Canadian Imperial Bank Of Commerce (CM)vsJabil Circuit Inc (JBL)
CM
Canadian Imperial Bank Of Commerce
$108.74
-0.69%
FINANCIAL SERVICES · Cap: $106.24B
JBL
Jabil Circuit Inc
$364.56
+0.25%
TECHNOLOGY · Cap: $38.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 17% more annual revenue ($32.67B vs $27.91B). CM leads profitability with a 33.5% profit margin vs 2.5%. JBL appears more attractively valued with a PEG of 0.82. CM earns a higher WallStSmart Score of 73/100 (B).
CM
Strong Buy73
out of 100
Grade: B
JBL
Strong Buy68
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 44.7%
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
16.7% revenue growth
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
Areas to Watch
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CM
The strongest argument for CM centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 33.5% and operating margin at 44.7%. Revenue growth of 16.7% demonstrates continued momentum.
Bull 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.
Bear Case : CM
The primary concerns for CM are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.66 is elevated, increasing financial risk.
Bear Case : JBL
The primary concerns for JBL are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 49.0x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
CM carries more volatility with a beta of 1.30 — 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 BANKS - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CM scores higher overall (73/100 vs 68/100), backed by strong 33.5% margins and 16.7% 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.
Canadian Imperial Bank Of Commerce
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Canadian Imperial Bank of Commerce, a diversified financial institution, offers a variety of financial products and services to personal, commercial, public sector, and institutional clients in Canada, the United States, and internationally. The company is headquartered in Toronto, Canada.
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 BANKS - DIVERSIFIED Stocks
Want to dig deeper into these stocks?