Smithfield Foods, Inc.

Smithfield Foods, Inc.

SFDยทNASDAQ

$25.70

-1.3%
Consumer DefensiveAgricultural Farm Products

Smithfield Foods, Inc. manufactures and markets packaged meats and fresh pork in the United States and internationally. Its Packaged Meats segment processes fresh meat into various packaged meats products, including bacon, sausage, hot dogs, deli and lunch meats, dry sausage products, ham products, ready-to-eat products, and prepared foods, such as pre-cooked entrees, bacon, and sausage to retail and foodservice customers in the United States. This segment markets its packaged meats products under the Smithfield, Eckrich, Nathan's Famous, Farmland, Armour, Farmer John, Kretschmar, Krakus, John Morrell, Cook's, Gwaltney, Carando, Margherita, Curly's, and Smithfield Culinary brands, as well as under private labels. The company's Fresh Pork segment process live hogs into a variety of primal, sub-primal, and offal products, such as bellies, butts, hams, loins, picnics, and ribs. This segment sells its fresh pork products to retail, foodservice and industrial customers, as well as to export markets, including China, Mexico, Japan, South Korea, and Canada. Its Hog Production segment produces and raises its hogs on various company-owned farms and farms that are owned and operated by third-party contract farmers in the United States and Mexico. The Hog Production segment also sells grains to external customers. The company's bioscience operations use raw materials from hogs that process to manufacture heparin products, including an active pharmaceutical ingredient that mitigates the risk of blood clots. The company was founded in 1936 and is based in Smithfield, Virginia. Smithfield Foods, Inc. is a subsidiary of SFDS UK Holdings Limited.

At a Glance

Live Snapshot
Market Cap$10.10B
EPS2.5100
P/E Ratio8.98
Earnings Date08/11/2026
Smithfield Foods, Inc.

Smithfield Foods, Inc. Fair Value Envelope

SFD ยท NASDAQ

Our analysis suggests that SFD has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $25.7, this represents a potential HIDDEN relative to our calculated worth for Smithfield Foods, Inc..

Intrinsic Value
Current Price: $25.7

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$7.5B
+ Cash & Equivalents$1.5B
Firm Value$9.0B
- Debt$2.4B
Equity Value$6.7B
/ Shares Outstanding393,112,711B
DCF Value$17
OVERVALUED BY 34%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$966.2M
$881.4M
$804.2M
$733.7M
$669.3M
$610.7M
$557.1M
$508.3M
$463.7M
$423.1M
Maintenance CapEx
-$62.2M
-$56.8M
-$51.8M
-$47.2M
-$43.1M
-$39.3M
-$35.9M
-$32.7M
-$29.9M
-$27.2M
Owner Earnings
$903.9M
$824.7M
$752.4M
$686.4M
$626.2M
$571.3M
$521.2M
$475.5M
$433.8M
$395.8M
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$837.0M
$707.0M
$597.3M
$504.5M
$426.2M
$360.0M
$304.1M
$256.9M
$217.0M
$183.3M
Terminal Value represents 41.5% of Enterprise Value