JBS N.V. (JBS)vsMcCormick & Company Incorporated (MKC)
JBS
JBS N.V.
$12.20
-1.93%
CONSUMER DEFENSIVE · Cap: $40.85B
MKC
McCormick & Company Incorporated
$48.82
+3.24%
CONSUMER DEFENSIVE · Cap: $12.39B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 1086% more annual revenue ($91.17B vs $7.69B). MKC leads profitability with a 19.4% profit margin vs 1.2%. MKC trades at a lower P/E of 8.6x. MKC earns a higher WallStSmart Score of 65/100 (B-).
JBS
Hold41
out of 100
Grade: D
MKC
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBS.
Margin of Safety
+28.6%
Fair Value
$98.78
Current Price
$48.82
$49.96 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 78 in profit
Reasonable price relative to book value
Attractively priced relative to earnings
Every $100 of equity generates 21 in profit
Reasonable price relative to book value
17.4% revenue growth
Areas to Watch
1.2% margin — thin
Operating margin of 3.1%
Earnings declined 57.2%
Elevated debt levels
Distress zone — elevated risk
Expensive relative to growth rate
Earnings declined 57.1%
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 13.8% demonstrates continued momentum.
Bull Case : MKC
The strongest argument for MKC centers on P/E Ratio, Return on Equity, Price/Book. Profitability is solid with margins at 19.4% and operating margin at 17.8%. Revenue growth of 17.4% demonstrates continued momentum.
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 : MKC
The primary concerns for MKC are Altman Z-Score, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
JBS profiles as a value stock while MKC is a growth play — different risk/reward profiles.
MKC is growing revenue faster at 17.4% — 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
MKC scores higher overall (65/100 vs 41/100), backed by strong 19.4% margins and 17.4% revenue growth. Both earn "Strong 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.
McCormick & Company Incorporated
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
McCormick & Company is an American multinational food company that manufactures, markets, and distributes spices, seasoning mixes, condiments, and other flavoring products to retail outlets, food manufacturers, and foodservice businesses.
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