WallStSmart

JBS N.V. (JBS)vsPilgrims Pride Corp (PPC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JBS N.V. generates 395% more annual revenue ($91.17B vs $18.44B). PPC leads profitability with a 3.0% profit margin vs 1.2%. JBS trades at a lower P/E of 12.5x. PPC earns a higher WallStSmart Score of 49/100 (D+).

JBS

Hold

39

out of 100

Grade: F

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

PPC

Hold

49

out of 100

Grade: D+

Growth: 2.7Profit: 6.0Value: 6.7Quality: 6.5
Piotroski: 4/9Altman Z: 3.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for JBS.

PPCSignificantly Overvalued (-23.6%)

Margin of Safety

-23.6%

Fair Value

$34.94

Current Price

$30.24

$4.70 premium

UndervaluedFair: $34.94Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JBS3 strengths · Avg: 8.7/10
Return on EquityProfitability
77.9%10/10

Every $100 of equity generates 78 in profit

P/E RatioValuation
12.5x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

PPC5 strengths · Avg: 9.0/10
PEG RatioValuation
0.4910/10

Growing faster than its price suggests

Altman Z-ScoreHealth
3.1110/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
23.9%9/10

Every $100 of equity generates 24 in profit

P/E RatioValuation
13.1x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

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

PPC4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.0%3/10

3.0% margin — thin

Operating MarginProfitability
1.6%3/10

Operating margin of 1.6%

Revenue GrowthGrowth
-2.8%2/10

Revenue declined 2.8%

EPS GrowthGrowth
-96.2%2/10

Earnings declined 96.2%

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 : PPC

The strongest argument for PPC centers on PEG Ratio, Altman Z-Score, Return on Equity. PEG of 0.49 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 : PPC

The primary concerns for PPC are Profit Margin, Operating Margin, Revenue Growth. Thin 3.0% 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

PPC scores higher overall (49/100 vs 39/100). Both earn "Hold" 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.

Pilgrims Pride Corp

CONSUMER DEFENSIVE · PACKAGED FOODS · USA

Pilgrim's Pride Corporation produces, processes, markets and distributes fresh, frozen and value-added chicken and pork products to retailers, distributors and food service operators in the United States, the United Kingdom, Mexico, France, Puerto Rico, the Countries Low, rest of Europe, Middle East, Asia and internationally. The company is headquartered in Greeley, Colorado.

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