Pilgrim's Pride (PPC)
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-09-04
$30.48-0.10%
Close 2026-09-04 · 1-day change
NASDAQConsumer StaplesPackaged FoodsSnapshot 2026-09-04
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: fringe margins under pressure (0q confirmed)
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 broken — Improve net income margins to boost profitability: Net margin 0.3% vs target >$101.4M net income.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, the balance sheet.
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 2% a day.
View RiskPPC's growth depends on improving net income margins to boost profitability. Recent earnings missed expectations, with net margin at 0.3% versus a target of over $101.4 million net income. The stock trades at 9.1× P/E compared to a peer median of 12.5×. This suggests the price reflects less growth than anticipated. Specific risks include a 39% chance of missing earnings guidance again. Peer multiples imply a price about 10% above where it trades. Our read is provisional.
Trailing returns as of 2026-09-04. 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 Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare PPC 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 |
|---|---|---|---|---|---|
| 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 8 valuation methods, at three horizons. As of 2026-09-04. 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.
Potential rejection of JBS bid creates uncertainty in strategic direction.
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 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
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.
Threatens: Enhance cash flow from operations
Sales below estimates hinder cash flow enhancement.
Threatens: Focus on operational efficiency
Operational efficiency may be impacted by safety concerns.
Advances: Focus on operational efficiency
Investment enhances operational efficiency at the facility.