JBS N.V. (JBS)vsSmithfield Foods, Inc. Common Stock (SFD)
JBS
JBS N.V.
$12.59
-0.20%
CONSUMER DEFENSIVE · Cap: $14.50B
SFD
Smithfield Foods, Inc. Common Stock
$20.26
-1.60%
CONSUMER DEFENSIVE · Cap: $8.65B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 489% more annual revenue ($91.17B vs $15.47B). SFD leads profitability with a 6.8% profit margin vs 1.2%. SFD trades at a lower P/E of 8.2x. SFD earns a higher WallStSmart Score of 50/100 (C-).
JBS
Hold39
out of 100
Grade: F
SFD
Buy50
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 78 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Earnings expanding 25.5% YoY
Areas to Watch
1.2% margin — thin
Operating margin of 3.1%
Earnings declined 57.2%
Elevated debt levels
6.8% margin — thin
Revenue declined 2.3%
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 13.8% demonstrates continued momentum.
Bull Case : SFD
The strongest argument for SFD centers on P/E Ratio, Price/Book, Altman Z-Score.
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 : SFD
The primary concerns for SFD are Profit Margin, Revenue Growth.
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
SFD scores higher overall (50/100 vs 39/100). 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.
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.
Smithfield Foods, Inc. Common Stock
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Smithfield Foods, Inc. manufactures and markets packaged meats and fresh pork in the United States and internationally.
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