JBS N.V. (JBS)vsPost Holdings Inc (POST)
JBS
JBS N.V.
$15.75
+2.67%
CONSUMER DEFENSIVE · Cap: $15.80B
POST
Post Holdings Inc
$97.21
+1.24%
CONSUMER DEFENSIVE · Cap: $5.01B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 907% more annual revenue ($84.15B vs $8.36B). POST leads profitability with a 3.8% profit margin vs 2.5%. JBS trades at a lower P/E of 13.8x. POST earns a higher WallStSmart Score of 58/100 (C).
JBS
Buy51
out of 100
Grade: C-
POST
Buy58
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
-199.7%
Fair Value
$36.99
Current Price
$97.21
$60.22 premium
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
Reasonable price relative to book value
Attractively priced relative to earnings
Areas to Watch
2.5% margin — thin
Earnings declined 16.2%
Elevated debt levels
3.8% margin — thin
Weak financial health signals
Earnings declined 3.9%
Distress zone — elevated risk
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 : POST
The strongest argument for POST centers on Price/Book, P/E Ratio. Revenue growth of 10.1% demonstrates continued momentum. PEG of 1.19 suggests the stock is reasonably priced for its growth.
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 : POST
The primary concerns for POST are Profit Margin, Piotroski F-Score, EPS Growth. Thin 3.8% margins leave little buffer for downturns.
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
POST scores higher overall (58/100 vs 51/100) and 10.1% revenue growth. 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.
Post Holdings Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Post Holdings, Inc. is a consumer packaged goods holding company in the United States and internationally. The company is headquartered in St. Louis, Missouri.
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