Darling Ingredients Inc (DAR)vsJBS N.V. (JBS)
DAR
Darling Ingredients Inc
$64.38
+0.96%
CONSUMER DEFENSIVE · Cap: $10.12B
JBS
JBS N.V.
$15.91
-1.06%
CONSUMER DEFENSIVE · Cap: $17.22B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 1267% more annual revenue ($86.18B vs $6.31B). DAR leads profitability with a 3.5% profit margin vs 2.4%. JBS trades at a lower P/E of 8.5x. JBS earns a higher WallStSmart Score of 51/100 (C-).
DAR
Hold45
out of 100
Grade: D
JBS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.7%
Fair Value
$67.72
Current Price
$64.38
$3.34 discount
Intrinsic value data unavailable for JBS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Every $100 of equity generates 25 in profit
Reasonable price relative to book value
15.5% revenue growth
Generating 6.0B in free cash flow
Areas to Watch
ROE of 1.5% — below average capital efficiency
3.5% margin — thin
Weak financial health signals
Expensive relative to growth rate
2.4% margin — thin
Operating margin of 4.3%
Weak financial health signals
Earnings declined 10.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : DAR
The strongest argument for DAR centers on Price/Book. Revenue growth of 12.3% demonstrates continued momentum.
Bull Case : JBS
The strongest argument for JBS centers on P/E Ratio, Return on Equity, Price/Book. Revenue growth of 15.5% demonstrates continued momentum.
Bear Case : DAR
The primary concerns for DAR are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 46.2x leaves little room for execution misses. Thin 3.5% margins leave little buffer for downturns.
Bear Case : JBS
The primary concerns for JBS are Profit Margin, Operating Margin, Piotroski F-Score. Debt-to-equity of 2.56 is elevated, increasing financial risk. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
DAR profiles as a value stock while JBS is a growth play — different risk/reward profiles.
JBS is growing revenue faster at 15.5% — sustainability is the question.
JBS generates stronger free cash flow (6.0B), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBS scores higher overall (51/100 vs 45/100) and 15.5% revenue growth. DAR offers better value entry with a 26.7% margin of safety. 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.
Darling Ingredients Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Darling Ingredients Inc. develops, produces and sells natural ingredients from edible and non-edible bio-nutrients. The company is headquartered in Irving, Texas.
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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