JBS N.V. (JBS)vsTreehouse Foods Inc (THS)
JBS
JBS N.V.
$15.75
+2.67%
CONSUMER DEFENSIVE · Cap: $15.80B
THS
Treehouse Foods Inc
$24.43
0.00%
CONSUMER DEFENSIVE · Cap: $1.23B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 2422% more annual revenue ($84.15B vs $3.34B). JBS leads profitability with a 2.5% profit margin vs -7.2%. THS earns a higher WallStSmart Score of 60/100 (C+).
JBS
Buy51
out of 100
Grade: C-
THS
Buy60
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
Intrinsic value data unavailable for THS.
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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
2.5% margin — thin
Earnings declined 16.2%
Elevated debt levels
0.1% revenue growth
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
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 : THS
The strongest argument for THS centers on PEG Ratio, Price/Book. PEG of 0.30 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 : THS
The primary concerns for THS are Revenue Growth, Market Cap, Debt/Equity.
Key Dynamics to Monitor
JBS profiles as a value stock while THS is a turnaround play — different risk/reward profiles.
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
THS scores higher overall (60/100 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.
Treehouse Foods Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
TreeHouse Foods, Inc. manufactures and distributes private label packaged foods and beverages in the United States and internationally. The company is headquartered in Oak Brook, Illinois.
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