WallStSmart

JBS N.V. (JBS)vsNocera Inc (NCRA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JBS N.V. generates 1313166% more annual revenue ($91.17B vs $6.94M). JBS leads profitability with a 1.2% profit margin vs -73.3%. JBS earns a higher WallStSmart Score of 39/100 (F).

JBS

Hold

39

out of 100

Grade: F

Growth: 4.7Profit: 6.0Value: 6.0Quality: 6.0
Piotroski: 6/9Altman Z: 2.62

NCRA

Avoid

29

out of 100

Grade: F

Growth: 2.0Profit: 2.0Value: 6.7Quality: 6.5
Piotroski: 3/9Altman Z: -2.21
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for JBS.

NCRAUndervalued (+73.2%)

Margin of Safety

+73.2%

Fair Value

$1.82

Current Price

$1.75

$0.07 discount

UndervaluedFair: $1.82Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JBS4 strengths · Avg: 8.5/10
Return on EquityProfitability
77.9%10/10

Every $100 of equity generates 78 in profit

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.07B8/10

Generating 1.1B in free cash flow

NCRA2 strengths · Avg: 10.0/10
Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Areas to Watch

JBS4 concerns · Avg: 2.3/10
Profit MarginProfitability
1.2%3/10

1.2% margin — thin

Operating MarginProfitability
3.1%3/10

Operating margin of 3.1%

EPS GrowthGrowth
-57.2%2/10

Earnings declined 57.2%

Debt/EquityHealth
2.971/10

Elevated debt levels

NCRA4 concerns · Avg: 2.5/10
Market CapQuality
$2.98M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-446.0%2/10

ROE of -446.0% — below average capital efficiency

Revenue GrowthGrowth
-46.1%2/10

Revenue declined 46.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : JBS

The strongest argument for JBS centers on Return on Equity, P/E Ratio, Price/Book. Revenue growth of 13.8% demonstrates continued momentum.

Bull Case : NCRA

The strongest argument for NCRA centers on Price/Book, Debt/Equity.

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 : NCRA

The primary concerns for NCRA are Market Cap, Piotroski F-Score, Return on Equity.

Key Dynamics to Monitor

JBS profiles as a value stock while NCRA is a turnaround play — different risk/reward profiles.

JBS is growing revenue faster at 13.8% — sustainability is the question.

JBS generates stronger free cash flow (1.1B), providing more financial flexibility.

Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

JBS scores higher overall (39/100 vs 29/100) and 13.8% revenue growth. NCRA offers better value entry with a 73.2% margin of safety. Both earn "Hold" and "Avoid" 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.

Nocera Inc

CONSUMER DEFENSIVE · PACKAGED FOODS · USA

Nocera, Inc., designs, develops and manufactures land-based recirculating aquaculture systems for fish farming in Taiwan. The company is headquartered in New Taipei City, Taiwan.

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