Stock Library / SFD

SFD Consumer Defensive Latest YouTube: Q2 2026 Published 2026-08-15

Smithfield Foods, Inc.

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Latest earnings video

SFD Stock Q2 2026: A 2-Cent Beat, A $100M Guide Cut, And The Hogs Did It

Published 2026-08-15

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Library coverage

Episodes tracked

2

Episodes linked

2

Latest video

Q2 2026

2026-08-15

Podcast available

Yes

Current price

$22.25

-0.10 (-0.45%)

Trailing / Forward P/E

8.27x

Forward: 9.08x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

-2.3%

Earnings: 25.5%

Margins

8.4% op

Gross: 13.5% · Net: 6.8%

Balance sheet

2.56x current

Debt / Equity: 32.8

52-week range / Beta

$21.08 - $29.81

Beta: —

Analyst target

$30.25

Upside: 36.0%

Cash / shareholder return

6.03% FCF yield

Dividend yield: 5.05%

Company context

Industry: Packaged Foods

Country: United States

Employees: —

Price to book: 1.28x

Return on equity: 15.5%

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. This segment markets its packaged meat products under the Smithfield, Eckrich, Nathan's Famous, Farmland, Armour, Farmer John, Kretschmar, Krakus, John Morrell, Cook's, Gwaltney, Carando, Margherita, Curly's and Smithfield Culinary, as well as under private labels. The Fresh Pork segment processes live hogs into a variety of primal, sub-primal, and offal products, such as bellies, butts, hams, loins, trimmings, picnics, and ribs. This segment sells its fresh pork products to retail, foodservice and industrial customers, as well as to export markets, including China, Mexico, Japan, South Korea, and Canada. The Hog Production segment produces and raises its hogs on various company-owned farms and farms that are owned and operated by contract farmers. This segment also sells livestock feed and grains; and provides transportation and other ancillary services. The Other segment engages in the bioscience operations uses raw materials from hogs that process to manufacture heparin products, including an active pharmaceutical ingredient that mitigates the risk of blood clots; and produces fresh pork products in Mexico. The company was founded in 1936 and is headquartered in Smithfield, Virginia. Smithfield Foods, Inc. is a subsidiary of SFDS UK Holdings Limited.

Price chart

Market context for SFD

Competitive view

SFD 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.

Smithfield Foods, Inc. latest YouTube video thumbnail

Smithfield Foods, Inc.

SFD

YouTube Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.

Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Philip Morris International Inc latest YouTube video thumbnail

Philip Morris International Inc

PM

YouTube Podbean

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

Clorox Company (The)

CLX

YouTube Podbean

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.

SFD

$8.76B

Smithfield Foods, Inc.

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.

SFD

8.3x

Smithfield Foods, Inc.

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.

SFD

9.1x

Smithfield Foods, Inc.

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.

SFD

-2.3%

Smithfield Foods, Inc.

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.

SFD

25.5%

Smithfield Foods, Inc.

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.

SFD

8.4%

Smithfield Foods, Inc.

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.

SFD

13.5%

Smithfield Foods, Inc.

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.

SFD

6.8%

Smithfield Foods, Inc.

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.

SFD

15.5%

Smithfield Foods, Inc.

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.

SFD

6.0%

Smithfield Foods, Inc.

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.

SFD

32.76x

Smithfield Foods, Inc.

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.

SFD

2.56x

Smithfield Foods, Inc.

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.

SFD

—

Smithfield Foods, Inc.

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.

SFD

5.0%

Smithfield Foods, Inc.

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.

SFD

36.0%

Smithfield Foods, Inc.

PM

8.3%

Philip Morris International Inc

CLX

-4.7%

Clorox Company (The)

Related research

Non-quarter videos featuring SFD

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

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Shorts and Clips 2026-08-14

SFD Stock: Smithfield Foods Q2 2026 Earnings - The Beat Came From The Hogs #Shorts

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

YouTube

Episode timeline

Episode archive for SFD

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

Q2 2026

Episode live

2026-08-15

Published youtube podcast complete

SFD Stock Q2 2026: A 2-Cent Beat, A $100M Guide Cut, And The Hogs Did It

Quarterly earnings-analysis entry for Smithfield Foods, Inc.. Use the links on the right to open the video or podcast episode.

YouTube Spotify Show Podcast Apple Podcasts Amazon Show iHeart Show YouTube Music

Q1 2026

Episode live

2026-04-28

Published youtube podcast complete

SFD Stock: EPS Beats by 17% — Q1 2026 Earnings Analysis

Quarterly earnings-analysis entry for Smithfield Foods, Inc.. Use the links on the right to open the video or podcast episode.

YouTube Spotify Show Podcast Apple Podcasts Amazon Show iHeart Show YouTube Music