Apple Inc. (AAPL)vsJabil Circuit Inc (JBL)
AAPL
Apple Inc.
$343.83
+1.48%
TECHNOLOGY · Cap: $5.01T
JBL
Jabil Circuit Inc
$290.93
+2.70%
TECHNOLOGY · Cap: $29.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Apple Inc. generates 1198% more annual revenue ($466.82B vs $35.95B). AAPL leads profitability with a 27.6% profit margin vs 2.9%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 71/100 (B).
AAPL
Strong Buy67
out of 100
Grade: B-
JBL
Strong Buy71
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 120 in profit
Strong operational efficiency at 32.6%
Generating 31.9B in free cash flow
Keeps 28 of every $100 in revenue as profit
16.4% revenue growth
Every $100 of equity generates 65 in profit
Earnings expanding 89.0% YoY
Growing faster than its price suggests
Revenue surging 28.6% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 46.7x book value
Moderate valuation
Trading at 18.9x book value
Grey zone — moderate risk
2.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : AAPL
The strongest argument for AAPL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.6% and operating margin at 32.6%. Revenue growth of 16.4% demonstrates continued momentum.
Bull Case : JBL
The strongest argument for JBL centers on Return on Equity, EPS Growth, PEG Ratio. Revenue growth of 28.6% demonstrates continued momentum. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bear Case : AAPL
The primary concerns for AAPL are P/E Ratio, PEG Ratio, Price/Book.
Bear Case : JBL
The primary concerns for JBL are P/E Ratio, Price/Book, Altman Z-Score. Debt-to-equity of 2.49 is elevated, increasing financial risk. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBL carries more volatility with a beta of 1.29 — expect wider price swings.
JBL is growing revenue faster at 28.6% — sustainability is the question.
AAPL generates stronger free cash flow (31.9B), providing more financial flexibility.
Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBL scores higher overall (71/100 vs 67/100) and 28.6% revenue growth. 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.
Apple Inc.
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Apple Inc. is an American multinational technology company that specializes in consumer electronics, computer software, and online services. Apple is the world's largest technology company by revenue (totalling $274.5 billion in 2020) and, since January 2021, the world's most valuable company. As of 2021, Apple is the world's fourth-largest PC vendor by unit sales, and fourth-largest smartphone manufacturer. It is one of the Big Five American information technology companies, along with Amazon, Google, Microsoft, and Facebook.
Visit Website →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 →Compare with Other CONSUMER ELECTRONICS Stocks
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