WallStSmart

Jabil Circuit Inc (JBL)vsResearch Frontiers Incorporated (REFR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Jabil Circuit Inc generates 2913475% more annual revenue ($32.67B vs $1.12M). JBL leads profitability with a 2.5% profit margin vs -1.8%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 70/100 (B).

JBL

Strong Buy

70

out of 100

Grade: B

Growth: 6.7Profit: 6.0Value: 9.3Quality: 4.8
Piotroski: 3/9Altman Z: 2.35

REFR

Avoid

13

out of 100

Grade: F

Growth: 5.3Profit: 2.0Value: 4.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JBLUndervalued (+24.9%)

Margin of Safety

+24.9%

Fair Value

$347.72

Current Price

$283.24

$64.48 discount

UndervaluedFair: $347.72Overvalued

Intrinsic value data unavailable for REFR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JBL4 strengths · Avg: 9.0/10
Return on EquityProfitability
59.7%10/10

Every $100 of equity generates 60 in profit

EPS GrowthGrowth
96.2%10/10

Earnings expanding 96.2% YoY

PEG RatioValuation
0.828/10

Growing faster than its price suggests

Revenue GrowthGrowth
23.1%8/10

Revenue surging 23.1% year-over-year

REFR0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

JBL4 concerns · Avg: 3.3/10
P/E RatioValuation
37.3x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
2.5%3/10

2.5% margin — thin

Operating MarginProfitability
4.7%3/10

Operating margin of 4.7%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

REFR4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$26.92M3/10

Smaller company, higher risk/reward

PEG RatioValuation
3.152/10

Expensive relative to growth rate

Price/BookValuation
28.3x2/10

Trading at 28.3x book value

Comparative Analysis Report

WallStSmart Research

Bull 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 : REFR

REFR has a balanced fundamental profile.

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 : REFR

The primary concerns for REFR are EPS Growth, Market Cap, PEG Ratio.

Key Dynamics to Monitor

JBL profiles as a growth stock while REFR is a turnaround 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.

JBL generates stronger free cash flow (316M), providing more financial flexibility.

Bottom Line

JBL scores higher overall (70/100 vs 13/100) and 23.1% revenue growth. Both earn "Strong Buy" and "Avoid" 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.

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Research Frontiers Incorporated

TECHNOLOGY · ELECTRONIC COMPONENTS · USA

Research Frontiers Incorporated develops and markets technology and devices to control the flow of light globally. The company is headquartered in Woodbury, New York.

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