Hormel Foods Corporation (HRL)vsJBS N.V. (JBS)
HRL
Hormel Foods Corporation
$22.14
-1.03%
CONSUMER DEFENSIVE · Cap: $12.61B
JBS
JBS N.V.
$15.03
+0.67%
CONSUMER DEFENSIVE · Cap: $16.56B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 593% more annual revenue ($84.15B vs $12.14B). HRL leads profitability with a 4.0% profit margin vs 2.5%. JBS trades at a lower P/E of 14.5x. HRL earns a higher WallStSmart Score of 53/100 (C-).
HRL
Buy53
out of 100
Grade: C-
JBS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-56.4%
Fair Value
$15.31
Current Price
$22.14
$6.83 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
Revenue surging 130.0% year-over-year
Reasonable price relative to book value
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
ROE of 6.1% — below average capital efficiency
4.0% margin — thin
2.5% margin — thin
Earnings declined 16.2%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : HRL
The strongest argument for HRL centers on Revenue Growth, Price/Book. Revenue growth of 130.0% 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 : HRL
The primary concerns for HRL are PEG Ratio, P/E Ratio, Return on Equity. Thin 4.0% margins leave little buffer for downturns.
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
HRL profiles as a hypergrowth stock while JBS is a value play — different risk/reward profiles.
HRL is growing revenue faster at 130.0% — 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
HRL scores higher overall (53/100 vs 51/100) and 130.0% revenue growth. 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.
Hormel Foods Corporation
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Hormel Foods Corporation is an American company founded in 1891 in Austin, Minnesota, by George A. Hormel as George A. Hormel & Company. Originally focusing on the packaging and selling of ham, Spam, sausage and other pork, chicken, beef and lamb products to consumers; by the 1980s, Hormel began offering a wider range of packaged and refrigerated foods.
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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