Jabil Circuit Inc (JBL)vsLSI Industries Inc (LYTS)
JBL
Jabil Circuit Inc
$283.24
+2.11%
TECHNOLOGY · Cap: $29.63B
LYTS
LSI Industries Inc
$19.41
-3.00%
TECHNOLOGY · Cap: $715.72M
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 5420% more annual revenue ($32.67B vs $591.80M). LYTS leads profitability with a 4.3% profit margin vs 2.5%. LYTS appears more attractively valued with a PEG of 0.40. JBL earns a higher WallStSmart Score of 70/100 (B).
JBL
Strong Buy70
out of 100
Grade: B
LYTS
Buy52
out of 100
Grade: C-
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
-10.8%
Fair Value
$20.14
Current Price
$19.41
$0.73 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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Smaller company, higher risk/reward
4.3% margin — thin
Revenue declined 0.5%
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 : LYTS
The strongest argument for LYTS centers on PEG Ratio, Price/Book. 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, Operating Margin. Thin 2.5% margins leave little buffer for downturns.
Bear Case : LYTS
The primary concerns for LYTS are Market Cap, Profit Margin, Revenue Growth. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBL profiles as a growth stock while LYTS 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.
JBL generates stronger free cash flow (316M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (70/100 vs 52/100) 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.
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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