JBS N.V. (JBS): A Bull Case Theory 

We came across a bullish thesis on JBS N.V. on wallstreetbets subreddit by Sidney1973. In this article, we will summarize the bulls’ thesis on JBS. JBS N.V.’s share was trading at $14.70 as of October 2nd. JBS’s trailing and forward P/E were 12.86 and 3.87 respectively according to Yahoo Finance.

JBS (JBS) presents a compelling long-term investment opportunity driven by structural tailwinds in the U.S. beef industry and a diversified global portfolio. The U.S. cattle herd has fallen to its lowest levels since the 1950s, creating a multi-year supply constraint that supports higher beef prices and positions JBS to benefit as the market normalizes. While the North American beef segment is currently experiencing negative margins due to high livestock costs, JBS’s poultry, pork, and international operations in Brazil and Australia consistently generate strong profits, providing a hedge against short-term volatility.

The company is actively investing in modernizing U.S. facilities and expanding higher-margin, value-added products such as ready-to-eat bacon, while its dual listing on the NYSE increases visibility and institutional interest. Compared to peers like Tyson Foods, JBS trades at a significant discount, with a P/E ratio of 7.5x–15x versus Tyson’s 24x, highlighting potential upside if the market re-rates the stock closer to its intrinsic value. Investors must weigh near-term risks, including the narrow profit margins of the beef segment, regulatory and political uncertainties, and potential delays in herd recovery due to droughts or macroeconomic factors.

The company’s high-volume, low-margin business model also leaves it exposed to commodity price swings, and success in higher-margin segments is not guaranteed. Nonetheless, JBS’s resilient global operations, long-term tailwinds from the U.S. cattle cycle, and strategic investments provide a favorable risk/reward profile. Key catalysts to monitor include herd growth, performance in non-beef segments, and analyst sentiment. If these indicators align, JBS is well-positioned for a rerating, offering substantial upside potential over a multi-year horizon.

Previously we covered a bullish thesis on The Campbell’s Company (CPB) by Scalper’s Lounge in February 2025, which highlighted the company’s strong brand portfolio, Sovos acquisition, and leadership overhaul. The stock has depreciated approximately by 16.7% since our coverage. The thesis still stands as CPB’s brand and leadership improvements support long-term upside. Sidney1973 shares a distinct but emphasizes JBS’s U.S. beef tailwinds and global diversification.

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Disclosure: None.