JBS N.V. (JBS)vsLamb Weston Holdings Inc (LW)
JBS
JBS N.V.
$15.75
+2.67%
CONSUMER DEFENSIVE · Cap: $15.80B
LW
Lamb Weston Holdings Inc
$41.79
+0.72%
CONSUMER DEFENSIVE · Cap: $5.78B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 1200% more annual revenue ($84.15B vs $6.47B). LW leads profitability with a 6.1% profit margin vs 2.5%. JBS trades at a lower P/E of 13.8x. LW earns a higher WallStSmart Score of 57/100 (C).
JBS
Buy51
out of 100
Grade: C-
LW
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-132.0%
Fair Value
$7.00
Current Price
$15.75
$8.75 premium
Margin of Safety
-167.7%
Fair Value
$18.77
Current Price
$41.79
$23.02 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
2.5% margin — thin
Earnings declined 16.2%
Elevated debt levels
1.1% revenue growth
Grey zone — moderate risk
6.1% margin — thin
Weak financial health signals
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 13.4% demonstrates continued momentum.
Bull Case : LW
The strongest argument for LW centers on Return on Equity, PEG Ratio, P/E Ratio. PEG of 0.77 suggests the stock is reasonably priced for its growth.
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.
Bear Case : LW
The primary concerns for LW are Revenue Growth, Altman Z-Score, Profit Margin. Debt-to-equity of 2.25 is elevated, increasing financial risk.
Key Dynamics to Monitor
JBS is growing revenue faster at 13.4% — 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
LW scores higher overall (57/100 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.
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.
Lamb Weston Holdings Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Lamb Weston Holdings, Inc. is an American food processing company that is one of the world's largest producers and processors of frozen french fries and other frozen potato products. It is headquartered in Eagle, Idaho.
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