Jabil Circuit Inc (JBL)vsRichardson Electronics Ltd (RELL)
JBL
Jabil Circuit Inc
$287.77
-1.09%
TECHNOLOGY · Cap: $29.16B
RELL
Richardson Electronics Ltd
$21.10
+5.50%
TECHNOLOGY · Cap: $275.81M
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 14951% more annual revenue ($35.95B vs $238.88M). RELL leads profitability with a 3.6% profit margin vs 2.9%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 71/100 (B).
JBL
Strong Buy71
out of 100
Grade: B
RELL
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBL.
Margin of Safety
-41.7%
Fair Value
$10.16
Current Price
$21.10
$10.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 65 in profit
Earnings expanding 89.0% YoY
Growing faster than its price suggests
Revenue surging 28.6% year-over-year
Earnings expanding 106.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
18.9% revenue growth
Areas to Watch
Moderate valuation
Trading at 18.7x book value
Grey zone — moderate risk
2.9% margin — thin
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 2.4% — below average capital efficiency
3.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : JBL
The strongest argument for JBL centers on Return on Equity, EPS Growth, PEG Ratio. Revenue growth of 28.6% demonstrates continued momentum. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bull Case : RELL
The strongest argument for RELL centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 18.9% demonstrates continued momentum. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bear Case : JBL
The primary concerns for JBL are P/E Ratio, Price/Book, Altman Z-Score. Debt-to-equity of 2.49 is elevated, increasing financial risk. Thin 2.9% margins leave little buffer for downturns.
Bear Case : RELL
The primary concerns for RELL are P/E Ratio, Market Cap, Return on Equity. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
RELL carries more volatility with a beta of 1.31 — expect wider price swings.
JBL is growing revenue faster at 28.6% — sustainability is the question.
JBL generates stronger free cash flow (638M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBL scores higher overall (71/100 vs 61/100) and 28.6% 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 →Richardson Electronics Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Richardson Electronics, Ltd. is engaged in microwave and power technologies, custom display solutions, and healthcare equipment businesses in North America, Asia Pacific, Europe, and Latin America. The company is headquartered in LaFox, Illinois.
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