Is JBS or SFD more undervalued in 2026?

CirclFi compares JBS N.V. (JBS) and Smithfield Foods, Inc. (SFD) using 13 institutional-grade valuation models. JBS has a Quality of Company score of 7.5/10 while SFD scores 9.3/10.

Which is a better buy — JBS or SFD?

Compare intrinsic values from 13 independent models against current market prices. CirclFi also calculates Value Trap scores. This is not financial advice — conduct your own analysis.

How do JBS and SFD valuations compare?

JBS at $12.47 and SFD at $25.83 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

JBS vs SFD Valuation Comparison 2026 — Intrinsic Value Analysis

JBS

Meat Packing Plants

JBS N.V.

Quality

7.5

out of 10

Value Trap

—

Price

$12.47

Last close

Models

12/13

Active

SFD

Meat Packing Plants

Smithfield Foods, Inc.

Quality

9.3

out of 10

Value Trap

—

Price

$25.83

Last close

Models

13/13

Active

Model-by-Model Comparison

Model	Type	JBS Fair Value	JBS Upside	SFD Fair Value	SFD Upside
Bayesian DCF	Intrinsic	$4.26	-65.8%	$37.44	+44.9%
Earnings Power Value	Intrinsic	$42.03	+237.0%	$12.39	-52.0%
EROIC Spread	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
Markov DDM	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$•••.••	••.•%	$•••.••	••.•%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%
RCMH-DCF	Intrinsic	$•••.••	••.•%	$•••.••	••.•%

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JBS vs SFD — Which Stock Is More Undervalued?

SFD scores higher with a 9.3/10 quality rating vs JBS's 7.5/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing JBS N.V. (JBS) and Smithfield Foods, Inc. (SFD) across 13 institutional-grade valuation models reveals how each company's intrinsic value stacks up against its market price. CirclFi's engine processes SEC EDGAR 10-K and 10-Q filings, FRED macroeconomic data, and GDELT news sentiment to generate independent fair value estimates daily.

JBS currently trades at $12.47 with a QOC of 7.5/10, while SFD trades at $25.83 with a QOC of 9.3/10.

Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN Topology), and ensemble methods (CUCE).