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Tyson FoodsTSNCompetitor analysis, valuation and peers

United States · USD·Consumer Staples›Food: Meat/Fish/Dairy

One of the world's largest meat processors, producing chicken, beef and pork under Tyson and other brands.

Momentum strong 62
Mkt cap
$20.6B
US dollars, full cap
Free float
97%
of shares outstanding
$/day
$192M
20-day average traded
Fwd P/E
17.4×
forward earnings
ROIC−WACC
-2.0 pp
WACC 6.4%
Hurdle
+2 pp
Req g minus delivered
Official | Implied
BBB / BBB+
agencies · bond market
Next earnings
10 days
16 Nov 2026
Close · USD$59.68
1D-0.7%
1W+4.6%
1M+14.0%
3M+4.4%
6M-12.7%
YTD+2.6%
1Y+15.8%
ATR %2.2%
Beta-0.01
52w lowhigh14.1% off high

What Tyson Foods does

One of the world's largest meat processors, producing chicken, beef and pork under Tyson and other brands.

Buys live animals and grain, processes them and sells the meat; profit on beef and pork depends on the gap between livestock costs and wholesale meat prices, and chicken is also driven by feed costs. Prepared foods, with brands such as Jimmy Dean and Hillshire, is steadier because it sells branded products. The Tyson family keeps voting control through a separate share class.

Products and services

  • Chicken
  • Beef
  • Pork
  • Prepared foods (Jimmy Dean, Hillshire)

Customers

  • Grocery retailers
  • Foodservice/restaurants
  • Export markets

Where it sits in the supply chain

  • Protein/meat production
  • Livestock/poultry processing
  • Branded & commodity meat products

What could go right

  • Global protein demand/export growth
  • Branded prepared-foods mix shift

What could go wrong

  • Commodity livestock price cycles
  • Disease outbreaks (avian flu, African swine fever)

Moat: narrow (scale, cost advantage). Vertically integrated scale in poultry/beef/pork processing lowers unit costs versus smaller processors.

Headquarters: Springdale, Arkansas, US · Founded: 1935 · Employees: 133,000

Named competitors

Tyson Foods at a glance

Size Tyson Foods (TSN) is a United States Consumer Staples company (Food: Meat/Fish/Dairy) with a market value of $20.6B, the 489th largest of 3,117 United States companies the cockpit tracks. Shares closed at $59.68 on 6 Nov 2026.

Performance Over six months the shares fell 12.7%, against +7.0% for the median peer and -1.1% for the United States market (cap-weighted) — 4th lowest of 13 in its peer set.

Growth Revenue grew 2.9% over the last twelve months (peer median +0.6%); the operating margin is 2.5% (peer median 7.5%).

Valuation It trades at 17.4× forward earnings against a peer median of 17.0× (5th most expensive of 13).

Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +2 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 2.0 points below its cost of capital (6.4% WACC).

Credit Tyson Foods has 11 bonds outstanding ($7.30B), rated BBB by the agencies and trading like BBB+ at a weighted spread of 96 bp.

Short interest Short interest is 3.5% of the free float (15 Oct 2026).

Next results Next results expected around 16 Nov 2026 (exchange calendar; dates can move).

Relative performance

809010011011 May 202611 Aug 20266 Nov 2026Peer median 108TSN 89
Six months, rebased to 100: Tyson Foods against the median of its 12 peers (local-currency closes).

Tyson Foods financials

Reported figures in USD; fiscal year ends 2025-09-30. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$55.7B$54.4B$53.3B$52.9B$53.3B
Revenue growth—+2%+1%-1%—
Gross profit$3.46B$3.68B$3.68B$2.78B$6.46B
EBITDA$2.78B$2.90B$2.88B$1.96B$5.44B
Net income$574M$474M$800M-$648M$3.24B
Free cash flow$1.16B$1.18B$1.46B-$187M$800M
Capital expenditure$843M$978M$1.13B$1.94B$1.89B
Total debt$8.01B$9.70B$10.5B$10.0B$8.82B

Quarterly statements and history in the cockpit →

Tyson Foods competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%+40%0%+10%+20%JBS000895MOWISAPMICCHRL02882319BNSFDEMMN2267TSN6-month return →1-month return →
Up and to the right = strong over both horizons. Tyson Foods is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%+300%10×15×20×JBS000895MOWISAPHRL02882319BNSFDEMMNTSNRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Tyson Foods is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%-10%0%10%000895MOWISAPMICCHRL02882319BNSFDTSNGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Tyson Foods is the large dot.

Tyson Foods competitors and peer comparison

Head to head with its named competitors (TSN vs JBS vs SFD vs PPC)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Tyson Foods TSN$20.6B-13%+3%3%17.4×6.7%
JBS JBS$13.4B-23%+334%4%11.8×-6.5%
Smithfield Foods SFD$7.60B-26%-2%7%13.0×-11.5%
Pilgrim's Pride PPC$6.79B-2%0%5%13.0×-4.8%
Hormel Foods HRL$12.1B+7%+1%7%14.4×0.9%

How Tyson Foods compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Tyson Foods against its 12 peers (data as of 6 Nov 2026)
MeasureTSNPeer medianRank in peer set
1-month return+14.0%+10.1%3rd highest of 13
6-month return-12.7%+7.0%4th lowest of 13
Distance from 52-week high-14.1%-13.8%7th highest of 13
Revenue growth (TTM)+2.9%+0.6%6th highest of 13
Operating margin2.5%7.5%lowest of 13
Forward P/E17.4×17.0×5th most expensive of 13
Growth the price implies (Req g, 7 yrs)6.7%-0.8%3rd most demanding of 12
Growth delivered (Del g)+4.7%+2.4%3rd highest of 11
Hurdle (Req g minus delivered)+2.0 pp-3.8 pp3rd most demanding of 11
ROIC minus cost of capital-2.0 pp+3.7 pplowest of 13
Net debt / EBITDA2.6×1.7×4th most indebted of 12
Bond spread96 bp81 bp3rd tightest of 5

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Tyson Foods TSNUnited States$20.6B-13%+3%3%17.4×6.7%+4.7%
JBS JBSUnited States$13.4B-23%+334%4%11.8×-6.5%n/a
Henan Shuanghui Investment & Development 000895.SZChina$12.7B-12%-4%11%17.3×-4.6%-4.3%
Mowi MOWI.OLNorway$12.4B+12%+10%13%17.8×7.5%+10.7%
Saputo SAP.TOCanada$12.4B+7%-5%6%21.2×-1.9%+4.2%
Magnum Ice Cream MICC.ASNetherlands$12.1B+35%+1%8%17.9×10.9%+1.8%
Hormel Foods HRLUnited States$12.1B+7%+1%7%14.4×0.9%+4.7%
Wh Group 0288.HKHong Kong$10.8B-31%+6%9%8.4×-16.4%+1.9%
Mengniu Dairy 2319.HKHong Kong$10.5B+28%+3%5%14.7×6.7%+0.9%
Danone BN.PAFrance$48.3B+8%0%15%17.0×-0.8%+2.9%
Smithfield Foods SFDUnited States$7.60B-26%-2%7%13.0×-11.5%+1.9%
Emmi EMMN.SWSwitzerland$6.32B+16%+4%7%21.8×0.3%+5.1%
Yakult Honsha 2267.TJapan$5.15B+3%-1%9%17.0×n/an/a

Tyson Foods bonds and credit

Tyson Foods has 11 bonds outstanding with $7.30B face value. The agencies rate it BBB; its bonds trade like BBB+. Weighted yield 5.88%, a spread of 96 bp over government bonds.

Every bond, yield and spread in the cockpit →

Questions

Who are Tyson Foods's main competitors?
Named competitors: JBS (JBS), Smithfield Foods (SFD), Pilgrim's Pride (PPC), Hormel Foods (HRL). The cockpit's measured peer set (industry) also includes JBS (JBS), Henan Shuanghui Investment & Development (000895.SZ), Mowi (MOWI.OL), Saputo (SAP.TO), Magnum Ice Cream (MICC.AS), Hormel Foods (HRL).
Is Tyson Foods expensive compared with its peers?
On forward p/e it trades at 17.4× against a peer median of 17.0×, 5th most expensive of 13 in its peer set. For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +2 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Tyson Foods stock performed?
Over six months to 6 Nov 2026 the shares returned -12.7% against +7.0% for the median peer; over one year +15.8%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.