Campbell’s Co (CPB)vsJBS N.V. (JBS)
CPB
Campbell’s Co
$21.00
+0.29%
CONSUMER DEFENSIVE · Cap: $6.52B
JBS
JBS N.V.
$12.51
-0.64%
CONSUMER DEFENSIVE · Cap: $14.50B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 836% more annual revenue ($91.17B vs $9.74B). CPB leads profitability with a 4.1% profit margin vs 1.2%. JBS trades at a lower P/E of 12.5x. CPB earns a higher WallStSmart Score of 65/100 (C+).
CPB
Buy65
out of 100
Grade: C+
JBS
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.3%
Fair Value
$40.89
Current Price
$21.00
$19.89 discount
Intrinsic value data unavailable for JBS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 86.4% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 78 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
4.1% margin — thin
Elevated debt levels
Weak financial health signals
Revenue declined 7.9%
1.2% margin — thin
Operating margin of 3.1%
Earnings declined 57.2%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CPB
The strongest argument for CPB centers on EPS Growth, PEG Ratio, P/E Ratio. PEG of 0.56 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : CPB
The primary concerns for CPB are Profit Margin, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.85 is elevated, increasing financial risk. Thin 4.1% margins leave little buffer for downturns.
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.
Key Dynamics to Monitor
JBS is growing revenue faster at 13.8% — sustainability is the question.
JBS generates stronger free cash flow (240M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CPB scores higher overall (65/100 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.
Campbell’s Co
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Campbell Soup Company, doing business as Campbell's, is an American processed food and snack company.
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.
Compare with Other PACKAGED FOODS Stocks
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