Jabil Circuit Inc (JBL)vsTalen Energy Corporation (TLN)
JBL
Jabil Circuit Inc
$283.24
+2.11%
TECHNOLOGY · Cap: $29.63B
TLN
Talen Energy Corporation
$328.29
+3.96%
UTILITIES · Cap: $14.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 1144% more annual revenue ($32.67B vs $2.63B). JBL leads profitability with a 2.5% profit margin vs -8.3%. JBL earns a higher WallStSmart Score of 70/100 (B).
JBL
Strong Buy70
out of 100
Grade: B
TLN
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+24.9%
Fair Value
$347.72
Current Price
$283.24
$64.48 discount
Intrinsic value data unavailable for TLN.
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
Revenue surging 58.0% year-over-year
Earnings expanding 34.5% YoY
Areas to Watch
Premium valuation, high expectations priced in
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Trading at 13.7x book value
ROE of -17.7% — below average capital efficiency
Currently unprofitable
Operating margin of -36.1%
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 : TLN
The strongest argument for TLN centers on Revenue Growth, EPS Growth. Revenue growth of 58.0% demonstrates continued momentum.
Bear Case : JBL
The primary concerns for JBL are P/E Ratio, Profit Margin, Operating Margin. Thin 2.5% margins leave little buffer for downturns.
Bear Case : TLN
The primary concerns for TLN are Price/Book, Return on Equity, Profit Margin.
Key Dynamics to Monitor
JBL profiles as a growth stock while TLN is a hypergrowth play — different risk/reward profiles.
TLN carries more volatility with a beta of 1.61 — expect wider price swings.
TLN is growing revenue faster at 58.0% — sustainability is the question.
JBL generates stronger free cash flow (316M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (70/100 vs 42/100) 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.
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