Jabil Circuit Inc (JBL)vsSonos Inc (SONO)
JBL
Jabil Circuit Inc
$239.09
+1.16%
TECHNOLOGY · Cap: $29.96B
SONO
Sonos Inc
$16.41
+0.49%
TECHNOLOGY · Cap: $2.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 2312% more annual revenue ($35.95B vs $1.49B). SONO leads profitability with a 3.8% profit margin vs 2.9%. JBL trades at a lower P/E of 29.8x. JBL earns a higher WallStSmart Score of 71/100 (B).
JBL
Strong Buy71
out of 100
Grade: B
SONO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBL.
Margin of Safety
-32.2%
Fair Value
$12.48
Current Price
$16.41
$3.93 premium
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 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
Trading at 15.5x book value
Grey zone — moderate risk
2.9% margin — thin
Premium valuation, high expectations priced in
ROE of 6.2% — below average capital efficiency
3.8% margin — thin
Operating margin of 4.4%
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 : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
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 : SONO
The primary concerns for SONO are P/E Ratio, Return on Equity, Profit Margin. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBL profiles as a growth stock while SONO is a value play — different risk/reward profiles.
SONO carries more volatility with a beta of 1.88 — expect wider price swings.
JBL is growing revenue faster at 28.6% — sustainability is the question.
JBL generates stronger free cash flow (638M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (71/100 vs 47/100) and 28.6% revenue growth. Both earn "Strong Buy" and "Hold" 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 →Sonos Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sonos, Inc. designs, develops, manufactures, and sells multi-room audio products in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in Santa Barbara, California.
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