Jabil Circuit Inc (JBL)vsTaseko Mines Ltd (TGB)
JBL
Jabil Circuit Inc
$355.15
+1.59%
TECHNOLOGY · Cap: $36.88B
TGB
Taseko Mines Ltd
$7.49
+3.31%
BASIC MATERIALS · Cap: $2.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 4755% more annual revenue ($32.67B vs $672.90M). JBL leads profitability with a 2.5% profit margin vs -4.5%. TGB appears more attractively valued with a PEG of 0.33. JBL earns a higher WallStSmart Score of 68/100 (B-).
JBL
Strong Buy68
out of 100
Grade: B-
TGB
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.4%
Fair Value
$282.03
Current Price
$355.15
$73.12 discount
Margin of Safety
-17.4%
Fair Value
$7.11
Current Price
$7.49
$0.38 premium
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
Growing faster than its price suggests
Revenue surging 45.3% year-over-year
Areas to Watch
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
ROE of -4.7% — below average capital efficiency
Earnings declined 45.5%
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 : TGB
The strongest argument for TGB centers on PEG Ratio, Revenue Growth. Revenue growth of 45.3% demonstrates continued momentum. PEG of 0.33 suggests the stock is reasonably priced for its growth.
Bear Case : JBL
The primary concerns for JBL are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 47.2x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Bear Case : TGB
The primary concerns for TGB are Debt/Equity, Piotroski F-Score, Return on Equity. Debt-to-equity of 1.58 is elevated, increasing financial risk.
Key Dynamics to Monitor
JBL profiles as a growth stock while TGB is a hypergrowth play — different risk/reward profiles.
TGB carries more volatility with a beta of 2.02 — expect wider price swings.
TGB is growing revenue faster at 45.3% — sustainability is the question.
JBL generates stronger free cash flow (316M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (68/100 vs 48/100) and 23.1% 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 →Taseko Mines Ltd
BASIC MATERIALS · COPPER · USA
Taseko Mines Limited, a mining company, acquires, develops and operates mineral properties. The company is headquartered in Vancouver, Canada.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?