JBS N.V. (JBS)vsProcter & Gamble Company (PG)
JBS
JBS N.V.
$16.06
+2.36%
CONSUMER DEFENSIVE · Cap: $17.43B
PG
Procter & Gamble Company
$146.46
+0.43%
CONSUMER DEFENSIVE · Cap: $342.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Procter & Gamble Company generates 1% more annual revenue ($86.72B vs $86.18B). PG leads profitability with a 19.2% profit margin vs 2.4%. JBS trades at a lower P/E of 8.6x. PG earns a higher WallStSmart Score of 61/100 (C+).
JBS
Hold49
out of 100
Grade: D+
PG
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBS.
Margin of Safety
-37.3%
Fair Value
$107.17
Current Price
$146.46
$39.29 premium
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
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Safe zone — low bankruptcy risk
Strong operational efficiency at 23.1%
Generating 3.0B in free cash flow
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 : PG
The strongest argument for PG centers on Market Cap, Return on Equity, Altman Z-Score. Profitability is solid with margins at 19.2% and operating margin at 23.1%.
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 : PG
The primary concerns for PG are PEG Ratio.
Key Dynamics to Monitor
JBS profiles as a growth stock while PG is a mature play — different risk/reward profiles.
JBS is growing revenue faster at 15.5% — 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
PG scores higher overall (61/100 vs 49/100), backed by strong 19.2% margins. Both earn "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.
Procter & Gamble Company
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
The Procter & Gamble Company (P&G) is an American multinational consumer goods corporation headquartered in Cincinnati, Ohio, founded in 1837 by William Procter and James Gamble. It specializes in a wide range of personal health, consumer health, personal care, and hygiene products; these products are organized into several segments including Beauty; Grooming; Health Care; Fabric & Home Care; and Baby, Feminine, & Family Care. Before the sale of Pringles to Kellogg's, its product portfolio also included food, snacks, and beverages.
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