JBS N.V. (JBS)vsPost Holdings Inc (POST)
JBS
JBS N.V.
$12.59
-0.20%
CONSUMER DEFENSIVE · Cap: $14.50B
POST
Post Holdings Inc
$80.19
-0.11%
CONSUMER DEFENSIVE · Cap: $3.67B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 984% more annual revenue ($91.17B vs $8.41B). POST leads profitability with a 3.5% profit margin vs 1.2%. JBS trades at a lower P/E of 12.5x. POST earns a higher WallStSmart Score of 52/100 (C-).
JBS
Hold39
out of 100
Grade: F
POST
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBS.
Margin of Safety
+25.2%
Fair Value
$148.26
Current Price
$80.19
$68.07 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 78 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Attractively priced relative to earnings
Areas to Watch
1.2% margin — thin
Operating margin of 3.1%
Earnings declined 57.2%
Elevated debt levels
3.5% margin — thin
Weak financial health signals
Revenue declined 1.8%
Earnings declined 27.9%
Comparative Analysis Report
WallStSmart ResearchBull 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 : POST
The strongest argument for POST centers on Price/Book, P/E Ratio. PEG of 1.17 suggests the stock is reasonably priced for its growth.
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 : POST
The primary concerns for POST are Profit Margin, Piotroski F-Score, Revenue Growth. Debt-to-equity of 2.48 is elevated, increasing financial risk. Thin 3.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBS is growing revenue faster at 13.8% — 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
POST scores higher overall (52/100 vs 39/100). 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.
Post Holdings Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Post Holdings, Inc. is a consumer packaged goods holding company in the United States and internationally. The company is headquartered in St. Louis, Missouri.
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