Key Points
JBS N.V. (JBS) closed at $14.27, versus a previous close of $14.97. The session marked a down 4.68% move, with the stock declining $0.70 on the day. Shares continue to trade on the NYSE in the mid-teens, reflecting a pullback that leaves the stock below recent peaks and reinforcing a cautious near-term tone following recent fundamental developments.
Trading activity pointed to below-average volume, indicating a lack of strong conviction on the sell side despite the magnitude of the price change. JBS now sits roughly 20% below its 52-week high of $17.80 set on 08/27/2025, a technical gap that underscores overhead resistance as the stock attempts to stabilize. The mid-teens area has acted as an important battleground for momentum, with rallies meeting supply near prior congestion zones and buyers seeking to defend incremental support levels as sentiment resets.
In recent sessions, price action has been two-sided, with intraday bounces fading into the close and sellers leaning into strength. Within Consumer Staples, the Food, Beverage and Tobacco industry has contended with input-cost variability and a defensive investor backdrop that favors steady cash generators. Against that environment, JBS’ move today aligns with a broader pattern of range-bound trading for protein producers as markets digest earnings quality, cash conversion timing and cost visibility across the commodity complex.
Why JBS N.V. Price is Moving
At a recent price of $14.27, JBS N.V. carries a market capitalization of $16.60 billion. The company reports trailing 12-month EPS of $1.18, placing the stock in the lower-teens valuation bracket for Consumer Staples. From a technical reference point, shares sit below the 52-week high of $17.80, with trading volumes today described as below average. The combination of mid-teens pricing, modest valuation and lighter participation frames a market still calibrating fundamentals against near-term execution and cost dynamics.
The most notable recent catalyst was the company’s Q2 2025 report. JBS posted EPS of $0.50, surpassing analyst estimates of $0.39 by roughly 28%. However, revenue of $20.64 billion missed expectations of $21.47 billion by about $830 million, or 3.8%, triggering a sell-the-news reaction despite the earnings beat. Management also called out pronounced cattle and hog price volatility, which created negative cash impacts through hedging derivatives and margin requirements. While these cash effects were characterized as timing-related with an anticipated reversal as physical purchases settle, the disclosure added to investor caution and helped sustain pressure on the shares following the initial post-earnings drop.
From a valuation perspective, the stock’s lower-teens multiple must be weighed against structurally thin industry margins and the timing of cash recovery tied to hedging flows. Investors appear to be discounting near-term variability in input costs and cash conversion even as the company maintains scale and a diversified protein footprint. In today’s session, the continued de-risking in the wake of the revenue miss and commodity headwinds likely contributed to the 4.68% decline, as the market seeks firmer evidence of margin traction and improved visibility on cash generation.
What is the JBS N.V. Rating - Should I Sell or Buy?
Weiss Ratings assigns JBS a B rating. Current recommendation is Buy.
The rating is built on five indices: the Good Growth Index (measures revenue and earnings expansion) is supported by 13.40% revenue growth that indicates healthy top-line momentum. The Good Efficiency Index (measures operational effectiveness and profit margins) reflects lean but improving profitability, with a 2.43% margin and a 23.29% ROE indicating effective use of shareholder capital. The Good Solvency Index (measures financial health and debt management) points to a balance sheet capable of funding operations through industry cycles. Offsetting strengths, the Weak Total Return Index (measures stock price appreciation plus dividends) highlights lagging share performance versus peers and benchmarks. The Fair Volatility Index (measures price stability and risk) signals moderate price swings relative to the market. A 12.72 P/E ratio positions valuation in a reasonable range for a global staples operator.
Relative to sector peers, JBS’ B rating aligns with Walmart (WMT, B) and stands ahead of Costco (COST, C) and Procter & Gamble (PG, C), acknowledging different business models and cash-flow profiles. Within Consumer Staples, that placement reflects a balanced risk/reward compared with best-in-class retailers and branded household products.
Overall, the B rating captures a mix of constructive fundamentals and tempered market performance. Good Growth, Efficiency and Solvency provide the foundation for a favorable risk-adjusted profile, while Weak Total Return and Fair Volatility remind investors that execution and market sentiment remain important. In Weiss Ratings’ framework, these elements net to a Good rating and a Buy recommendation, with progress on margins, cash conversion and cost visibility key to sustaining the balance.
About JBS N.V.
JBS N.V. is a global food company operating in the Consumer Staples sector, within the Food, Beverage and Tobacco industry. The company focuses on processing, packaging and distributing animal protein and prepared food products for retail, foodservice and export markets. Its scale spans multiple geographies, leveraging a broad supply chain to source livestock, operate processing facilities and deliver finished goods through cold-chain networks to customers worldwide.
The company’s portfolio includes fresh and frozen beef, pork and poultry, along with value-added and prepared foods designed for convenience, consistency and brand differentiation. Product formats range from primal and sub-primal cuts to case-ready offerings, marinated items and fully cooked products. JBS also commercializes a range of byproducts and co-products associated with protein processing, including hides, tallow and collagen inputs used across consumer and industrial applications. Customers include large retailers, wholesalers, foodservice distributors and quick-service restaurant systems that rely on reliable supply and stringent quality standards.
As one of the world’s largest protein producers by volume, JBS emphasizes scale, diversification and operational efficiency as strategic advantages. Its multi-protein mix helps balance demand cycles across regions and channels, while global procurement and logistics capabilities support consistent sourcing and delivery. The company’s competitive positioning is reinforced by long-standing customer relationships, product breadth across price points, and ongoing initiatives focused on productivity, food safety, traceability and sustainability. This combination aims to enhance resilience through commodity cycles and meet consumer demand for accessible, high-quality protein and convenient prepared foods.
Investor Outlook
With a B (Buy) rating, investors in JBS should watch for stabilization near the mid-teens, evidence of margin traction and clearer cash recovery as hedging flows normalize. Monitoring input-cost trends across cattle and hog markets will be essential for assessing earnings durability and valuation support. See full rankings of all B-rated Consumer Staples stocks inside the Weiss Stock Screener.