Freshpet Inc (FRPT)vsJBS N.V. (JBS)
FRPT
Freshpet Inc
$60.74
-1.94%
CONSUMER DEFENSIVE · Cap: $2.80B
JBS
JBS N.V.
$14.29
+0.42%
CONSUMER DEFENSIVE · Cap: $40.39B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 7667% more annual revenue ($88.27B vs $1.14B). FRPT leads profitability with a 17.6% profit margin vs 2.0%. JBS trades at a lower P/E of 7.6x. FRPT earns a higher WallStSmart Score of 62/100 (C+).
FRPT
Buy62
out of 100
Grade: C+
JBS
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.8%
Fair Value
$133.72
Current Price
$60.74
$72.98 discount
Intrinsic value data unavailable for JBS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 79.2% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Attractively priced relative to earnings
Every $100 of equity generates 22 in profit
Reasonable price relative to book value
Areas to Watch
Operating margin of 1.5%
Expensive relative to growth rate
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 : FRPT
The strongest argument for FRPT centers on EPS Growth, P/E Ratio, Price/Book. Profitability is solid with margins at 17.6% and operating margin at 1.5%. Revenue growth of 13.1% demonstrates continued momentum.
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 : FRPT
The primary concerns for FRPT are Operating Margin, PEG Ratio.
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
FRPT profiles as a mature stock while JBS is a value play — different risk/reward profiles.
FRPT is growing revenue faster at 13.1% — sustainability is the question.
FRPT generates stronger free cash flow (13M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FRPT scores higher overall (62/100 vs 45/100), backed by strong 17.6% margins and 13.1% 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.
Freshpet Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Freshpet, Inc. manufactures and markets fresh natural cat and dog food and treats in the United States, Canada and the United Kingdom. The company is headquartered in Secaucus, New Jersey.
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?