JBS N.V. (JBS)vsLamb Weston Holdings Inc (LW)
JBS
JBS N.V.
$11.88
-1.16%
CONSUMER DEFENSIVE · Cap: $40.85B
LW
Lamb Weston Holdings Inc
$53.49
-0.54%
CONSUMER DEFENSIVE · Cap: $7.38B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 1276% more annual revenue ($91.17B vs $6.62B). LW leads profitability with a 3.9% profit margin vs 1.2%. JBS trades at a lower P/E of 11.6x. LW earns a higher WallStSmart Score of 49/100 (D+).
JBS
Hold41
out of 100
Grade: D
LW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBS.
Margin of Safety
+26.6%
Fair Value
$68.43
Current Price
$53.49
$14.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 78 in profit
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
1.2% margin — thin
Operating margin of 3.1%
Earnings declined 57.2%
Elevated debt levels
Moderate valuation
0.7% revenue growth
3.9% margin — thin
Earnings declined 54.3%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : LW
The strongest argument for LW centers on PEG Ratio. PEG of 0.74 suggests the stock is reasonably priced for its growth.
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.
Bear Case : LW
The primary concerns for LW are P/E Ratio, Revenue Growth, Profit Margin. Debt-to-equity of 2.17 is elevated, increasing financial risk. Thin 3.9% 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
LW scores higher overall (49/100 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.
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.
Lamb Weston Holdings Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Lamb Weston Holdings, Inc. is an American food processing company that is one of the world's largest producers and processors of frozen french fries and other frozen potato products. It is headquartered in Eagle, Idaho.
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