JBS vs USFD
Jbs N.V. vs US Foods — AI-powered side-by-side comparison
| Metric | JBS | USFD |
|---|
| AI Score |
61
|
64
|
| Price |
$13.03
|
$110.56
|
| P/E Ratio |
17.96×
|
33.49×
|
| ROE |
23.2%
|
15.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.9%
|
17.6%
|
| Debt / Equity |
0.00×
|
1.22×
|
| Dividend Yield |
7.7%
|
0.0%
|
| RSI (14) |
41.6
|
77.9
|
| Beta |
0.1605
|
0.818
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for JBS versus USFD.
USFD leads by 3 points.
USFD scores 64/100 (Buy) versus JBS at 61/100 (Buy).
JBS Committee View
67% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 48.5% yoy -- genuine top-line momentum. Risk Analyst remains cautious — high leverage (debt-to-equity 2.65) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- P/E of 8.2 is inexpensive for the broad market — Value
- ROE of 20.5% shows genuine earnings power backing the valuation — Value
- Dividend yield of 14.9% pays you to wait — Value
Bear Case
- Debt-to-equity of 2.65 adds balance-sheet risk to the value case — Value
- MACD histogram negative -- bearish momentum — Technical
- High leverage (debt-to-equity 2.65) amplifies downside in a stress scenario — Risk
USFD Committee View
80% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 16.6% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- RSI at 78 is in overbought territory — Technical
- Price trading above the upper Bollinger Band -- stretched — Technical
- Bollinger bandwidth of 16.6% signals elevated volatility — Risk