JBS vs HRL vs POST Stock Comparison

Jbs, Hormel Foods and Post Holdings Prices as of Oct 26, 2026 Peers: Industry group
JBS Jbs N.V.
$12.38 +7.0% 1M -2.4% 1Y
Market cap
$12.98B
P/E
11.6x
Revenue (TTM)
$8.87B
Div. yield
–
Meat and Poultry Consumer Staples
5 wins
HRL Hormel Foods Corp /De/
$20.95 +6.3% 1M -12.1% 1Y
Market cap
$11.45B
P/E
33.4x
Revenue (TTM)
$12.15B
Div. yield
0.06%
Packaged Foods Consumer Staples
2 wins
POST Post Holdings, Inc.
$80.48 +10.0% 1M -26.4% 1Y
Market cap
$3.54B
P/E
12.1x
Revenue (TTM)
$8.41B
Div. yield
–
Packaged Foods Consumer Staples
4 wins

Head to Head

11 decided of 12

Jbs leads on 5 of the 12 questions below (Jbs 5, Post Holdings 4, Hormel Foods 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionJBSHRLPOSTLeader
Larger companyMarket capitalisation $12.98B $11.45B $3.54B JBS
Cheaper on earningsLower P/E, profitable companies only 11.6x 33.4x 12.1x JBS
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 15.0x 10.9x POST
Faster revenue growthRevenue growth, trailing twelve months -89.0% +0.7% +6.2% POST
More profitableNet margin, trailing twelve months 12.6% 2.8% 3.5% JBS
Better return on capitalReturn on invested capital 10.2% 3.5% 5.6% JBS
Less leveragedLower net debt / EBITDA 3.3x 1.8x 5.3x HRL
Higher dividend yieldTrailing dividend yield 0.00% 0.06% 0.00% –
Better 1-year returnPrice return, last 12 months -2.4% -12.1% -26.4% JBS
Better 5-year returnAnnualised price return, 5 years — -13.1%/yr +3.9%/yr POST
Less volatileAnnualised volatility, 1 year 34.4% 30.0% 32.1% HRL
Higher overall scoreMean of the five percentile scores vs peers 56/100 49/100 71/100 POST

Percentile Scorecard

JBSHRLPOST

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisJBSHRLPOST
Valuation 46 #19 of 34 66 #16 of 45 80 #10 of 45
Growth 40 #19 of 31 27 #31 of 42 76 #11 of 42
Profitability 89 #4 of 29 49 #21 of 40 69 #13 of 40
Financial Health 22 #29 of 37 74 #13 of 47 33 #32 of 47
Shareholder Returns 83 #5 of 25 30 #22 of 31 100 #1 of 31
Overall 56 49 71
  • JBS ranked among 38 companies in Agribusiness
  • HRL ranked among 48 companies in Branded Foods
  • POST ranked among 48 companies in Branded Foods

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodJBSHRLPOSTSPY
1 month +7.0%+6.3%+10.0% -0.8%
3 months -8.9%-19.6%-11.8% +3.5%
6 months -24.0%-2.4%-22.5% +7.0%
Year to date -14.1%-11.6%-18.7% +12.2%
1 year -2.4%-12.1%-26.4% +13.0%
3 years —-33.3%-0.2% +86.3%
3 years, per year —-12.6%-0.1% +23.1%
5 years —-50.4%+20.9% +68.6%
5 years, per year —-13.1%+3.9% +11.0%
10 years —-45.0%+57.7% +258.0%
10 years, per year —-5.8%+4.7% +13.6%

Risk

MeasureJBSHRLPOSTSPY
Volatility, 1Y 34.4%30.0%32.1% 12.7%
Downside volatility, 1Y 34.4%29.8%33.2% 12.7%
Beta vs S&P 500, 1Y 0.25-0.18-0.11 1.00
Return / volatility, 1Y -0.07-0.40-0.82 1.02
Max drawdown, 5Y -41.0%-65.0%-39.9% -25.4%
From 52-week high -32.8%-21.0%-29.8% -1.8%
52-week high $18.42$26.51$114.61 $779.14
52-week low $10.86$19.20$72.50 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleJBSHRLPOST
P/E now vs peer median 11.9xmedian 15.2x 33.7xmedian 20.5x 12.4xmedian 20.5x
P/S now vs peer median 1.5xmedian 0.5x 0.9xmedian 0.8x 0.4xmedian 0.8x
EV/EBITDA now vs peer median 5.7xmedian 9.0x 12.5xmedian 12.3x 7.9xmedian 12.3x
P/FCF now vs peer median 29.0xmedian 15.1x 14.8xmedian 14.0x 6.4xmedian 14.0x
P/B now vs peer median 1.7xmedian 1.1x 1.5xmedian 1.4x 1.1xmedian 1.4x
PEG now vs peer median —median 1.27 -1.25median 0.42 1.77median 0.42

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsJBSHRLPOST
Revenue $8.87B $12.15B $8.41B
Gross profit $10.75B $1.90B $2.42B
Operating income $3.25B $573.89M $808.00M
Net income $1.82B $342.71M $293.10M
Free cash flow $473.81M $780.87M $553.10M
EPS (diluted) $589,689.42 $0.62 $5.71
Cash & equivalents $3.47B $839.64M $265.60M
Total debt $22.65B $2.86B $7.63B
Shares (diluted) 1.89K 551.07M 51.30M
Enterprise value -$20.29B $8.11B $2.55B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricJBSHRLPOST
P/E 11.9x 33.7x 12.4x
P/FCF 29.0x 14.8x 6.4x
P/Operating cash flow 4.5x 10.6x 3.6x
P/S 1.5x 0.9x 0.4x
P/B 1.7x 1.5x 1.1x
P/Tangible book 2.1x 1.8x 11.8x
EV/EBITDA 5.7x 12.5x 7.9x
EV/EBIT 10.1x 23.6x 13.5x
EV/Revenue 3.7x 1.1x 1.3x
EV/FCF 69.5x 17.3x 19.7x
EV/Operating cash flow 10.8x 12.4x 11.0x
PEG (3Y EPS CAGR) – -1.25 1.77

Growth

14 metrics
MetricJBSHRLPOST
Revenue growth (1Y) -89.0% 0.7% 6.2%
Revenue CAGR (3Y) – -0.1% 8.3%
Gross profit growth (1Y) -8.2% -3.2% 4.8%
Gross profit CAGR (3Y) – -2.5% 12.1%
Operating income growth (1Y) -27.8% -43.2% -1.7%
Operating income CAGR (3Y) – -21.1% 11.8%
Net income growth (1Y) -23.1% -54.6% -20.0%
Net income CAGR (3Y) – -26.9% -2.8%
EPS growth (1Y) -54.4% -54.6% -2.7%
EPS CAGR (3Y) – -27.0% 7.0%
Operating cash flow growth (1Y) 4.2% 17.3% 6.5%
Operating cash flow CAGR (3Y) – -0.3% 15.5%
Free cash flow growth (1Y) 421.9% 24.4% 27.8%
Free cash flow CAGR (3Y) – -2.5% 15.9%

Profitability

14 metrics
MetricJBSHRLPOST
Gross margin 121.2% 15.7% 28.8%
EBITDA margin 64.6% 8.9% 16.4%
Operating margin 36.7% 4.7% 9.6%
Pretax margin 14.4% 4.3% 4.7%
Net margin 12.6% 2.8% 3.5%
FCF margin 5.3% 6.4% 6.6%
Operating cash flow margin 34.2% 9.0% 11.8%
Return on equity 21.0% 4.3% 9.3%
Return on assets 4.0% 2.6% 2.3%
Return on invested capital 10.2% 3.5% 5.6%
Return on capital employed 9.6% 5.0% 6.8%
Asset turnover 0.2x 0.9x 0.7x
Cash conversion (OCF / net income) 1.7x 3.2x 3.4x
Stock comp / revenue 0.5% 0.2% 1.0%

Financial Health

11 metrics
MetricJBSHRLPOST
Debt / assets 49.4% 21.5% 59.4%
Debt / equity 2.8x 0.4x 2.5x
Net debt / EBITDA 3.3x 1.8x 5.3x
Debt / FCF 47.8x 3.7x 13.8x
Liabilities / assets 82.1% 40.9% 76.0%
Equity / assets 17.9% 59.1% 24.0%
Interest coverage 1.3x 7.3x 1.9x
Current ratio 1.5x 1.9x 1.9x
Quick ratio 0.6x 0.9x 0.9x
Cash ratio 0.3x 0.5x 0.2x
Altman Z-score 0.81 3.26 1.42

Shareholder Returns

7 metrics
MetricJBSHRLPOST
Dividend yield 8.1% 5.6% –
Net buyback yield -1.7% – 33.7%
Shareholder yield 6.4% 5.6% 33.7%
Payout ratio (earnings) – 187.0% –
Payout ratio (FCF) – 82.1% –
Dividend growth (1Y) – 1.9% –
Dividend CAGR (3Y) – 3.1% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusJBSHRLPOST
Forward P/E – 15.0xFY2026 10.9xFY2026
EPS, next fiscal year – $1.40FY2026 $7.40FY2026
EPS growth, next FY – +2.2%FY2026 +2.4%FY2026
EPS growth, the year after – +17.9% -6.6%
Revenue, next fiscal year – $11.68BFY2026 $7.73BFY2026
Revenue growth, next FY – -3.5%FY2026 -5.2%FY2026
Revenue growth, the year after – +2.2% +8.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersJBSHRLPOST
Held by institutions 39.2% 43.8% 100.0%
Institutions holding 267 622 418
Change in shares held, QoQ +11.5% -4.0% -0.3%
Institutions buying 159 323 177
Institutions selling 83 230 178
Buyers to sellers 1.92 1.40 0.99

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

JBSHRLPOST
JBS 1.00 0.21 0.14
HRL 0.21 1.00 0.23
POST 0.14 0.23 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, JBS, HRL and POST?

Jbs (JBS) is the largest by market capitalisation: Jbs (JBS) $12.98B, Hormel Foods (HRL) $11.45B, Post Holdings (POST) $3.54B.

Which stock is cheaper, JBS, HRL and POST?

Jbs (JBS) trades on the lowest price-to-earnings ratio (Jbs (JBS) 11.6x, Hormel Foods (HRL) 33.4x, Post Holdings (POST) 12.1x). On next year's consensus earnings, Post Holdings (POST) is cheapest (Hormel Foods (HRL) 15.0x, Post Holdings (POST) 10.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Post Holdings (POST) grew revenue fastest over the trailing twelve months: Jbs (JBS) -89.0%, Hormel Foods (HRL) +0.7%, Post Holdings (POST) +6.2%.

Which company is more profitable?

Jbs (JBS) has the highest net margin (Jbs (JBS) 12.6%, Hormel Foods (HRL) 2.8%, Post Holdings (POST) 3.5%). On return on invested capital, Jbs (JBS) leads (Jbs (JBS) 10.2%, Hormel Foods (HRL) 3.5%, Post Holdings (POST) 5.6%).

Which stock has performed better?

Over the past year Jbs (JBS) returned the most: Jbs (JBS) -2.4%, Hormel Foods (HRL) -12.1%, Post Holdings (POST) -26.4%. Over five years, Post Holdings (POST) compounded fastest (Hormel Foods (HRL) -13.1%/yr, Post Holdings (POST) +3.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Jbs (JBS) 0.00%, Hormel Foods (HRL) 0.06%, Post Holdings (POST) 0.00%. Jbs (JBS) and Post Holdings (POST) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Hormel Foods (HRL) has been the steadiest (Jbs (JBS) 34.4%, Hormel Foods (HRL) 30.0%, Post Holdings (POST) 32.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, JBS, HRL and POST?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Jbs (JBS) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.