JBS is a global meat processor that turns cattle, pigs, and chickens into beef, pork, and poultry sold to supermarkets and restaurants. Think of it as the world's largest butcher, supplying protein to billions of plates.
Money comes from selling meat at razor-thin margins—gross margin around 12% and net margin near 2% in 2025. Revenue is recurring but cyclical, tied to livestock prices and consumer demand, with annual sales of BRL 471.14B.
Scale and global distribution create cost advantages over smaller rivals like Tyson Foods and Marfrig, but thin margins and commodity pricing leave little pricing power. Moat is eroding as plant-based alternatives and trade disruptions pressure the core busine
Sell (sector percentile 17) — value A-, growth F, profitability C-, momentum C, revisions C+. Updated daily, sector-relative, identical for every user.
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