Flowers Foods Inc (FLO)vsJBS N.V. (JBS)
FLO
Flowers Foods Inc
$7.48
+2.47%
CONSUMER DEFENSIVE · Cap: $1.65B
JBS
JBS N.V.
$12.24
+0.25%
CONSUMER DEFENSIVE · Cap: $39.24B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 1574% more annual revenue ($88.27B vs $5.27B). JBS leads profitability with a 2.0% profit margin vs 1.4%. JBS trades at a lower P/E of 7.4x. FLO earns a higher WallStSmart Score of 55/100 (C-).
FLO
Buy55
out of 100
Grade: C-
JBS
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.4%
Fair Value
$33.79
Current Price
$7.48
$26.31 discount
Intrinsic value data unavailable for JBS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 20.0% YoY
Attractively priced relative to earnings
Every $100 of equity generates 22 in profit
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 5.4% — below average capital efficiency
1.4% margin — thin
2.0% margin — thin
Operating margin of 2.4%
Earnings declined 57.2%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : FLO
The strongest argument for FLO centers on Price/Book, EPS Growth.
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 : FLO
The primary concerns for FLO are Altman Z-Score, Market Cap, Return on Equity. Debt-to-equity of 1.57 is elevated, increasing financial risk. Thin 1.4% margins leave little buffer for downturns.
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
JBS is growing revenue faster at 10.7% — sustainability is the question.
FLO generates stronger free cash flow (87M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FLO scores higher overall (55/100 vs 45/100). 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.
Flowers Foods Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Flowers Foods, Inc. produces and markets packaged bakery products in the United States. The company is headquartered in Thomasville, Georgia.
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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