Hormel Foods Corporation (HRL)vsJohn B Sanfilippo & Son Inc (JBSS)
HRL
Hormel Foods Corporation
$23.62
+1.42%
CONSUMER DEFENSIVE · Cap: $13.62B
JBSS
John B Sanfilippo & Son Inc
$74.29
+0.27%
CONSUMER DEFENSIVE · Cap: $881.51M
Smart Verdict
WallStSmart Research — data-driven comparison
Hormel Foods Corporation generates 949% more annual revenue ($12.22B vs $1.16B). JBSS leads profitability with a 5.8% profit margin vs 3.8%. JBSS appears more attractively valued with a PEG of 1.52. JBSS earns a higher WallStSmart Score of 54/100 (C-).
HRL
Hold49
out of 100
Grade: D+
JBSS
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.1%
Fair Value
$46.15
Current Price
$23.62
$22.53 discount
Margin of Safety
-59.5%
Fair Value
$49.51
Current Price
$74.29
$24.78 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
ROE of 5.9% — below average capital efficiency
3.8% margin — thin
Expensive relative to growth rate
Smaller company, higher risk/reward
5.8% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : HRL
The strongest argument for HRL centers on Price/Book.
Bull Case : JBSS
The strongest argument for JBSS centers on Altman Z-Score, Debt/Equity, P/E Ratio.
Bear Case : HRL
The primary concerns for HRL are PEG Ratio, P/E Ratio, Return on Equity. Thin 3.8% margins leave little buffer for downturns.
Bear Case : JBSS
The primary concerns for JBSS are PEG Ratio, Market Cap, Profit Margin.
Key Dynamics to Monitor
JBSS carries more volatility with a beta of 0.35 — expect wider price swings.
JBSS is growing revenue faster at 8.0% — sustainability is the question.
HRL generates stronger free cash flow (97M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBSS scores higher overall (54/100 vs 49/100). HRL offers better value entry with a 48.1% 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.
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.
John B Sanfilippo & Son Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
John B. Sanfilippo & Son, Inc., along with its subsidiary, JBSS Ventures, LLC, processes and distributes tree nuts and peanuts in the United States. The company is headquartered in Elgin, Illinois.
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