Flex Ltd (FLEX)vsJabil Circuit Inc (JBL)
FLEX
Flex Ltd
$121.88
-3.81%
TECHNOLOGY · Cap: $41.68B
JBL
Jabil Circuit Inc
$340.00
+6.79%
TECHNOLOGY · Cap: $33.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 15% more annual revenue ($33.59B vs $29.27B). FLEX leads profitability with a 3.3% profit margin vs 2.6%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 67/100 (B-).
FLEX
Buy65
out of 100
Grade: C+
JBL
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 52.0% YoY
Growing faster than its price suggests
Revenue surging 20.6% year-over-year
Every $100 of equity generates 65 in profit
Growing faster than its price suggests
Earnings expanding 27.6% YoY
Areas to Watch
Trading at 8.3x book value
3.3% margin — thin
Operating margin of 5.0%
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
2.6% margin — thin
Weak financial health signals
Trading at 26.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : FLEX
The strongest argument for FLEX centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 20.6% demonstrates continued momentum. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bull Case : JBL
The strongest argument for JBL centers on Return on Equity, PEG Ratio, EPS Growth. Revenue growth of 11.8% demonstrates continued momentum. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bear Case : FLEX
The primary concerns for FLEX are Price/Book, Profit Margin, Operating Margin. A P/E of 43.9x leaves little room for execution misses. Thin 3.3% margins leave little buffer for downturns.
Bear Case : JBL
The primary concerns for JBL are P/E Ratio, Profit Margin, Piotroski F-Score. Debt-to-equity of 2.94 is elevated, increasing financial risk. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
FLEX profiles as a growth stock while JBL is a value play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.63 — expect wider price swings.
FLEX is growing revenue faster at 20.6% — sustainability is the question.
JBL generates stronger free cash flow (351M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (67/100 vs 65/100) and 11.8% 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.
Flex Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Flex Ltd. provides design, engineering, manufacturing and supply chain services and solutions to OEMs in Asia, the Americas and Europe. The company is headquartered in Singapore.
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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