Brookfield Business Corp (BBUC)vsJabil Circuit Inc (JBL)
BBUC
Brookfield Business Corp
$30.85
-8.21%
INDUSTRIALS · Cap: $6.96B
JBL
Jabil Circuit Inc
$355.15
+1.59%
TECHNOLOGY · Cap: $36.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 19% more annual revenue ($32.67B vs $27.46B). JBL leads profitability with a 2.5% profit margin vs -0.1%. JBL earns a higher WallStSmart Score of 68/100 (B-).
BBUC
Hold43
out of 100
Grade: D
JBL
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+88.8%
Fair Value
$324.96
Current Price
$30.85
$294.11 discount
Margin of Safety
+7.4%
Fair Value
$282.03
Current Price
$355.15
$73.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
ROE of 2.4% — below average capital efficiency
Revenue declined 4.5%
Currently unprofitable
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 : BBUC
The strongest argument for BBUC centers on Price/Book.
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 : BBUC
The primary concerns for BBUC are Return on Equity, Revenue Growth, Profit Margin.
Bear Case : JBL
The primary concerns for JBL are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 47.2x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
BBUC profiles as a turnaround stock while JBL is a growth play — different risk/reward profiles.
BBUC carries more volatility with a beta of 1.38 — expect wider price swings.
JBL is growing revenue faster at 23.1% — sustainability is the question.
JBL generates stronger free cash flow (316M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (68/100 vs 43/100) and 23.1% revenue growth. BBUC offers better value entry with a 88.8% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Brookfield Business Corp
INDUSTRIALS · CONGLOMERATES · USA
Brookfield Business Corporation focuses on healthcare, construction and wastewater services in the United States, Europe, Australia, the United Kingdom, Canada and Brazil. The company is headquartered in New York, New York.
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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