Fabrinet (FN)vsJabil Circuit Inc (JBL)
FN
Fabrinet
$531.03
+16.47%
TECHNOLOGY · Cap: $15.60B
JBL
Jabil Circuit Inc
$340.00
+6.79%
TECHNOLOGY · Cap: $33.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 693% more annual revenue ($33.59B vs $4.24B). FN leads profitability with a 9.9% profit margin vs 2.6%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 67/100 (B-).
FN
Strong Buy67
out of 100
Grade: B-
JBL
Strong Buy67
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 65 in profit
Growing faster than its price suggests
Earnings expanding 27.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 8.3x book value
Weak financial health signals
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
2.6% margin — thin
Weak financial health signals
Trading at 26.9x book value
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, 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 : FN
The primary concerns for FN are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : JBL
The primary concerns for JBL are P/E Ratio, Profit Margin, Piotroski F-Score. Debt-to-equity of 2.94 is elevated, increasing financial risk. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
FN profiles as a hypergrowth stock while JBL is a value play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.28 — expect wider price swings.
FN is growing revenue faster at 39.3% — sustainability is the question.
JBL generates stronger free cash flow (351M), providing more financial flexibility.
Bottom Line
FN scores higher overall (67/100 vs 67/100) and 39.3% 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.
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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