Darling Ingredients Inc (DAR)vsJBS N.V. (JBS)
DAR
Darling Ingredients Inc
$55.14
-2.92%
CONSUMER DEFENSIVE · Cap: $8.76B
JBS
JBS N.V.
$15.03
+0.67%
CONSUMER DEFENSIVE · Cap: $16.56B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 1271% more annual revenue ($84.15B vs $6.14B). DAR leads profitability with a 102.0% profit margin vs 2.5%. JBS trades at a lower P/E of 14.5x. JBS earns a higher WallStSmart Score of 51/100 (C-).
DAR
Hold48
out of 100
Grade: D+
JBS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1772.5%
Fair Value
$2.65
Current Price
$55.14
$52.49 premium
Margin of Safety
-132.0%
Fair Value
$7.00
Current Price
$15.03
$8.03 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 102 of every $100 in revenue as profit
Reasonable price relative to book value
Revenue surging 20.6% year-over-year
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 1.5% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.5% margin — thin
Earnings declined 16.2%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : DAR
The strongest argument for DAR centers on Profit Margin, Price/Book, Revenue Growth. Profitability is solid with margins at 102.0% and operating margin at 8.1%. Revenue growth of 20.6% demonstrates continued momentum.
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 : DAR
The primary concerns for DAR are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 141.6x leaves little room for execution misses.
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
DAR profiles as a growth stock while JBS is a value play — different risk/reward profiles.
DAR is growing revenue faster at 20.6% — 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
JBS scores higher overall (51/100 vs 48/100) and 13.4% 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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