Jbs S.A. - Understand $jbsay stock

$JBSAY Market Cap: $76.17 Billion

Research Board Inbox Deep Research Not Interested Shortlisted

Financial Snapshot

Revenue

$377.5B

TTM

Gross Margin

13.03%

TTM

Net Earnings

$4.016B

TTM

Current Assets

$83.02B

Q2 2024

Current Liabilities

$51.19B

Q2 2024

Current Ratio

162.19%

Q2 2024

Total Assets

$219.6B

Q2 2024

Total Liabilities

$173.3B

Q2 2024

Book Value

$46.22B

Q2 2024

Cash

$13.16B

Q2 2024

P/E

18.96

Nov 29, 2024 EST

Free Cash Flow

$11.74B

TTM

Revenues

Revenue YoY Change

Revenues

Concept	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004
Revenue	$363.8B	$374.9B	$350.7B	$270.2B	$204.5B	$181.7B	$163.2B	$170.4B	$162.9B	$120.5B	$92.90B	$75.70B	$61.80B	$55.06B	$34.31B	$30.34B	$14.14B	$3.968B	$3.577B	$3.158B
YoY Change	-2.94%	6.89%	29.79%	32.11%	12.57%	11.34%	-4.23%	4.58%	35.23%	29.67%	22.73%	22.49%	12.24%	60.46%	13.09%	114.54%	256.4%	10.93%	13.27%

Expenses

Cost Of Revenues

Gross Profit

Gross Profit Margin

Gross Profit

Concept	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004
Revenue	$363.8B	$374.9B	$350.7B	$270.2B	$204.5B	$181.7B	$163.2B	$170.4B	$162.9B	$120.5B	$92.90B	$75.70B	$61.80B	$55.06B	$34.31B	$30.34B	$14.14B	$3.968B	$3.577B	$3.158B
Cost Of Revenue	$324.2B	$315.4B	$284.5B	$225.0B	$172.6B	$155.3B	$139.4B	$149.1B	$140.3B	$101.8B	$81.06B	$67.01B	$55.10B	$48.30B	$31.11B	$27.35B	$12.61B	$3.037B	$2.878B	$2.559B
Gross Profit	$7.967B	$59.48B	$66.18B	$45.22B	$31.95B	$26.34B	$23.77B	$21.31B	$22.59B	$18.67B	$11.85B	$8.690B	$6.697B	$6.759B	$3.199B	$2.993B	$1.532B	$931.0M	$699.0M	$599.0M
Gross Profit Margin	2.19%	15.87%	18.87%	16.73%	15.62%	14.5%	14.57%	12.51%	13.87%	15.5%	12.75%	11.48%	10.84%	12.28%	9.32%	9.86%	10.83%	23.46%	19.54%	18.97%

Selling, General & Admin Expense

Research & Development

Depreciation, Depletion & Amortization

SGA Expense to Gross Profit Ratio

R&D To Gross Profit Ratio

DDA To Gross Profit Ratio

Operating Expenses Total

Operating Profits/Loss

Operational Expenses

Concept	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004
Selling, General & Admin	$6.909B	$34.04B	$28.74B	$22.64B	$17.87B	$18.09B	$15.28B	$14.86B	$13.40B	$10.48B	$7.782B	$5.935B	$4.883B	$4.294B	$2.268B	$2.088B	$1.062B	$453.0M	$397.0M	$329.0M
YoY Change	-79.7%	18.44%	26.95%	26.67%	-1.21%	18.42%	2.84%	10.84%	27.84%	34.73%	31.12%	21.54%	13.72%	89.33%	8.62%	96.61%	134.44%	14.11%	20.67%
% of Gross Profit	86.72%	57.23%	43.43%	50.07%	55.95%	68.69%	64.27%	69.7%	59.33%	56.15%	65.69%	68.3%	72.91%	63.53%	70.9%	69.76%	69.32%	48.66%	56.8%	54.92%
Research & Development
YoY Change
% of Gross Profit
Depreciation & Amortization	$10.73B	$9.854B	$9.028B	$7.837B	$6.313B	$4.805B	$4.472B	$4.501B	$3.693B	$2.547B	$2.039B	$1.614B	$1.291B	$1.226B	$344.0M	$424.0M	$196.0M	$87.00M
YoY Change	8.85%	9.15%	15.19%	24.15%	31.39%	7.45%	-0.64%	21.87%	45.0%	24.9%	26.33%	25.02%	5.3%	256.4%	-18.87%	116.33%	125.29%
% of Gross Profit	134.62%	16.57%	13.64%	17.33%	19.76%	18.24%	18.81%	21.12%	16.35%	13.64%	17.21%	18.57%	19.28%	18.14%	10.75%	14.17%	12.79%	9.34%
Operating Expenses	$6.909B	$34.27B	$29.65B	$23.17B	$18.50B	$19.03B	$15.24B	$14.73B	$13.47B	$10.87B	$7.698B	$5.970B	$4.916B	$4.472B	$2.454B	$2.590B	$1.408B	$453.0M	$397.0M	$329.0M
YoY Change	-79.84%	15.57%	27.98%	25.27%	-2.79%	24.81%	3.49%	9.35%	23.92%	41.21%	28.94%	21.44%	9.93%	82.23%	-5.25%	83.95%	210.82%	14.11%	20.67%
Operating Profit	$1.058B	$25.21B	$36.53B	$22.05B	$13.45B	$7.314B	$8.528B	$6.585B	$9.120B	$7.803B	$4.149B	$2.720B	$1.781B	$2.287B	$745.0M	$403.0M	$124.0M	$478.0M	$302.0M	$270.0M
YoY Change	-95.8%	-31.0%	65.69%	63.93%	83.9%	-14.24%	29.52%	-27.8%	16.88%	88.08%	52.54%	52.72%	-22.13%	206.98%	84.86%	225.0%	-74.06%	58.28%	11.85%

Interest Expenses

Interest Expenses To Operating Income %

Other Expense/Income

Interest & Other Expense/Income

Concept	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004
Interest Expense	$1.733B	-$5.073B	-$4.147B	-$11.88B	-$5.517B	-$7.900B	-$5.418B	-$5.992B	-$1.023B	-$3.495B	-$2.273B	-$1.221B	-$1.896B	-$1.655B	-$404.0M	-$317.0M	-$199.0M	-$207.0M	-$218.0M	-$118.0M
YoY Change	-134.16%	22.33%	-65.09%	115.27%	-30.16%	45.81%	-9.58%	485.99%	-70.74%	53.74%	86.16%	-35.6%	14.56%	309.65%	27.44%	59.3%	-3.86%	-5.05%	84.75%
% of Operating Profit	163.83%	-20.12%	-11.35%	-53.87%	-41.02%	-108.02%	-63.53%	-91.01%	-11.21%	-44.78%	-54.78%	-44.89%	-106.46%	-72.37%	-54.23%	-78.66%	-160.48%	-43.31%	-72.19%	-43.7%
Other Income/Expense, Net	-$434.3M	-$1.219B	-$839.3M	-$308.0M	-$433.5M	-$355.6M	-$158.5M	-$301.3M	-$219.1M	-$117.0M	-$101.0M	-$116.0M	-$114.0M	-$565.0M	$0.00	$0.00	$11.00M
YoY Change	-64.36%	45.22%	172.54%	-28.95%	21.89%	124.35%	-47.4%	37.56%	87.23%	15.84%	-12.93%	1.75%	-79.82%			-100.0%

Income/Loss

Pretax Income

Income Tax

Net Profits/Loss

Pretax Income YoY Change

Income Tax Rate

Net Profits/Loss YoY Change

Basic EPS

Net Income To Revenue Ratio

Pretax & Net Income

Concept	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004
Pretax Income	-$1.398B	$18.28B	$27.19B	$8.264B	$7.498B	-$1.098B	$1.152B	$290.8M	$7.879B	$4.192B	$1.775B	$1.382B	-$230.0M	$66.00M	$341.0M	$85.00M	-$64.00M	$272.0M	$84.00M	$152.0M
YoY Change	-107.65%	-32.76%	229.03%	10.22%	-782.64%	-195.36%	296.03%	-96.31%	87.95%	136.16%	28.44%	-700.87%	-448.48%	-80.65%	301.18%	-232.81%	-123.53%	223.81%	-44.74%
Income Tax	-$668.9M	$2.083B	$6.662B	$3.609B	$1.033B	-$1.304B	$562.3M	-$274.3M	$2.750B	$1.785B	$657.0M	$619.0M	$93.00M	$330.0M	$212.0M	$62.00M	$105.0M	$92.00M	$29.00M	$52.00M
% Of Pretax Income		11.39%	24.5%	43.67%	13.78%		48.82%	-94.31%	34.9%	42.59%	37.01%	44.79%		500.0%	62.17%	72.94%		33.82%	34.52%	34.21%
Net Earnings	-$131.7M	$15.46B	$20.49B	$4.598B	$6.068B	$25.20M	$534.2M	$233.6M	$4.640B	$2.036B	$927.0M	$719.0M	-$76.00M	-$303.0M	$129.0M	$26.00M	-$165.0M	$181.0M	$55.00M	$107.0M
YoY Change	-100.85%	-24.55%	345.52%	-24.22%	23981.78%	-95.28%	128.72%	-94.97%	127.91%	119.62%	28.93%	-1046.05%	-74.92%	-334.88%	396.15%	-115.76%	-191.16%	229.09%	-48.6%
Net Earnings / Revenue	-0.04%	4.12%	5.84%	1.7%	2.97%	0.01%	0.33%	0.14%	2.85%	1.69%	1.0%	0.95%	-0.12%	-0.55%	0.38%	0.09%	-1.17%	4.56%	1.54%	3.39%
Basic Earnings Per Share
Diluted Earnings Per Share	-$0.48	$6.93	$8.26	$1.73	$2.28	$0.01	$0.18	$0.09	$1.60	$0.71	$0.32	$0.25	-$0.03	-$0.12	$0.06	$0.02	-$0.15	$0.21	$0.06	$0.12

Assets & Liabilities

Cash & Short-Term Investments

Cash & Equivalents

Cash To Operating Expenses Ratio

Inventory

Receivables

Total Short-Term Assets

Property, Plant And Equipment

Long-Term Investments

Total Long-Term Assets

Total Assets

Net Income To Total Assets Percentage

Accounts Payable

Short-Term Debt

Long Term Debt Due

Total Short-Term Liabilities

Long-Term Debt

Other Long-Term Liabilities

Total Long-Term Liabilities

Total Liabilities

Short-Term To Long-Term Debt Ratio

Short-Term Assets To Debt Ratio

Long-Term Debt To Net Income Ratio

Assets & Liabilities

Concept	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004
Cash & Short-Term Investments	$22.12B	$13.55B	$24.03B	$19.68B	$10.03B	$8.936B	$11.74B	$9.356B	$18.84B	$14.91B	$9.013B	$5.383B	$5.288B	$4.064B	$4.963B	$2.292B	$1.382B	$261.0M	$374.0M	$232.0M
YoY Change	63.23%	-43.61%	22.12%	96.13%	12.29%	-23.89%	25.5%	-50.35%	26.38%	65.43%	67.43%	1.8%	30.12%	-18.11%	116.54%	65.85%	429.5%	-30.21%	61.21%
Cash & Equivalents	$13.26B	$7.580B	$6.745B	$4.183B	$5.274B	$4.937B	$5.857B	$3.747B	$8.068B	$14.91B	$4.713B	$1.949B	$2.248B	$1.866B	$4.963B	$2.292B	$1.382B	$69.00M	$140.0M	$41.00M
Short-Term Investments										$4.300B	$4.300B	$3.434B	$3.040B	$2.198B				$192.0M	$235.0M	$190.0M
Other Short-Term Assets	$2.603B	$2.383B	$2.823B	$1.293B	$1.047B	$888.5M	$1.601B	$1.001B	$4.818B	$912.7M	$653.0M	$604.0M	$867.0M	$643.0M	$981.0M	$564.0M	$147.0M	$72.00M	$59.00M	$89.00M
YoY Change	9.23%	-15.58%	118.25%	23.48%	17.88%	-44.49%	59.94%	-79.23%	427.91%	39.76%	8.11%	-30.33%	34.84%	-34.45%	73.94%	283.67%	104.17%	22.03%	-33.71%
Inventory	$32.99B	$37.85B	$33.95B	$22.70B	$17.35B	$14.50B	$12.45B	$12.28B	$11.11B	$9.841B	$8.324B	$6.032B	$5.406B	$4.712B	$3.733B	$2.550B	$1.512B	$658.0M	$506.0M	$280.0M
Prepaid Expenses
Receivables	$16.44B	$20.27B	$19.90B	$14.01B	$11.15B	$9.661B	$9.337B	$9.604B	$12.16B	$9.578B	$8.920B	$5.689B	$4.680B	$3.904B	$3.201B	$2.232B	$1.236B	$693.0M	$386.0M	$471.0M
Other Receivables	$4.450B	$5.331B	$3.205B	$2.850B	$2.351B	$2.911B	$974.4M	$1.678B	$2.875B	$2.301B	$2.003B	$1.676B	$1.690B	$1.417B	$1.066B	$623.0M	$483.0M	$567.0M	$310.0M	$187.0M
Total Short-Term Assets	$78.60B	$79.39B	$83.91B	$60.54B	$41.92B	$36.90B	$36.11B	$33.92B	$49.81B	$37.54B	$28.91B	$19.38B	$17.93B	$14.74B	$13.94B	$8.261B	$4.760B	$2.251B	$1.635B	$1.257B
YoY Change	-0.99%	-5.39%	38.62%	44.4%	13.62%	2.2%	6.44%	-31.9%	32.68%	29.85%	49.17%	8.1%	21.65%	5.72%	68.78%	73.55%	111.46%	37.68%	30.07%
Property, Plant & Equipment	$73.37B	$73.16B	$67.05B	$54.49B	$44.06B	$36.28B	$34.53B	$34.09B	$36.48B	$24.82B	$21.44B	$16.51B	$15.38B	$15.65B	$13.29B	$4.919B	$2.536B	$1.125B	$848.0M	$553.0M
YoY Change	0.28%	9.13%	23.04%	23.68%	21.44%	5.06%	1.3%	-6.56%	46.97%	15.79%	29.83%	7.37%	-1.73%	17.73%	170.24%	93.97%	125.42%	32.67%	53.35%
Goodwill
YoY Change
Intangibles
YoY Change
Long-Term Investments	$274.0M	$294.8M	$243.2M	$171.1M	$93.63M	$84.97M	$64.01M	$362.6M	$354.1M	$295.4M	$278.0M	$259.0M		$3.000M	$4.000M	$6.000M	$830.0M		$0.00	$0.00
YoY Change	-7.06%	21.24%	42.14%	82.73%	10.2%	32.75%	-82.35%	2.4%	19.9%	6.24%	7.34%			-25.0%	-33.33%	-99.28%
Other Assets	$5.694B	$4.403B	$3.171B	$2.726B	$2.438B	$2.215B	$1.577B	$1.483B	$1.027B	$2.121B	$1.182B	$672.0M	$390.0M	$520.0M	$1.453B	$584.0M	$65.00M	$30.00M	$7.000M	$10.00M
YoY Change	29.32%	38.84%	16.32%	11.81%	10.05%	40.53%	6.34%	44.4%	-51.6%	79.45%	75.89%	72.31%	-25.0%	-64.21%	148.8%	798.46%	116.67%	328.57%	-30.0%
Total Long-Term Assets	$127.5B	$128.7B	$123.3B	$103.3B	$84.42B	$77.25B	$72.59B	$68.90B	$72.69B	$44.77B	$39.76B	$30.37B	$29.48B	$29.79B	$28.55B	$7.835B	$3.688B	$1.214B	$890.0M	$568.0M
YoY Change	-0.93%	4.36%	19.44%	22.33%	9.28%	6.41%	5.36%	-5.22%	62.36%	12.62%	30.9%	3.03%	-1.04%	4.35%	264.34%	112.45%	203.79%	36.4%	56.69%
Total Assets	$206.1B	$208.1B	$207.3B	$163.8B	$126.3B	$114.1B	$108.7B	$102.8B	$122.5B	$82.32B	$68.67B	$49.76B	$47.41B	$44.53B	$42.49B	$16.10B	$8.448B	$3.465B	$2.525B	$1.825B
YoY Change
Accounts Payable	$16.87B	$21.53B	$20.89B	$22.21B	$15.46B	$12.20B	$10.01B	$10.76B	$12.47B	$6.943B	$5.342B	$3.564B	$3.324B	$2.838B	$2.525B	$2.078B	$1.099B	$309.0M	$190.0M	$116.0M
YoY Change	-21.63%	3.04%	-5.95%	43.64%	26.73%	21.89%	-6.96%	-13.72%	79.61%	29.97%	49.89%	7.22%	17.12%	12.4%	21.51%	89.08%	255.66%	62.63%	63.79%
Accrued Expenses	$6.977B	$6.977B	$7.707B	$6.354B	$4.611B	$4.034B	$3.495B	$3.021B	$3.258B	$2.611B	$1.742B	$1.276B	$1.379B	$1.141B	$722.0M	$337.0M	$204.0M
YoY Change	0.0%	-9.48%	21.3%	37.81%	14.3%	15.42%	15.68%	-7.27%	24.79%	49.89%	36.52%	-7.47%	20.86%	58.03%	114.24%	65.2%
Deferred Revenue
YoY Change
Short-Term Debt	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00
YoY Change
Long-Term Debt Due	$6.024B	$10.02B	$13.54B	$5.855B	$3.025B	$2.923B	$13.53B	$18.15B	$20.91B	$13.69B	$9.431B	$6.099B	$5.339B	$5.191B	$5.272B	$2.215B	$2.385B	$654.0M	$1.028B	$777.0M
YoY Change	-39.87%	-26.02%	131.25%	93.58%	3.49%	-78.39%	-25.47%	-13.19%	52.75%	45.13%	54.63%	14.23%	2.85%	-1.54%	138.01%	-7.13%	264.68%	-36.38%	32.3%
Total Short-Term Liabilities	$47.91B	$55.16B	$59.81B	$40.84B	$28.46B	$21.60B	$29.18B	$33.35B	$40.14B	$24.87B	$17.71B	$11.54B	$10.40B	$9.685B	$9.443B	$4.929B	$3.776B	$1.099B	$1.425B	$992.0M
YoY Change	-13.14%	-7.77%	46.46%	43.49%	31.74%	-25.97%	-12.5%	-16.91%	61.4%	40.43%	53.48%	10.98%	7.34%	2.56%	91.58%	30.53%	243.59%	-22.88%	43.65%
Long-Term Debt	$99.71B	$91.32B	$87.38B	$66.16B	$54.72B	$53.23B	$43.50B	$38.11B	$44.98B	$26.39B	$23.33B	$14.39B	$13.53B	$13.84B	$12.62B	$3.402B	$1.365B	$2.040B	$672.0M	$326.0M
YoY Change	9.19%	4.51%	32.09%	20.9%	2.8%	22.37%	14.13%	-15.26%	70.41%	13.13%	62.13%	6.32%	-2.18%	9.64%	270.96%	149.23%	-33.09%	203.57%	106.13%
Other Long-Term Liabilities	$4.922B	$4.708B	$5.604B	$7.080B	$6.587B	$7.883B	$6.180B	$4.075B	$4.774B	$2.301B	$2.378B	$1.119B	$1.204B	$1.276B	$1.518B	$748.0M	$157.0M	$80.00M	$42.00M	$39.00M
YoY Change	4.54%	-15.98%	-20.84%	7.48%	-16.44%	27.56%	51.65%	-14.64%	107.49%	-3.24%	112.51%	-7.06%	-5.64%	-15.94%	102.94%	376.43%	96.25%	90.48%	7.69%
Total Long-Term Liabilities	$104.6B	$96.03B	$92.99B	$73.24B	$61.31B	$61.11B	$49.68B	$42.19B	$49.75B	$28.69B	$25.71B	$15.51B	$14.74B	$15.11B	$14.14B	$4.150B	$1.522B	$2.120B	$714.0M	$365.0M
YoY Change	8.96%	3.27%	26.97%	19.46%	0.31%	23.02%	17.76%	-15.2%	73.39%	11.61%	65.76%	5.23%	-2.47%	6.89%	240.67%	172.67%	-28.21%	196.92%	95.62%
Total Liabilities	$162.8B	$161.8B	$163.1B	$123.7B	$96.70B	$88.50B	$84.41B	$80.44B	$95.73B	$58.21B	$46.72B	$29.15B	$26.75B	$26.94B	$25.76B	$9.962B	$5.394B	$3.282B	$2.147B	$1.374B
YoY Change	0.63%	-0.84%	31.9%	27.9%	9.27%	4.85%	4.93%	-15.97%	64.45%	24.6%	60.29%	8.97%	-0.7%	4.56%	158.59%	84.69%	64.35%	52.86%	56.26%

Ownership

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Stock Issuance & Repurchase

Ownership Data

Concept	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004
Basic Shares Outstanding
Diluted Shares Outstanding
Preferred Stock
Treasury Stock Shares

Return On Shareholders' Equity

Book Value

Free Cash Flow

Free Cash Flow YoY

Free Cash Flow Margin

Dividends

Stock Price

Market Cap: $76.17 Billion

About JBS S.A.

JBS SA engages in the processing of beef, pork, lamb, chicken, and also produces value added and convenience food products. The company is headquartered in Sao Paulo, Sao Paulo and currently employs 270,000 full-time employees. The company went IPO on 2007-03-27. The firm's activities are divided into five business segments: Brazil, Seara, JBS USA Beef, JBS USA Pork and PPC. The Brazil segment is responsible for the cattle processing; production and sale of byproducts, such as hides and leather; and production of products whose raw material comes from the slaughter by-products, such as biodiesel, collagen, and hygiene and cleaning. The Saera division focuses on the production and export of chicken and pork. The JBS USA Beef segment is engaged in beef, lamb and prepared foods production and distribution in the United States, Canada and Australia. The JBS USA Pork line is involved in the processing and distribution of pork. The PPC consists of operations of Pilgrims Pride Corp, which is engaged in chicken and pork processing. The firm operates in Brazil, the United States, Canada, Australia, the United Kingdom, France, Mexico, Argentina, and Paraguay, among others.

Industry: Meat Packing Plants Peers: