Jabil Circuit Inc (JBL)vsLSI Industries Inc (LYTS)
JBL
Jabil Circuit Inc
$318.08
+5.05%
TECHNOLOGY · Cap: $32.73B
LYTS
LSI Industries Inc
$20.03
+2.25%
TECHNOLOGY · Cap: $753.80M
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 4772% more annual revenue ($33.59B vs $689.40M). LYTS leads profitability with a 3.3% profit margin vs 2.6%. LYTS appears more attractively valued with a PEG of 0.40. JBL earns a higher WallStSmart Score of 67/100 (B-).
JBL
Strong Buy67
out of 100
Grade: B-
LYTS
Buy56
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 65 in profit
Growing faster than its price suggests
Earnings expanding 27.6% YoY
Growing faster than its price suggests
Revenue surging 51.3% year-over-year
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
2.6% margin — thin
Weak financial health signals
Trading at 25.2x book value
Moderate valuation
Smaller company, higher risk/reward
ROE of 5.1% — below average capital efficiency
3.3% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : LYTS
The strongest argument for LYTS centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 51.3% demonstrates continued momentum. PEG of 0.40 suggests the stock is reasonably priced for its growth.
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.
Bear Case : LYTS
The primary concerns for LYTS are P/E Ratio, Market Cap, Return on Equity. Thin 3.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBL profiles as a value stock while LYTS is a hypergrowth play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.29 — expect wider price swings.
LYTS is growing revenue faster at 51.3% — sustainability is the question.
JBL generates stronger free cash flow (351M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (67/100 vs 56/100) 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.
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 →LSI Industries Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
LSI Industries Inc. offers corporate image solutions in the United States, Canada, Mexico, Australia, and Latin America. The company is headquartered in Cincinnati, Ohio.
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