JBS N.V. (JBS)vsJohn B Sanfilippo & Son Inc (JBSS)
JBS
JBS N.V.
$14.23
+2.15%
CONSUMER DEFENSIVE · Cap: $40.39B
JBSS
John B Sanfilippo & Son Inc
$84.36
-0.31%
CONSUMER DEFENSIVE · Cap: $949.08M
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 7481% more annual revenue ($88.27B vs $1.16B). JBSS leads profitability with a 5.8% profit margin vs 2.0%. JBS trades at a lower P/E of 7.6x. JBSS earns a higher WallStSmart Score of 54/100 (C-).
JBS
Hold45
out of 100
Grade: D+
JBSS
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBS.
Margin of Safety
-56.9%
Fair Value
$50.34
Current Price
$84.36
$34.02 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 22 in profit
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
2.0% margin — thin
Operating margin of 2.4%
Earnings declined 57.2%
Negative free cash flow — burning cash
Expensive relative to growth rate
Smaller company, higher risk/reward
5.8% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : JBSS
The strongest argument for JBSS centers on Altman Z-Score, Debt/Equity, P/E 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.
Bear Case : JBSS
The primary concerns for JBSS are PEG Ratio, Market Cap, Profit Margin.
Key Dynamics to Monitor
JBS is growing revenue faster at 10.7% — sustainability is the question.
JBSS generates stronger free cash flow (-21M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBSS scores higher overall (54/100 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.
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.
John B Sanfilippo & Son Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
John B. Sanfilippo & Son, Inc., along with its subsidiary, JBSS Ventures, LLC, processes and distributes tree nuts and peanuts in the United States. The company is headquartered in Elgin, Illinois.
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