JBS N.V. (JBS)vsMcCormick & Company Incorporated (MKC)
JBS
JBS N.V.
$12.24
+0.25%
CONSUMER DEFENSIVE · Cap: $13.11B
MKC
McCormick & Company Incorporated
$47.24
+1.33%
CONSUMER DEFENSIVE · Cap: $13.16B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 1142% more annual revenue ($88.27B vs $7.11B). MKC leads profitability with a 23.1% profit margin vs 2.0%. JBS trades at a lower P/E of 7.6x. MKC earns a higher WallStSmart Score of 80/100 (A-).
JBS
Buy50
out of 100
Grade: C-
MKC
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBS.
Margin of Safety
+25.2%
Fair Value
$94.33
Current Price
$47.24
$47.09 discount
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
Attractively priced relative to earnings
Earnings expanding 528.0% YoY
Every $100 of equity generates 24 in profit
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
16.7% revenue growth
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
Distress zone — elevated risk
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 : MKC
The strongest argument for MKC centers on P/E Ratio, EPS Growth, Return on Equity. Profitability is solid with margins at 23.1% and operating margin at 14.3%. Revenue growth of 16.7% demonstrates continued momentum.
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 : MKC
The primary concerns for MKC are PEG Ratio, Altman Z-Score.
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 16.7% — sustainability is the question.
MKC generates stronger free cash flow (18M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MKC scores higher overall (80/100 vs 50/100), backed by strong 23.1% margins and 16.7% revenue growth. Both earn "Exceptional 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.
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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