WallStSmart

Fabrinet (FN)vsJabil Circuit Inc (JBL)

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Smart Verdict

WallStSmart Research — data-driven comparison

Jabil Circuit Inc generates 675% more annual revenue ($35.95B vs $4.64B). FN leads profitability with a 10.2% 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).

FN

Strong Buy

71

out of 100

Grade: B

Growth: 10.0Profit: 7.0Value: 5.7Quality: 8.0
Piotroski: 3/9Altman Z: 4.12

JBL

Strong Buy

71

out of 100

Grade: B

Growth: 7.3Profit: 6.5Value: 6.3Quality: 4.0
Piotroski: 4/9Altman Z: 1.89

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FN4 strengths · Avg: 10.0/10
Revenue GrowthGrowth
44.6%10/10

Revenue surging 44.6% year-over-year

EPS GrowthGrowth
58.1%10/10

Earnings expanding 58.1% YoY

Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.1210/10

Safe zone — low bankruptcy risk

JBL4 strengths · Avg: 9.0/10
Return on EquityProfitability
64.6%10/10

Every $100 of equity generates 65 in profit

EPS GrowthGrowth
88.8%10/10

Earnings expanding 88.8% YoY

PEG RatioValuation
0.828/10

Growing faster than its price suggests

Revenue GrowthGrowth
28.6%8/10

Revenue surging 28.6% year-over-year

Areas to Watch

FN3 concerns · Avg: 3.0/10
P/E RatioValuation
28.1x4/10

Moderate valuation

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-137.41M2/10

Negative free cash flow — burning cash

JBL4 concerns · Avg: 3.8/10
P/E RatioValuation
29.8x4/10

Moderate valuation

Price/BookValuation
15.5x4/10

Trading at 15.5x book value

Altman Z-ScoreHealth
1.894/10

Grey zone — moderate risk

Profit MarginProfitability
2.9%3/10

2.9% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : FN

The strongest argument for FN centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 44.6% 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 28.6% 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 P/E Ratio, Piotroski F-Score, Free Cash Flow.

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.

FN is growing revenue faster at 44.6% — sustainability is the question.

JBL generates stronger free cash flow (638M), providing more financial flexibility.

Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

FN scores higher overall (71/100 vs 71/100) and 44.6% 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.

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.

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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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