Jabil Circuit Inc (JBL)vsSanmina Corporation (SANM)
JBL
Jabil Circuit Inc
$318.08
+5.05%
TECHNOLOGY · Cap: $32.73B
SANM
Sanmina Corporation
$216.00
+6.24%
TECHNOLOGY · Cap: $10.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 163% more annual revenue ($33.59B vs $12.76B). JBL leads profitability with a 2.6% profit margin vs 2.4%. SANM appears more attractively valued with a PEG of 0.67. SANM earns a higher WallStSmart Score of 71/100 (B).
JBL
Strong Buy67
out of 100
Grade: B-
SANM
Strong Buy71
out of 100
Grade: B
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
Revenue surging 69.7% year-over-year
Earnings expanding 68.3% YoY
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
2.6% margin — thin
Weak financial health signals
Trading at 25.2x book value
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.4% margin — thin
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 : SANM
The strongest argument for SANM centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 69.7% demonstrates continued momentum. PEG of 0.67 suggests the stock is reasonably priced for its growth.
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 : SANM
The primary concerns for SANM are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBL profiles as a value stock while SANM is a hypergrowth play — different risk/reward profiles.
SANM carries more volatility with a beta of 1.60 — expect wider price swings.
SANM is growing revenue faster at 69.7% — sustainability is the question.
JBL generates stronger free cash flow (351M), providing more financial flexibility.
Bottom Line
SANM scores higher overall (71/100 vs 67/100) and 69.7% 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 →Sanmina Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Sanmina Corporation offers integrated solutions for manufacturing, components, products and repair, logistics and after-sales services globally. The company is headquartered in San Jose, California.
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