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

back
default-avatar-6

dra_gun_ov

Apr 6, 2021

0.44%

Change % Since Posting

75.89

Price When Posted

0.33

Change Since Posting

TSN

Tyson Foods, Inc. - Class A

76.22

0.00
0.00%
Current Price

Tyson Foods: Because men eat their meat

bullish

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

Comments

Write your comment....

Sign in to comment

read-time
1 min

94.49

Target Price

8/ 10

Confidence

1-3 Years

Timeframe
catalyst icon
Earnings Per Share
catalyst icon
Financials
catalyst icon
Management
catalyst icon
Price to Earnings Ratio
catalyst icon
Dividend
catalyst icon
Other Catalyst

TSN Channel

Start new chat
aiodd-ad
next