Amphenol Corporation (APH)vsJabil Circuit Inc (JBL)
APH
Amphenol Corporation
$141.03
-0.89%
TECHNOLOGY · Cap: $174.95B
JBL
Jabil Circuit Inc
$337.29
-1.03%
TECHNOLOGY · Cap: $36.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 26% more annual revenue ($32.67B vs $25.90B). APH leads profitability with a 17.2% profit margin vs 2.5%. JBL appears more attractively valued with a PEG of 0.82. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
JBL
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.5%
Fair Value
$313.95
Current Price
$141.03
$172.92 discount
Margin of Safety
+6.6%
Fair Value
$279.57
Current Price
$337.29
$57.72 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Revenue surging 58.4% year-over-year
Large-cap with strong market position
Strong operational efficiency at 27.3%
Earnings expanding 24.1% YoY
Every $100 of equity generates 60 in profit
Earnings expanding 96.2% YoY
Growing faster than its price suggests
Revenue surging 23.1% year-over-year
Areas to Watch
Trading at 12.9x book value
Premium valuation, high expectations priced in
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Return on Equity, Revenue Growth, Market Cap. Profitability is solid with margins at 17.2% and operating margin at 27.3%. Revenue growth of 58.4% demonstrates continued momentum.
Bull Case : JBL
The strongest argument for JBL centers on Return on Equity, EPS Growth, PEG Ratio. Revenue growth of 23.1% demonstrates continued momentum. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bear Case : APH
The primary concerns for APH are Price/Book, P/E Ratio. A P/E of 40.8x leaves little room for execution misses.
Bear Case : JBL
The primary concerns for JBL are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 46.1x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
APH carries more volatility with a beta of 1.26 — expect wider price swings.
APH is growing revenue faster at 58.4% — sustainability is the question.
APH generates stronger free cash flow (830M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (74/100 vs 68/100), backed by strong 17.2% margins and 58.4% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Amphenol Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Amphenol Corporation is a major producer of electronic and fiber optic connectors, cable and interconnect systems such as coaxial cables. Amphenol is a portmanteau from the corporation's original name, American Phenolic Corp.
Jabil Circuit Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Jabil Inc. provides global manufacturing solutions and services. The company is headquartered in Saint Petersburg, Florida.
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