Jabil Circuit Inc (JBL)vsRichardson Electronics Ltd (RELL)
JBL
Jabil Circuit Inc
$318.08
+5.05%
TECHNOLOGY · Cap: $32.73B
RELL
Richardson Electronics Ltd
$17.47
+2.52%
TECHNOLOGY · Cap: $257.60M
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 14596% more annual revenue ($33.59B vs $228.56M). RELL leads profitability with a 2.8% 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-
RELL
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBL.
Margin of Safety
-50.6%
Fair Value
$9.56
Current Price
$17.47
$7.91 premium
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
Earnings expanding 238.3% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Revenue surging 27.6% 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
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, 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 : RELL
The strongest argument for RELL centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 27.6% 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 : RELL
The primary concerns for RELL are PEG Ratio, P/E Ratio, Market Cap. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBL profiles as a value stock while RELL is a growth play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.29 — expect wider price swings.
RELL is growing revenue faster at 27.6% — sustainability is the question.
JBL generates stronger free cash flow (351M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (67/100 vs 58/100) and 11.8% 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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