Jabil Circuit Inc (JBL)vsPlexus Corp (PLXS)
JBL
Jabil Circuit Inc
$318.08
+5.05%
TECHNOLOGY · Cap: $32.73B
PLXS
Plexus Corp
$255.34
+3.40%
TECHNOLOGY · Cap: $6.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 631% more annual revenue ($33.59B vs $4.60B). PLXS leads profitability with a 4.0% profit margin vs 2.6%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 67/100 (B-).
JBL
Strong Buy67
out of 100
Grade: B-
PLXS
Hold48
out of 100
Grade: D+
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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Revenue surging 28.1% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
2.6% margin — thin
Weak financial health signals
Trading at 25.2x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.0% margin — thin
Operating margin of 4.7%
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 : PLXS
The strongest argument for PLXS centers on Altman Z-Score, Debt/Equity, Revenue Growth. Revenue growth of 28.1% demonstrates continued momentum.
Bear Case : JBL
The primary concerns for JBL are P/E Ratio, Profit Margin, Piotroski F-Score. Debt-to-equity of 2.94 is elevated, increasing financial risk. Thin 2.6% margins leave little buffer for downturns.
Bear Case : PLXS
The primary concerns for PLXS are PEG Ratio, P/E Ratio, Profit Margin. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBL profiles as a value stock while PLXS is a growth play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.29 — expect wider price swings.
PLXS is growing revenue faster at 28.1% — sustainability is the question.
JBL generates stronger free cash flow (351M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (67/100 vs 48/100) and 11.8% revenue growth. Both earn "Strong Buy" and "Hold" 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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