Bel Fuse A Inc (BELFA)vsJabil Circuit Inc (JBL)
BELFA
Bel Fuse A Inc
$164.18
+6.09%
TECHNOLOGY · Cap: $2.70B
JBL
Jabil Circuit Inc
$239.09
+1.16%
TECHNOLOGY · Cap: $29.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 4732% more annual revenue ($35.95B vs $744.09M). BELFA leads profitability with a 7.2% 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).
BELFA
Buy57
out of 100
Grade: C
JBL
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.9%
Fair Value
$260.03
Current Price
$164.18
$95.85 discount
Intrinsic value data unavailable for JBL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Revenue surging 25.2% year-over-year
Every $100 of equity generates 65 in profit
Earnings expanding 88.8% YoY
Growing faster than its price suggests
Revenue surging 28.6% year-over-year
Areas to Watch
7.2% margin — thin
Premium valuation, high expectations priced in
Earnings declined 11.7%
Moderate valuation
Trading at 15.5x book value
Grey zone — moderate risk
2.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BELFA
The strongest argument for BELFA centers on Debt/Equity, Revenue Growth. Revenue growth of 25.2% demonstrates continued momentum. PEG of 1.25 suggests the stock is reasonably priced for its growth.
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 : BELFA
The primary concerns for BELFA are Profit Margin, P/E Ratio, EPS Growth. A P/E of 43.8x leaves little room for execution misses.
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
BELFA carries more volatility with a beta of 1.37 — expect wider price swings.
JBL is growing revenue faster at 28.6% — sustainability is the question.
JBL generates stronger free cash flow (487M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBL scores higher overall (71/100 vs 57/100) and 28.6% 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.
Bel Fuse A Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Bel Fuse Inc. designs, manufactures, markets, and sells products used in the networking, telecommunications, high-speed data transmission, commercial aerospace, military, broadcasting, transportation, and consumer electronics industries in the United States, Macao, United States. United. Kingdom, Slovakia, Germany, Switzerland and internationally. The company is headquartered in Jersey City, New Jersey.
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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