Beyond Meat, Inc.
$0.74
-4.6%Beyond Meat, Inc. manufactures, markets, and sells plant-based meat products in the United States and internationally. The company sells a range of plant-based meat products across the platforms of beef, pork, and poultry. It sells its products through grocery, mass merchandiser, club store, convenience store and natural retailer channels, and direct-to-consumer, as well as various food-away-from-home channels, including restaurants, foodservice outlets, and schools. The company was formerly known as Savage River, Inc. and changed its name to Beyond Meat, Inc. in September 2018. Beyond Meat, Inc. was founded in 2009 and is headquartered in El Segundo, California.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
High confidenceValuation multiple is compressed (P/E 0.6).
Valuation inputs: P/E 0.6, earnings yield +156.3%, momentum -4.6%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is soft (ROE -1981.2%, ROIC -42.6%).
Profitability stack: net margin +79.8%, ROE -1981.2%, ROIC -42.6%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceRisk profile is balanced but has notable pressure points to monitor.
Risk factors: liabilities/assets +100.0%, momentum -4.6%, net margin +79.8%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
Beyond Meat, Inc. Market vs Earnings Trajectory
Loading price and EPS data...
Beyond Meat, Inc. Fair Value Envelope
Beyond Meat, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Thin margins leave little room for error. Cost management and pricing strategy are critical.
Operating Margin
Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.
Net Profit Margin
Exceptional profitability. The company converts a significant portion of revenue to bottom-line earnings.
Effective Tax Rate
Below-average tax rate suggests effective tax planning, favorable jurisdictions, or tax credits.
Beyond Meat, Inc. Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Negative free cash flow despite positive earnings raises concerns about cash generation ability or heavy capital requirements.
CapEx Intensity
Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.
FCF Growth Trend
Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.
Working Capital Impact
Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.
Cash Flow Quality Insight
Cash flow concerns: Despite profitability, the company is burning cash. Review working capital management, CapEx levels, and sustainability of current operations.
Beyond Meat, Inc. Funding & Solvency Profile
Financial Health Analysis
Current Ratio
Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.
Debt-to-Equity Ratio
High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.
Working Capital
Strong working capital position provides significant operational flexibility and financial cushion.
Asset Composition
Balanced asset mix between current and non-current assets, typical of many stable businesses.
Financial Health Insight
Mixed signals: Strong short-term liquidity provides comfort, but high overall leverage requires careful monitoring of debt servicing capabilities and refinancing risk.
Beyond Meat, Inc. Street Expectations Map
Wall Street analysts project that BYND stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 44.55, with estimates ranging from a low of 3.00 to a high of 122.00.
The consensus 1-year price target stands at 44.55, with estimates ranging from a low of 3.00 to a high of 122.00.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
High uncertainty. Very wide target spread indicates significant disagreement among analysts—major valuation uncertainty or transformation underway.
Analyst Conviction
High uncertainty: Wide dispersion indicates analysts struggle to agree on valuation—proceed with caution and independent analysis.
Market Sentiment Insight
High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.
Beyond Meat, Inc. Insider Positioning
During the last 12 months, insiders have purchased $11.18M and sold $19.07M worth of BYND shares, resulting in $7.88M of net selling activity.
3 Months
0
0.00
449.0K
283.29K
-283K
-$283K
3-6 Months
5.7M
11.18M
0
0.00
+11.2M
+$11.18M
6-9 Months
0
0.00
5.7M
18.71M
-18.7M
-$18.71M
9-12 Months
0
0.00
30.5K
78.36K
-78K
-$78K
Top Buyers
Unprocessed Foods, Llc
10 Percent Owner
$11.18M
Top Sellers
Unprocessed Foods, Llc
10 Percent Owner
$18.70M
Kutua Lubi
Officer: Cfo, Treasurer
$267K
Witteman Teri L
Officer: Chief Legal Officer, Secretary
$35K
Brown Ethan
Director, Officer: President, Chief Exec. Officer
$35K
Ajami Dariush
Officer: Chief Innovation Officer
$8K
Insider Activity Analysis
Net Insider Sentiment
Slightly bearish with $7.88M net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.
Buy/Sell Ratio
Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
No Dividend Yield Data
BYND has not reported any dividend yield values in the available annual periods.
bynd Dividend History
Learning Layer
Related Guides
Build conviction on BYND by pairing this stock hub with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.