Deswell Industries Inc (DSWL)vsJabil Circuit Inc (JBL)
DSWL
Deswell Industries Inc
$3.46
-1.21%
TECHNOLOGY · Cap: $59.89M
JBL
Jabil Circuit Inc
$338.22
-5.51%
TECHNOLOGY · Cap: $39.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 54667% more annual revenue ($33.59B vs $61.33M). DSWL leads profitability with a 17.3% profit margin vs 2.6%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 65/100 (C+).
DSWL
Buy52
out of 100
Grade: C-
JBL
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.0%
Fair Value
$2.50
Current Price
$3.46
$0.96 premium
Intrinsic value data unavailable for JBL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Every $100 of equity generates 65 in profit
Growing faster than its price suggests
Earnings expanding 27.6% YoY
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
Revenue declined 13.4%
Earnings declined 37.0%
2.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 26.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : DSWL
The strongest argument for DSWL centers on P/E Ratio, Price/Book, Altman Z-Score. Profitability is solid with margins at 17.3% and operating margin at -1.8%. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bull Case : JBL
The strongest argument for JBL centers on Return on Equity, PEG Ratio, EPS Growth. Revenue growth of 11.8% demonstrates continued momentum. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bear Case : DSWL
The primary concerns for DSWL are Market Cap, Piotroski F-Score, Revenue Growth.
Bear Case : JBL
The primary concerns for JBL are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 50.0x leaves little room for execution misses. Debt-to-equity of 2.94 is elevated, increasing financial risk.
Key Dynamics to Monitor
DSWL profiles as a declining stock while JBL is a value play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.29 — expect wider price swings.
JBL is growing revenue faster at 11.8% — sustainability is the question.
JBL generates stronger free cash flow (351M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (65/100 vs 52/100) and 11.8% revenue growth. Both earn "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.
Deswell Industries Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · China
Deswell Industries, Inc. manufactures and sells injection molded plastic parts and components, electronic products and sub-assemblies, and metal molds and accessory parts to original equipment manufacturers and contractors. The company is headquartered in Macau.
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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