Added to YB: 2026-04-08
Pitch date: 2026-04-02
TSN [bullish]
Tyson Foods, Inc.
-1.59%
current return
Author Info
No bio for this author
Company Info
Tyson Foods, Inc., together with its subsidiaries, operates as a food company worldwide. It operates through four segments: Beef, Pork, Chicken, and Prepared Foods.
Market Cap
$22.7B
Pitch Price
$65.23
Price Target
105.00 (+63%)
Dividend
3.16%
EV/EBITDA
8.67
P/E
115.35
EV/Sales
0.54
Sector
Food Products
Category
turnaround
2026-03-31 Tyson Foods (TSN) Edmund Lim
TSN: Undervalued at 16x P/E despite structural margin recovery via $1.3B automation investment (20% efficiency gains, 3K roles cut). Multi-protein dominance (beef, pork, chicken, prepared foods) creates switching costs for Walmart (19% sales). Branded retail vol +2.5%, dollar sales +3.6% in Q1 FY26, outperforming peers. Asia expansion (6 of 7 new plants) captures 60% of global protein demand growth. PT $79 (3yr, 25% upside) to $105 (5yr, 67% upside) on 14x P/E + 3.2% yield = 13-15% annual return. Risks: beef cycle trough from 75yr-low cattle herd, DOJ pricing scrutiny, automation execution
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