Jabil Circuit Inc (JBL)vsRogers Corporation (ROG)
JBL
Jabil Circuit Inc
$239.09
+1.16%
TECHNOLOGY · Cap: $29.96B
ROG
Rogers Corporation
$121.96
+5.37%
TECHNOLOGY · Cap: $2.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 4106% more annual revenue ($35.95B vs $854.90M). ROG leads profitability with a 5.3% profit margin vs 2.9%. ROG appears more attractively valued with a PEG of 0.77. JBL earns a higher WallStSmart Score of 71/100 (B).
JBL
Strong Buy71
out of 100
Grade: B
ROG
Buy61
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 65 in profit
Earnings expanding 88.8% YoY
Growing faster than its price suggests
Revenue surging 28.6% year-over-year
Earnings expanding 165.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Trading at 15.5x book value
Grey zone — moderate risk
2.9% margin — thin
5.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of -4.7% — 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 28.6% demonstrates continued momentum. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bull Case : ROG
The strongest argument for ROG centers on EPS Growth, Debt/Equity, Altman Z-Score. PEG of 0.77 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 : ROG
The primary concerns for ROG are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 53.2x leaves little room for execution misses.
Key Dynamics to Monitor
JBL profiles as a growth stock while ROG 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 28.6% — sustainability is the question.
JBL generates stronger free cash flow (487M), providing more financial flexibility.
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 →Rogers Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Rogers Corporation designs, develops, manufactures and sells engineering materials and components worldwide. The company is headquartered in Chandler, Arizona.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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