WallStSmart

Farmer Bros. Co (FARM)vsJBS N.V. (JBS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JBS N.V. generates 25419% more annual revenue ($86.18B vs $337.72M). JBS leads profitability with a 2.4% profit margin vs -5.5%. JBS earns a higher WallStSmart Score of 51/100 (C-).

FARM

Avoid

34

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 4.0Quality: 5.0

JBS

Buy

51

out of 100

Grade: C-

Growth: 5.3Profit: 6.0Value: 6.7Quality: 5.0
Piotroski: 2/9Altman Z: 2.58

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FARM1 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

JBS5 strengths · Avg: 8.6/10
P/E RatioValuation
8.5x10/10

Attractively priced relative to earnings

Return on EquityProfitability
25.3%9/10

Every $100 of equity generates 25 in profit

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.5%8/10

15.5% revenue growth

Free Cash FlowQuality
$6.00B8/10

Generating 6.0B in free cash flow

Areas to Watch

FARM4 concerns · Avg: 2.3/10
Market CapQuality
$28.09M3/10

Smaller company, higher risk/reward

PEG RatioValuation
7.452/10

Expensive relative to growth rate

Return on EquityProfitability
-48.3%2/10

ROE of -48.3% — below average capital efficiency

Revenue GrowthGrowth
-1.2%2/10

Revenue declined 1.2%

JBS4 concerns · Avg: 2.8/10
Profit MarginProfitability
2.4%3/10

2.4% margin — thin

Operating MarginProfitability
4.3%3/10

Operating margin of 4.3%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-10.5%2/10

Earnings declined 10.5%

Comparative Analysis Report

WallStSmart Research

Bull Case : FARM

The strongest argument for FARM centers on Price/Book.

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 : FARM

The primary concerns for FARM are Market Cap, PEG Ratio, Return on Equity.

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

FARM profiles as a turnaround 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 34/100) and 15.5% revenue growth. 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.

Farmer Bros. Co

CONSUMER DEFENSIVE · PACKAGED FOODS · USA

Farmer Bros. The company is headquartered in Northlake, Texas.

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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