Darling Ingredients Inc (DAR)vsJBS N.V. (JBS)
DAR
Darling Ingredients Inc
$55.73
+1.05%
CONSUMER DEFENSIVE · Cap: $8.75B
JBS
JBS N.V.
$12.49
+2.67%
CONSUMER DEFENSIVE · Cap: $40.85B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 1292% more annual revenue ($91.17B vs $6.55B). DAR leads profitability with a 9.1% profit margin vs 1.2%. JBS trades at a lower P/E of 11.6x. DAR earns a higher WallStSmart Score of 64/100 (C+).
DAR
Buy64
out of 100
Grade: C+
JBS
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+18.1%
Fair Value
$60.56
Current Price
$55.73
$4.83 discount
Intrinsic value data unavailable for JBS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 2914.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
16.4% revenue growth
Attractively priced relative to earnings
Every $100 of equity generates 78 in profit
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
ROE of 4.6% — below average capital efficiency
Expensive relative to growth rate
1.2% margin — thin
Operating margin of 3.1%
Earnings declined 57.2%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : DAR
The strongest argument for DAR centers on EPS Growth, P/E Ratio, Price/Book. Revenue growth of 16.4% demonstrates continued momentum.
Bull Case : JBS
The strongest argument for JBS centers on P/E Ratio, Return on Equity, Price/Book. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : DAR
The primary concerns for DAR are Altman Z-Score, Return on Equity, PEG Ratio.
Bear Case : JBS
The primary concerns for JBS are Profit Margin, Operating Margin, EPS Growth. Debt-to-equity of 2.97 is elevated, increasing financial risk. Thin 1.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
DAR profiles as a growth stock while JBS is a value play — different risk/reward profiles.
DAR is growing revenue faster at 16.4% — sustainability is the question.
DAR generates stronger free cash flow (405M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DAR scores higher overall (64/100 vs 41/100) and 16.4% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Darling Ingredients Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Darling Ingredients Inc. develops, produces and sells natural ingredients from edible and non-edible bio-nutrients. The company is headquartered in Irving, Texas.
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.
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