Daktronics Inc (DAKT)vsJabil Circuit Inc (JBL)
DAKT
Daktronics Inc
$21.59
+3.70%
TECHNOLOGY · Cap: $982.76M
JBL
Jabil Circuit Inc
$283.24
+2.11%
TECHNOLOGY · Cap: $29.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 3970% more annual revenue ($32.67B vs $802.65M). DAKT leads profitability with a 3.4% profit margin vs 2.5%. DAKT appears more attractively valued with a PEG of 0.54. JBL earns a higher WallStSmart Score of 70/100 (B).
DAKT
Buy60
out of 100
Grade: C+
JBL
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1.6%
Fair Value
$25.74
Current Price
$21.59
$4.15 premium
Margin of Safety
+24.9%
Fair Value
$347.72
Current Price
$283.24
$64.48 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 57.1% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 21.6% year-over-year
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
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
3.4% margin — thin
Operating margin of 1.1%
Premium valuation, high expectations priced in
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DAKT
The strongest argument for DAKT centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 21.6% demonstrates continued momentum. PEG of 0.54 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 : DAKT
The primary concerns for DAKT are P/E Ratio, Market Cap, Profit Margin. Thin 3.4% margins leave little buffer for downturns.
Bear Case : JBL
The primary concerns for JBL are P/E Ratio, Profit Margin, Operating Margin. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
DAKT carries more volatility with a beta of 1.68 — 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.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBL scores higher overall (70/100 vs 60/100) 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.
Daktronics Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Daktronics, Inc. designs, manufactures, markets and sells electronic display systems and related products worldwide. The company is headquartered in Brookings, South Dakota.
Visit Website →Jabil Circuit Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Jabil Inc. provides global manufacturing solutions and services. The company is headquartered in Saint Petersburg, Florida.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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