Hormel Foods Corporation (HRL)vsJBS N.V. (JBS)
HRL
Hormel Foods Corporation
$21.28
+1.82%
CONSUMER DEFENSIVE · Cap: $11.34B
JBS
JBS N.V.
$12.49
+2.67%
CONSUMER DEFENSIVE · Cap: $40.85B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 651% more annual revenue ($91.17B vs $12.15B). HRL leads profitability with a 2.8% profit margin vs 1.2%. JBS trades at a lower P/E of 11.6x. HRL earns a higher WallStSmart Score of 50/100 (D+).
HRL
Hold50
out of 100
Grade: D+
JBS
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.1%
Fair Value
$44.44
Current Price
$21.28
$23.16 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 78 in profit
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of 4.4% — below average capital efficiency
2.8% margin — thin
Revenue declined 2.4%
1.2% margin — thin
Operating margin of 3.1%
Earnings declined 57.2%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : HRL
The strongest argument for HRL centers on Price/Book. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bull Case : JBS
The strongest argument for JBS centers on P/E Ratio, Return on Equity, Price/Book. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : HRL
The primary concerns for HRL are P/E Ratio, Return on Equity, Profit Margin. Thin 2.8% 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
HRL scores higher overall (50/100 vs 41/100). Both earn "Hold" 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.
Hormel Foods Corporation
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Hormel Foods Corporation is an American company founded in 1891 in Austin, Minnesota, by George A. Hormel as George A. Hormel & Company. Originally focusing on the packaging and selling of ham, Spam, sausage and other pork, chicken, beef and lamb products to consumers; by the 1980s, Hormel began offering a wider range of packaged and refrigerated foods.
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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