Market Cap
R$60.0b
Last Updated
2020/11/25 18:03 UTC
Data Sources
Company Financials +
Executive Summary
JBS S.A., a food company, processes and trades in animal protein worldwide. More Details
Rewards
Risk Analysis
Snowflake Analysis
Reasonable growth potential with adequate balance sheet.
Similar Companies
Share Price & News
How has JBS's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: JBSS3 is not significantly more volatile than the rest of BR stocks over the past 3 months, typically moving +/- 5% a week.
Volatility Over Time: JBSS3's weekly volatility (5%) has been stable over the past year.
Market Performance
7 Day Return
4.4%
JBSS3
3.4%
BR Food
2.4%
BR Market
1 Year Return
-18.2%
JBSS3
-13.1%
BR Food
2.7%
BR Market
Return vs Industry: JBSS3 underperformed the BR Food industry which returned -12.9% over the past year.
Return vs Market: JBSS3 underperformed the BR Market which returned 1.4% over the past year.
Shareholder returns
| JBSS3 | Industry | Market | |
|---|---|---|---|
| 7 Day | 4.4% | 3.4% | 2.4% |
| 30 Day | 7.1% | 5.5% | 6.7% |
| 90 Day | -2.3% | -2.4% | 7.6% |
| 1 Year | -16.3%-18.2% | -11.7%-13.1% | 6.1%2.7% |
| 3 Year | 197.8%189.5% | 40.8%37.6% | 60.2%42.6% |
| 5 Year | 100.0%85.1% | 22.6%16.2% | 153.4%109.6% |
Long-Term Price Volatility Vs. Market
How volatile is JBS's share price compared to the market and industry in the last 5 years?
Simply Wall St News
3 months ago | Simply Wall St
Did You Miss JBS' (BVMF:JBSS3) Impressive 185% Share Price Gain?5 months ago | Simply Wall St
Analysts Just Made A Major Revision To Their JBS S.A. (BVMF:JBSS3) Revenue Forecasts6 months ago | Simply Wall St
Is JBS (BVMF:JBSS3) A Risky Investment?Valuation
Is JBS undervalued compared to its fair value and its price relative to the market?
14.2%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: JBSS3 (R$22.58) is trading below our estimate of fair value (R$26.33)
Significantly Below Fair Value: JBSS3 is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: JBSS3 is poor value based on its PE Ratio (19.9x) compared to the BR Food industry average (10.5x).
PE vs Market: JBSS3 is poor value based on its PE Ratio (19.9x) compared to the BR market (15.5x).
Price to Earnings Growth Ratio
PEG Ratio: JBSS3 is good value based on its PEG Ratio (0.5x)
Price to Book Ratio
PB vs Industry: JBSS3 is good value based on its PB Ratio (1.5x) compared to the BR Food industry average (1.8x).
Next Steps
Future Growth
How is JBS forecast to perform in the next 1 to 3 years based on estimates from 10 analysts?
42.3%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: JBSS3's forecast earnings growth (42.3% per year) is above the savings rate (10.7%).
Earnings vs Market: JBSS3's earnings (42.3% per year) are forecast to grow faster than the BR market (27.1% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: JBSS3's revenue (3.9% per year) is forecast to grow slower than the BR market (10.3% per year).
High Growth Revenue: JBSS3's revenue (3.9% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: JBSS3's Return on Equity is forecast to be high in 3 years time (22%)
Next Steps
Past Performance
How has JBS performed over the past 5 years?
-6.6%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: JBSS3 has high quality earnings.
Growing Profit Margin: JBSS3's current net profit margins (1.2%) are lower than last year (2.2%).
Past Earnings Growth Analysis
Earnings Trend: JBSS3's earnings have declined by 6.6% per year over the past 5 years.
Accelerating Growth: JBSS3's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: JBSS3 had negative earnings growth (-28.5%) over the past year, making it difficult to compare to the Food industry average (49.1%).
Return on Equity
High ROE: JBSS3's Return on Equity (7.3%) is considered low.
Next Steps
Financial Health
How is JBS's financial position?
Financial Position Analysis
Short Term Liabilities: JBSS3's short term assets (R$64.0B) exceed its short term liabilities (R$37.9B).
Long Term Liabilities: JBSS3's short term assets (R$64.0B) do not cover its long term liabilities (R$85.6B).
Debt to Equity History and Analysis
Debt Level: JBSS3's debt to equity ratio (176.8%) is considered high.
Reducing Debt: JBSS3's debt to equity ratio has reduced from 199.9% to 176.8% over the past 5 years.
Debt Coverage: JBSS3's debt is well covered by operating cash flow (29.2%).
Interest Coverage: JBSS3's interest payments on its debt are well covered by EBIT (4.5x coverage).
Balance Sheet
Next Steps
Dividend
What is JBS current dividend yield, its reliability and sustainability?
2.69%
Forecast Dividend Yield
Dividend Yield vs Market
Notable Dividend: Unable to evaluate JBSS3's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate JBSS3's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if JBSS3's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if JBSS3's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: JBSS3 is not paying a notable dividend for the BR market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of JBSS3's dividend in 3 years as they are not forecast to pay a notable one for the BR market.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
1.9yrs
Average management tenure
CEO
Gilberto Tomazoni (61 yo)
1.92yrs
Tenure
Mr. Gilberto Tomazoni has been the Global President and Chief Executive Officer at JBS Foods S.A. at JBS S.A. since 2013. Mr. Tomazoni has been the Chief Executive Officer at JBS Foods International B.V., ...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Member of Executive Board & Chairman of the Board | no data | no data | no data | |
| CEO & Member of Executive Board | 1.92yrs | no data | no data | |
| Chief Financial Officer of Jbs Food | no data | no data | no data | |
| CFO, Investor Relations Officer & Member of Executive Board | 1.83yrs | no data | no data | |
| Director of Administrative & Control and Member of the Executive Board | no data | no data | no data | |
| CEO of South America | no data | no data | no data | |
| Investor Relations Director | no data | no data | no data | |
| Global Compliance Director | no data | no data | no data | |
| Sales Manager | 16.25yrs | no data | no data | |
| Human Resources Director | no data | no data | no data | |
| Head of Contracts | no data | no data | no data | |
| Head of Civil Litigation | no data | no data | no data |
1.9yrs
Average Tenure
55yo
Average Age
Experienced Management: JBSS3's management team is not considered experienced ( 1.9 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Member of Executive Board & Chairman of the Board | no data | no data | no data | |
| CEO of South America | no data | no data | no data | |
| Independent Director | no data | no data | no data | |
| Vice Chairman | 3.5yrs | no data | no data | |
| President of Fiscal Council | no data | no data | no data | |
| Director | 3.42yrs | no data | no data | |
| Member of Fiscal Council | no data | no data | no data | |
| Substitute Independent Director | 9.58yrs | no data | no data | |
| Director | 3.17yrs | no data | no data | |
| Independent Director | no data | no data | no data | |
| Independent Director | no data | no data | no data | |
| Independent Director | no data | no data | no data |
3.5yrs
Average Tenure
68.5yo
Average Age
Experienced Board: JBSS3's board of directors are considered experienced (3.5 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
JBS S.A.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: JBS S.A.
- Ticker: JBSS3
- Exchange: BOVESPA
- Founded: 1953
- Industry: Packaged Foods and Meats
- Sector: Food, Beverage & Tobacco
- Market Cap: R$59.970b
- Shares outstanding: 2.66b
- Website: https://www.jbs.com.br
Number of Employees
Location
- JBS S.A.
- Avenida Marginal Direita do Tietê, 500
- Bloco I
- São Paulo
- São Paulo
- 05118-100
- Brazil
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| JBSS3 | BOVESPA (Bolsa de Valores de Sao Paulo) | Yes | Common Stock | BR | BRL | Mar 2007 |
| JBSA.Y | OTCPK (Pink Sheets LLC) | SPONSORED ADR | US | USD | Nov 2008 | |
| YJ3A | BST (Boerse-Stuttgart) | SPONSORED ADR | DE | EUR | Nov 2008 | |
| JBSAY N | BMV (Bolsa Mexicana de Valores) | SPONSORED ADR | MX | MXN | Nov 2008 |
Biography
JBS S.A., a food company, processes and trades in animal protein worldwide. It offers beef, pork, chicken, and lamb products and by-products; food products; pet food and concentrates; and bresaola. The com...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/11/25 18:03 |
| End of Day Share Price | 2020/11/24 00:00 |
| Earnings | 2020/09/30 |
| Annual Earnings | 2019/12/31 |
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 here.