Jabil Circuit Inc (JBL)vsRichardson Electronics Ltd (RELL)
JBL
Jabil Circuit Inc
$353.24
-5.51%
TECHNOLOGY · Cap: $40.60B
RELL
Richardson Electronics Ltd
$16.20
-5.92%
TECHNOLOGY · Cap: $249.07M
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 15147% more annual revenue ($32.67B vs $214.26M). 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 68/100 (B-).
JBL
Strong Buy68
out of 100
Grade: B-
RELL
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBL.
Margin of Safety
-61.8%
Fair Value
$8.90
Current Price
$16.20
$7.30 premium
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
Earnings expanding 221.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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
3.1% revenue growth
Smaller company, higher risk/reward
ROE of 2.4% — below average capital efficiency
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 : RELL
The strongest argument for RELL centers on Price/Book, EPS Growth, Debt/Equity.
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 : RELL
The primary concerns for RELL are PEG Ratio, Revenue Growth, Market Cap. A P/E of 63.4x leaves little room for execution misses. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBL profiles as a growth stock while RELL is a value play — different risk/reward profiles.
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.
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 →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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