COMPARE · Data as of August 12, 2026
HSY vs JBS
Verdict: Side-by-side breakdown using the Bull Rankings model. HSY scored 67.6, JBS scored 66.6 — HSY leads.
Compare another set
Different reporting periods. HSY'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.
HSY
The Hershey Company
67.6
$184.23 · $37.0B
fundamentals as of
Score gap
1.0
HSY leads
JBS
JBS N.V.
66.6
$13.12 · $14.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
HSY
stronger →← stronger
JBS
82
Qualityreturns · margins · balance sheet
69
76
Growthrevenue & earnings expansion
69
50
Valuevaluation vs sector peers
62
HSY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
HSY
JBS
$2.2bB
FCF
$833mC+
+7.7%B
Rev
+11.7%B
1.30C+
D/E
2.83D
24.9xC+
P/E
12.1xA-
1.04B+
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
HSY
JBS
16% below
Price vs fair valuelower is cheaper
11% below
~6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~6%/yr
+0%
1-yr DCF upside
-3%
+18%
5-yr DCF upside
+13%
+51%
10-yr DCF upside
+40%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
HSY
No notable signals flagged.
JBS
Why this score
- Short track record
The companies
HSYThe Hershey Company
Why now
Confectioners · market cap $37.0b. Down 23% from 52-week high of $239.48 — deep drawdown territory. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $205.81 (implying +12% upside).
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 150% 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 $14.1b. 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 HSY and JBS diverge
On the headline score the gap is 1.0 points in favour of HSY. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityHSY 81.5 · JBS 69.3HSY +12.2
- ValueHSY 49.8 · JBS 61.9JBS +12.1
- GrowthHSY 75.9 · JBS 69.0HSY +6.9
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.