JBS N.V. (JBS) vs Lamb Weston (LW)

JBS N.V. and Lamb Weston are both Packaged Foods companies. JBS N.V. is the larger, with a market value of $13.6B against $7.5B — 1.8× the size. JBS N.V. trades at the lower P/E: 12.8× against 28.9×. JBS N.V. grew revenue faster over the last twelve months: 14.3% against 2.58%. Lamb Weston has the higher net margin (3.85% vs 1.22%) and the lower return on invested capital (5.80% vs 6.89%). Across the 20 metrics below, JBS N.V. leads on 11 and Lamb Weston on 9.

Valuation

Metric JBS LW Packaged Foods median
P/E 12.77 28.94 13.41
P/S 0.15 1.11 0.62
P/B 1.47 4.08 1.47
Price to free cash flow 24.29 17.16 8.73
EV/EBITDA 5.90 12.12 8.26
EV/Sales 0.37 1.68 0.91
Earnings yield 7.83% 3.45% 0.68%
Free cash flow yield 4.12% 5.83% 5.21%

Profitability

Metric JBS LW Packaged Foods median
Gross margin 11.80% 19.38% 27.54%
Operating margin 3.57% 7.80% 0.00%
Net margin 1.22% 3.85% 0.00%
Free cash flow margin 0.60% 6.49% 2.37%
Return on equity 12.18% 14.17% 0.00%
Return on assets 2.54% 3.50% 0.00%
Return on invested capital 6.89% 5.80% 0.00%

Growth

Metric JBS LW Packaged Foods median
Revenue growth (TTM) 14.34% 2.58% 5.69%
EPS growth (last fiscal year) 2.63% (16.80%) 4.57%
Revenue growth, 5-year CAGR — 12.49% 3.81%
Net income growth, 5-year CAGR — (1.81%) 0.00%

Health

Metric JBS LW Packaged Foods median
Debt to equity 2.66 2.17 0.24
Current ratio 1.53 1.45 1.68
Net debt to EBITDA 2.75 3.89 0.84

Dividend

Metric JBS LW Packaged Foods median
Dividend yield — 2.82% 4.06%
Payout ratio — 0.82 0.57

Size

Metric JBS LW Packaged Foods median
Market cap 13.62b 7.47b 263.30m

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