<p>泰森食品（TSN）在过去一个月中悄然超越了更广泛的肉类行业，股价上涨约 10%，因为投资者对改善的盈利趋势和牛肉、猪肉及鸡肉的稳定需求逐渐产生兴趣。</p>
<p>查看我们对泰森食品的最新分析。</p>
<p>放眼全局，最近 10.2% 的一个月股价回报仅使泰森食品的年总股东回报提升至 4.4%。投资者仍将最新的运营改善视为早期阶段的动能，而非全面的重新评级。</p>
<p>如果你喜欢稳定的复合增长股，但想看看还有哪些股票正在获得关注，现在是探索高内部持股的快速增长股票的好时机。</p>
<p>然而，随着盈利向上拐点的出现，股价仍滞后于其内在价值估算，并且与华尔街目标价仅有小幅折扣，投资者面临一个关键问题：泰森食品是一个安静的便宜货，还是市场已经在考虑下一轮增长？</p>
<h2>最受欢迎的叙述：低估 6.7%</h2>
<p>泰森食品最近收盘价为 58.47 美元，而叙述中的公允价值接近 62.67 美元，目前的差距构成了一个基于盈利能力的适度上行案例。</p>
<blockquote>
<p><em>净利润率预期改善，从 3.54% 上升至 4.05%，主要受预期运营效率的推动。</em></p>
<p><em>未来的市盈率（P/E）显著下降，从 13.04 倍降至 11.23 倍。</em></p>
</blockquote>
<p>阅读完整叙述。</p>
<p>想看看今天的价格与公允价值之间差距的数学依据吗？整个故事依赖于利润率上升、盈利加速以及意外保守的未来倍数。好奇这些因素如何结合成那个单一的上行数字吗？</p>
<p><strong>结果：公允价值为 62.67 美元（低估）</strong></p>
<p>完整阅读叙述，了解预测背后的原因。</p>
<p>然而，如果持续的牛肉供应限制拖延，或原材料通胀比价格调整更快地挤压利润率，这个上行案例可能会瓦解。</p>
<p>了解泰森食品叙述的关键风险。</p>
<h2>另一种观点：市场比率发出不同信号</h2>
<p>虽然叙述中的公允价值暗示有上行空间，但当前的盈利倍数则讲述了一个更为谨慎的故事。泰森的市盈率为 43.6 倍，远高于美国食品行业的 19.4 倍和自身的 28.8 倍公允比率，这暗示如果增长不如预期，容错空间有限。</p>
<p>查看数字对这个价格的看法——在我们的估值分析中了解更多。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/442a0a07-6ed3-4a8d-b916-d48ac777e55b/chart/pe-multiple-vs-industry?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1640" height="650" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/442a0a07-6ed3-4a8d-b916-d48ac777e55b/chart/pe-multiple-vs-industry"/></p>
<p>截至 2025 年 12 月的 NYSE:TSN 市盈率</p>
<h2>自己构建泰森食品叙述</h2>
<p>如果你对这种观点不完全认同，或者更愿意自己深入数字，你可以在几分钟内构建个性化的视角，按照自己的方式进行。</p>
<p>进行泰森食品研究的一个良好起点是我们的分析，强调了 2 个关键收益和 4 个可能影响你投资决策的重要警示信号。</p>
<h2>寻找更多投资想法？</h2>
<p>不要止步于泰森。使用 Simply Wall Street 筛选器，发掘符合你风格的新机会，避免其他投资者抢先。</p>
<ul>
<li>通过这 13 只收益率超过 3% 的可靠分红股票，增强你的长期收入潜力，这些股票能够支持不断增长的现金流和稳健的投资组合。</li>
<li>通过这 25 只利用人工智能解决方案的 AI 便士股票，将你的投资组合置于生成模型和自动化突破的核心。</li>
<li>通过这些 914 只低于内在价值的低估股票，利用被误解的价值，过滤出在更广泛市场重新评级之前的公司。</li>
</ul>
<p><em>这篇文章由 Simply Wall St 撰写，内容具有一般性。<strong>我们提供基于历史数据和分析师预测的评论，采用无偏见的方法，我们的文章并不构成财务建议。</strong> 这并不构成买入或卖出任何股票的推荐，也未考虑你的目标或财务状况。我们的目标是为你提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
<p>移动基础设施用于国防和灾难</p>
<p>下一波机器人技术不是类人机器人，而是能够在 30 分钟内提供 5G、ISR 和雷达的完全自主塔。</p>
<p>在下一轮合同之前获取投资者简报</p>
<p>由 CiTech 赞助</p>

泰森食品

<p>泰森食品（Tyson Foods，股票代码：TSN）在过去一个月中上涨了 10%，表现优于更广泛的肉类行业。尽管如此，其一年期总股东回报率仅为 4.4%。该股票被认为低估了 6.7%，合理价值为 62.67 美元，受益于利润率和收益的上升。然而，风险包括牛肉供应限制和原材料通胀。目前的市盈率为 43.6 倍，表明如果增长不及预期，容错空间有限</p>

<p>Tyson Foods (TSN) has quietly outperformed the broader meat sector over the past month, climbing about 10% as investors warm up to improving earnings trends and steadier demand across beef, pork, and chicken.</p>
<div class="lb-trans"><p>泰森食品（TSN）在过去一个月中悄然超越了更广泛的肉类行业，股价上涨约 10%，因为投资者对改善的盈利趋势和牛肉、猪肉及鸡肉的稳定需求逐渐产生兴趣。</p>
</div><p>See our latest analysis for Tyson Foods.</p>
<div class="lb-trans"><p>查看我们对泰森食品的最新分析。</p>
</div><p>Zooming out, that recent 10.2% 1 month share price return has only nudged Tyson Foods to a modest 4.4% 1 year total shareholder return. Investors are still treating the latest operational improvements as early stage momentum rather than a full re rating.</p>
<div class="lb-trans"><p>放眼全局，最近 10.2% 的一个月股价回报仅使泰森食品的年总股东回报提升至 4.4%。投资者仍将最新的运营改善视为早期阶段的动能，而非全面的重新评级。</p>
</div><p>If you like the idea of a steady compounder but want to see what else is gaining traction, now is a good time to explore fast growing stocks with high insider ownership.</p>
<div class="lb-trans"><p>如果你喜欢稳定的复合增长股，但想看看还有哪些股票正在获得关注，现在是探索高内部持股的快速增长股票的好时机。</p>
</div><p>Yet with earnings inflecting higher, the share price still lagging its intrinsic value estimates, and only a small discount to Wall Street targets, investors face a key question: is Tyson Foods a quiet bargain, or is the market already baking in the next leg of growth?</p>
<div class="lb-trans"><p>然而，随着盈利向上拐点的出现，股价仍滞后于其内在价值估算，并且与华尔街目标价仅有小幅折扣，投资者面临一个关键问题：泰森食品是一个安静的便宜货，还是市场已经在考虑下一轮增长？</p>
</div><h2>Most Popular Narrative: 6.7% Undervalued</h2>
<div class="lb-trans"><h2>最受欢迎的叙述：低估 6.7%</h2>
</div><p>With Tyson Foods last closing at $58.47 against a narrative fair value near $62.67, the current gap frames a modest upside case grounded in profitability.</p>
<div class="lb-trans"><p>泰森食品最近收盘价为 58.47 美元，而叙述中的公允价值接近 62.67 美元，目前的差距构成了一个基于盈利能力的适度上行案例。</p>
</div><blockquote>
<p><em>Net Profit Margin expectations improved, rising from 3.54% to 4.05%, driven by anticipated operational efficiencies.</em></p>
<p><em>Future Price-to-Earnings (P/E) Ratio has fallen significantly, changing from 13.04x to 11.23x.</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>净利润率预期改善，从 3.54% 上升至 4.05%，主要受预期运营效率的推动。</em></p>
<p><em>未来的市盈率（P/E）显著下降，从 13.04 倍降至 11.23 倍。</em></p>
</blockquote>
</div><p>Read the complete narrative.</p>
<div class="lb-trans"><p>阅读完整叙述。</p>
</div><p>Want to see the math behind that gap between today’s price and fair value? The entire story hinges on rising margins, accelerating earnings, and a surprisingly conservative future multiple. Curious how those pieces fit together into that single upside number?</p>
<div class="lb-trans"><p>想看看今天的价格与公允价值之间差距的数学依据吗？整个故事依赖于利润率上升、盈利加速以及意外保守的未来倍数。好奇这些因素如何结合成那个单一的上行数字吗？</p>
</div><p><strong>Result: Fair Value of $62.67 (UNDERVALUED)</strong></p>
<div class="lb-trans"><p><strong>结果：公允价值为 62.67 美元（低估）</strong></p>
</div><p>Have a read of the narrative in full and understand what's behind the forecasts.</p>
<div class="lb-trans"><p>完整阅读叙述，了解预测背后的原因。</p>
</div><p>However, that upside case could unravel if persistent cattle supply constraints drag out or raw material inflation squeezes margins faster than pricing can adjust.</p>
<div class="lb-trans"><p>然而，如果持续的牛肉供应限制拖延，或原材料通胀比价格调整更快地挤压利润率，这个上行案例可能会瓦解。</p>
</div><p>Find out about the key risks to this Tyson Foods narrative.</p>
<div class="lb-trans"><p>了解泰森食品叙述的关键风险。</p>
</div><h2>Another View: Market Ratios Send A Different Signal</h2>
<div class="lb-trans"><h2>另一种观点：市场比率发出不同信号</h2>
</div><p>While the narrative fair value suggests upside, the current earnings multiple tells a more cautious story. Tyson trades on a rich 43.6x P/E, well above both the US Food industry at 19.4x and its own 28.8x fair ratio, which hints at limited margin for error if growth disappoints.</p>
<div class="lb-trans"><p>虽然叙述中的公允价值暗示有上行空间，但当前的盈利倍数则讲述了一个更为谨慎的故事。泰森的市盈率为 43.6 倍，远高于美国食品行业的 19.4 倍和自身的 28.8 倍公允比率，这暗示如果增长不如预期，容错空间有限。</p>
</div><p>See what the numbers say about this price — find out in our valuation breakdown.</p>
<div class="lb-trans"><p>查看数字对这个价格的看法——在我们的估值分析中了解更多。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/442a0a07-6ed3-4a8d-b916-d48ac777e55b/chart/pe-multiple-vs-industry" alt="" original-src="https://images.simplywall.st/company/442a0a07-6ed3-4a8d-b916-d48ac777e55b/chart/pe-multiple-vs-industry"/></p>
<p>NYSE:TSN PE Ratio as at Dec 2025</p>
<div class="lb-trans"><p>截至 2025 年 12 月的 NYSE:TSN 市盈率</p>
</div><h2>Build Your Own Tyson Foods Narrative</h2>
<div class="lb-trans"><h2>自己构建泰森食品叙述</h2>
</div><p>If you are not fully aligned with this perspective, or would rather dig into the numbers yourself, you can build a personalized view in minutes, Do it your way.</p>
<div class="lb-trans"><p>如果你对这种观点不完全认同，或者更愿意自己深入数字，你可以在几分钟内构建个性化的视角，按照自己的方式进行。</p>
</div><p>A great starting point for your Tyson Foods research is our analysis highlighting 2 key rewards and 4 important warning signs that could impact your investment decision.</p>
<div class="lb-trans"><p>进行泰森食品研究的一个良好起点是我们的分析，强调了 2 个关键收益和 4 个可能影响你投资决策的重要警示信号。</p>
</div><h2>Looking for more investment ideas?</h2>
<div class="lb-trans"><h2>寻找更多投资想法？</h2>
</div><p>Do not stop at Tyson. Use the Simply Wall Street Screener to uncover fresh opportunities that match your style before other investors catch on.</p>
<div class="lb-trans"><p>不要止步于泰森。使用 Simply Wall Street 筛选器，发掘符合你风格的新机会，避免其他投资者抢先。</p>
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<li>Capitalize on misunderstood value by filtering for companies trading below intrinsic worth via these 914 undervalued stocks based on cash flows before the broader market re rates them.</li>
</ul>
<div class="lb-trans"><ul>
<li>通过这 13 只收益率超过 3% 的可靠分红股票，增强你的长期收入潜力，这些股票能够支持不断增长的现金流和稳健的投资组合。</li>
<li>通过这 25 只利用人工智能解决方案的 AI 便士股票，将你的投资组合置于生成模型和自动化突破的核心。</li>
<li>通过这些 914 只低于内在价值的低估股票，利用被误解的价值，过滤出在更广泛市场重新评级之前的公司。</li>
</ul>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>这篇文章由 Simply Wall St 撰写，内容具有一般性。<strong>我们提供基于历史数据和分析师预测的评论，采用无偏见的方法，我们的文章并不构成财务建议。</strong> 这并不构成买入或卖出任何股票的推荐，也未考虑你的目标或财务状况。我们的目标是为你提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
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<div class="lb-trans"><p>移动基础设施用于国防和灾难</p>
</div><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p>
<div class="lb-trans"><p>下一波机器人技术不是类人机器人，而是能够在 30 分钟内提供 5G、ISR 和雷达的完全自主塔。</p>
</div><p>Get the investor briefing before the next round of contracts</p>
<div class="lb-trans"><p>在下一轮合同之前获取投资者简报</p>
</div><p>Sponsored On Behalf of CiTech</p>
<div class="lb-trans"><p>由 CiTech 赞助</p>
</div>

泰森食品（TSN）：在最近一个月上涨 10% 后，该股票是否仍被低估？