Fabrinet (FN)vsJabil Circuit Inc (JBL)
FN
Fabrinet
$621.25
-13.09%
TECHNOLOGY · Cap: $21.89B
JBL
Jabil Circuit Inc
$353.24
-5.51%
TECHNOLOGY · Cap: $40.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 671% more annual revenue ($32.67B vs $4.24B). FN leads profitability with a 9.9% profit margin vs 2.5%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 68/100 (B-).
FN
Buy65
out of 100
Grade: C+
JBL
Strong Buy68
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 39.3% year-over-year
Earnings expanding 53.3% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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
Trading at 9.7x book value
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : FN
The strongest argument for FN centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 39.3% demonstrates continued momentum. PEG of 1.19 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 23.1% demonstrates continued momentum. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bear Case : FN
The primary concerns for FN are Price/Book, Piotroski F-Score, P/E Ratio. A P/E of 52.4x leaves little room for execution misses.
Bear Case : JBL
The primary concerns for JBL are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 51.8x leaves little room for execution misses. Debt-to-equity of 3.27 is elevated, increasing financial risk.
Key Dynamics to Monitor
FN profiles as a hypergrowth stock while JBL is a growth play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.29 — expect wider price swings.
FN is growing revenue faster at 39.3% — sustainability is the question.
JBL generates stronger free cash flow (316M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (68/100 vs 65/100) and 23.1% 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.
Fabrinet
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Fabrinet offers optical packaging and precision electronic, electromechanical and optical manufacturing services in North America, Asia-Pacific and Europe. The company is headquartered in George Town, the Cayman Islands.
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 ELECTRONIC COMPONENTS Stocks
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