General Mills Inc (GIS)vsJBS N.V. (JBS)
GIS
General Mills Inc
$34.72
-1.67%
CONSUMER DEFENSIVE · Cap: $18.53B
JBS
JBS N.V.
$15.91
-1.06%
CONSUMER DEFENSIVE · Cap: $17.22B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 369% more annual revenue ($86.18B vs $18.37B). GIS leads profitability with a 12.0% profit margin vs 2.4%. GIS trades at a lower P/E of 8.5x. GIS earns a higher WallStSmart Score of 59/100 (C).
GIS
Buy59
out of 100
Grade: C
JBS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.2%
Fair Value
$53.36
Current Price
$34.72
$18.64 discount
Intrinsic value data unavailable for JBS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
Every $100 of equity generates 25 in profit
Reasonable price relative to book value
15.5% revenue growth
Generating 6.0B in free cash flow
Areas to Watch
2.2% revenue growth
Grey zone — moderate risk
Weak financial health signals
Expensive relative to growth rate
2.4% margin — thin
Operating margin of 4.3%
Weak financial health signals
Earnings declined 10.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : GIS
The strongest argument for GIS centers on P/E Ratio, Return on Equity.
Bull Case : JBS
The strongest argument for JBS centers on P/E Ratio, Return on Equity, Price/Book. Revenue growth of 15.5% demonstrates continued momentum.
Bear Case : GIS
The primary concerns for GIS are Revenue Growth, Altman Z-Score, Piotroski F-Score.
Bear Case : JBS
The primary concerns for JBS are Profit Margin, Operating Margin, Piotroski F-Score. Debt-to-equity of 2.56 is elevated, increasing financial risk. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
GIS profiles as a value stock while JBS is a growth play — different risk/reward profiles.
JBS is growing revenue faster at 15.5% — sustainability is the question.
JBS generates stronger free cash flow (6.0B), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GIS scores higher overall (59/100 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.
General Mills Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
General Mills, Inc., is an American multinational manufacturer and marketer of branded consumer foods sold through retail stores. It is headquartered in Golden Valley, Minnesota, a suburb of Minneapolis.
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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