COMPARE · Data as of August 21, 2026
BF-B vs JBS
Verdict: Side-by-side breakdown using the Bull Rankings model. BF-B scored 54.7, JBS scored 72.0 — JBS leads.
Compare another set
Different reporting periods. BF-B's fundamentals are as of April 2026, but JBS's are as of December 2025 — a 4-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
BF-B
Brown-Forman Corporation
54.7
$28.44 · $13.1B
fundamentals as of
Score gap
17.3
JBS leads
JBS
JBS N.V.
72
$13.82 · $14.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestJBS12.9x
- Fastest growthJBS+11.7%
- Strongest balance sheetBF-B0.65
- Highest qualityBF-B81 / 100
- Largest discount to fair valueJBS-24%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
BF-B
stronger →← stronger
JBS
81
Qualityreturns · margins · balance sheet
69
36
Growthrevenue & earnings expansion
69
56
Valuevaluation vs sector peers
87
JBS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BF-B
JBS
$893mC+
FCF
$833mC+
-1.2%D+
Rev
+11.7%B
0.65B+
D/E
2.83D
18.6xB+
P/E
12.9xA-
2.14C
PEG
0.44A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BF-B
JBS
3% above
Price vs fair valuelower is cheaper
24% below
~3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
-1%
1-yr DCF upside
+0%
-3%
5-yr DCF upside
+32%
-6%
10-yr DCF upside
+97%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BF-B
Why this score
- Durable high returns
JBS
Why this score
- Short track record
The companies
BF-BBrown-Forman Corporation
Why now
Beverages - Wineries & Distilleries · market cap $13.1b. 11% off the 52-week high of $31.92. 17 sell-side analysts rate this a Hold with a mean 1-yr target of $27.85 (implying -2% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 125% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
JBSJBS N.V.
Why now
Packaged Foods · market cap $14.8b. Down 26% from 52-week high of $18.65 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. PEG 0.44 — paying under fair value for the growth rate. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $18.03 (implying +30% 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 9.8% 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 BF-B and JBS diverge
On the headline score the gap is 17.3 points in favor of JBS. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthBF-B 36.3 · JBS 69.0JBS +32.7
- ValueBF-B 55.8 · JBS 87.0JBS +31.2
- QualityBF-B 80.5 · JBS 69.3BF-B +11.2
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.