JBS N.V. (JBS)vsMcCormick & Company Incorporated (MKC-V)
JBS
JBS N.V.
$15.91
-1.06%
CONSUMER DEFENSIVE · Cap: $17.22B
MKC-V
McCormick & Company Incorporated
$48.96
-3.73%
CONSUMER DEFENSIVE · Cap: $13.67B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 1112% more annual revenue ($86.18B vs $7.11B). MKC-V leads profitability with a 23.1% profit margin vs 2.4%. MKC-V trades at a lower P/E of 8.3x. MKC-V earns a higher WallStSmart Score of 74/100 (B).
JBS
Buy51
out of 100
Grade: C-
MKC-V
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBS.
Margin of Safety
+81.0%
Fair Value
$379.48
Current Price
$48.96
$330.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 25 in profit
Reasonable price relative to book value
15.5% revenue growth
Generating 6.0B in free cash flow
Attractively priced relative to earnings
Earnings expanding 528.0% YoY
Every $100 of equity generates 25 in profit
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
16.7% revenue growth
Areas to Watch
2.4% margin — thin
Operating margin of 4.3%
Weak financial health signals
Earnings declined 10.5%
Expensive relative to growth rate
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 15.5% demonstrates continued momentum.
Bull Case : MKC-V
The strongest argument for MKC-V 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, Piotroski F-Score. Debt-to-equity of 2.56 is elevated, increasing financial risk. Thin 2.4% margins leave little buffer for downturns.
Bear Case : MKC-V
The primary concerns for MKC-V are PEG Ratio.
Key Dynamics to Monitor
MKC-V is growing revenue faster at 16.7% — sustainability is the question.
JBS generates stronger free cash flow (6.0B), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MKC-V scores higher overall (74/100 vs 51/100), backed by strong 23.1% margins and 16.7% revenue growth. Both earn "Strong 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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