SMITHFIELD FOODS INC (SFD) Stock

SMITHFIELD FOODS INC (SFD) is a Consumer Staples stock trading at $22.26 (as of 2026-08-21), with a market capitalization of $8.77B and a trailing P/E of 8.3. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

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.

Understand SMITHFIELD FOODS INC: how it makes money

Smithfield Foods manufactures and markets packaged meats and fresh pork, processing fresh meat into packaged meats products (bacon, sausage, deli, ready-to-eat items) and selling them to retail and foodservice customers, with revenue generated across packaged meats and hog production.

Smithfield's results hinge on converting hog production into processed, branded packaged meats, where branded distribution and on-shelf availability support demand while hog throughput (produced and marketed) drives the underlying supply base.

Revenue by segment (latest quarter)
Packaged$2.6B
Hog Prod$0.8B
Other$0.2B

Business quality (Mixed): The company combines branded packaged meats with upstream hog production, so operating performance depends on both market demand signals (distribution, on-shelf availability, loyalty) and supply outcomes (produced and marketed hog volumes).

Valuation: At 10× earnings, SFD trades 63% below the Food Products average (26×). Note: one-time items can distort reported P/E.

Bull case

  • Branded demand signals: Higher repeat purchase rate (81%) and strong on-shelf availability for Packaged Meats (93%) support steady consumer access to its products.
  • Cross brand footprint: The company reports branded volume share across 25 categories, and points of distribution are tracked for Packaged Meats (5.5%).

Bear case

  • Supply volume pressure: Operational KPIs show declines tied to hog flow, including Hogs Produced Decline vs Prior Year and Hogs Marketed Decrease, which can affect utilization and execution of the processing chain.
  • Margin sensitivity: Reported gross margin (13.4%) and operating margin (8.8%) leave less buffer if input costs, demand, or operating conditions worsen.
Valuation — source: SEC EDGAR (first-party)
Price$22.26
Market Cap$8.77B
P/E Ratio8.3
EV / EBITDA4.5
Price / Book1.25
Price / Sales0.57
FCF Yield0.8%
DCF Value (model)$62.52
DCF Upside vs Price180.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$15.53B
Net Margin6.4%
Revenue Growth (YoY)-2.3%
EPS Growth (YoY)27.1%
FCF Growth (YoY)540.0%
Financial Health — source: SEC EDGAR
Altman Z-Score3.37 (safe)
Valuation vs Sector & Industry
Stock P/E8.3
Sector P/E (Consumer Staples)26.7
Industry P/E (Food Products)26.1
vs Sector-69.0%
vs Industry-68.3%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderTWO SIGMA INVESTMENTS, LP ($117.95M)
Institutional Holders Tracked10
Company
SectorConsumer Staples
IndustryFood Products
CEOC. Shane Smith
Employees36,500
CountryUS
IPO Date2025-01-28

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SFD earnings history · SFD institutional & insider holders · SFD KPIs & operating metrics · SFD financials · SFD investor presentations & press releases · SFD SEC filings · SFD peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.