WallStSmart

JBS N.V. (JBS)vsWing Yip Food Holdings Group Limited American Depositary Shares (WYHG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Wing Yip Food Holdings Group Limited American Depositary Shares generates 143% more annual revenue ($204.81B vs $84.15B). WYHG leads profitability with a 3.9% profit margin vs 2.5%. WYHG trades at a lower P/E of 4.9x. JBS earns a higher WallStSmart Score of 51/100 (C-).

JBS

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 5.7Quality: 5.5
Piotroski: 4/9Altman Z: 2.40

WYHG

Avoid

33

out of 100

Grade: F

Growth: 4.0Profit: 4.5Value: 7.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JBSSignificantly Overvalued (-132.0%)

Margin of Safety

-132.0%

Fair Value

$7.00

Current Price

$15.75

$8.75 premium

UndervaluedFair: $7.00Overvalued
WYHGUndervalued (+20.7%)

Margin of Safety

+20.7%

Fair Value

$0.61

Current Price

$0.44

$0.17 discount

UndervaluedFair: $0.61Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JBS3 strengths · Avg: 8.3/10
Return on EquityProfitability
24.1%9/10

Every $100 of equity generates 24 in profit

P/E RatioValuation
13.8x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

WYHG2 strengths · Avg: 10.0/10
P/E RatioValuation
4.9x10/10

Attractively priced relative to earnings

Price/BookValuation
0.1x10/10

Reasonable price relative to book value

Areas to Watch

JBS3 concerns · Avg: 2.0/10
Profit MarginProfitability
2.5%3/10

2.5% margin — thin

EPS GrowthGrowth
-16.2%2/10

Earnings declined 16.2%

Debt/EquityHealth
2.561/10

Elevated debt levels

WYHG4 concerns · Avg: 3.0/10
Market CapQuality
$22.34M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.7%3/10

ROE of 3.7% — below average capital efficiency

Profit MarginProfitability
3.9%3/10

3.9% margin — thin

Operating MarginProfitability
0.1%3/10

Operating margin of 0.1%

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 13.4% demonstrates continued momentum.

Bull Case : WYHG

The strongest argument for WYHG centers on P/E Ratio, 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 : WYHG

The primary concerns for WYHG are Market Cap, Return on Equity, Profit Margin. Thin 3.9% 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

JBS scores higher overall (51/100 vs 33/100) and 13.4% revenue growth. WYHG offers better value entry with a 20.7% margin of safety. Both earn "Buy" and "Avoid" 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.

Wing Yip Food Holdings Group Limited American Depositary Shares

CONSUMER DEFENSIVE · PACKAGED FOODS · China

Wing Yip Food Holdings Group Limited (WYHG) is a prominent distributor in the Asian food sector, specializing in the import and wholesale of a wide range of authentic Asian culinary ingredients across the UK and Europe. With a focus on meeting the surging demand for Asian cuisine, the company serves both retail and foodservice industries, leveraging a robust supply chain and strong international supplier relationships to enhance its market position. Known for its commitment to quality and exceptional customer service, Wing Yip has established itself as a trusted partner in the food industry, poised for continued growth amidst evolving consumer preferences.

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