Jabil Circuit Inc (JBL)vsMedtronic PLC (MDT)
JBL
Jabil Circuit Inc
$355.15
+1.59%
TECHNOLOGY · Cap: $36.88B
MDT
Medtronic PLC
$76.15
-2.32%
HEALTHCARE · Cap: $100.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Medtronic PLC generates 9% more annual revenue ($35.48B vs $32.67B). MDT leads profitability with a 13.0% profit margin vs 2.5%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 68/100 (B-).
JBL
Strong Buy68
out of 100
Grade: B-
MDT
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.4%
Fair Value
$282.03
Current Price
$355.15
$73.12 discount
Margin of Safety
+27.7%
Fair Value
$107.79
Current Price
$76.15
$31.64 discount
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
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 20.0%
Generating 2.3B in free cash flow
Areas to Watch
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 11.8%
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 : MDT
The strongest argument for MDT centers on Market Cap, Price/Book, Operating Margin. PEG of 1.36 suggests the stock is reasonably priced for its growth.
Bear Case : JBL
The primary concerns for JBL are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 47.2x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Bear Case : MDT
The primary concerns for MDT are EPS Growth.
Key Dynamics to Monitor
JBL profiles as a growth stock while MDT is a value play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.29 — expect wider price swings.
JBL is growing revenue faster at 23.1% — sustainability is the question.
MDT generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
JBL scores higher overall (68/100 vs 58/100) and 23.1% revenue growth. MDT offers better value entry with a 27.7% margin of safety. 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 →Medtronic PLC
HEALTHCARE · MEDICAL DEVICES · USA
Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.
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