Pilgrim's Pride（PPC）株式概要
ピルグリムズ・プライド社は、米国、欧州、メキシコの小売業者、流通業者、外食業者向けに、生鮮、冷凍、付加価値のある鶏肉・豚肉製品の生産、加工、販売、流通を行っている。 詳細
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Analyst Price Targets
Pilgrim's Pride Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$27.60 |
| 52週高値 | US$49.44 |
| 52週安値 | US$25.90 |
| ベータ | 0.27 |
| 1ヶ月の変化 | -2.20% |
| 3ヶ月変化 | 0.15% |
| 1年変化 | -42.21% |
| 3年間の変化 | 8.53% |
| 5年間の変化 | 1.62% |
| IPOからの変化 | 209.07% |
最新ニュース
ナラティブ更新 • Aug 06
PPC: Higher Margins And Revenue Outlook Will Support Stronger Future Returns
Analysts have reduced their price target for Pilgrim's Pride to $33.44 from $37.63, citing updated assumptions around higher projected revenue growth, a slightly stronger profit margin profile, and a lower future P/E multiple. What’s in the News for Pilgrim's Pride Analysts updated their price target for Pilgrim's Pride to $33.44, reflecting revised assumptions around revenue, profit margins, and future P/E multiples.Seeking Alpha • Aug 04
Pilgrim's Pride Is Starting To Enter Attractive Territory As The Poultry Cycle Deteriorates
Summary Pilgrim’s Pride (PPC) is the leading US poultry pure-play, recently suffering a 50% share price decline amid cyclical oversupply pressures. PPC’s Q2 saw operating income fall nearly 90% YoY, with margins halved due to a 4.5% YoY increase in US poultry production outpacing demand. I initiate coverage with a Buy, citing PPC’s sub-10x normalized earnings multiple, sound balance sheet, and strategic investment in less commoditized segments. Position-building should be cautious, as further downside is possible if poultry fundamentals deteriorate before the cycle turns. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • Aug 06
PPC: Higher Margins And Revenue Outlook Will Support Stronger Future Returns
Analysts have reduced their price target for Pilgrim's Pride to $33.44 from $37.63, citing updated assumptions around higher projected revenue growth, a slightly stronger profit margin profile, and a lower future P/E multiple. What’s in the News for Pilgrim's Pride Analysts updated their price target for Pilgrim's Pride to $33.44, reflecting revised assumptions around revenue, profit margins, and future P/E multiples.Seeking Alpha • Aug 04
Pilgrim's Pride Is Starting To Enter Attractive Territory As The Poultry Cycle Deteriorates
Summary Pilgrim’s Pride (PPC) is the leading US poultry pure-play, recently suffering a 50% share price decline amid cyclical oversupply pressures. PPC’s Q2 saw operating income fall nearly 90% YoY, with margins halved due to a 4.5% YoY increase in US poultry production outpacing demand. I initiate coverage with a Buy, citing PPC’s sub-10x normalized earnings multiple, sound balance sheet, and strategic investment in less commoditized segments. Position-building should be cautious, as further downside is possible if poultry fundamentals deteriorate before the cycle turns. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 22
PPC: Lower Earnings Expectations Will Set Up A Potential Rebound
Analysts have lowered their price target on Pilgrim's Pride to $41.92 from $54.25, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that point to a more conservative fair value outlook. What’s in the News for Pilgrim's Pride Pilgrim's Pride stock has recently fallen in recent trading sessions, with declines ranging from 1.02% to 4.76%, according to Zacks.ナラティブ更新 • Jul 08
PPC: Future Facility Expansion Will Reward Weaker Near Term Earnings And Margins
Analysts have trimmed their price target on Pilgrim's Pride from $39.25 to $37.63, as updated assumptions for revenue growth, profit margins and the future P/E multiple point to slightly more conservative expectations for the stock's valuation. What's in the News for Pilgrim's Pride Pilgrim's Pride reported first quarter revenues of US$4.53b, which was 1.6% higher year over year and about 2.6% above analyst expectations, according to multiple news sources.ナラティブ更新 • Jun 24
PPC: Future Returns Will Reward Facility Expansion Despite Earnings And Margin Headwinds
Analysts have kept their $39.25 price target for Pilgrim's Pride unchanged, citing stable assumptions around the discount rate, revenue growth, profit margin, and future P/E as the basis for maintaining their view. What's in the News Pilgrim's Pride reported fiscal first quarter 2026 results that missed earnings estimates, with a significant decline in profitability and lower sales and operating income from its U.S. operations, according to Zacks.分析記事 • Jun 17
Pilgrim's Pride (PPC) Stock Could Be 25.9% Undervalued Despite Weak Earnings Outlook
Pilgrim's Pride (PPC) stock is in focus after a recent 3.43% decline, a projected quarterly earnings per share of $0.97 that is well below last year, and a Zacks Rank of #5 (Strong Sell). See our latest analysis for Pilgrim's Pride. At a share price of $29.09, Pilgrim's Pride has seen short term momentum fade, with the 30 day share price return up 5.55% but the year to date share price return down 27.04%. The 1 year total shareholder return has declined 33.71%, compared with a 3 year total...ナラティブ更新 • Jun 05
PPC: Future Returns Will Reward Resilient Sales Despite Margin Pressures
Analysts have trimmed their price target on Pilgrim's Pride from $40.57 to $39.25. This reflects updated views on fair value, revenue growth assumptions and profit margins, alongside a slightly adjusted future P/E outlook.ナラティブ更新 • May 11
PPC: Future Returns Will Reflect Modest Margins And Lower P E Multiple
Analysts have reduced their Pilgrim's Pride price target from about $42.86 to $40.57, reflecting a slightly higher discount rate, modest adjustments to long-term revenue growth and profit margin expectations, and a lower assumed future P/E multiple. Valuation Changes Fair Value: trimmed from $42.86 to $40.57, a modest reduction in the modelled valuation.ナラティブ更新 • Apr 21
PPC: Future Returns Will Reflect Steady Margins And Lower P E Multiple
Analysts have trimmed their price target on Pilgrim's Pride to about $42.86 from roughly $44.71. This reflects updated views on fair value, slightly lower projected revenue growth, a modestly lower profit margin outlook, and a small adjustment to the future P/E assumption.ナラティブ更新 • Apr 07
PPC: Future Returns Will Reflect Higher Margins And Lower P E Assumptions
Analysts have slightly increased their price target on Pilgrim's Pride to about $44.71 from $44.38, citing updated assumptions for revenue growth, profit margins and a modestly lower future P/E multiple. Valuation Changes Fair Value: Updated estimate has moved slightly to about $44.71 from $44.38.ナラティブ更新 • Mar 23
PPC: Future Returns Will Reflect Higher Margins And Steady Risk Profile
Analysts now set Pilgrim's Pride price target at about $44.38, slightly below the prior $45.00. This reflects updated assumptions around revenue growth, profit margins and a lower future P/E multiple.ナラティブ更新 • Mar 08
PPC: Future Returns Will Reflect Steady Assumptions And Unchanged Risk Profile
Analysts are maintaining their price target for Pilgrim's Pride at $45.00, reflecting unchanged assumptions around discount rate, revenue growth, profit margin, and future P/E. These factors keep their valuation view steady for now.ナラティブ更新 • Feb 22
PPC: Future Returns Will Reflect Modest Assumption Shifts And Steady Risk Profile
Analysts have raised their price target on Pilgrim's Pride from $43.57 to $45.00. They cite updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that adjust their outlook on the stock's risk and return profile.ナラティブ更新 • Feb 07
PPC: Future Returns Will Reflect Steady Assumptions And Fairly Valued Prospects
Analysts have slightly raised their price target on Pilgrim's Pride to about $43.57, reflecting updated assumptions around discount rate and forward P/E, while keeping fair value and key operating inputs broadly unchanged. Valuation Changes Fair Value: The fair value estimate remains unchanged at about $43.57 per share.ナラティブ更新 • Jan 24
PPC: Future Returns Will Reflect Steady Assumptions And Fairly Valued Prospects
Analysts have kept their price target for Pilgrim's Pride effectively unchanged at about US$43.57, reflecting stable views on revenue growth, profit margins and future P/E assumptions. Valuation Changes Fair Value: Model fair value remains steady at about US$43.57, with no material change between the prior and updated estimates.ナラティブ更新 • Jan 09
PPC: Future Returns Will Reflect Steady Assumptions And Undervalued Upside Potential
Analysts have kept their price target for Pilgrim's Pride steady, reflecting only small technical adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E, rather than any new fundamental change in their view. Valuation Changes Fair Value: The model fair value estimate is unchanged at 43.57143, indicating no adjustment to the core valuation outcome.分析記事 • Jan 07
Pilgrim's Pride (NASDAQ:PPC) Is Investing Its Capital With Increasing Efficiency
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...ナラティブ更新 • Dec 24
PPC: Future Returns Will Reflect Stable Margins And Modest Multiple Compression
Analysts have modestly reduced their price target on Pilgrim's Pride from 44.29 dollars to 43.57 dollars, citing slightly lower fair value and profit margin assumptions, despite a marginally stronger revenue growth outlook. Valuation Changes Fair Value: fallen slightly from 44.29 dollars to 43.57 dollars per share, reflecting a modestly more conservative outlook.ナラティブ更新 • Dec 09
PPC: Stable Margins And Multiples Will Drive Future Share Price Upside
Analysts have nudged their price target on Pilgrim's Pride marginally higher to approximately $44.29 per share, reflecting steady expectations for revenue growth, profit margins, and valuation multiples despite only negligible model adjustments. Valuation Changes Fair Value Estimate remains effectively unchanged at approximately $44.29 per share, indicating stable intrinsic value assumptions.分析記事 • Dec 01
Pilgrim's Pride Corporation's (NASDAQ:PPC) Prospects Need A Boost To Lift Shares
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...ナラティブ更新 • Nov 25
PPC: Future Profit Margins Will Support Continued Share Price Strength
Analysts have maintained their price target for Pilgrim's Pride at $44.29 per share, citing negligible changes in key forecast assumptions and reaffirmed expectations for steady company performance. Valuation Changes Fair Value Estimate is unchanged at $44.29 per share, indicating stability in core assumptions.ナラティブ更新 • Nov 11
PPC: Future Profit Margins Will Support Continued Share Price Strength
Pilgrim's Pride's analyst price target has been modestly lowered from $44.86 to $44.29 per share. Analysts now anticipate slightly softer revenue growth and profit margin forecasts for the company.分析記事 • Nov 02
Pilgrim's Pride Corporation (NASDAQ:PPC) Just Reported, And Analysts Assigned A US$44.29 Price Target
Pilgrim's Pride Corporation ( NASDAQ:PPC ) came out with its quarterly results last week, and we wanted to see how the...ナラティブ更新 • Oct 28
Special Dividend Outlook and Margin Shifts Will Drive Upcoming Share Performance
Analysts have revised their price target for Pilgrim's Pride downward from $47.00 to $44.86. This decision is based on updated fair value assessments and slight adjustments to future earnings expectations.ナラティブ更新 • Oct 13
Rising Input Costs Will Undermine Inflated Chicken Market Valuations
Analysts have lowered their price target for Pilgrim's Pride from $49.13 to $47.00. They cited updated fair value assessments based on recent financial metrics.分析記事 • Aug 25
Is Pilgrim's Pride Corporation (NASDAQ:PPC) Trading At A 41% Discount?
Key Insights The projected fair value for Pilgrim's Pride is US$78.06 based on 2 Stage Free Cash Flow to Equity...Seeking Alpha • Apr 19
Pilgrim's Pride: Prepares Its Wings To Take Flight This Year
Summary Pilgrim's Pride, a U.S. leading poultry producer, is expanding its footprint in Mexico and Europe through M&A. Lower soybean prices and increased corn production are improving PPC's margins, with resilient chicken demand boosting profitability and free cash flow. PPC's diversified portfolio and strong balance sheet, with record operating cash flow and sustainable debt levels, position it well for future growth. Despite recent stock gains, PPC remains undervalued compared to industry averages, offering potential upside as defensive stocks gain favor amid recession fears. Read the full article on Seeking AlphaSeeking Alpha • Apr 07
Pilgrim's Pride Path: Cash, Chicken And Resilience
Summary Pilgrim's Pride saw a significant turnaround in 2024 with net profit soaring to $1.09 billion, driven by stabilized demand and reduced costs. The company's integrated business model, controlling the entire chicken production process, enhances cost control and reduces dependency on external suppliers. Despite strong stock growth in 2024, Pilgrim's shares remain undervalued compared to peers, with a potential 14% upside, leading to a "Buy" rating. Key growth drivers include global demand for chicken, expansion into branded products, and strong customer relationships, supported by automation and JBS backing. Read the full article on Seeking AlphaSeeking Alpha • Oct 15
Pilgrim's Pride: Windfall Profits From Soybean Slump Will Not Likely Last
Summary Pilgrim's Pride has seen an 86% year-over-year rise, driven by low feed costs and favorable market conditions, with a forward P/E of ~9.7X. Despite ongoing bird flu outbreaks impacting supply, the company's business model benefits from declining soybean prices and low chicken inventories. PPC's profitability is expected to remain high in the short term, with the potential for reduced debt and improved balance sheet health. Long-term growth is limited, with a forward P/E likely around 15X, assuming normalization in feed and chicken inventories. Thus, PPC is stable but not a high-growth or value investment. Read the full article on Seeking AlphaSeeking Alpha • Sep 15
Pilgrim's Pride: A Free Cash Flow Machine Breaking Out
Summary Pilgrim's Pride has broken out of a decade-long sideways price range, showing potential for higher returns, but industry risks warrant a cautious investment approach. The company's vertically integrated model and strong position in the growing global protein market support strong growth characteristics. Pilgrim's Pride boasts impressive free cash flow, improved cost management, and a low beta, enhancing its attractiveness and portfolio diversification. Despite strong fundamentals, past volatility and industry risks lead me to take a minor position and pyramid up as price action confirms my thesis. Read the full article on Seeking AlphaSeeking Alpha • Sep 09
At High Prices, Pilgrim's Pride Offers Little To New Investors
Summary Pilgrim’s Pride is near its 52-week-high, raising questions about its current value for new investors despite past performance. The company has a significant amount of debt, limiting its flexibility, and does not pay dividends, which is a drawback for value investors. Risks include livestock diseases, competition, reliance on contract growers, and potential shifts in consumer preferences away from chicken and pork. Given the high share price, debt levels, and lack of dividends, I rate PPC stock a hold, with cautious monitoring of gross margins. Read the full article on Seeking Alpha株主還元
| PPC | US Food | US 市場 | |
|---|---|---|---|
| 7D | 0.2% | -0.05% | 1.0% |
| 1Y | -42.2% | -4.6% | 18.4% |
業界別リターン: PPC過去 1 年間で-4.6 % の収益を上げたUS Food業界を下回りました。
リターン対市場: PPCは、過去 1 年間で18.4 % のリターンを上げたUS市場を下回りました。
価格変動
| PPC volatility | |
|---|---|
| PPC Average Weekly Movement | 5.5% |
| Food Industry Average Movement | 5.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: PPC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: PPCの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1946 | 63,000 | Fabio Sandri | www.pilgrims.com |
ピルグリムズ・プライド・コーポレーションは、生鮮、冷凍、付加価値のある鶏肉・豚肉製品を生産、加工、販売し、米国、欧州、メキシコの小売業者、流通業者、外食業者向けに販売している。冷蔵の丸鶏やカットした鶏肉、マリネまたは非マリネの厳選された鶏肉部位、主要な豚肉カット、付加価値のある豚肉、豚カルビ、ラム製品などの生鮮製品、完全調理済み、調理済み、個別冷凍の鶏肉部位、ストリップ、ナゲット、パテ、ソーセージ加工品、ベーコン、スモーク肉、ギャモンジョイント、パック済み肉、サンドイッチやデリカカウンター用肉、ミートボールやコーティング食品などの調理済み製品を提供している。また、植物性タンパク質、調理済み食品、多タンパク質冷凍食品、ベジタリアン食品、デザートも提供している。さらに、輸出製品としては、米国内の流通業者向け、または輸出市場向け冷凍流通用の丸鶏や鶏肉部位、流通用冷凍流通用の一次豚カット、豚頭、トロッターなどがある。同社はPilgrim's、Just BARE、Gold'n Pump、Gold Kist、County Pride、Pierce Chicken、Pilgrim's Mexico、To-Ricos、Del Dia、Moy Park、Matteson's、Richmond、Fridge Raiders、Dennyのブランドで製品を提供している。同社は、チェーン・レストラン、食品加工業者、広範な流通業者、その他の施設、および食料品店チェーン、卸売クラブ、その他の小売流通業者などの小売市場に製品を供給している。同社は1946年に設立され、コロラド州グリーリーに本社を置く。ピルグリムズ・プライド社はJBS N.V.の子会社として運営されている。
Pilgrim's Pride Corporation 基礎のまとめ
| PPC 基礎統計学 | |
|---|---|
| 時価総額 | US$6.40b |
| 収益（TTM） | US$545.61m |
| 売上高(TTM) | US$18.44b |
12.0x
PER（株価収益率0.4x
P/SレシオPPC は割高か？
公正価値と評価分析を参照収益と収入
| PPC 損益計算書（TTM） | |
|---|---|
| 収益 | US$18.44b |
| 売上原価 | US$16.64b |
| 売上総利益 | US$1.80b |
| その他の費用 | US$1.25b |
| 収益 | US$545.61m |
直近の収益報告
Jun 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.29 |
| グロス・マージン | 9.74% |
| 純利益率 | 2.96% |
| 有利子負債／自己資本比率 | 76.0% |
PPC の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/13 02:48 |
| 終値 | 2026/08/13 00:00 |
| 収益 | 2026/06/28 |
| 年間収益 | 2025/12/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Pilgrim's Pride Corporation 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17
| アナリスト | 機関 |
|---|---|
| Benjamin Theurer | Barclays |
| Andrew Strelzik | BMO Capital Markets Equity Research |
| Peter Galbo | BofA Global Research |