Jabil Circuit Inc (JBL)vsUniversal Health Services Inc (UHS)
JBL
Jabil Circuit Inc
$283.24
+2.11%
TECHNOLOGY · Cap: $29.63B
UHS
Universal Health Services Inc
$186.72
+0.43%
HEALTHCARE · Cap: $11.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 88% more annual revenue ($32.67B vs $17.36B). UHS leads profitability with a 8.6% profit margin vs 2.5%. JBL appears more attractively valued with a PEG of 0.82. UHS earns a higher WallStSmart Score of 76/100 (B+).
JBL
Strong Buy70
out of 100
Grade: B
UHS
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+24.9%
Fair Value
$347.72
Current Price
$283.24
$64.48 discount
Margin of Safety
+78.6%
Fair Value
$1081.08
Current Price
$186.72
$894.36 discount
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
Attractively priced relative to earnings
Every $100 of equity generates 21 in profit
Reasonable price relative to book value
Earnings expanding 42.7% YoY
Areas to Watch
Premium valuation, high expectations priced in
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
No major concerns identified
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 : UHS
The strongest argument for UHS centers on P/E Ratio, Return on Equity, Price/Book. PEG of 1.29 suggests the stock is reasonably priced for its growth.
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 : UHS
No major red flags identified for UHS, but monitor valuation.
Key Dynamics to Monitor
JBL profiles as a growth stock while UHS is a value play — different risk/reward profiles.
UHS carries more volatility with a beta of 1.26 — 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.
Bottom Line
UHS scores higher overall (76/100 vs 70/100). JBL offers better value entry with a 24.9% margin of safety. Both earn "Strong Buy" and "Strong 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 →Universal Health Services Inc
HEALTHCARE · MEDICAL CARE FACILITIES · USA
UnitedHealth Group Incorporated is an American for-profit multinational managed healthcare and insurance company based in Minnetonka, Minnesota. It offers health care products and insurance services.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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