JBS
JBS N.V.
Packaged Foods
Market Cap$13.29B
5Y Perf.+11.7%
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Stock Comparison
JBS vs SFD
Revenue, margins, valuation, and 5-year total return — side by side.
SFD
Smithfield Foods, Inc.
Agricultural Farm Products
Market Cap$10.25B
5Y Perf.+10.8%
JBS vs SFD — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | JBS | SFD |
|---|---|---|
| Industry | Packaged Foods | Agricultural Farm Products |
| Market Cap | $13.29B | $10.25B |
| Revenue (TTM) | $470.35B | $15.56B |
| Net Income (TTM) | $11.47B | $1.01B |
| Gross Margin | 13.7% | 13.4% |
| Operating Margin | 5.0% | 8.6% |
| Forward P/E | 10.5x | 9.8x |
| Total Debt | $134.93B | $2.40B |
| Cash & Equiv. | $34.76B | $1.54B |
JBS vs SFD — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
JBS
SFD
| Stock | Jun 25 | May 26 | Return |
|---|---|---|---|
| JBS N.V. (JBS) | 100 | 111.7 | +11.7% |
| Smithfield Foods, I… (SFD) | 100 | 110.8 | +10.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: JBS vs SFD
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: SFD leads in 5 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. JBS N.V. is the stronger pick specifically for growth and revenue expansion and operational efficiency and capital deployment. As sector peers, any of these can serve as alternatives in the same allocation.
JBS
JBS N.V.
The Growth Play
JBS is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 14.6%, EPS growth 15.1%, 3Y rev CAGR 4.8%
- 49.6% 10Y total return vs SFD's 33.7%
- 14.6% revenue growth vs SFD's 7.3%
Best for: growth exposure and long-term compounding
SFD
Smithfield Foods, Inc.
The Income Pick
SFD carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 0.30, yield 3.9%
- Lower volatility, beta 0.30, Low D/E 33.9%, current ratio 2.97x
- Beta 0.30, yield 3.9%, current ratio 2.97x
Best for: income & stability and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | JBS | 14.6% revenue growth vs SFD's 7.3% |
| Value | SFD | Lower P/E (9.8x vs 10.5x) |
| Quality / Margins | SFD | 6.5% margin vs JBS's 2.4% |
| Stability / Safety | SFD | Beta 0.30 vs JBS's 0.47, lower leverage |
| Dividends | SFD | 3.9% yield, 1-year raise streak, vs JBS's 2.5% |
| Momentum (1Y) | SFD | +20.7% vs JBS's +20.3% |
| Efficiency (ROA) | JBS | 26.0% ROA vs SFD's 8.6%, ROIC 12.5% vs 12.2% |
JBS vs SFD — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
JBS vs SFD — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLJBSLAGGINGSFD
SFDSmithfield Foods, Inc.
1leads
JBSJBS N.V.
3leads
6 Total Categories
CATEGORYLEADERvs SFDMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
JBS4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
JBS5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
JBS4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
SFD1/1
Income & Cash Flow (Last 12 Months)
Evenly matched — JBS and SFD each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
JBS is the larger business by revenue, generating $470.4B annually — 30.2x SFD's $15.6B. Profitability is closely matched — net margins range from 6.5% (SFD) to 2.4% (JBS). On growth, JBS holds the edge at +9.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | JBSJBS N.V. | SFDSmithfield Foods,… |
|---|---|---|
| RevenueTrailing 12 months | $470.4B | $15.6B |
| EBITDAEarnings before interest/tax | $35.4B | $1.6B |
| Net IncomeAfter-tax profit | $11.5B | $1.0B |
| Free Cash FlowCash after capex | $2.0B | $813M |
| Gross MarginGross profit ÷ Revenue | +13.7% | +13.4% |
| Operating MarginEBIT ÷ Revenue | +5.0% | +8.6% |
| Net MarginNet income ÷ Revenue | +2.4% | +6.5% |
| FCF MarginFCF ÷ Revenue | +0.4% | +5.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +9.1% | +0.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +73.4% | +6.9% |
Evenly matched — JBS and SFD each lead in 3 of 6 comparable metrics.
Valuation Metrics
JBS leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 2.6x trailing earnings, JBS trades at a 75% valuation discount to SFD's 10.4x P/E. On an enterprise value basis, JBS's 5.0x EV/EBITDA is more attractive than SFD's 6.8x.
| Metric | JBSJBS N.V. | SFDSmithfield Foods,… |
|---|---|---|
| Market CapShares × price | $13.3B | $10.3B |
| Enterprise ValueMkt cap + debt − cash | $33.5B | $11.1B |
| Trailing P/EPrice ÷ TTM EPS | 2.65x | 10.39x |
| Forward P/EPrice ÷ next-FY EPS est. | 10.46x | 9.80x |
| PEG RatioP/E ÷ EPS growth rate | 0.04x | — |
| EV / EBITDAEnterprise value multiple | 4.96x | 6.84x |
| Price / SalesMarket cap ÷ Revenue | 0.16x | 0.66x |
| Price / BookPrice ÷ Book value/share | 3.56x | 1.45x |
| Price / FCFMarket cap ÷ FCF | 4.25x | 14.28x |
JBS leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
JBS leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
JBS delivers a 120.6% return on equity — every $100 of shareholder capital generates $121 in annual profit, vs $15 for SFD. SFD carries lower financial leverage with a 0.34x debt-to-equity ratio, signaling a more conservative balance sheet compared to JBS's 2.68x. On the Piotroski fundamental quality scale (0–9), JBS scores 6/9 vs SFD's 5/9, reflecting solid financial health.
| Metric | JBSJBS N.V. | SFDSmithfield Foods,… |
|---|---|---|
| ROE (TTM)Return on equity | +120.6% | +14.7% |
| ROA (TTM)Return on assets | +26.0% | +8.6% |
| ROICReturn on invested capital | +12.5% | +12.2% |
| ROCEReturn on capital employed | +14.1% | +12.4% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 2.68x | 0.34x |
| Net DebtTotal debt minus cash | $100.2B | $857M |
| Cash & Equiv.Liquid assets | $34.8B | $1.5B |
| Total DebtShort + long-term debt | $134.9B | $2.4B |
| Interest CoverageEBIT ÷ Interest expense | 4.81x | 34.71x |
JBS leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
JBS leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in JBS five years ago would be worth $14,589 today (with dividends reinvested), compared to $13,369 for SFD. Over the past 12 months, SFD leads with a +20.7% total return vs JBS's +20.3%. The 3-year compound annual growth rate (CAGR) favors JBS at 10.7% vs SFD's 10.2% — a key indicator of consistent wealth creation.
| Metric | JBSJBS N.V. | SFDSmithfield Foods,… |
|---|---|---|
| YTD ReturnYear-to-date | +15.1% | +19.2% |
| 1-Year ReturnPast 12 months | +20.3% | +20.7% |
| 3-Year ReturnCumulative with dividends | +35.5% | +33.7% |
| 5-Year ReturnCumulative with dividends | +45.9% | +33.7% |
| 10-Year ReturnCumulative with dividends | +49.6% | +33.7% |
| CAGR (3Y)Annualised 3-year return | +10.7% | +10.2% |
JBS leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — JBS and SFD each lead in 1 of 2 comparable metrics.
Risk & Volatility
SFD is the less volatile stock with a 0.30 beta — it tends to amplify market swings less than JBS's 0.47 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | JBSJBS N.V. | SFDSmithfield Foods,… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.47x | 0.30x |
| 52-Week HighHighest price in past year | $18.65 | $29.80 |
| 52-Week LowLowest price in past year | $12.37 | $21.08 |
| % of 52W HighCurrent price vs 52-week peak | +87.5% | +87.5% |
| RSI (14)Momentum oscillator 0–100 | 49.8 | 40.0 |
| Avg Volume (50D)Average daily shares traded | 4.6M | 1.5M |
Evenly matched — JBS and SFD each lead in 1 of 2 comparable metrics.
Analyst Outlook
SFD leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates JBS as "Buy" and SFD as "Buy". Consensus price targets imply 22.7% upside for SFD (target: $32) vs 19.4% for JBS (target: $20). For income investors, SFD offers the higher dividend yield at 3.87% vs JBS's 2.47%.
| Metric | JBSJBS N.V. | SFDSmithfield Foods,… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $19.50 | $32.00 |
| # AnalystsCovering analysts | 3 | 4 |
| Dividend YieldAnnual dividend ÷ price | +2.5% | +3.9% |
| Dividend StreakConsecutive years of raises | 1 | 1 |
| Dividend / ShareAnnual DPS | $2.00 | $1.01 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | 0.0% |
SFD leads this category, winning 1 of 1 comparable metric.
Key Takeaway
JBS leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). SFD leads in 1 (Analyst Outlook). 2 tied.
Best OverallJBS N.V. (JBS)Leads 3 of 6 categories
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JBS vs SFD: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is JBS or SFD a better buy right now?
JBS N.
V. (JBS) offers the better valuation at 2. 6x trailing P/E (10. 5x forward), making it the more compelling value choice. Analysts rate JBS N. V. (JBS) a "Buy" — based on 3 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — JBS or SFD?
On trailing P/E, JBS N.
V. (JBS) is the cheapest at 2. 6x versus Smithfield Foods, Inc. at 10. 4x. On forward P/E, Smithfield Foods, Inc. is actually cheaper at 9. 8x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — JBS or SFD?
Over the past 5 years, JBS N.
V. (JBS) delivered a total return of +45. 9%, compared to +33. 7% for Smithfield Foods, Inc. (SFD). Over 10 years, the gap is even starker: JBS returned +49. 6% versus SFD's +33. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — JBS or SFD?
By beta (market sensitivity over 5 years), Smithfield Foods, Inc.
(SFD) is the lower-risk stock at 0. 30β versus JBS N. V. 's 0. 47β — meaning JBS is approximately 55% more volatile than SFD relative to the S&P 500. On balance sheet safety, Smithfield Foods, Inc. (SFD) carries a lower debt/equity ratio of 34% versus 3% for JBS N. V. — giving it more financial flexibility in a downturn.
05Which has better profit margins — JBS or SFD?
Smithfield Foods, Inc.
(SFD) is the more profitable company, earning 6. 4% net margin versus 2. 3% for JBS N. V. — meaning it keeps 6. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SFD leads at 8. 3% versus 5. 7% for JBS. At the gross margin level — before operating expenses — JBS leads at 15. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is JBS or SFD more undervalued right now?
On forward earnings alone, Smithfield Foods, Inc.
(SFD) trades at 9. 8x forward P/E versus 10. 5x for JBS N. V. — 0. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SFD: 22. 7% to $32. 00.
07Which pays a better dividend — JBS or SFD?
All stocks in this comparison pay dividends.
Smithfield Foods, Inc. (SFD) offers the highest yield at 3. 9%, versus 2. 5% for JBS N. V. (JBS).
08Is JBS or SFD better for a retirement portfolio?
For long-horizon retirement investors, Smithfield Foods, Inc.
(SFD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 30), 3. 9% yield). Both have compounded well over 10 years (SFD: +33. 7%, JBS: +49. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between JBS and SFD?
Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(JBS: 9.1% · SFD: 0.8%)Net Margin>
%
(JBS: 2.4% · SFD: 6.5%)P/E Ratio<
x
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