COMPARE · Data as of August 12, 2026
ADM vs JBS
Verdict: Side-by-side breakdown using the Bull Rankings model. ADM scored 52.2, JBS scored 66.6 — JBS leads.
Compare another set
Different reporting periods. ADM's fundamentals are as of June 2026, but JBS's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
ADM
Archer-Daniels-Midland Company
52.2
$79.73 · $38.4B
fundamentals as of
Score gap
14.4
JBS leads
JBS
JBS N.V.
66.6
$13.12 · $14.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
ADM
stronger →← stronger
JBS
65
Qualityreturns · margins · balance sheet
69
52
Growthrevenue & earnings expansion
69
41
Valuevaluation vs sector peers
62
JBS is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
ADM
JBS
$1.7bC+
FCF
$833mC+
+1.0%C
Rev
+11.7%B
0.39A-
D/E
2.83D
21.8xB
P/E
12.1xA-
1.05B+
PEG
1.04B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ADM
JBS
7% above
Price vs fair valuelower is cheaper
11% below
~5%/yr
Growth the price implies10-yr FCF · lower = less priced in
~6%/yr
-7%
1-yr DCF upside
-3%
-7%
5-yr DCF upside
+13%
-6%
10-yr DCF upside
+40%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ADM
Why this score
- Short track record
JBS
Why this score
- Short track record
The companies
ADMArcher-Daniels-Midland Company
Why now
Farm Products · market cap $38.4b. 10% off the 52-week high of $88.46. 10 sell-side analysts rate this a Hold with a mean 1-yr target of $78.70 (implying -1% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
ROE 8% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
JBSJBS N.V.
Why now
Packaged Foods · market cap $14.1b. Down 30% from 52-week high of $18.65 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. 14 sell-side analysts rate this a Buy with a mean 1-yr target of $17.98 (implying +37% upside).
Moat
ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
D/E 2.83 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Dividend payout 93% of earnings on a 10.0% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. Net margin 2.6% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where ADM and JBS diverge
On the headline score the gap is 14.4 points in favour of JBS. The widest single difference is Value, where JBS leads by 20.4 points.
- ValueADM 41.5 · JBS 61.9JBS +20.4
- GrowthADM 52.4 · JBS 69.0JBS +16.6
- QualityADM 65.4 · JBS 69.3JBS +3.9
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.