Pilgrim's Pride (PPC)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-10-30
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-10-30
Research Workspace
Put PPC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Packaged Foods & Meats is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Increase cash flow from operations to support financial health: Cash from operations: $331.03M.
View ThesisRevenue is contracting — down about 0% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskPPC’s thesis rests on growth through strategic acquisitions in Europe, supported by an above-sector earnings yield. Revenue fell year over year in the latest three quarters, despite a modest Q3 earnings beat. PPC trades at 8.2× P/E versus the 12.5× peer median. The price reflects less growth than our forecast, despite recent revenue declines and profit pressure. Oversupply-driven margin pressure challenges sales growth, while cash from operations remains a pressured thesis pillar. Our model puts the next-quarter miss probability near 23%. Peer multiples imply a price about 16% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. PPC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering PPC (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare PPC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| PPC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Packaged Foods & Meats — fair value, gap to price, and forward P/E.
Compare the value case
Put PPC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Drive sales growth and reduce portfolio volatility
Profit miss and shrinking margins challenge sales growth and portfolio resilience.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Threatens: Drive sales growth and reduce portfolio volatility
Profit decline from oversupply pressures sales growth and highlights portfolio volatility.
Advances: Grow through strategic acquisitions in Europe
New debt funding supports strategic acquisitions in Europe.

Potential rejection of JBS bid creates uncertainty in strategic direction.

Advances: Grow through strategic acquisitions in Europe
Going private may facilitate strategic acquisitions in Europe.

Threatens: Improve operational efficiency and productivity
Margin compression impacts operational efficiency and profitability.
Advances: Drive sales growth and reduce portfolio volatility
Supply growth aligns with sales growth objective.

Threatens: Improve net income margins
Lower profit and sales impact net income margins objective.