Smithfield Foods presents a mixed fundamental picture, with a strong balance sheet featuring a 0.33 debt-to-equity ratio and $1.4B in cash providing a solid foundation. However, the investment thesis is tempered by significant operational volatility, as eviden...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has decelerated to -3.1% in 2026Q2, while gross margin volatility remains high, ranging from 7.1% to 14.2% over the last ten quarters, underscoring the company's sensitivity to input costs.
Valued at 13-14x 2026 EPS of $2.50, SFD offers 40% upside to $32-$35, with recent share weakness providing an attractive entry point.
The company aims to streamline operations to improve efficiency and profitability.
Smithfield Foods is focusing on growing its branded products portfolio to enhance margins and market positioning.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 11, 2026 | $0.62+3.5% vs $0.60 | $3.7B+1.4% vs $3.7B |
Q2 2026 Apr 28, 2026 | $0.64+10.3% vs $0.58 | $3.8B+2.6% vs $3.7B |
Q2 2026 Mar 24, 2026 | $0.83+22.8% vs $0.68 | $4.2B+1.9% vs $4.1B |
Q4 2025 Oct 28, 2025 | $0.58+13.7% vs $0.51 | $3.7B+2.7% vs $3.6B |
SMITHFIELD, Va., Sept. 16, 2026 (GLOBE NEWSWIRE) -- Smithfield Foods, Inc. (Nasdaq: SFD), an American food company and an industry leader in value-added packaged meats and fresh pork, today celebrated its 90th year in business on the site where the company began in 1936.
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Smithfield Foods, Inc. (SFD) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
SMITHFIELD, Va., Sept. 09, 2026 (GLOBE NEWSWIRE) -- Smithfield today announced it will continue as the presenting sponsor of the Commonwealth Clash, the annual rivalry between the University of Virginia and Virginia Tech, for the 2026–27 season.
Benchmark SFD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Smithfield Foods, Inc. (SFD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $19.56 | $7.7B | 7.79 | — | 6.35% | 13.97% | 5.16% | |
| $51.82 | $18.37B | 38.10 | 2.12% | 1.03% | 3.15% | — | |
| $20.34 | $11.19B | 23.38 | 1.55% | 2.82% | 4.33% | — | |
| $67.86 | $5.04B | 27.47 | 1.49% | 14.67% | 42.06% | — | |
| $28.98 | $6.89B | 6.38 | 3.46% | 2.96% | 14.8% | — | |
| $14.79 | $7.08B | -3.70 | -2.85% | -0.39% | -0.51% | — |
Smithfield Foods, Inc. (SFD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Smithfield Foods, Inc. (SFD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 11, 2026·SEC
Apr 28, 2026·SEC
Mar 24, 2026·SEC
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Smithfield Foods, Inc. (SFD) stock FAQ — growth, dividends, profitability & financials explained
Smithfield Foods, Inc. (SFD) reported $15.44B in revenue for fiscal year 2025. This represents a 1709% increase from $853.4M in 1989.
Yes, Smithfield Foods, Inc. (SFD) is profitable, generating $1.06B in net income for fiscal year 2025 (6.4% net margin).
Yes, Smithfield Foods, Inc. (SFD) pays a dividend with a yield of 5.16%. This makes it attractive for income-focused investors.
Smithfield Foods, Inc. (SFD) has a return on equity (ROE) of 14.0%. This is reasonable for most industries.
Smithfield Foods, Inc. (SFD) generated $802.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
