Jabil Circuit Inc (JBL)vsPNC Financial Services Group Inc (PNC)
JBL
Jabil Circuit Inc
$283.24
+2.11%
TECHNOLOGY · Cap: $29.63B
PNC
PNC Financial Services Group Inc
$205.95
-0.19%
FINANCIAL SERVICES · Cap: $83.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 46% more annual revenue ($32.67B vs $22.32B). PNC leads profitability with a 31.1% profit margin vs 2.5%. JBL appears more attractively valued with a PEG of 0.82. PNC earns a higher WallStSmart Score of 73/100 (B).
JBL
Strong Buy70
out of 100
Grade: B
PNC
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+24.9%
Fair Value
$347.72
Current Price
$283.24
$64.48 discount
Margin of Safety
+73.5%
Fair Value
$776.41
Current Price
$205.95
$570.46 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
Reasonable price relative to book value
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 39.3%
Large-cap with strong market position
Attractively priced relative to earnings
Earnings expanding 29.1% YoY
Areas to Watch
Premium valuation, high expectations priced in
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
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 : PNC
The strongest argument for PNC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 31.1% and operating margin at 39.3%.
Bear Case : JBL
The primary concerns for JBL are P/E Ratio, Profit Margin, Operating Margin. Thin 2.5% margins leave little buffer for downturns.
Bear Case : PNC
The primary concerns for PNC are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
JBL profiles as a growth stock while PNC is a mature play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.18 — expect wider price swings.
JBL is growing revenue faster at 23.1% — sustainability is the question.
PNC generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
PNC scores higher overall (73/100 vs 70/100), backed by strong 31.1% margins. JBL offers better value entry with a 24.9% margin of safety. 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 →PNC Financial Services Group Inc
FINANCIAL SERVICES · BANKS - REGIONAL · USA
PNC Financial Services Group, Inc. (stylized as PNC) is a bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 21 states and the District of Columbia with 2,296 branches and 9,051 ATMs. The company also provides financial services such as asset management, wealth management, estate planning, loan servicing, and information processing.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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