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Opinions The Panic-Proof Portfolio (Stockchase Research)
JBS N.V.JBSTOP PICKNov 20, 2025
Stock price when the opinion was issued
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Premium contentOur PAST TOP PICK with JBS has triggered its stop at $14. To remain disciplined, we recommend covering the position at this time. When combined with previous guidance, this will result in a net investment loss of 4%.
Premium contentWe reiterate JBS as a TOP PICK. This Brazil-based meat processing company just released record revenues and a 15% increase in EPS. Australia and Brazil market gains are overcoming a tight US beef supply where margins are tightening. It trades at 11x earnings, 2x book, and supports a ROE of 24%. We recommend trailing up the stop (from $12) to $14, looking to achieve $20 — upside potential of 19%. Yield 2.1%
(Analysts’ price target is $20.33)Premium contentWe reiterate this Netherlands based meat processor as a TOP PICK. It trades at 9x earnings, 1.6x book and support a ROE of 24%. Expansion is occurring in Australia with the completion of new and significantly expanded housing for its breed stock there, which should allow market share growth. Quarterly cash reserves are growing again, but we are attentive to growing debt. As such we recommend trailing up the stop (from $10) to $12, looking to achieve $18 -- upside potential of 28%. Yield 2.6%
(Analysts’ price target is $20.10)
JBS is a meat and poultry processing company based in the Netherlands. Recently reported sales hit an all-time record of $2 billion -- up 9% on the year. The company has made investments into the US and completed a listing on the NYSE in June, which will bring more global attention. It trades at 9x earnings, 1.6x book and supports a 24% ROE. The dividend is backed by a payout ratio under 10% of cash flow. We recommend setting a stop-loss at $10, looking to achieve $19 -- upside potential of 35%. Yield 4.9%
(Analysts’ price target is $19.81)