JBS N.V. (JBS)vsJ & J Snack Foods Corp (JJSF)
JBS
JBS N.V.
$11.52
-3.24%
CONSUMER DEFENSIVE · Cap: $40.39B
JJSF
J & J Snack Foods Corp
$78.72
+0.87%
CONSUMER DEFENSIVE · Cap: $1.47B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 5879% more annual revenue ($91.17B vs $1.52B). JJSF leads profitability with a 3.2% profit margin vs 1.2%. JBS trades at a lower P/E of 11.5x. JJSF earns a higher WallStSmart Score of 45/100 (D).
JBS
Hold39
out of 100
Grade: F
JJSF
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBS.
Margin of Safety
+26.2%
Fair Value
$111.47
Current Price
$78.72
$32.75 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 78 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
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
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 6.6% — below average capital efficiency
3.2% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : JBS
The strongest argument for JBS centers on P/E Ratio, Price/Book, Return on Equity. Revenue growth of 13.8% demonstrates continued momentum.
Bull Case : JJSF
The strongest argument for JJSF centers on Altman Z-Score, Debt/Equity, Price/Book.
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 : JJSF
The primary concerns for JJSF are P/E Ratio, Market Cap, Return on Equity. Thin 3.2% margins leave little buffer for downturns.
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
JJSF scores higher overall (45/100 vs 39/100). Both earn "Hold" 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.
J & J Snack Foods Corp
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
J & J Snack Foods Corp. The company is headquartered in Pennsauken, New Jersey.
Visit Website →Compare with Other PACKAGED FOODS Stocks
Want to dig deeper into these stocks?