JBS N.V. (JBS)vsJohn B Sanfilippo & Son Inc (JBSS)
JBS
JBS N.V.
$15.75
+2.67%
CONSUMER DEFENSIVE · Cap: $15.80B
JBSS
John B Sanfilippo & Son Inc
$76.89
-0.12%
CONSUMER DEFENSIVE · Cap: $790.06M
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 7349% more annual revenue ($84.15B vs $1.13B). JBSS leads profitability with a 5.8% profit margin vs 2.5%. JBSS trades at a lower P/E of 12.1x. JBSS earns a higher WallStSmart Score of 64/100 (C+).
JBS
Buy51
out of 100
Grade: C-
JBSS
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-132.0%
Fair Value
$7.00
Current Price
$15.75
$8.75 premium
Margin of Safety
+70.0%
Fair Value
$263.02
Current Price
$76.89
$186.13 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 59.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
2.5% margin — thin
Earnings declined 16.2%
Elevated debt levels
Expensive relative to growth rate
Smaller company, higher risk/reward
5.8% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : JBS
The strongest argument for JBS centers on Return on Equity, P/E Ratio, Price/Book. Revenue growth of 13.4% demonstrates continued momentum.
Bull Case : JBSS
The strongest argument for JBSS centers on EPS Growth, P/E Ratio, Price/Book.
Bear Case : JBS
The primary concerns for JBS are Profit Margin, EPS Growth, Debt/Equity. Debt-to-equity of 2.56 is elevated, increasing financial risk. Thin 2.5% 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
JBS is growing revenue faster at 13.4% — sustainability is the question.
JBS generates stronger free cash flow (543M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBSS scores higher overall (64/100 vs 51/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
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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