Jabil Circuit Inc (JBL)vsTurning Point Brands Inc (TPB)
JBL
Jabil Circuit Inc
$355.15
+1.59%
TECHNOLOGY · Cap: $36.88B
TPB
Turning Point Brands Inc
$93.42
+3.55%
CONSUMER DEFENSIVE · Cap: $1.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 6693% more annual revenue ($32.67B vs $480.90M). TPB leads profitability with a 11.5% profit margin vs 2.5%. TPB appears more attractively valued with a PEG of 0.05. JBL earns a higher WallStSmart Score of 68/100 (B-).
JBL
Strong Buy68
out of 100
Grade: B-
TPB
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.4%
Fair Value
$282.03
Current Price
$355.15
$73.12 discount
Intrinsic value data unavailable for TPB.
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
Every $100 of equity generates 23 in profit
16.8% revenue growth
Areas to Watch
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Earnings declined 24.1%
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 : TPB
The strongest argument for TPB centers on PEG Ratio, Return on Equity, Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum. PEG of 0.05 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 : TPB
The primary concerns for TPB are P/E Ratio, Market Cap, EPS Growth.
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.
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 59/100) and 23.1% revenue growth. Both earn "Strong Buy" and "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 →Turning Point Brands Inc
CONSUMER DEFENSIVE · TOBACCO · USA
Turning Point Brands, Inc. manufactures, markets and distributes branded consumer products. The company is headquartered in Louisville, Kentucky.
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