

Compared to peers like Danone, Kraft Heinz, and General Mills, JBS is more exposed to commodity protein cycles and has less brand-driven pricing power. Those peers tend to operate with stronger brand moats, while JBS competes primarily on scale and processing efficiency.

What is JBS's market cap bracket?

JBS N.V. is classified as a large-cap company, reflecting its significant global scale across protein processing, by-products, and logistics operations.

Who founded JBS N.V.?

JBS traces its origins to a Brazilian meatpacking business founded by José Batista Sobrinho in 1953. The current holding entity, JBS N.V., was incorporated in the Netherlands in 2025 as part of a corporate restructuring to facilitate international listings.

Is JBS a long-term quality investment?

As a long-term quality indicator, JBS's Below Average UQS Score — with Weak Moat and Weak Growth ratings — suggests limited structural advantages that typically underpin durable long-term compounding. The Attractive Valuation may offer a margin of safety, but quality consistency is a concern worth monitoring.

What is the main competitive advantage of JBS N.V.?

JBS's primary advantage is its sheer operational scale — it is one of the largest protein processors in the world, with integrated supply chains spanning slaughter, processing, cold storage, and distribution. However, the UQS Moat pillar rates this advantage as Weak, reflecting the commodity nature of the industry.

What sector does JBS belong to?

JBS N.V. is classified in the Consumer Defensive sector. This sector typically includes companies that produce essential goods with relatively stable demand, though protein processors like JBS still face significant commodity and operational cyclicality within that classification.

Is JBS a growth stock or value stock?

Based on its UQS profile, JBS leans toward the value side — the Valuation pillar is rated Attractive while the Growth pillar is rated Weak. This combination suggests the market has priced in limited growth expectations, making it more of a potential value consideration than a growth opportunity.

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Pro Analysis

JBS — Score History

2530354045Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 16 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 16, 202637.837.228.026.411.796.7+3.3
May 8, 202634.55.328.026.439.3100.0-4.8
Apr 26, 202639.340.428.026.416.096.5+0.3
Apr 25, 202639.040.428.026.416.094.8-0.1
Apr 22, 202639.140.428.026.416.095.10.0
Apr 19, 202639.140.428.026.416.095.4+0.1
Apr 18, 202639.040.328.026.416.094.5-0.6
Apr 17, 202639.640.328.026.416.098.7+0.2
Apr 16, 202639.440.428.026.416.097.5-0.2
Apr 13, 202639.640.428.026.416.098.7+0.2

JBS — Pillar Breakdown

Quality

37.2/100 (25%)

JBS N.V. has average quality metrics, with room for improvement in margins or capital efficiency.

Capital Efficiency (ROIC)Weak

How effectively capital is deployed to generate returns.

Return on EquityStrong

Profitability relative to shareholders' equity.

Operating ProfitabilityWeak

Ability to convert revenue into operating profit.

Net ProfitabilityWeak

Bottom-line profit as a share of revenue.

Gross Profit / AssetsModerate

Asset productivity — how much gross profit each dollar of assets generates.

Cash GenerationWeak

Free cash flow relative to market value.

Growth

26.4/100 (20%)

JBS N.V. faces growth headwinds with declining or stagnant revenue trends.

Recent Revenue TrendModerate

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthStrong

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Forward EPS GrowthWeak

Analyst consensus for future earnings growth.

Risk

11.7/100 (15%)

JBS N.V. presents elevated risk with concerns around leverage or financial stability.

Financial LeverageWeak

Debt levels relative to earnings capacity.

Debt/EquityWeak

Total debt relative to shareholder equity.

Current RatioModerate

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

97.1/100 (15%)

JBS N.V. appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

EV/EBITDA vs SectorStrong

Enterprise value multiple relative to sector median.

Moat

28/100 (25%)

JBS N.V. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for JBS.

Score Composition

Quality
37.2×25%9.3
Growth
26.4×20%5.3
Risk
11.7×15%1.8
Valuation
97.1×15%14.6
Moat
28.0×25%7.0
Total
37.9Below Average

Financial Data

More Stock Analysis

How is the JBS UQS Score Calculated?

The UQS (Unified Quality Score) for JBS N.V. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses JBS N.V.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether JBS N.V. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.