COMPARE · Data as of August 21, 2026
JBS vs PEP
Verdict: Side-by-side breakdown using the Bull Rankings model. JBS scored 72.0, PEP scored 60.3 — JBS leads.
Compare another set
JBS
JBS N.V.
72
$13.82 · $14.8B
fundamentals as of
Score gap
11.7
JBS leads
PEP
PepsiCo, Inc.
60.3
$138.24 · $188.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestJBS12.9x
- Fastest growthJBS+11.7%
- Strongest balance sheetPEP2.39
- Highest qualityPEP72 / 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)
JBS
stronger →← stronger
PEP
69
Qualityreturns · margins · balance sheet
72
69
Growthrevenue & earnings expansion
55
87
Valuevaluation vs sector peers
55
JBS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
JBS
PEP
$833mC+
FCF
$7.7bB+
+11.7%B
Rev
+2.3%C
2.83D
D/E
2.39C
12.9xA-
P/E
18.5xB
0.44A
PEG
1.52C+
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
JBS
PEP
24% below
Price vs fair valuelower is cheaper
60% above
~8%/yr
Growth the price implies10-yr FCF · lower = less priced in
~16%/yr
+0%
1-yr DCF upside
-39%
+32%
5-yr DCF upside
-38%
+97%
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
PEP
Why this score
- Durable high returns
The companies
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.
PEPPepsiCo, Inc.
Why now
Beverages - Non-Alcoholic · market cap $188.8b. 19% off the 52-week high of $171.48. 22 sell-side analysts publish a mean 1-yr target of $155.00 (implying +12% upside).
Moat
ROE 37% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $188.8b 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
D/E 2.39 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Dividend payout 75% of earnings on a 4.2% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
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 PEP diverge
On the headline score the gap is 11.7 points in favor of JBS. The widest single difference is Value, where JBS leads by 31.7 points.
- ValueJBS 87.0 · PEP 55.3JBS +31.7
- GrowthJBS 69.0 · PEP 54.8JBS +14.2
- QualityJBS 69.3 · PEP 72.2level
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.