JBS (JBSAY) versus Its Competitors Head-To-Head Contrast

JBS (OTCMKTS:JBSAY) is one of 328 publicly-traded companies in the “Food Products” industry, but how does it contrast to its peers? We will compare JBS to similar businesses based on the strength of its dividends, earnings, valuation, profitability, analyst recommendations, risk and institutional ownership.

Analyst Ratings

This is a breakdown of current ratings and target prices for JBS and its peers, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
JBS	0	0	3	0	3.00
JBS Competitors	2442	8286	8364	401	2.34

JBS presently has a consensus target price of $18.33, indicating a potential upside of 26.96%. As a group, “Food Products” companies have a potential upside of 17.91%. Given JBS’s stronger consensus rating and higher probable upside, analysts plainly believe JBS is more favorable than its peers.

Institutional & Insider Ownership

0.1% of JBS shares are owned by institutional investors. Comparatively, 39.2% of shares of all “Food Products” companies are owned by institutional investors. 19.3% of shares of all “Food Products” companies are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Volatility and Risk

JBS has a beta of 0.8, suggesting that its stock price is 20% less volatile than the S&P 500. Comparatively, JBS’s peers have a beta of -3.84, suggesting that their average stock price is 484% less volatile than the S&P 500.

Earnings & Valuation

This table compares JBS and its peers revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
JBS	$77.18 billion	$1.77 billion	7.85
JBS Competitors	$6.82 billion	$700.97 million	-2,401.49

JBS has higher revenue and earnings than its peers. JBS is trading at a higher price-to-earnings ratio than its peers, indicating that it is currently more expensive than other companies in its industry.

Dividends

JBS pays an annual dividend of $1.05 per share and has a dividend yield of 7.3%. JBS pays out 57.1% of its earnings in the form of a dividend. As a group, “Food Products” companies pay a dividend yield of 12.4% and pay out 29.5% of their earnings in the form of a dividend. JBS lags its peers as a dividend stock, given its lower dividend yield and higher payout ratio.

Profitability

This table compares JBS and its peers’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
JBS	2.43%	24.07%	5.01%
JBS Competitors	-13.54%	-142.55%	-2.56%

Summary

JBS beats its peers on 10 of the 15 factors compared.

JBS Company Profile

JBS S.A., together with its subsidiaries, engages in the processing of animal protein worldwide. The company trades in beef, pork, chicken, poultry, fish, and lamb products; cooked frozen meat; plant based products; and other food products. It produces and commercializes leather, steel cans, plastic resin, personal care and cleaning products, and collagen, as well as wet blue leather, semi-finished, and finished leather products. In addition, it is involved in transportation, cold storage, industrial waste management solutions, recycling, and produces and commercializes electric power. Further, the company engages in the production and commercialization of raw ham and cooked ham; purchases and sells soybeans, tallow, palm oil, and caustic soda; and operates distribution centers and harbors. Additionally, it produces beef jerky; offers cattle fattening and warehousing services; operates logistics; and trades in by products from processing. The company was formerly known as Friboi Ltda. JBS S.A. was founded in 1953 and is headquartered in São Paulo, Brazil.