WallStSmart

Beyond Meat Inc (BYND)vsJBS N.V. (JBS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JBS N.V. generates 33212% more annual revenue ($88.27B vs $264.97M). BYND leads profitability with a 95.0% profit margin vs 2.0%. JBS earns a higher WallStSmart Score of 45/100 (D+).

BYND

Avoid

35

out of 100

Grade: F

Growth: 2.7Profit: 4.0Value: 4.0Quality: 6.0
Piotroski: 3/9Altman Z: -0.10

JBS

Hold

45

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 6.7Quality: 6.0
Piotroski: 6/9Altman Z: 2.62

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BYND2 strengths · Avg: 10.0/10
Profit MarginProfitability
95.0%10/10

Keeps 95 of every $100 in revenue as profit

Debt/EquityHealth
-23.5810/10

Conservative balance sheet, low leverage

JBS3 strengths · Avg: 9.0/10
P/E RatioValuation
7.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
22.5%9/10

Every $100 of equity generates 22 in profit

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

BYND4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$314.36M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
40.752/10

Expensive relative to growth rate

JBS4 concerns · Avg: 2.5/10
Profit MarginProfitability
2.0%3/10

2.0% margin — thin

Operating MarginProfitability
2.4%3/10

Operating margin of 2.4%

EPS GrowthGrowth
-57.2%2/10

Earnings declined 57.2%

Free Cash FlowQuality
$-6.99B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : BYND

The strongest argument for BYND centers on Profit Margin, Debt/Equity. Profitability is solid with margins at 95.0% and operating margin at -69.3%.

Bull Case : JBS

The strongest argument for JBS centers on P/E Ratio, Return on Equity, Price/Book. Revenue growth of 10.7% demonstrates continued momentum.

Bear Case : BYND

The primary concerns for BYND are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : JBS

The primary concerns for JBS are Profit Margin, Operating Margin, EPS Growth. Debt-to-equity of 2.81 is elevated, increasing financial risk. Thin 2.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

BYND profiles as a declining stock while JBS is a value play — different risk/reward profiles.

JBS is growing revenue faster at 10.7% — sustainability is the question.

BYND generates stronger free cash flow (-8M), providing more financial flexibility.

Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

JBS scores higher overall (45/100 vs 35/100) and 10.7% revenue growth. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Beyond Meat Inc

CONSUMER DEFENSIVE · PACKAGED FOODS · USA

Beyond Meat, Inc., a food company, manufactures, markets, and sells plant-based meat products in the United States and internationally. The company is headquartered in El Segundo, California.

JBS N.V.

CONSUMER DEFENSIVE · PACKAGED FOODS · USA

JBS N.V., is a protein and food company globally. The company is headquartered in Amstelveen, Netherlands.

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