--- title: Tyson Foods (TSN) — intrinsic value and fair price canonical: https://sweetvaluelab.com/stocks/tsn ticker: TSN as_of: 2026-10-17 sector: Consumer Defensive industry: Agricultural Farm Products --- # Tyson Foods (TSN) Tyson Foods (TSN) closed at $54.90 on Oct 16, 2026, overvalued by 18% vs its model value of $46.37 (from a five-year discounted cash flow). ## Key figures | Figure | Value | | --- | ---: | | Last close | $54.90 (Oct 16, 2026) | | Model value (from a five-year discounted cash flow) | $46.37 | | Price vs model | overvalued by 18% vs model | | Range of that model | $18.82 – $121.55 | | Market value | $19.3B | | P/E (fiscal 2025) | 41.3 | | Net margin (fiscal 2025) | 0.9% | | Free cash flow (fiscal 2025) | $1.2B | | Dividend yield (trailing twelve months) | 3.72% | | Beta | 0.40 | | Cost of capital (WACC) | 6.24% | | Business classification | Cyclical (Low/slowing growth (~1% recent), Thin margins (0.9% net margin), Strong dividend yield, Highly cyclical earnings, Strong FCF yield (6.1%)) | ## On the stock lists | List | Place | Figure | Page | | --- | ---: | ---: | --- | | Insider buying | #19 | $1.0M | https://sweetvaluelab.com/lists/insider-buying | ## Dividends | Figure | Value | | --- | ---: | | Trailing dividend yield | 3.72% | | Dividends per share, last 12 months | $2.04 | | Dividends / free cash flow (fiscal 2025) | 59.2% | | Raised | 13 years in a row | | Growth over 5 years | 2.8% a year | | Latest payment | $0.51, ex-date Sep 1, 2026, paid Sep 15, 2026 | | Year of payments | Dividends per share | | --- | ---: | | To Aug 31, 2021 | $1.78 | | To Aug 31, 2022 | $1.84 | | To Aug 31, 2023 | $1.92 | | To Aug 30, 2024 | $1.96 | | To Aug 29, 2025 | $2.00 | | Trailing twelve months (to Sep 1, 2026) | $2.04 | ## Valuation models Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026. | Model | Role | Value per share | Low | High | | --- | --- | ---: | ---: | ---: | | DCF · Perpetuity growth · 5y | primary | $46.37 | $18.82 | $121.55 | | DCF · Perpetuity growth · 10y | cross check | $48.53 | $21.68 | $124.84 | | DCF · EBITDA exit · 5y | cross check | $60.99 | $30.33 | $97.39 | | DCF · EBITDA exit · 10y | cross check | $58.43 | $29.28 | $98.15 | | P/E · peers | cross check | $32.51 | $31.32 | $39.45 | | P/E · own history | cross check | $57.27 | $19.23 | $93.14 | | PEG | sanity check | $86.72 | $86.72 | $86.72 | | EV/EBITDA · peers | cross check | $63.08 | $52.34 | $73.92 | | EV/Revenue · peers | cross check | $154.72 | $150.36 | $214.53 | | Earnings power value | cross check | $73.16 | $54.84 | $103.07 | | Dividend discount | cross check | $65.41 | $42.62 | $116.15 | ## Insider activity (SEC Form 4) Past 90 days: 1 open-market buy ($1.0M) and 0 open-market sales ($0); 10b5-1 plan sales included. | Date | Insider | Relationship | Transaction | Shares | Value | | --- | --- | --- | --- | ---: | ---: | | Sep 4, 2026 | Schomburger Jeffrey K | President & CEO Elect | Open-market buy | 19,450 | $1.0M | | Jul 10, 2026 | TYSON JOHN H | Chairman of the Board | Grant / award | 51,876.188 | $0 | | Jul 10, 2026 | Schomburger Jeffrey K | President & CEO Elect | Grant / award | 48,417.776 | $0 | | Jul 10, 2026 | TYSON JOHN H | Chairman of the Board | Grant / award | 51,876.188 | $0 | | Jul 10, 2026 | TYSON JOHN H | Chairman of the Board | Grant / award | 51,876.188 | $0 | ## Recent SEC filings | Filed | Form | What | Filing | | --- | --- | --- | --- | | Sep 3, 2026 | 8-K | 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/100493/000010049326000067/tsn-20260903.htm | | Aug 24, 2026 | 8-K | 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/100493/000114036126034204/ef20080899_8k.htm | | Aug 24, 2026 | 8-K | 1.01 Entry into a Material Agreement; 2.03 Creation of a Direct Financial Obligation; 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/100493/000114036126034195/ef20080885_8k.htm | | Aug 13, 2026 | 8-K | 7.01 Regulation FD Disclosure | https://www.sec.gov/Archives/edgar/data/100493/000010049326000063/tsn-20260813.htm | | Aug 11, 2026 | 424B5 | Prospectus supplement | https://www.sec.gov/Archives/edgar/data/100493/000114036126032271/ny20079807x2_424b5.htm | ## Superinvestors holding it (latest 13F) | Manager | Quarter | Shares | Value | | --- | --- | ---: | ---: | | Richard Pzena | 2026-06-30 | 17,016,651 | $974.2M | | Christopher Davis | 2026-06-30 | 12,653,717 | $724.5M | | Yacktman | 2026-06-30 | 2,578,970 | $147.6M | | Thomas Gayner | 2026-06-30 | 913,500 | $52.3M | 7 tracked managers in all. ## About Tyson Foods, Inc. operates as a prominent global food producer, encompassing a broad range of activities across four core divisions: Beef, Pork, Chicken, and Prepared Foods. Within its Beef and Pork segments, the company manages the entire process from live cattle and hogs to their transformation into various meat products. This includes fabricating whole carcasses into primary and secondary cuts, providing case-ready options, and producing fully cooked meats. Its Chicken division is responsible for raising and processing poultry, delivering a spectrum of fresh, frozen, and value-added chicken items, and also supplying breeding stock. Additionally, Tyson markets specialty by-products such as animal hides. The Prepared Foods unit focuses on manufacturing and distributing a diverse portfolio of frozen and refrigerated convenience foods. This extensive lineup features items like ready-to-ea… --- Source: https://sweetvaluelab.com/stocks/tsn (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.