JBS N.V. (JBS)vsSmithfield Foods, Inc. Common Stock (SFD)
JBS
JBS N.V.
$15.75
+2.67%
CONSUMER DEFENSIVE · Cap: $15.80B
SFD
Smithfield Foods, Inc. Common Stock
$24.99
+2.08%
CONSUMER DEFENSIVE · Cap: $9.62B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 452% more annual revenue ($84.15B vs $15.26B). SFD leads profitability with a 5.7% profit margin vs 2.5%. SFD trades at a lower P/E of 9.8x. JBS earns a higher WallStSmart Score of 51/100 (C-).
JBS
Buy51
out of 100
Grade: C-
SFD
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-132.0%
Fair Value
$7.00
Current Price
$15.75
$8.75 premium
Margin of Safety
-45.3%
Fair Value
$17.07
Current Price
$24.99
$7.92 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
2.5% margin — thin
Earnings declined 16.2%
Elevated debt levels
5.7% margin — thin
Weak financial health signals
Earnings declined 17.6%
Negative free cash flow — burning cash
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 13.4% demonstrates continued momentum.
Bull Case : SFD
The strongest argument for SFD centers on P/E Ratio, Price/Book. Revenue growth of 12.4% demonstrates continued momentum.
Bear Case : JBS
The primary concerns for JBS are Profit Margin, EPS Growth, Debt/Equity. Debt-to-equity of 2.56 is elevated, increasing financial risk. Thin 2.5% margins leave little buffer for downturns.
Bear Case : SFD
The primary concerns for SFD are Profit Margin, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
JBS is growing revenue faster at 13.4% — sustainability is the question.
JBS generates stronger free cash flow (543M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBS scores higher overall (51/100 vs 46/100) and 13.4% revenue growth. 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.
Smithfield Foods, Inc. Common Stock
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Smithfield Foods, Inc. manufactures and markets packaged meats and fresh pork in the United States and internationally.
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