COMPARE · Data as of August 24, 2026
CAG vs JBS
Verdict: Side-by-side breakdown using the Bull Rankings model. CAG scored 23.7, JBS scored 71.3 — JBS leads.
Compare another set
Different reporting periods. CAG's fundamentals are as of May 2026, but JBS's are as of December 2025 — a 5-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
CAG
Conagra Brands, Inc.
23.7
$16.67 · $8.0B
fundamentals as of
Score gap
47.6
JBS leads
JBS
JBS N.V.
71.3
$13.88 · $14.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthJBS+11.7%
- Strongest balance sheetCAG1.18
- Highest qualityJBS69 / 100
- Largest discount to fair valueCAG-50%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
CAG
stronger →← stronger
JBS
37
Qualityreturns · margins · balance sheet
69
14
Growthrevenue & earnings expansion
69
25
Valuevaluation vs sector peers
76
JBS is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
CAG
JBS
$979mC+
FCF
$833mC+
-2.9%D+
Rev
+11.7%B
1.18C+
D/E
2.83D
0.7xA-
P/S
—
10.86D
PEG
0.45A
—
P/E
13.0xA-
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
CAG
JBS
50% below
Price vs fair valuelower is cheaper
24% below
~-11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
+88%
1-yr DCF upside
+0%
+99%
5-yr DCF upside
+32%
+115%
10-yr DCF upside
+97%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CAG
Why this score
- Cut its dividend
JBS
Why this score
- Short track record
The companies
CAGConagra Brands, Inc.
Why now
Packaged Foods · market cap $8.0b. 18% off the 52-week high of $20.32. 16 sell-side analysts publish a mean 1-yr target of $14.38 (implying -14% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -17.0%) — path to GAAP profitability is the core thesis risk. Dividend payout 79% of earnings on a 7.5% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE -30% 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 $14.9b. Down 26% from 52-week high of $18.65 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. PEG 0.45 — paying under fair value for the growth rate. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $18.14 (implying +31% 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 9.7% 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 CAG and JBS diverge
On the headline score the gap is 47.6 points in favor of JBS. The widest single difference is Growth, where JBS leads by 54.9 points.
- GrowthCAG 14.1 · JBS 69.0JBS +54.9
- ValueCAG 25.4 · JBS 75.8JBS +50.4
- QualityCAG 37.0 · JBS 69.4JBS +32.4
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.