Análisis Argos
JBS
JBSBarata · ojo al riesgo
Jbs N.V. · Consumer Defensive
US$ 13.93
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
76/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 18.8% al año — menos de lo que viene demostrando (11.9%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 15% el último año.
Reparte dividendo sostenible (7.18%).
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
VALOR4/6FUTURO3/6PASADO4/6SALUD2/6DIVIDENDO6/6
El Iris de calidad
VALOR4/6FUTURO3/6PASADO4/6SALUD2/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos76de 100Barata · ojo al riesgo
Ingresos13%
US$ 471.1 B
Margen operativo16%
4.8%
Flujo de caja libre73%
US$ 4.1 B
Deuda neta
US$ 100.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 30.9B
P/E2.8x
EV/EBITDA3.7x
FCF yield13.4%
ROIC12.9%
Margen operativo4.8%
Crecim. ingresos+13.0%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

defenseworld.net · 26 jul
California Public Employees Retirement System Lowers Holdings in Jbs N.V. $JBS
California Public Employees Retirement System trimmed its stake in Jbs N.V. (NYSE: JBS) by 11.0% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 630,093 shares of the company's stock after selling 77,867 shares during the quarter. California Public Employees Retirement System
zacks.com · 23 jul
Wall Street Analysts Predict a 59.35% Upside in JBS N.V. (JBS): Here's What You Should Know
The average of price targets set by Wall Street analysts indicates a potential upside of 59.4% in JBS N.V. (JBS). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
zacks.com · 15 jul
JBS or USFD: Which Is the Better Value Stock Right Now?
Investors with an interest in Food - Miscellaneous stocks have likely encountered both JBS N.V. (JBS) and US Foods (USFD).
seekingalpha.com · 11 jul
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (July 2026)
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.1%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.
seekingalpha.com · 24 jun
JBS: A Break In The Thesis In 2H26, Retaining 'BUY'
JBS (JBS) is rated Buy with a reiterated $18.2/share price target, despite a recent 20% stock decline driven by US beef segment weakness. US cattle cycle downturn has been more severe and prolonged than expected, significantly impacting near-term earnings and market sentiment. JBS remains fundamentally strong, with $6B+ cash, diversified protein portfolio, and the ability to sustain its $1/share dividend even in a downcycle.
marketbeat.com · 16 jun
5 High-Yield Stocks With Analyst Support and Room to Run
High-yield stocks are attractive for easy-to-understand reasons. When they outpace the S&P 500's average yield and inflation, they can provide substantial income.
wsj.com · 12 jun
JBS to Close Beef Plant in Pennsylvania
The world's largest meatpacker, is preparing to close a beef-processing plant in Pennsylvania, the latest facility to close as a cattle shortage in the U.S. squeezes meatpacking companies.
globenewswire.com · 12 jun
JBS USA Announces Network Changes to Strengthen Operations
GREELEY, Colo., June 12, 2026 (GLOBE NEWSWIRE) -- JBS USA today announced the planned closure of two facilities in Pennsylvania and Tennessee. The company emphasized its commitment to supporting those affected as it makes targeted changes to strengthen operations for the future.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.