Jabil Circuit Inc (JBL)vsResMed Inc (RMD)
JBL
Jabil Circuit Inc
$365.24
+2.84%
TECHNOLOGY · Cap: $38.53B
RMD
ResMed Inc
$198.76
-3.87%
HEALTHCARE · Cap: $29.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 490% more annual revenue ($32.67B vs $5.54B). RMD leads profitability with a 27.4% profit margin vs 2.5%. JBL appears more attractively valued with a PEG of 0.82. RMD earns a higher WallStSmart Score of 74/100 (B).
JBL
Strong Buy68
out of 100
Grade: B-
RMD
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.4%
Fair Value
$282.03
Current Price
$365.24
$83.21 discount
Margin of Safety
-13.1%
Fair Value
$229.58
Current Price
$198.76
$30.82 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
Strong operational efficiency at 35.3%
Safe zone — low bankruptcy risk
Every $100 of equity generates 25 in profit
Keeps 27 of every $100 in revenue as profit
Areas to Watch
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Premium valuation, high expectations priced in
No major concerns identified
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 : RMD
The strongest argument for RMD centers on Operating Margin, Altman Z-Score, Return on Equity. Profitability is solid with margins at 27.4% and operating margin at 35.3%. Revenue growth of 10.8% demonstrates continued momentum.
Bear Case : JBL
The primary concerns for JBL are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 49.3x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Bear Case : RMD
No major red flags identified for RMD, but monitor valuation.
Key Dynamics to Monitor
JBL profiles as a growth stock while RMD is a mature 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.
RMD generates stronger free cash flow (520M), providing more financial flexibility.
Bottom Line
RMD scores higher overall (74/100 vs 68/100), backed by strong 27.4% margins and 10.8% revenue growth. 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 →ResMed Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
ResMed is a San Diego, California-based medical equipment company. It primarily provides cloud-connectable medical devices for the treatment of sleep apnea (such as CPAP devices and masks), chronic obstructive pulmonary disease (COPD), and other respiratory conditions.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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