JBS N.V. (JBS)vsJohn B Sanfilippo & Son Inc (JBSS)
JBS
JBS N.V.
$12.59
-0.20%
CONSUMER DEFENSIVE · Cap: $14.50B
JBSS
John B Sanfilippo & Son Inc
$70.26
-0.82%
CONSUMER DEFENSIVE · Cap: $863.86M
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 7655% more annual revenue ($91.17B vs $1.18B). JBSS leads profitability with a 5.3% profit margin vs 1.2%. JBS trades at a lower P/E of 12.5x. JBSS earns a higher WallStSmart Score of 51/100 (C-).
JBS
Hold39
out of 100
Grade: F
JBSS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBS.
Margin of Safety
-53.3%
Fair Value
$51.52
Current Price
$70.26
$18.74 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 78 in profit
Attractively priced relative to earnings
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
1.2% margin — thin
Operating margin of 3.1%
Earnings declined 57.2%
Elevated debt levels
Expensive relative to growth rate
4.2% revenue growth
Smaller company, higher risk/reward
5.3% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : JBS
The strongest argument for JBS centers on Return on Equity, P/E Ratio, Price/Book. Revenue growth of 13.8% 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 2.97 is elevated, increasing financial risk. Thin 1.2% margins leave little buffer for downturns.
Bear Case : JBSS
The primary concerns for JBSS are PEG Ratio, Revenue Growth, Market Cap.
Key Dynamics to Monitor
JBS is growing revenue faster at 13.8% — sustainability is the question.
JBS generates stronger free cash flow (240M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBSS scores higher overall (51/100 vs 39/100). 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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