Fabrinet (FN)vsJabil Circuit Inc (JBL)
FN
Fabrinet
$327.13
+11.66%
TECHNOLOGY · Cap: $13.16B
JBL
Jabil Circuit Inc
$239.09
+1.16%
TECHNOLOGY · Cap: $29.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 675% more annual revenue ($35.95B vs $4.64B). FN leads profitability with a 10.2% profit margin vs 2.9%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 71/100 (B).
FN
Strong Buy71
out of 100
Grade: B
JBL
Strong Buy71
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 44.6% year-over-year
Earnings expanding 58.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 65 in profit
Earnings expanding 88.8% YoY
Growing faster than its price suggests
Revenue surging 28.6% year-over-year
Areas to Watch
Moderate valuation
Weak financial health signals
Negative free cash flow — burning cash
Moderate valuation
Trading at 15.5x book value
Grey zone — moderate risk
2.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : FN
The strongest argument for FN centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 44.6% demonstrates continued momentum. PEG of 1.19 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 28.6% demonstrates continued momentum. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bear Case : FN
The primary concerns for FN are P/E Ratio, Piotroski F-Score, Free Cash Flow.
Bear Case : JBL
The primary concerns for JBL are P/E Ratio, Price/Book, Altman Z-Score. Debt-to-equity of 2.49 is elevated, increasing financial risk. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBL carries more volatility with a beta of 1.29 — expect wider price swings.
FN is growing revenue faster at 44.6% — sustainability is the question.
JBL generates stronger free cash flow (638M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FN scores higher overall (71/100 vs 71/100) and 44.6% 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.
Fabrinet
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Fabrinet offers optical packaging and precision electronic, electromechanical and optical manufacturing services in North America, Asia-Pacific and Europe. The company is headquartered in George Town, the Cayman Islands.
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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