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JBS Consumer Defensive Latest YouTube: Q2 2026 Published 2026-08-14

JBS N.V.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

JBS Stock Q2 2026: Record $23.9B Sales And A $102M Net Loss

Published 2026-08-14

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q2 2026
2026-08-14
Podcast available
Yes
Current price
$13.82
+0.17 (+1.25%)
Trailing / Forward P/E
12.92x
Forward: 10.21x
Market cap / Volume
Volume:
Revenue / Earnings Growth
13.8%
Earnings: —
Margins
3.1% op
Gross: 11.8% · Net: 1.2%
Balance sheet
1.53x current
Debt / Equity: 283.0
52-week range / Beta
$11.49 - $18.65
Beta: —
Analyst target
$18.20
Upside: 31.7%
Cash / shareholder return
1.81% FCF yield
Dividend yield: 7.38%

Company context

Industry: Packaged Foods
Country: Netherlands
Employees:
Price to book: 1.80x
Return on equity: 13.4%
JBS N.V., together with its subsidiaries, engages in the processing of animal proteins, encompassing activities related to beef, pork, lamb, and poultry worldwide. The company is involved in the production and marketing of prepared foods and other related products, as well as operations in leather, collagen, hygiene and beauty products, metal packaging, biodiesel, and other related businesses. It offers its products under the Seara, Doriana, Pilgrim's, Moy Park, Primo, Friboi, Maturatta, Swift, Ozo, Adaptable Meals, and other brand names. The company was founded in 1953 and is based in Amstelveen, the Netherlands.

Price chart

Market context for JBS

Competitive view

JBS vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

JBS N.V. latest YouTube video thumbnail YouTube
JBS N.V.
JBS
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Philip Morris International Inc latest YouTube video thumbnail YouTube
Philip Morris International Inc
PM
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Clorox Company (The) latest YouTube video thumbnail YouTube
Clorox Company (The)
CLX
Latest video
Q4 FY2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
JBS
$45.46B
JBS N.V.
PM
$293.38B
Philip Morris International Inc
CLX
$12.90B
Clorox Company (The)
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
JBS
12.9x
JBS N.V.
PM
25.9x
Philip Morris International Inc
CLX
22.2x
Clorox Company (The)
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
JBS
10.2x
JBS N.V.
PM
20.5x
Philip Morris International Inc
CLX
17.0x
Clorox Company (The)
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
JBS
13.8%
JBS N.V.
PM
10.4%
Philip Morris International Inc
CLX
-2.0%
Clorox Company (The)
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
JBS
JBS N.V.
PM
-7.5%
Philip Morris International Inc
CLX
-50.1%
Clorox Company (The)
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
JBS
3.1%
JBS N.V.
PM
40.0%
Philip Morris International Inc
CLX
12.9%
Clorox Company (The)
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
JBS
11.8%
JBS N.V.
PM
67.5%
Philip Morris International Inc
CLX
42.3%
Clorox Company (The)
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
JBS
1.2%
JBS N.V.
PM
25.6%
Philip Morris International Inc
CLX
8.7%
Clorox Company (The)
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
JBS
13.4%
JBS N.V.
PM
Philip Morris International Inc
CLX
163.8%
Clorox Company (The)
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
JBS
1.8%
JBS N.V.
PM
3.3%
Philip Morris International Inc
CLX
0.9%
Clorox Company (The)
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
JBS
283.04x
JBS N.V.
PM
Philip Morris International Inc
CLX
2221.43x
Clorox Company (The)
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
JBS
1.53x
JBS N.V.
PM
0.98x
Philip Morris International Inc
CLX
0.66x
Clorox Company (The)
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
JBS
JBS N.V.
PM
0.40
Philip Morris International Inc
CLX
0.54
Clorox Company (The)
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
JBS
7.4%
JBS N.V.
PM
3.1%
Philip Morris International Inc
CLX
4.7%
Clorox Company (The)
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
JBS
31.7%
JBS N.V.
PM
8.3%
Philip Morris International Inc
CLX
-4.7%
Clorox Company (The)

Related research

Non-quarter videos featuring JBS

Special-topic videos, explainers, and shorts connected to this ticker.

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Shorts and Clips 2026-08-14

JBS Stock: JBS N.V. Q2 2026 Earnings - Record Sales, Net Loss

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for JBS

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-08-14
Published youtube podcast complete
JBS Stock Q2 2026: Record $23.9B Sales And A $102M Net Loss
Quarterly earnings-analysis entry for JBS N.V.. Use the links on the right to open the video or podcast episode.