JBS N.V. (JBS) vs Kraft Heinz Company (KHC)

JBS N.V. and Kraft Heinz Company are both Packaged Foods companies. Kraft Heinz Company is the larger, with a market value of $28.5B against $12.2B — 2.3× the size. Kraft Heinz Company has negative trailing earnings, so its P/E is not meaningful; JBS N.V. trades at 11.3×. JBS N.V. grew revenue faster over the last twelve months: 14.3% against −1.62%. JBS N.V. has the higher net margin (1.22% vs −13.6%) and the higher return on invested capital (6.89% vs −3.79%). Across the 19 metrics below, JBS N.V. leads on 13 and Kraft Heinz Company on 6.

Valuation

Metric JBS KHC Packaged Foods median
P/E 11.34 n/m 12.69
P/S 0.13 1.12 0.61
P/B 1.30 0.78 1.47
Price to free cash flow 21.57 7.62 8.50
EV/EBITDA 5.64 8.47 8.20
EV/Sales 0.35 1.78 0.85
Earnings yield 8.82% (12.11%) 0.00%
Free cash flow yield 4.64% 13.13% 6.05%

Profitability

Metric JBS KHC Packaged Foods median
Gross margin 11.80% 33.37% 27.54%
Operating margin 3.57% (12.76%) 0.00%
Net margin 1.22% (13.64%) 0.00%
Free cash flow margin 0.60% 15.33% 2.56%
Return on equity 12.18% (8.75%) 0.00%
Return on assets 2.54% (4.39%) 0.00%
Return on invested capital 6.89% (3.79%) 0.00%

Growth

Metric JBS KHC Packaged Foods median
Revenue growth (TTM) 14.34% (1.62%) 5.69%
EPS growth (last fiscal year) 2.63% (318.14%) —
Revenue growth, 5-year CAGR — (0.97%) 3.81%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric JBS KHC Packaged Foods median
Debt to equity 2.66 0.53 0.26
Current ratio 1.53 1.06 1.64
Net debt to EBITDA 2.75 3.13 0.87

Dividend

Metric JBS KHC Packaged Foods median
Dividend yield — 4.38% 3.21%
Payout ratio — 0.63 0.00

Size

Metric JBS KHC Packaged Foods median
Market cap 12.17b 28.45b 245.45m

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