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SFD · NASDAQ · STOCK

Smithfield Foods, Inc.

Consumer Defensive Updated August 11, 2026
$23.89
52W $21.08 – $29.80
58/100
$9.40B
8.8
-0.50
AI Committee Verdict
Insufficient Data
58/100
Conviction: Low Data · 33% agreement · 3 analysts
Low Data

Is SFD Bullish or Bearish?

Mixed. Innellis AI committee rates Smithfield Foods, Inc. (SFD) Insufficient Data with a composite score of 58/100 , based on 3 analysts with 33% agreement. Last updated August 11, 2026.

What Would Change This View

No threshold can be published for SFD. The committee has not produced a scored recommendation, so there is no line for it to cross. Innellis does not infer one.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Technical Analyst remains cautious — rsi at 23 is in oversold territory (could mean either capitulation or a bounce setup). This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • RSI at 23 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Price trading below the lower Bollinger Band -- stretched to the downside — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
58/100
Agreement
33%
Analysts
3
Conviction
Low Data
Sector Rank
Top 48%
of 72 Consumer Defensive peers
Technical Analyst bearish
38 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− RSI at 23 is in oversold territory (could mean either capitulation or a bounce setup)
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
23.1
Oversold
MACD Histogram
-0.258
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$22.88
Resistance
$25.44
Bollinger %B
-0.05
Below Lower Band
Price vs Moving Averages
EMA 9
$25.13 Below
EMA 21
$25.47 Below
EMA 50
$25.62 Below
EMA 200
$24.94 Below

Fundamental Analysis

Valuation
100
Profitability
47
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 8.8×
P/B Ratio 1.34×
PEG Ratio 0.57
Dividend Yield 4.71%
52W High $29.80
52W Low $21.08
Quality & Growth
ROE 1451.3%
ROA 810.5%
Gross Margin 1337.7%
Operating Margin 886.0%
Revenue Growth YoY
Debt / Equity 0.37
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 8.8 (inexpensive relative to a 15-40x range); Price-to-book of 1.3x; PEG ratio of 0.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 14.5%; Return on assets of 8.1%; Net margin of 6.8%; Gross margin of 13.4%; Current ratio of 2.56 (healthy short-term liquidity); Debt-to-equity of 0.37; Free cash flow per share is positive (2.06); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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