Jabil Circuit Inc (JBL)vsPlexus Corp (PLXS)
JBL
Jabil Circuit Inc
$353.24
-5.51%
TECHNOLOGY · Cap: $40.60B
PLXS
Plexus Corp
$273.01
-3.99%
TECHNOLOGY · Cap: $7.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 658% more annual revenue ($32.67B vs $4.31B). PLXS leads profitability with a 4.3% 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-
PLXS
Buy52
out of 100
Grade: C-
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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
18.7% revenue growth
Earnings expanding 29.1% YoY
Areas to Watch
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
4.3% margin — thin
Premium valuation, high expectations priced in
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 : PLXS
The strongest argument for PLXS centers on Altman Z-Score, Debt/Equity, Revenue Growth. Revenue growth of 18.7% demonstrates continued momentum.
Bear Case : JBL
The primary concerns for JBL are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 51.8x leaves little room for execution misses. Debt-to-equity of 3.27 is elevated, increasing financial risk.
Bear Case : PLXS
The primary concerns for PLXS are PEG Ratio, Profit Margin, P/E Ratio. A P/E of 43.1x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
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.
JBL generates stronger free cash flow (316M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBL scores higher overall (68/100 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 →Plexus Corp
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Plexus Corp. The company is headquartered in Neenah, Wisconsin.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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