COMPARE · Data as of August 12, 2026
COCO vs JBS
Verdict: Side-by-side breakdown using the Bull Rankings model. COCO scored 69.0, JBS scored 66.6 — COCO leads.
Compare another set
Different reporting periods. COCO'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.
COCO
The Vita Coco Company, Inc.
69
$66.45 · $3.8B
fundamentals as of
Score gap
2.4
COCO leads
JBS
JBS N.V.
66.6
$13.12 · $14.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
COCO
stronger →← stronger
JBS
85
Qualityreturns · margins · balance sheet
69
97
Growthrevenue & earnings expansion
69
40
Valuevaluation vs sector peers
62
COCO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
COCO
JBS
$124mC
FCF
$833mC+
+26.1%A-
Rev
+11.7%B
0.04A
D/E
2.83D
35.5xC
P/E
12.1xA-
1.96C+
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
COCO
JBS
31% above
Price vs fair valuelower is cheaper
11% below
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~6%/yr
-35%
1-yr DCF upside
-3%
-24%
5-yr DCF upside
+13%
-3%
10-yr DCF upside
+40%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
COCO
Why this score
- Durable high returns
JBS
Why this score
- Short track record
The companies
COCOThe Vita Coco Company, Inc.
Why now
Beverages - Non-Alcoholic · market cap $3.8b. Down 23% from 52-week high of $85.83 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. 9 sell-side analysts publish a mean 1-yr target of $83.89 (implying +26% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 28% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 36x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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 COCO and JBS diverge
On the headline score the gap is 2.4 points in favour of COCO. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthCOCO 97.0 · JBS 69.0COCO +28.0
- ValueCOCO 39.9 · JBS 61.9JBS +22.0
- QualityCOCO 84.8 · JBS 69.3COCO +15.5
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.