JBS N.V. (JBS)vsThe J. M. Smucker Company (SJM)
JBS
JBS N.V.
$15.75
+2.67%
CONSUMER DEFENSIVE · Cap: $15.80B
SJM
The J. M. Smucker Company
$95.39
-1.52%
CONSUMER DEFENSIVE · Cap: $10.33B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 843% more annual revenue ($84.15B vs $8.93B). JBS leads profitability with a 2.5% profit margin vs -14.1%. JBS earns a higher WallStSmart Score of 51/100 (C-).
JBS
Buy51
out of 100
Grade: C-
SJM
Hold48
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
Intrinsic value data unavailable for SJM.
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
Reasonable price relative to book value
Areas to Watch
2.5% margin — thin
Earnings declined 16.2%
Elevated debt levels
Expensive relative to growth rate
ROE of -20.7% — below average capital efficiency
Earnings declined 2.6%
Distress zone — elevated risk
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 : SJM
The strongest argument for SJM centers on Price/Book.
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 : SJM
The primary concerns for SJM are PEG Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
JBS profiles as a value stock while SJM is a turnaround play — different risk/reward profiles.
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 48/100) 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.
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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