COMPARE · Data as of August 21, 2026
DEO vs JBS
Verdict: Side-by-side breakdown using the Bull Rankings model. DEO scored 58.6, JBS scored 72.0 — JBS leads.
Compare another set
DEO
Diageo plc
58.6
$94.62 · $52.6B
Score gap
13.4
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 sheetDEO1.71
- Highest qualityDEO71 / 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)
DEO
stronger →← stronger
JBS
71
Qualityreturns · margins · balance sheet
69
48
Growthrevenue & earnings expansion
69
59
Valuevaluation vs sector peers
87
JBS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DEO
JBS
—
FCF
$833mC+
+4.8%C+
Rev
+11.7%B
1.71C
D/E
2.83D
30.4xC+
P/E
12.9xA-
0.90B+
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
DEO
JBS
—
Price vs fair valuelower is cheaper
24% below
—
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
—
1-yr DCF upside
+0%
—
5-yr DCF upside
+32%
—
10-yr DCF upside
+97%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DEO
Why this score
- Durable high returns
- Cut its dividend
JBS
Why this score
- Short track record
The companies
DEODiageo plc
Why now
Beverages - Wineries & Distilleries · market cap $52.6b. 18% off the 52-week high of $114.78. PEG 0.90 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $106.43 (implying +12% 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 41% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $52.6b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 30x 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 $14.8b. 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 DEO and JBS diverge
On the headline score the gap is 13.4 points in favor of JBS. The widest single difference is Value, where JBS leads by 27.5 points.
- ValueDEO 59.5 · JBS 87.0JBS +27.5
- GrowthDEO 47.8 · JBS 69.0JBS +21.2
- QualityDEO 71.0 · JBS 69.3level
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.