A Look At Tyson Foods (TSN) Valuation As Institutional Investors Increase Exposure On Margin Recovery Hopes

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Jan 29

AdvertisementInstitutional interest and Tyson Foods stock Tyson Foods (TSN) is back on institutional radar, as several respected value and quantitative managers recently increased exposure, pointing ...

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See our latest analysis for Tyson Foods. At a share price of US$64.60, Tyson Foods has seen a 7.68% 7 day share price return and a 10.28% 30 day share price return, with a 25.66% 90 day share price return and 18.19% 1 year total shareholder return. This suggests momentum has been building as investors respond to restructuring progress, margin recovery commentary, and recent updates around the gradual wind down of the Lexington beef plant. If Tyson’s recent move has you looking beyond a single name, this is a good moment to broaden your search with fast growing stocks with high insider ownership for other ideas on your radar. With Tyson Foods trading near its analyst price target and showing a 21.25% intrinsic discount, the real question is whether investors are still getting a bargain or if the market is already fully reflecting its current outlook. Most Popular Narrative: 1% Overvalued Tyson Foods most followed narrative pegs fair value at about $64.17, almost level with the last close at $64.60, which puts every assumption under the microscope.  Momentum in prepared and value-added foods, driven by a robust innovation pipeline and product launches targeting convenience and protein-oriented lifestyles, is shifting the product mix toward higher-margin categories and is expected to improve net margins and top-line growth.  Read the complete narrative. Curious what kind of revenue lift and margin rebuild need to line up for that fair value? The narrative leans on steadier earnings, a richer mix, and a future earnings multiple that is quite different from today. The full story is in how those three levers are expected to work together. Result: Fair Value of $64.17 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that fair value story can unravel quickly if cattle supply constraints deepen in Beef, or if prepared foods input costs rise faster than pricing can keep up. Find out about the key risks to this Tyson Foods narrative. Another way to look at Tyson Foods’ value Here is the twist. While the consensus narrative tags Tyson Foods as about 1% overvalued at a fair value of $64.17, our DCF model suggests something quite different. TSN is trading about 21.2% below its DCF based estimate of $82.03. Which perspective aligns more closely with your own expectations? Look into how the SWS DCF model arrives at its fair value. TSN Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Tyson Foods for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 881 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Tyson Foods Narrative If you see the numbers differently or prefer to test your own assumptions against the data, you can build a custom view in minutes with Do it your way. 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. Looking for more investment ideas? If Tyson has sharpened your focus, do not stop here. Broaden your watchlist now so you are not the one hearing about the best ideas after they move.  Target income-focused returns by checking out these 14 dividend stocks with yields > 3% that may offer steadier yield profiles than single stock picks alone. Hunt for growth at a reasonable price with these 881 undervalued stocks based on cash flows, where cash flow based filters can help you quickly narrow down potential opportunities. Get ahead of emerging tech themes by scanning these 19 cryptocurrency and blockchain stocks tied to blockchain infrastructure, payments and digital asset adoption.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Tyson Foods might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}