WallStSmart

Chevron Corp (CVX)vsJabil Circuit Inc (JBL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Chevron Corp generates 469% more annual revenue ($185.73B vs $32.67B). CVX leads profitability with a 5.9% profit margin vs 2.5%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 68/100 (B-).

CVX

Buy

50

out of 100

Grade: C-

Growth: 2.7Profit: 5.0Value: 4.0Quality: 4.0
Piotroski: 2/9

JBL

Strong Buy

68

out of 100

Grade: B-

Growth: 6.7Profit: 6.0Value: 6.0Quality: 4.8
Piotroski: 3/9Altman Z: 2.35
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CVXSignificantly Overvalued (-42.2%)

Margin of Safety

-42.2%

Fair Value

$127.73

Current Price

$181.62

$53.89 premium

UndervaluedFair: $127.73Overvalued
JBLUndervalued (+7.4%)

Margin of Safety

+7.4%

Fair Value

$282.03

Current Price

$355.15

$73.12 discount

UndervaluedFair: $282.03Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CVX2 strengths · Avg: 9.0/10
Market CapQuality
$360.80B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

JBL4 strengths · Avg: 9.0/10
Return on EquityProfitability
59.7%10/10

Every $100 of equity generates 60 in profit

EPS GrowthGrowth
96.2%10/10

Earnings expanding 96.2% YoY

PEG RatioValuation
0.828/10

Growing faster than its price suggests

Revenue GrowthGrowth
23.1%8/10

Revenue surging 23.1% year-over-year

Areas to Watch

CVX4 concerns · Avg: 3.5/10
P/E RatioValuation
31.8x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Return on EquityProfitability
7.2%3/10

ROE of 7.2% — below average capital efficiency

Profit MarginProfitability
5.9%3/10

5.9% margin — thin

JBL4 concerns · Avg: 2.8/10
Profit MarginProfitability
2.5%3/10

2.5% margin — thin

Operating MarginProfitability
4.7%3/10

Operating margin of 4.7%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
47.2x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : CVX

The strongest argument for CVX centers on Market Cap, Price/Book. PEG of 1.11 suggests the stock is reasonably priced for its growth.

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 : CVX

The primary concerns for CVX are P/E Ratio, Revenue Growth, Return on Equity.

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

CVX profiles as a value stock while JBL is a growth play — different risk/reward profiles.

JBL carries more volatility with a beta of 1.29 — 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 50/100) and 23.1% revenue growth. Both earn "Strong Buy" and "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.

Chevron Corp

ENERGY · OIL & GAS INTEGRATED · USA

Chevron Corporation is an American multinational energy corporation. One of the successor companies of Standard Oil, it is headquartered in San Ramon, California, and active in more than 180 countries. Chevron is engaged in every aspect of the oil and natural gas industries, including hydrocarbon exploration and production; refining, marketing and transport; chemicals manufacturing and sales; and power generation.

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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