Jabil Circuit Inc (JBL)vsCharles Schwab Corp (SCHW)
JBL
Jabil Circuit Inc
$365.24
+2.84%
TECHNOLOGY · Cap: $38.53B
SCHW
Charles Schwab Corp
$90.17
+2.66%
FINANCIAL SERVICES · Cap: $156.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 32% more annual revenue ($32.67B vs $24.80B). SCHW leads profitability with a 38.0% profit margin vs 2.5%. JBL appears more attractively valued with a PEG of 0.82. SCHW earns a higher WallStSmart Score of 75/100 (B+).
JBL
Strong Buy68
out of 100
Grade: B-
SCHW
Strong Buy75
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
Intrinsic value data unavailable for SCHW.
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
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 49.2%
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
15.8% revenue growth
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 : SCHW
The strongest argument for SCHW centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 38.0% and operating margin at 49.2%. Revenue growth of 15.8% 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 : SCHW
No major red flags identified for SCHW, but monitor valuation.
Key Dynamics to Monitor
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.
SCHW generates stronger free cash flow (7.2B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SCHW scores higher overall (75/100 vs 68/100), backed by strong 38.0% margins and 15.8% 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 →Charles Schwab Corp
FINANCIAL SERVICES · CAPITAL MARKETS · USA
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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