Campbell’s Co (CPB)vsJBS N.V. (JBS)
CPB
Campbell’s Co
$20.81
-0.48%
CONSUMER DEFENSIVE · Cap: $6.20B
JBS
JBS N.V.
$15.75
+2.67%
CONSUMER DEFENSIVE · Cap: $15.80B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 738% more annual revenue ($84.15B vs $10.04B). CPB leads profitability with a 5.5% profit margin vs 2.5%. CPB trades at a lower P/E of 11.3x. CPB earns a higher WallStSmart Score of 57/100 (C).
CPB
Buy57
out of 100
Grade: C
JBS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-134.4%
Fair Value
$12.51
Current Price
$20.81
$8.30 premium
Margin of Safety
-132.0%
Fair Value
$7.00
Current Price
$15.75
$8.75 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
5.5% margin — thin
Revenue declined 4.5%
Earnings declined 17.2%
2.5% margin — thin
Earnings declined 16.2%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CPB
The strongest argument for CPB centers on P/E Ratio, PEG Ratio, Price/Book. PEG of 0.55 suggests the stock is reasonably priced for its growth.
Bull Case : JBS
The strongest argument for JBS centers on Return on Equity, P/E Ratio, Price/Book. Revenue growth of 13.4% demonstrates continued momentum.
Bear Case : CPB
The primary concerns for CPB are Altman Z-Score, Profit Margin, Revenue Growth.
Bear Case : JBS
The primary concerns for JBS are Profit Margin, EPS Growth, Debt/Equity. Debt-to-equity of 2.56 is elevated, increasing financial risk. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBS is growing revenue faster at 13.4% — sustainability is the question.
JBS generates stronger free cash flow (543M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CPB scores higher overall (57/100 vs 51/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Campbell’s Co
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Campbell Soup Company, doing business as Campbell's, is an American processed food and snack company.
Visit Website →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.
Compare with Other PACKAGED FOODS Stocks
Want to dig deeper into these stocks?