JBS N.V. (JBS)vsTarget Corporation (TGT)
JBS
JBS N.V.
$12.24
+0.25%
CONSUMER DEFENSIVE · Cap: $13.11B
TGT
Target Corporation
$122.57
-1.03%
CONSUMER DEFENSIVE · Cap: $55.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Target Corporation generates 21% more annual revenue ($106.38B vs $88.27B). TGT leads profitability with a 3.2% profit margin vs 2.0%. JBS trades at a lower P/E of 7.6x. TGT earns a higher WallStSmart Score of 52/100 (C-).
JBS
Buy50
out of 100
Grade: C-
TGT
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBS.
Margin of Safety
+4.0%
Fair Value
$119.45
Current Price
$122.57
$3.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 22 in profit
Reasonable price relative to book value
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
2.0% margin — thin
Operating margin of 2.4%
Earnings declined 57.2%
Negative free cash flow — burning cash
Expensive relative to growth rate
3.2% margin — thin
Operating margin of 4.5%
Weak financial health signals
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 10.7% demonstrates continued momentum.
Bull Case : TGT
The strongest argument for TGT centers on Market Cap, Return on Equity, Debt/Equity.
Bear Case : JBS
The primary concerns for JBS are Profit Margin, Operating Margin, EPS Growth. Debt-to-equity of 2.81 is elevated, increasing financial risk. Thin 2.0% margins leave little buffer for downturns.
Bear Case : TGT
The primary concerns for TGT are PEG Ratio, Profit Margin, Operating Margin. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBS is growing revenue faster at 10.7% — sustainability is the question.
TGT generates stronger free cash flow (-319M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TGT scores higher overall (52/100 vs 50/100). 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.
Target Corporation
CONSUMER DEFENSIVE · DISCOUNT STORES · USA
Target Corporation is an American retail corporation. Their retail formats include the discount store Target, the hypermarket SuperTarget, and small-format stores previously named CityTarget and TargetExpress before being consolidated under the Target branding.
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