Jabil Circuit Inc (JBL)vsMicrosoft Corporation (MSFT)
JBL
Jabil Circuit Inc
$239.09
+1.16%
TECHNOLOGY · Cap: $29.96B
MSFT
Microsoft Corporation
$530.61
-0.99%
TECHNOLOGY · Cap: $3.88T
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 864% more annual revenue ($346.44B vs $35.95B). MSFT leads profitability with a 41.2% profit margin vs 2.9%. JBL appears more attractively valued with a PEG of 0.82. MSFT earns a higher WallStSmart Score of 72/100 (B).
JBL
Strong Buy71
out of 100
Grade: B
MSFT
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Mega-cap, among the largest globally
Every $100 of equity generates 30 in profit
Keeps 41 of every $100 in revenue as profit
Strong operational efficiency at 49.8%
Generating 18.6B in free cash flow
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
Trading at 15.5x book value
Grey zone — moderate risk
2.9% margin — thin
Expensive relative to growth rate
Moderate valuation
Trading at 8.4x book value
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : MSFT
The strongest argument for MSFT centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 41.2% and operating margin at 49.8%. Revenue growth of 18.8% demonstrates continued momentum.
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.
Bear Case : MSFT
The primary concerns for MSFT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
JBL carries more volatility with a beta of 1.29 — expect wider price swings.
JBL is growing revenue faster at 28.6% — sustainability is the question.
MSFT generates stronger free cash flow (18.6B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MSFT scores higher overall (72/100 vs 71/100), backed by strong 41.2% margins and 18.8% 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.
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 →Microsoft Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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