Jabil Circuit Inc (JBL)vsLowe's Companies Inc (LOW)
JBL
Jabil Circuit Inc
$283.24
+2.11%
TECHNOLOGY · Cap: $29.63B
LOW
Lowe's Companies Inc
$236.18
+0.75%
CONSUMER CYCLICAL · Cap: $131.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Lowe's Companies Inc generates 164% more annual revenue ($86.29B vs $32.67B). LOW leads profitability with a 7.7% profit margin vs 2.5%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 70/100 (B).
JBL
Strong Buy70
out of 100
Grade: B
LOW
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+24.9%
Fair Value
$347.72
Current Price
$283.24
$64.48 discount
Margin of Safety
-193.3%
Fair Value
$80.51
Current Price
$236.18
$155.67 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
7.7% margin — thin
Earnings declined 10.8%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : LOW
The strongest argument for LOW centers on Debt/Equity, Market Cap. Revenue growth of 10.9% demonstrates continued momentum.
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.
Bear Case : LOW
The primary concerns for LOW are PEG Ratio, Return on Equity, Profit Margin.
Key Dynamics to Monitor
JBL profiles as a growth stock while LOW is a value play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.18 — expect wider price swings.
JBL is growing revenue faster at 23.1% — sustainability is the question.
LOW generates stronger free cash flow (964M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (70/100 vs 44/100) and 23.1% revenue growth. 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.
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 →Lowe's Companies Inc
CONSUMER CYCLICAL · HOME IMPROVEMENT RETAIL · USA
Lowe's Companies, Inc. is an American retail company specializing in home improvement. Headquartered in Mooresville, North Carolina, the company operates a chain of retail stores in the United States and Canada.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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