Jabil Circuit Inc (JBL)vsPalantir Technologies Inc. (PLTR)
JBL
Jabil Circuit Inc
$358.60
-5.51%
TECHNOLOGY · Cap: $39.23B
PLTR
Palantir Technologies Inc.
$112.93
+2.45%
TECHNOLOGY · Cap: $270.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 543% more annual revenue ($33.59B vs $5.22B). PLTR leads profitability with a 43.7% profit margin vs 2.6%. JBL appears more attractively valued with a PEG of 0.82. PLTR earns a higher WallStSmart Score of 75/100 (B).
JBL
Buy65
out of 100
Grade: C+
PLTR
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBL.
Margin of Safety
-48.0%
Fair Value
$76.30
Current Price
$112.93
$36.63 premium
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
Mega-cap, among the largest globally
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 46.2%
Revenue surging 84.7% year-over-year
Earnings expanding 325.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
2.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 28.6x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 32.0x book value
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 : PLTR
The strongest argument for PLTR centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 43.7% and operating margin at 46.2%. Revenue growth of 84.7% demonstrates continued momentum.
Bear Case : JBL
The primary concerns for JBL are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 50.0x leaves little room for execution misses. Debt-to-equity of 2.94 is elevated, increasing financial risk.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 126.9x leaves little room for execution misses.
Key Dynamics to Monitor
JBL profiles as a value stock while PLTR is a growth play — different risk/reward profiles.
PLTR carries more volatility with a beta of 1.51 — expect wider price swings.
PLTR is growing revenue faster at 84.7% — sustainability is the question.
PLTR generates stronger free cash flow (892M), providing more financial flexibility.
Bottom Line
PLTR scores higher overall (75/100 vs 65/100), backed by strong 43.7% margins and 84.7% 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 →Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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