Jabil Circuit Inc (JBL)vsSpace Exploration Technologies Corp. Class A Common Stock (SPCX)
JBL
Jabil Circuit Inc
$353.24
-5.51%
TECHNOLOGY · Cap: $40.60B
SPCX
Space Exploration Technologies Corp. Class A Common Stock
$160.95
+19.22%
INDUSTRIALS · Cap: $1.77T
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 69% more annual revenue ($32.67B vs $19.30B). JBL leads profitability with a 2.5% profit margin vs -45.0%. JBL earns a higher WallStSmart Score of 68/100 (B-).
JBL
Strong Buy68
out of 100
Grade: B-
SPCX
Avoid23
out of 100
Grade: F
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
Mega-cap, among the largest globally
15.4% revenue growth
Areas to Watch
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Premium valuation, high expectations priced in
0.0% earnings growth
Trading at 27.0x book value
ROE of -11.9% — below average capital efficiency
Negative free cash flow — burning cash
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 : SPCX
The strongest argument for SPCX centers on Market Cap, Revenue Growth. Revenue growth of 15.4% demonstrates continued momentum.
Bear Case : JBL
The primary concerns for JBL are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 51.8x leaves little room for execution misses. Debt-to-equity of 3.27 is elevated, increasing financial risk.
Bear Case : SPCX
The primary concerns for SPCX are EPS Growth, Price/Book, Return on Equity.
Key Dynamics to Monitor
JBL is growing revenue faster at 23.1% — sustainability is the question.
JBL generates stronger free cash flow (316M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBL scores higher overall (68/100 vs 23/100) and 23.1% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →Space Exploration Technologies Corp. Class A Common Stock
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Space Exploration Technologies Corp. The company is headquartered in Starbase, Texas.
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