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Smithfield Foods, Inc.NasdaqGS:SFD Stock Report

Market Cap US$9.0b
Share Price
n/a
1Y-12.8%
7D-10.4%
1D-1.2%
Portfolio Value
View

Smithfield Foods, Inc.

NasdaqGS:SFD Stock Report

Market Cap: US$9.0b

SFD Community Fair Values

Create Narrative

See what 28 others think this stock is worth. Follow their fair value or set your own to get alerts.

Smithfield Foods, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Smithfield Foods
Historical stock prices
Current Share PriceUS$22.47
52 Week HighUS$29.81
52 Week LowUS$21.08
Beta0
1 Month Change-8.99%
3 Month Change-10.16%
1 Year Change-12.84%
3 Year Changen/a
5 Year Changen/a
Change since IPO13.77%

Recent News & Updates

Narrative Update Aug 12

SFD: Antitrust Case Will Be Outweighed By Branded Pork Expansion

Analysts now see Smithfield Foods as slightly less attractively priced, trimming their fair value estimate from about $31.36 to around $30.25 as they factor in a modestly higher discount rate, a slightly lower profit margin outlook, and a somewhat higher future P/E assumption. What’s in the News for Smithfield Foods Smithfield Foods issued updated guidance for fiscal 2026.
Seeking Alpha Aug 07

Smithfield Foods Is Too Tasty For A Downgrade

Summary Smithfield Foods remains a 'buy' as operational execution, accelerating revenue, and a clear long-term strategy drive outperformance versus the S&P 500. SFD’s pending $450M cash acquisition of Nathan’s Famous (NATH) is expected to boost long-term revenue, with anticipated cost synergies reducing the EV/EBITDA multiple to ~10x. The Packaged Meats segment is the primary value driver, with 6.2% revenue growth driven by higher volumes and pricing, while the Fresh Pork and Hog Production segments underperformed. Shares trade at attractive valuation multiples versus peers; upcoming Q2 FY2026 results are a key catalyst, with analysts expecting higher EPS despite a revenue dip. Read the full article on Seeking Alpha

Recent updates

Narrative Update Aug 12

SFD: Antitrust Case Will Be Outweighed By Branded Pork Expansion

Analysts now see Smithfield Foods as slightly less attractively priced, trimming their fair value estimate from about $31.36 to around $30.25 as they factor in a modestly higher discount rate, a slightly lower profit margin outlook, and a somewhat higher future P/E assumption. What’s in the News for Smithfield Foods Smithfield Foods issued updated guidance for fiscal 2026.
Seeking Alpha Aug 07

Smithfield Foods Is Too Tasty For A Downgrade

Summary Smithfield Foods remains a 'buy' as operational execution, accelerating revenue, and a clear long-term strategy drive outperformance versus the S&P 500. SFD’s pending $450M cash acquisition of Nathan’s Famous (NATH) is expected to boost long-term revenue, with anticipated cost synergies reducing the EV/EBITDA multiple to ~10x. The Packaged Meats segment is the primary value driver, with 6.2% revenue growth driven by higher volumes and pricing, while the Fresh Pork and Hog Production segments underperformed. Shares trade at attractive valuation multiples versus peers; upcoming Q2 FY2026 results are a key catalyst, with analysts expecting higher EPS despite a revenue dip. Read the full article on Seeking Alpha
Narrative Update Jun 26

SFD: Antitrust Overhang Will Be Outweighed By Branded Pork Expansion

Analysts have raised their price target for Smithfield Foods to $31.36 from $29.36, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E in their models. What’s in the News for Smithfield Foods Smithfield Foods is identified as one of several defendants in an ongoing federal antitrust class action involving alleged pork price fixing affecting commercial and institutional indirect purchasers in the United States, with Tyson Foods agreeing to a US$48,000,000 settlement while litigation continues against remaining defendants, including Smithfield Foods.
Analysis Article Jun 18

Smithfield Foods (SFD) Stock Could Be 29% Below Fair Value After Recent Pullback

Recent Performance Snapshot for Smithfield Foods Stock With no single headline event driving attention today, Smithfield Foods (SFD) is drawing interest as investors review its recent price moves, profitability, and revenue trends across packaged meats, fresh pork, and hog production. The stock last closed at $24.96, with returns down 0.3% over the past day, down 6.1% over the past week, and down 4.3% over the past month, while showing a 7.9% gain over the past 3 months. See our latest...
Analysis Article Oct 31

Here's What Analysts Are Forecasting For Smithfield Foods, Inc. (NASDAQ:SFD) After Its Third-Quarter Results

It's been a good week for Smithfield Foods, Inc. ( NASDAQ:SFD ) shareholders, because the company has just released its...
Seeking Alpha Apr 18

Smithfield Foods: Not Tasty In This Environment

Summary Smithfield Foods, recently public again, shows disappointing financial performance despite an attractive valuation; revenue has been inconsistent, leading me to rate it a 'hold'. The company has streamlined its product offerings, focusing on high-growth categories, and improved its segment profit margin from 6% to 13%. Revenue has declined across core segments due to soft consumer demand and operational changes, despite a rebound in net income and operating cash flow. Trade tensions with China pose additional risks, but long-term growth in the US value-added packaged meat market could benefit Smithfield Foods. Read the full article on Seeking Alpha
Seeking Alpha Jan 29

Smithfield Foods: A Pig Business

Summary Smithfield Foods' IPO priced below expectations, reflecting volatile earnings and numerous risks, making the stock appear cheap, but caution is warranted. The company is a leader in packaged meats with a 20% market share, but revenue growth has been minimal over the past decade. Despite reasonable valuations and an anticipated 5% dividend yield, risks like volatile margins, health trends, and Chinese ownership impact investor sentiment. Given the historical performance and industry challenges, the outlook for sustainable growth is uncertain, making me cautious about investing in Smithfield Foods. Read the full article on Seeking Alpha

Shareholder Returns

SFDUS FoodUS Market
7D-10.4%1.4%1.7%
1Y-12.8%-2.9%20.0%

Return vs Industry: SFD underperformed the US Food industry which returned -4.6% over the past year.

Return vs Market: SFD underperformed the US Market which returned 18.4% over the past year.

Price Volatility

Is SFD's price volatile compared to industry and market?
SFD volatility
SFD Average Weekly Movement3.9%
Food Industry Average Movement5.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

Stable Share Price: SFD has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: SFD's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
193634,000Charles Smithwww.smithfieldfoods.com

Smithfield Foods, Inc., together with its subsidiaries, produces various packaged meats and fresh pork products in the United States and internationally. It operates through Packaged Meats, Fresh Pork, Hog Production, and Other segments. The Packaged Meats segment processes fresh meat into various packaged meats products, including bacon, sausage, hot dogs, deli and lunch meats, dry sausage products, ham products, ready-to-eat products, and prepared foods to retail and foodservice customers.

Smithfield Foods, Inc. Fundamentals Summary

How do Smithfield Foods's earnings and revenue compare to its market cap?
SFD fundamental statistics
Market capUS$8.95b
Earnings (TTM)US$1.06b
Revenue (TTM)US$15.47b
8.4x
P/E Ratio
0.6x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SFD income statement (TTM)
RevenueUS$15.47b
Cost of RevenueUS$13.39b
Gross ProfitUS$2.08b
Other ExpensesUS$1.02b
EarningsUS$1.06b

Last Reported Earnings

Jun 28, 2026

Next Earnings Date

n/a

Earnings per share (EPS)2.69
Gross Margin13.46%
Net Profit Margin6.84%
Debt/Equity Ratio27.2%

How did SFD perform over the long term?

See historical performance and comparison

Dividends

5.6%
Current Dividend Yield
42%
Payout Ratio

Does SFD pay a reliable dividends?

See SFD dividend history and benchmarks
When do you need to buy SFD by to receive an upcoming dividend?
Smithfield Foods dividend dates
Ex Dividend DateAug 13 2026
Dividend Pay DateAug 27 2026
Days until Ex dividend2 days
Days until Dividend pay date12 days

Does SFD pay a reliable dividends?

See SFD dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/13 20:33
End of Day Share Price 2026/08/13 00:00
Earnings2026/06/28
Annual Earnings2025/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Smithfield Foods, Inc. is covered by 17 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Benjamin TheurerBarclays
Max Andrew GumportBNP Paribas
Peter GalboBofA Global Research