Tyson Foods (TSN)
NYSEConsumer StaplesAgricultural Farm ProductsSnapshot 2026-09-14
$53.16+0.34%
Close 2026-09-14 · 1-day change
NYSEConsumer StaplesAgricultural Farm ProductsSnapshot 2026-09-14
Research Workspace
Put TSN 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.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 3% 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 RiskMostly healthy — no soft spokes
Tyson Foods must improve its beef segment profitability to justify its current price. The company recently cut its fiscal 2026 revenue growth guidance to 1.5%-2.0% and reported a miss in its latest quarter. TSN trades at 13× P/E versus a peer median of 12×, indicating modest growth expectations compared to our view. The next-quarter miss probability is around 30%, raising concerns about future performance. Peer multiples imply a price about 9% above where it trades. This read is provisional.
Trailing returns as of 2026-09-14. TSN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 13 analysts currently covering TSN (as of Sep 2026).
Based on 5 Wall Street analysts offering 12-month price targets for TSN in the last 4 months.
Continue this research
Compare TSN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TSN 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 12 valuation methods, at three horizons. As of 2026-09-14. 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 TSN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Securities investigation could impact investor confidence and operations.
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 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $53.16
The last 12 months of price, then the range of analyst 12-month targets from today’s $53.16.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. 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: Increase sales by 2% to 4% in fiscal 2026
Trump's plan may pressure beef prices and sales growth.
Threatens: Increase sales by 2% to 4% in fiscal 2026
Revised outlook indicates potential sales growth challenges.
Trump's beef order may impact Tyson's competitive position.
Pending investigation may create legal and financial uncertainties.
Threatens: Increase sales by 2% to 4% in fiscal 2026
Tyson's outlook cut may hinder sales growth objectives.
Threatens: Improve profitability in Chicken and Prepared Foods segments
Profit forecast cut threatens profitability in Chicken and Prepared Foods.
Threatens: Improve profitability in Chicken and Prepared Foods segments
Profit forecast cut threatens profitability in Chicken and Prepared Foods.
