Tyson Foods: Because men eat their meat

I like looking into boomer companies. They tend to have sexy financial metrics. PE/PS/PB: 13.65/0.64/1.76 When was the last time your tech stocks revenue is greater than the whole company's market cap? Tyson Foods 2020 revenue remained stable at 43.2b (2019 revenue at 42.4b), despite the factories closing down for months on end. When we zoom in on revenue, we see it consists of 36% beef, 12% pork, 31% chicken, and 20% prep foods. Beef & Pork has higher profit margins, where Chicken are for consistent demand. With a current ratio of ~1.76, company may need to source some cash. But remember their operating cashflow is at the 2-3b range, so that scenario should be manageable. With COVID-19 "new normal" comes greater propensity for takeaways and dine-ins. Tyson Foods as an established name in the industry stand to gain from an increased meat demand. Risks: Further Lockdowns/Pending Lawsuits for Price Fixing/Phasing out to plant-based food

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Tyson Foods: Because men eat their meat

Apr 6, 2021

bullish

fundamentals Analysis

[1 min Read]

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I like looking into boomer companies. They tend to have sexy financial metrics.

PE/PS/PB: 13.65/0.64/1.76

When was the last time your tech stocks revenue is greater than the whole company's market cap?

Tyson Foods 2020 revenue remained stable at 43.2b (2019 revenue at 42.4b), despite the factories closing down for months on end.

When we zoom in on revenue, we see it consists of 36% beef, 12% pork, 31% chicken, and 20% prep foods.

Beef & Pork has higher profit margins, where Chicken are for consistent demand.

With a current ratio of ~1.76, company may need to source some cash. But remember their operating cashflow is at the 2-3b range, so that scenario should be manageable.

With COVID-19 "new normal" comes greater propensity for takeaways and dine-ins. Tyson Foods as an established name in the industry stand to gain from an increased meat demand.

Risks: Further Lockdowns/Pending Lawsuits for Price Fixing/Phasing out to plant-based food

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TSN

Tyson Foods, Inc.

85.66

-0.15
-0.17%

Return

12.88%
Change % Since Posting
9.77
Change Since Posting
75.89
Price When Posted

Metrics

94.49
Target Price
8/ 10
Confidence
1-3 Years
Timeframe
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Earnings Per Share
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Financials
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Management
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Price to Earnings Ratio
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Dividend
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