Tyson Foods, Inc. (TSN) Stock — Forensic Analysis, Red Flags & Rating | Stockonomy · Stockonomy
Forensic Analysis · Consumer Staples / Food & Beverage · as of Sep 24, 2026
Tyson Foods, Inc. (TSN)
A forensic read on Tyson Foods, Inc. built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.
D · Weak — demands caution
Forensic grade
Safe
Financial health
3.5
Distress distance
Clean
Earnings quality
5
Forensic signals
31.7
P / E (ttm)
2.6%
ROE
$18.1B
Market cap
4.06%
Dividend yield
2.1%
Revenue growth
This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (red flags, auditor quality, say on pay, board independence, going concern, valuation). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.
Tyson Foods, Inc. earns a D (Weak — demands caution) forensic quality grade, and its balance-sheet distress test reads 3.5, placing it in the Safe zone. 5 forensic signals were flagged in its latest SEC filings, led by return on invested capital.
What the filings flag
2.4%
FY2025
Return on invested capital.Return on invested capital is 2.4% in the latest fiscal year and rising across FY2023–FY2025 from -1%. The capital base behind it barely moved across FY2023–FY2025 ($31.1B to $29.9B, -4%), so there has been little new capital for that return to be earned on.
+12.1%/yr
FY2023–FY2025
Share-count dilution.Diluted share count changed +26% over the last 2 years to FY2025 (+12.1%/yr). The count is growing: more stock was issued than repurchased over this window, so aggregate results grew faster than their per-share equivalents. That's ~12.1% shaved off per-share growth every year — total profit has to grow that much just to keep earnings-per-share flat, and a stake held since FY2023 has been diluted ~20%.
$1.1B
FY2023–FY2025
Goodwill impairments.Took $1.1B of goodwill writedowns across 2 years (FY2023 ($781M), FY2025 ($343M)) — about 180% of net income over the span. A large writedown means an acquisition turned out worth far less than was paid — a real mark against M&A discipline.
0.2% of rev
FY2025
Stock-based comp load.Stock-based compensation ran 0.2% of revenue and 8% of free cash flow in FY2025 — about $0.28 per diluted share. No cash left the business to pay it, which is why operating cash flow adds it back. Net of repurchases the diluted count still rose about 12.8% a year, and the rate is falling. Stock compensation is one source of that issuance; acquisition consideration, equity raises, convertibles and other employee plans also net into the count, and these figures do not separate them.
-19%
Key fundamentals
Latest Revenue$54.44B
Revenue Growth YoY+2.1%
Revenue CAGR (2yr)+1.5%
Net Margin0.9%
Free Cash Flow$1.18B
Return on Equity2.6%
Debt / Equity0.49x
The forensic grade and screens above are free — no account needed. Want the AI investment read on top — the 0–100 rating, thesis, bull-vs-bear, red flags and the 12-month scenario, written from Tyson Foods, Inc.'s actual 10-K/10-Q/8-K filings?
Data from SEC EDGAR public filings · metrics as of Sep 24, 2026. Forensic signals flag probability, not certainty.
FY2023→FY2024
Dividend — cut.The payout was CUT ~19% in FY2024 (from FY2023). It still returns some cash, but it is NOT the dependable, rising dividend an unbroken streak implies.