Conagra Brands, Inc. (CAG)vsJBS N.V. (JBS)
CAG
Conagra Brands, Inc.
$15.50
+0.45%
CONSUMER DEFENSIVE · Cap: $6.83B
JBS
JBS N.V.
$14.23
+2.15%
CONSUMER DEFENSIVE · Cap: $40.39B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 682% more annual revenue ($88.27B vs $11.28B). JBS leads profitability with a 2.0% profit margin vs -17.0%. CAG earns a higher WallStSmart Score of 53/100 (C-).
CAG
Buy53
out of 100
Grade: C-
JBS
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.5%
Fair Value
$21.88
Current Price
$15.50
$6.38 discount
Intrinsic value data unavailable for JBS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 39.0% YoY
Attractively priced relative to earnings
Every $100 of equity generates 22 in profit
Reasonable price relative to book value
Areas to Watch
3.6% revenue growth
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
2.0% margin — thin
Operating margin of 2.4%
Earnings declined 57.2%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CAG
The strongest argument for CAG centers on Price/Book, EPS Growth.
Bull Case : JBS
The strongest argument for JBS centers on P/E Ratio, Return on Equity, Price/Book. Revenue growth of 10.7% demonstrates continued momentum.
Bear Case : CAG
The primary concerns for CAG are Revenue Growth, Debt/Equity, Piotroski F-Score.
Bear Case : JBS
The primary concerns for JBS are Profit Margin, Operating Margin, EPS Growth. Debt-to-equity of 2.81 is elevated, increasing financial risk. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
CAG profiles as a turnaround stock while JBS is a value play — different risk/reward profiles.
JBS is growing revenue faster at 10.7% — sustainability is the question.
CAG generates stronger free cash flow (397M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CAG scores higher overall (53/100 vs 45/100). 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.
Conagra Brands, Inc.
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Conagra Brands, Inc. (formerly ConAgra Foods) is an American consumer packaged goods holding company headquartered in Chicago, Illinois. Conagra makes and sells products under various brand names that are available in supermarkets, restaurants, and food service establishments.
Visit Website →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.
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