JBS N.V. (JBS)vsThe J. M. Smucker Company (SJM)
JBS
JBS N.V.
$12.59
-0.20%
CONSUMER DEFENSIVE · Cap: $14.50B
SJM
The J. M. Smucker Company
$121.14
+0.06%
CONSUMER DEFENSIVE · Cap: $13.32B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 896% more annual revenue ($91.17B vs $9.16B). SJM leads profitability with a 2.5% profit margin vs 1.2%. JBS trades at a lower P/E of 12.5x. SJM earns a higher WallStSmart Score of 51/100 (C-).
JBS
Hold39
out of 100
Grade: F
SJM
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBS.
Margin of Safety
+14.2%
Fair Value
$129.41
Current Price
$121.14
$8.27 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
Areas to Watch
1.2% margin — thin
Operating margin of 3.1%
Earnings declined 57.2%
Elevated debt levels
Expensive relative to growth rate
2.5% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
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 : SJM
The strongest argument for SJM centers on Price/Book.
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 : SJM
The primary concerns for SJM are PEG Ratio, Profit Margin, Debt/Equity. A P/E of 58.3x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBS is growing revenue faster at 13.8% — sustainability is the question.
SJM generates stronger free cash flow (484M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SJM scores higher overall (51/100 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.
The J. M. Smucker Company
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
The J. M. Smucker Company, also known as Smucker and Smucker's, is an American manufacturer of jam, peanut butter, jelly, fruit syrups, beverages, shortening, ice cream toppings, and other products in North America. Smucker's headquarters are located in Orrville, Ohio.
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