JBS N.V. (JBS)vsUSANA Health Sciences Inc (USNA)
JBS
JBS N.V.
$15.75
+2.67%
CONSUMER DEFENSIVE · Cap: $15.80B
USNA
USANA Health Sciences Inc
$17.20
+1.12%
CONSUMER DEFENSIVE · Cap: $313.95M
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 8995% more annual revenue ($84.15B vs $925.26M). JBS leads profitability with a 2.5% profit margin vs 1.2%. JBS trades at a lower P/E of 13.8x. USNA earns a higher WallStSmart Score of 54/100 (C-).
JBS
Buy51
out of 100
Grade: C-
USNA
Buy54
out of 100
Grade: C-
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
-432.0%
Fair Value
$3.94
Current Price
$17.20
$13.26 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
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
2.5% margin — thin
Earnings declined 16.2%
Elevated debt levels
Moderate valuation
Smaller company, higher risk/reward
ROE of 2.0% — below average capital efficiency
1.2% margin — thin
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 : USNA
The strongest argument for USNA centers on Price/Book, PEG Ratio. PEG of 0.71 suggests the stock is reasonably priced for its growth.
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 : USNA
The primary concerns for USNA are P/E Ratio, Market Cap, Return on Equity. Thin 1.2% margins leave little buffer for downturns.
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
USNA scores higher overall (54/100 vs 51/100). Both earn "Buy" and "Buy" 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.
USANA Health Sciences Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
USANA Health Sciences, Inc. develops, manufactures, and sells science-based nutritional and personal care products. The company is headquartered in Salt Lake City, Utah.
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