COMPARE · Data as of August 12, 2026
JBS vs MZTI
Verdict: Side-by-side breakdown using the Bull Rankings model. JBS scored 66.6, MZTI scored 65.5 — JBS leads.
Compare another set
Different reporting periods. MZTI's fundamentals are as of March 2026, but JBS's are as of December 2025 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
JBS
JBS N.V.
66.6
$13.12 · $14.1B
fundamentals as of
Score gap
1.1
JBS leads
MZTI
The Marzetti Company
65.5
$115.90 · $3.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
JBS
stronger →← stronger
MZTI
69
Qualityreturns · margins · balance sheet
83
69
Growthrevenue & earnings expansion
60
62
Valuevaluation vs sector peers
56
JBS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
JBS
MZTI
$833mC+
FCF
$248mC
+11.7%B
Rev
+2.8%C
2.83D
D/E
0.04A
12.1xA-
P/E
18.2xB+
1.04B+
PEG
3.12D
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
JBS
MZTI
11% below
Price vs fair valuelower is cheaper
20% below
~6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~0%/yr
-3%
1-yr DCF upside
+19%
+13%
5-yr DCF upside
+26%
+40%
10-yr DCF upside
+35%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
JBS
Why this score
- Short track record
MZTI
Why this score
- Raising its dividend
- Durable high returns
The companies
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.
MZTIThe Marzetti Company
Why now
Packaged Foods · market cap $3.2b. Down 39% from 52-week high of $190.96 — deep drawdown territory. 5 sell-side analysts publish a mean 1-yr target of $159.40 (implying +38% upside).
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 141% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 39% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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 JBS and MZTI diverge
On the headline score the gap is 1.1 points in favour of JBS. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityJBS 69.3 · MZTI 83.0MZTI +13.7
- GrowthJBS 69.0 · MZTI 59.9JBS +9.1
- ValueJBS 61.9 · MZTI 56.4JBS +5.5
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.