JBS N.V. (JBS)vsUnilever PLC ADR (UL)
JBS
JBS N.V.
$16.06
+2.36%
CONSUMER DEFENSIVE · Cap: $17.43B
UL
Unilever PLC ADR
$58.98
+3.66%
CONSUMER DEFENSIVE · Cap: $128.81B
Smart Verdict
WallStSmart Research — data-driven comparison
JBS N.V. generates 71% more annual revenue ($86.18B vs $50.50B). UL leads profitability with a 18.8% profit margin vs 2.4%. JBS trades at a lower P/E of 8.6x. JBS earns a higher WallStSmart Score of 49/100 (D+).
JBS
Hold49
out of 100
Grade: D+
UL
Hold46
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 25 in profit
Reasonable price relative to book value
15.5% revenue growth
Generating 6.0B in free cash flow
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Strong operational efficiency at 20.1%
Generating 5.5B in free cash flow
Areas to Watch
2.4% margin — thin
Operating margin of 4.3%
Weak financial health signals
Earnings declined 10.5%
Expensive relative to growth rate
Revenue declined 3.2%
Earnings declined 3.4%
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 15.5% demonstrates continued momentum.
Bull Case : UL
The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.
Bear Case : JBS
The primary concerns for JBS are Profit Margin, Operating Margin, Piotroski F-Score. Debt-to-equity of 2.56 is elevated, increasing financial risk. Thin 2.4% margins leave little buffer for downturns.
Bear Case : UL
The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
JBS profiles as a growth stock while UL is a declining play — different risk/reward profiles.
JBS is growing revenue faster at 15.5% — sustainability is the question.
JBS generates stronger free cash flow (6.0B), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBS scores higher overall (49/100 vs 46/100) and 15.5% revenue growth. 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.
Unilever PLC ADR
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.
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