Tearsheet

Pilgrims Pride (PPC)


Market Price (12/28/2025): $39.81 | Market Cap: $9.5 Bil
Sector: Consumer Staples | Industry: Packaged Foods & Meats

Pilgrims Pride (PPC)


Market Price (12/28/2025): $39.81
Market Cap: $9.5 Bil
Sector: Consumer Staples
Industry: Packaged Foods & Meats

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 18%, Dividend Yield is 5.3%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 14%, FCF Yield is 8.8%
Key risks
PPC key risks include [1] volatile commodity prices, Show more.
1 Low stock price volatility
Vol 12M is 31%
 
2 Megatrend and thematic drivers
Megatrends include Automation & Robotics, Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Process / Warehouse Automation, Show more.
 
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 18%, Dividend Yield is 5.3%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 14%, FCF Yield is 8.8%
1 Low stock price volatility
Vol 12M is 31%
2 Megatrend and thematic drivers
Megatrends include Automation & Robotics, Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Process / Warehouse Automation, Show more.
3 Key risks
PPC key risks include [1] volatile commodity prices, Show more.

Valuation, Metrics & Events

PPC Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

Pilgrim's Pride (PPC) experienced a stock price decline of approximately 10.4% in the period from August 31, 2025, to December 27, 2025. On August 29, 2025, the stock closed at $44.43. By December 27, 2025, the stock had decreased to $39.82. Several factors contributed to this movement:

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<b>1. Analyst Price Target Reductions:</b> A notable event impacting the stock was Goldman Sachs reducing its target price on Pilgrim's Pride shares from $54.00 to $46.00 on October 13, 2025, while maintaining a "neutral" rating. Later, on December 9, 2025, Barclays PLC also lowered its price target for PPC from $49.00 to $45.00, maintaining an "Equal Weight" rating. These downward revisions in analyst expectations can signal reduced growth prospects or increased risk, leading to negative investor sentiment.

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<b>2. Overall "Hold" Consensus from Analysts:</b> Throughout the period, the consensus rating from Wall Street analysts for Pilgrim's Pride remained primarily "Hold." As of December 26, 2025, out of 6 analysts, 5 had a "hold" rating, and 1 had a "buy" rating. While not outright negative, a lack of strong "buy" recommendations can limit upward price momentum, especially if other negative factors are present.

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<b>3. Potential for Compressed Margins in 2025:</b> Analysts noted concerns about potential compressed margins for Pilgrim's Pride in 2025. This was attributed to anticipated overproduction and a possible decline in chicken prices during seasonally weaker demand periods, despite projected decreases in corn and soybean meal prices. These industry-specific headwinds can weigh on profitability expectations.

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<b>4. Underperformance in the Consumer Staples Sector:</b> The broader consumer staples sector generally underperformed in 2025, with share prices down 4.4% on average over one month as of April 2025. Although this is an earlier data point, it indicates a challenging market environment for the sector that could have persisted and contributed to PPC's decline within the specified timeframe.

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<b>5. Forecasted Decline in Next Year's EPS:</b> While Pilgrim's Pride reported a Q3 2025 earnings per share (EPS) of $1.52, beating estimates, there were projections for a decrease in EPS for the following year. Specifically, Pilgrim's Pride's forecast annual earnings growth rate of -9.97% was not expected to beat the US Packaged Foods industry's average forecast earnings growth rate of 6.69% for 2025-2027. This anticipated decline in future earnings can deter investors and contribute to a stock price drop.

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Stock Movement Drivers

Fundamental Drivers

The -1.8% change in PPC stock from 9/27/2025 to 12/27/2025 was primarily driven by a -1.5% change in the company's Net Income Margin (%).
927202512272025Change
Stock Price ($)40.5339.82-1.75%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)18177.4218351.780.96%
Net Income Margin (%)6.81%6.70%-1.51%
P/E Multiple7.787.69-1.12%
Shares Outstanding (Mil)237.38237.55-0.07%
Cumulative Contribution-1.75%

LTM = Last Twelve Months as of date shown

Market Drivers

9/27/2025 to 12/27/2025
ReturnCorrelation
PPC-1.8% 
Market (SPY)4.3%-7.0%
Sector (XLP)0.3%40.8%

Fundamental Drivers

The -10.6% change in PPC stock from 6/28/2025 to 12/27/2025 was primarily driven by a -12.1% change in the company's P/E Multiple.
628202512272025Change
Stock Price ($)44.5639.82-10.64%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)17979.3718351.782.07%
Net Income Margin (%)6.72%6.70%-0.23%
P/E Multiple8.757.69-12.13%
Shares Outstanding (Mil)237.24237.55-0.13%
Cumulative Contribution-10.64%

LTM = Last Twelve Months as of date shown

Market Drivers

6/28/2025 to 12/27/2025
ReturnCorrelation
PPC-10.6% 
Market (SPY)12.6%-2.6%
Sector (XLP)-2.2%41.7%

Fundamental Drivers

The -2.1% change in PPC stock from 12/27/2024 to 12/27/2025 was primarily driven by a -21.5% change in the company's P/E Multiple.
1227202412272025Change
Stock Price ($)40.6939.82-2.13%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)18034.5318351.781.76%
Net Income Margin (%)5.46%6.70%22.71%
P/E Multiple9.797.69-21.48%
Shares Outstanding (Mil)237.12237.55-0.18%
Cumulative Contribution-2.14%

LTM = Last Twelve Months as of date shown

Market Drivers

12/27/2024 to 12/27/2025
ReturnCorrelation
PPC-2.1% 
Market (SPY)17.0%-0.2%
Sector (XLP)0.5%39.3%

Fundamental Drivers

The 90.1% change in PPC stock from 12/28/2022 to 12/27/2025 was primarily driven by a 44.3% change in the company's P/E Multiple.
1228202212272025Change
Stock Price ($)20.9539.8290.10%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)17379.7818351.785.59%
Net Income Margin (%)5.40%6.70%24.25%
P/E Multiple5.337.6944.28%
Shares Outstanding (Mil)238.56237.550.42%
Cumulative Contribution90.10%

LTM = Last Twelve Months as of date shown

Market Drivers

12/28/2023 to 12/27/2025
ReturnCorrelation
PPC63.0% 
Market (SPY)48.0%1.7%
Sector (XLP)14.0%29.0%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
PPC Return-40%44%-16%17%64%-1%38%
Peers Return16%38%-12%21%26%16%150%
S&P 500 Return16%27%-19%24%23%18%114%

Monthly Win Rates [3]
PPC Win Rate42%58%50%50%67%50% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
PPC Max Drawdown-56%-4%-25%-14%-3%-9% 
Peers Max Drawdown-34%-5%-26%-7%-9%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. See PPC Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)

How Low Can It Go

Unique KeyEventPPCS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-40.7%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven68.7%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven274 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-56.2%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven128.1%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven609 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-59.8%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven148.8%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven1,967 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-99.6%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven26960.0%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven5,714 days1,480 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

Pilgrims Pride's stock fell -40.7% during the 2022 Inflation Shock from a high on 6/2/2022. A -40.7% loss requires a 68.7% gain to breakeven.

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About Pilgrims Pride (PPC)

Pilgrim's Pride Corporation engages in the production, processing, marketing and distribution of fresh, frozen and value-added chicken, and pork products to retailers, distributors, and foodservice operators in the United States, the United Kingdom, Mexico, the Middle East, Asia, Continental Europe, and internationally. The company offers fresh products, including pre-marinated or non-marinated chicken, frozen whole chickens, breast fillets, mini breast fillets and prepackaged case-ready chicken, primary pork cuts, and pork and pork ribs; prepared products, which include portion-controlled breast fillets, tenderloins and strips, delicatessen products, salads, formed nuggets and patties, and bone-in chicken parts; processed sausages, bacon, slow cooked, smoked meat, gammon joints, as well as variety of meat products, pre-packed meats, sandwich and deli counter meats, pulled pork balls, meatballs, and coated foods. In addition, its exported products include whole chickens and chicken parts sold either refrigerated for distributors in the U.S. or frozen for distribution to export markets and primary pork cuts, hog heads and trotters frozen for distribution to export markets. The company offers its products under the Pilgrim's, Just BARE, Gold'n Pump, Gold Kist, County Pride, Pierce Chicken, Pilgrim's Mexico, County Post, Savoro, To-Ricos, Del Dia, Moy Park, O'Kane, Richmond, Fridge Raiders, and Denny brands. Pilgrim's Pride Corporation sells its products to the foodservice market principally consists of chain restaurants, food processors, broad-line distributors, and other institutions; and retail market, which comprise primarily grocery store chains, wholesale clubs, and other retail distributors. The company was founded in 1946 and is headquartered in Greeley, Colorado. Pilgrim's Pride Corporation operates as a subsidiary of JBS S.A.

AI Analysis | Feedback

Here are 1-3 brief analogies to describe Pilgrim's Pride (PPC):

  • Tyson Foods for chicken.
  • The Smithfield Foods of poultry.

AI Analysis | Feedback

  • Fresh Chicken Products: Whole chickens and various fresh cuts, including breasts, thighs, and wings, sold to retailers and foodservice distributors.
  • Prepared Chicken Products: Value-added chicken items such as breaded, marinated, pre-cooked, and rotisserie chicken products.
  • Fresh Pork Products: A range of fresh pork cuts and primary pork products, primarily offered through their European operations.
  • Prepared Pork Products: Processed pork items including bacon, ham, sausages, and gammon steaks, mainly for European markets.

AI Analysis | Feedback

Pilgrim's Pride Corporation (PPC) primarily sells to other businesses (B2B) rather than directly to individuals. Its major customers are found across three main channels: retail, foodservice, and industrial. Here are examples of the types of customer companies it serves in each category: * **Retail Customers:** These are major grocery chains, club stores, and other retail outlets that sell fresh and prepared poultry products directly to consumers. * Walmart Inc. (WMT) * The Kroger Co. (KR) * Costco Wholesale Corporation (COST) * Target Corporation (TGT) * **Foodservice Customers:** These include large foodservice distributors, restaurant chains, and institutions (such as schools, hospitals, and airlines) that purchase poultry products for preparing meals. * Sysco Corporation (SYY) * US Foods Holding Corp. (USFD) * Performance Food Group Company (PFGC) * **Industrial Customers:** These are other food manufacturers and processors that use Pilgrim's Pride's poultry products as ingredients in their own processed foods, ready-to-eat meals, or other value-added products. Specific public company names in this segment are less commonly disclosed by suppliers like PPC, as their relationships are often with food ingredient divisions of larger food corporations.

AI Analysis | Feedback

  • Archer Daniels Midland (NYSE: ADM)
  • Bunge Global SA (NYSE: BG)

AI Analysis | Feedback

Fabio Sandri, President and Global Chief Executive Officer

Fabio Sandri joined Pilgrim's Pride as Chief Financial Officer in June 2011. He was appointed interim President and CEO in June 2020 and became permanent President and CEO in September 2020. Before joining Pilgrim's, Mr. Sandri served as CFO of Estacio Participações, a private post-secondary educational institution in Brazil. He also held positions as corporate controller and director of strategy for Braskem S.A., a NYSE-listed petrochemical company, and CFO of Imbra SA, a dental services provider.

Matthew Galvanoni, Chief Financial Officer

Matthew Galvanoni joined Pilgrim's Pride as Global Chief Financial Officer in March 2021. Prior to Pilgrim's, he served as Vice President of Finance at Ingredion Incorporated since 2016, where he managed financial responsibilities for their North American division. He also held the role of Global Corporate Controller and Chief Accounting Officer at Ingredion starting in 2012. Mr. Galvanoni began his career at PricewaterhouseCoopers LLP and held financial leadership positions at Exelon Corporation.

Gilberto Tomazoni, Chairman Executive Board

Gilberto Tomazoni has been the Chairman of Pilgrim's Pride since 2013. He also serves as the Global CEO of JBS S.A., which is the majority owner of Pilgrim's Pride. His previous experience includes serving as President of the Global Poultry Division of JBS and CEO of JBS S.A. Mr. Tomazoni also spent 24 years in various roles at Sadia S.A., including CEO from 2004 to 2009.

Jesus Munoz, President, Pilgrim's Mexico

Jesus Munoz was named President of Pilgrim's Mexico in May 2024.

Ivan Siqueira, President, Pilgrim's Europe

Ivan Siqueira serves as the President of Pilgrim's Europe.

AI Analysis | Feedback

The key risks to Pilgrim's Pride's business include volatile commodity prices, intense market competition, and the potential for disease outbreaks and supply chain disruptions.

Key Risks to Pilgrim's Pride (PPC)

1. Volatile Commodity Prices: Pilgrim's Pride is significantly exposed to fluctuations in the prices of feed ingredients, such as corn and soybean meal, which are essential components of poultry feed. These price changes directly impact the company's production costs and overall profitability. The poultry industry is inherently cyclical, with earnings materially affected by the commodity prices of feed ingredients and the market prices of chicken and pork, which are determined by supply and demand factors.

2. Intense Market Competition: The company operates in a highly competitive market, both domestically and internationally. This intense competition from other poultry producers can lead to pricing pressures, which may adversely affect Pilgrim's Pride's market share and profitability.

3. Disease Outbreaks and Supply Chain Disruptions: The poultry industry is susceptible to disease outbreaks, such as avian influenza, which can have a significant impact on production volumes and disrupt the entire supply chain. Additionally, disruptions in logistics and transportation can hinder the company's ability to efficiently produce and deliver its products.

AI Analysis | Feedback

The clear emerging threat to Pilgrims Pride (PPC) is the rapid development and growing consumer acceptance of alternative proteins, specifically plant-based meat substitutes and cultivated (lab-grown) meat. Companies in these sectors are directly competing for the consumer's protein plate by offering products that mimic or replace traditional meat, often appealing to consumers on grounds of sustainability, ethics, or health. As technology improves and production scales, these alternatives pose a direct challenge to the market share and long-term viability of conventional poultry products.

AI Analysis | Feedback

Pilgrim's Pride Corporation (PPC) operates primarily in the poultry market, with a focus on fresh, frozen, and ready-to-cook chicken products. The company also offers pork products in Europe. Its main addressable markets are the United States, Mexico, and Europe (including the UK and continental Europe).

The estimated market sizes for their main products in these regions are as follows:

  • Global Poultry Market: The global poultry market was valued at approximately USD 325.41 billion in 2024 and is projected to reach around USD 412.51 billion by 2034, exhibiting a Compound Annual Growth Rate (CAGR) of 2.40% between 2025 and 2034. Another estimate places the global poultry market at USD 373.33 billion in 2024, growing to USD 394.75 billion in 2025 with a CAGR of 5.7%, and is expected to reach USD 499.92 billion by 2029 at a CAGR of 6.1%. Global poultry consumption is projected to increase from 143 million metric tons (MT) in 2025 to 160 million MT in 2033.
  • United States Poultry Market: The U.S. poultry market is projected to reach USD 40.97 billion in 2025 and is expected to grow to USD 43.07 billion by 2030, with a CAGR of 1.00% during the forecast period. Total poultry sector sales in the U.S. were $70.2 billion in 2024, with broilers accounting for $45.4 billion of this value. The U.S. chicken market alone was valued at approximately USD 43.5 billion in 2023 and is predicted to grow to around USD 77.9 billion by 2032, at a CAGR of about 6.7% between 2024 and 2032.
  • Mexico Poultry Market: The Mexico poultry market size reached USD 5.03 billion in 2024 and is anticipated to reach USD 6.98 billion by 2033, demonstrating a CAGR of 3.72% during the period of 2025-2033. In terms of volume, the market reached approximately 4.94 million metric tons (MMT) in 2024 and is projected to reach around 6.20 MMT by 2034, with a CAGR of 2.30% between 2025 and 2034.
  • Europe Poultry Market (including UK): The European poultry meat market size is estimated at USD 56.58 billion in 2025 and is forecast to reach USD 59.26 billion by 2030, with a CAGR of 0.93%. Another source estimates the Europe poultry meat market size at USD 55.98 billion in 2024, projected to reach USD 62.60 billion by 2035, growing at a CAGR of approximately 1.02% from 2025 to 2035. In 2023, the United Kingdom held a leading value share of 19.09 billion Euros in the European poultry meat market.

AI Analysis | Feedback

Here are 3-5 expected drivers of future revenue growth for Pilgrim's Pride (PPC) over the next 2-3 years:
  • Expansion in U.S. Prepared Foods: Pilgrim's Pride is making significant investments in its U.S. Prepared Foods segment. This includes a planned $400 million investment in a new facility in Georgia, which is projected to expand sales capacity by 40% and boost net sales by a similar margin. The U.S. Prepared Foods segment already saw over 20% growth in net sales year-over-year in Q1 2025. This expansion is designed to access new customer segments and diversify the product portfolio.
  • Geographical Expansion, particularly in Mexico: The company is actively pursuing growth in high-growth international markets, with a specific focus on Mexico. Pilgrim's Pride identifies strong opportunities in both the fresh and prepared food sectors in Mexico, including plans for a new poultry complex in Merida. Mexico's revenues increased over 5% year-over-year in Q3 2025 due to higher sales volume. The company plans to continue investing in capacity expansion in Mexico to unlock additional profitable growth opportunities.
  • Growth in Branded Offerings and Product Innovation: A key strategy for Pilgrim's Pride is to drive revenue through its branded product portfolio and ongoing innovation. Brands like Just BARE, Fridge Raiders, and Rollover have shown strong momentum and are increasing at a faster rate than their respective categories. The company has also introduced new products, such as a new chicken nugget line, to adapt to consumer preferences and expand its value-added offerings.
  • Increased Sales to Key Customers in Retail and Foodservice: Pilgrim's Pride is focused on deepening relationships and driving sales growth with key customers across both retail and foodservice channels. In Q3 2025, U.S. sales growth was fueled by increased volumes with key customers in case-ready and prepared foods. The foodservice distribution channel has demonstrated a trend of higher volume and revenues in both commercial and non-commercial subchannels. Digitally-enabled sales also grew over 35% from the prior year through partnerships with leading retailers, foodservice providers, and online suppliers.

AI Analysis | Feedback

Share Repurchases

  • Pilgrim's Pride generally does not engage in regular share repurchases.
  • The company conducted share repurchases in 2022, totaling approximately $199.55 million.
  • Over the past five years, Pilgrim's has invested $1.8 billion in share repurchases and dividends.

Share Issuance

  • The number of outstanding shares has remained relatively stable over the last 3-5 years, with approximately 237.38 million shares outstanding at the end of 2025.

Inbound Investments

  • Pilgrim's Pride received $1.425 billion in proceeds from a contribution of capital under a Tax Sharing Agreement with JBS USA Holdings in the third quarter of 2025.

Outbound Investments

  • Over the past five years, Pilgrim's Pride has invested $950 million in acquisitions.
  • A significant outbound investment included the acquisition of the European prepared foods business from JBS S.A. in 2021.

Capital Expenditures

  • Annual capital expenditures have generally ranged between $350 million and $550 million from 2020 to 2024.
  • For the full year 2025, capital expenditures are projected to be between $650 million and $700 million.
  • Planned capital expenditures include a new $400 million prepared foods plant in Walker County, Georgia, expected to increase U.S. Prepared Foods sales by over 40% upon its completion in the first half of 2027, alongside over $500 million in other U.S. investments over the next two years.

Better Bets than Pilgrims Pride (PPC)

Trade Ideas

Select ideas related to PPC. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
BF-B_11302025_Dip_Buyer_ValueBuy11302025BF-BBrown-FormanDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-8.9%-8.9%-8.9%
CPB_11302025_Dip_Buyer_ValueBuy11302025CPBCampbell'sDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-7.6%-7.6%-9.2%
ENR_11212025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11212025ENREnergizerDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
13.1%13.1%-5.3%
FLO_11212025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11212025FLOFlowers FoodsDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
5.4%5.4%-1.6%
CLX_11142025_Dip_Buyer_FCFYield11142025CLXCloroxDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-5.0%-5.0%-6.0%
PPC_4302018_Dip_Buyer_FCFYield04302018PPCPilgrims PrideDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-19.5%24.6%-29.8%

Recent Active Movers

More From Trefis

Peer Comparisons for Pilgrims Pride

Peers to compare with:

Financials

PPCHPQHPEIBMCSCOAAPLMedian
NamePilgrims.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price39.8223.2624.49305.0978.16273.4058.99
Mkt Cap9.521.932.6284.9309.24,074.4158.8
Rev LTM18,35255,29534,29665,40257,696408,62556,496
Op Inc LTM1,7493,6241,64411,54412,991130,2147,584
FCF LTM8292,80062711,85412,73396,1847,327
FCF 3Y Avg6742,9781,40011,75313,879100,5037,366
CFO LTM1,4303,6972,91913,48313,744108,5658,590
CFO 3Y Avg1,2093,6723,89613,49814,736111,5598,697

Growth & Margins

PPCHPQHPEIBMCSCOAAPLMedian
NamePilgrims.HP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM1.8%3.2%13.8%4.5%8.9%6.0%5.2%
Rev Chg 3Y Avg1.9%-3.9%6.5%2.6%3.7%1.8%2.3%
Rev Chg Q3.8%4.2%14.4%9.1%7.5%9.6%8.3%
QoQ Delta Rev Chg LTM1.0%1.1%3.7%2.1%1.8%2.1%2.0%
Op Mgn LTM9.5%6.6%4.8%17.7%22.5%31.9%13.6%
Op Mgn 3Y Avg6.5%7.4%7.2%16.4%24.2%30.8%11.9%
QoQ Delta Op Mgn LTM-0.3%-0.2%-1.4%0.6%0.4%0.1%-0.1%
CFO/Rev LTM7.8%6.7%8.5%20.6%23.8%26.6%14.6%
CFO/Rev 3Y Avg6.7%6.8%12.7%21.4%26.1%28.4%17.1%
FCF/Rev LTM4.5%5.1%1.8%18.1%22.1%23.5%11.6%
FCF/Rev 3Y Avg3.7%5.5%4.6%18.6%24.6%25.6%12.1%

Valuation

PPCHPQHPEIBMCSCOAAPLMedian
NamePilgrims.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap9.521.932.6284.9309.24,074.4158.8
P/S0.50.41.04.45.410.02.7
P/EBIT5.36.819.925.122.531.321.2
P/E7.78.6572.736.029.941.033.0
P/CFO6.65.911.221.122.537.516.2
Total Yield18.3%14.1%2.3%5.0%5.4%2.8%5.2%
Dividend Yield5.3%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg5.6%10.6%5.5%6.4%6.0%3.1%5.8%
D/E0.40.50.70.20.10.00.3
Net D/E0.30.30.60.20.00.00.2

Returns

PPCHPQHPEIBMCSCOAAPLMedian
NamePilgrims.HP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn6.1%-1.8%14.4%0.6%2.7%-1.5%1.7%
3M Rtn-1.8%-11.9%2.7%7.9%17.0%7.1%4.9%
6M Rtn-10.6%-4.0%34.5%6.6%15.2%36.3%10.9%
12M Rtn-2.1%-27.0%16.2%40.5%34.5%7.5%11.8%
3Y Rtn90.1%-1.9%71.1%143.1%81.3%120.2%85.7%
1M Excs Rtn4.0%-5.6%12.9%-2.2%-0.0%-3.7%-1.1%
3M Excs Rtn-6.1%-16.2%-1.7%3.6%12.7%2.8%0.6%
6M Excs Rtn-22.9%-16.3%22.3%-5.7%3.0%24.0%-1.3%
12M Excs Rtn-18.1%-42.9%-0.7%25.0%19.9%-8.4%-4.6%
3Y Excs Rtn13.0%-83.5%-11.2%59.6%-1.2%28.4%5.9%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Fresh products10,97711,1219,9318,943 
Prepared foods4,7164,3803,2412,019 
Export1,0061,266918604 
Other products663702687527443
Chicken    10,680
Pork    287
Total17,36217,46814,77712,09211,409


Price Behavior

Price Behavior
Market Price$39.82 
Market Cap ($ Bil)9.5 
First Trading Date12/30/1987 
Distance from 52W High-27.0% 
   50 Days200 Days
DMA Price$38.27$44.32
DMA Trenddowndown
Distance from DMA4.1%-10.2%
 3M1YR
Volatility23.4%31.5%
Downside Capture26.82-4.39
Upside Capture12.80-5.81
Correlation (SPY)-7.7%-0.3%
PPC Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta0.33-0.16-0.12-0.010.040.19
Up Beta-0.49-0.400.010.420.230.31
Down Beta0.29-0.30-0.33-0.34-0.12-0.05
Up Capture49%-27%-43%-28%-7%9%
Bmk +ve Days13263974142427
Stock +ve Days10222958126393
Down Capture56%17%32%41%8%35%
Bmk -ve Days7162452107323
Stock -ve Days9193365120346

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of PPC With Other Asset Classes (Last 1Y)
 PPCSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-2.6%0.5%17.8%72.1%8.6%4.4%-8.2%
Annualized Volatility31.3%13.9%19.4%19.3%15.2%17.0%35.0%
Sharpe Ratio-0.06-0.200.722.700.340.09-0.08
Correlation With Other Assets 39.1%-0.2%8.1%-2.2%15.6%-6.6%

ETFs used for asset classes: Sector ETF = XLP, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of PPC With Other Asset Classes (Last 5Y)
 PPCSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return17.5%5.7%14.7%18.7%11.5%4.6%30.8%
Annualized Volatility30.9%13.0%17.1%15.5%18.7%18.9%48.6%
Sharpe Ratio0.570.230.700.970.500.160.57
Correlation With Other Assets 34.0%24.8%6.2%8.1%29.0%13.8%

ETFs used for asset classes: Sector ETF = XLP, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of PPC With Other Asset Classes (Last 10Y)
 PPCSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return9.0%7.3%14.8%15.3%7.0%5.3%69.2%
Annualized Volatility33.3%14.7%18.0%14.7%17.6%20.8%55.8%
Sharpe Ratio0.350.370.710.860.320.220.90
Correlation With Other Assets 42.3%35.9%5.8%12.6%37.7%10.9%

ETFs used for asset classes: Sector ETF = XLP, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity6,183,158
Short Interest: % Change Since 11302025-13.1%
Average Daily Volume1,121,844
Days-to-Cover Short Interest5.51
Basic Shares Quantity237,546,000
Short % of Basic Shares2.6%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
10/30/20250.1%-3.9%2.2%
7/31/20251.1%5.3%-6.2%
5/1/2025-1.3%1.2%5.9%
2/13/20253.5%2.1%-4.7%
10/31/20243.6%8.1%6.1%
8/1/2024-1.8%5.2%10.4%
2/26/20248.0%11.2%18.3%
10/26/20230.7%5.0%6.0%
...
SUMMARY STATS   
# Positive121115
# Negative10117
Median Positive1.5%4.8%6.9%
Median Negative-1.5%-3.0%-6.4%
Max Positive8.0%11.2%25.2%
Max Negative-5.2%-12.7%-27.8%

SEC Filings

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Report DateFiling DateFiling
93020251030202510-Q 9/28/2025
6302025731202510-Q 6/29/2025
3312025501202510-Q 3/30/2025
12312024213202510-K 12/29/2024
93020241031202410-Q 9/29/2024
6302024801202410-Q 6/30/2024
3312024502202410-Q 3/31/2024
12312023227202410-K 12/31/2023
93020231026202310-Q 9/24/2023
6302023727202310-Q 6/25/2023
3312023427202310-Q 3/26/2023
12312022209202310-K 12/25/2022
93020221027202210-Q 9/25/2022
6302022728202210-Q 6/26/2022
3312022428202210-Q 3/27/2022
12312021218202210-K 12/26/2021

Insider Activity

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 OwnerTitleFiling DateActionPriceSharesTransacted
Value
Value of
Held Shares
Form
0Sandri FabioPresident and CEO6102025Sell45.8370,0003,208,12113,333,409Form
1Galvanoni Matthew RChief Financial Officer2202025Sell52.315,483286,8292,420,338Form

Industry Resources

Packaged Foods & Meats Resources
USDA Data