IDEXX Laboratories Inc (IDXX)vsJabil Circuit Inc (JBL)
IDXX
IDEXX Laboratories Inc
$532.00
-5.02%
HEALTHCARE · Cap: $44.18B
JBL
Jabil Circuit Inc
$365.24
+2.84%
TECHNOLOGY · Cap: $38.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 635% more annual revenue ($32.67B vs $4.45B). IDXX leads profitability with a 24.6% 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-).
IDXX
Buy63
out of 100
Grade: C+
JBL
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-41.2%
Fair Value
$459.52
Current Price
$532.00
$72.48 premium
Margin of Safety
+7.4%
Fair Value
$282.03
Current Price
$365.24
$83.21 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 73 in profit
Strong operational efficiency at 31.8%
Keeps 25 of every $100 in revenue as profit
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
Premium valuation, high expectations priced in
Trading at 26.4x book value
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 : IDXX
The strongest argument for IDXX centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 24.6% and operating margin at 31.8%. Revenue growth of 14.3% 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 : IDXX
The primary concerns for IDXX are PEG Ratio, P/E Ratio, Price/Book. A P/E of 41.1x 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 49.3x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
IDXX profiles as a mature stock while JBL is a growth play — different risk/reward profiles.
IDXX carries more volatility with a beta of 1.57 — 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.
Bottom Line
JBL scores higher overall (68/100 vs 63/100) 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.
IDEXX Laboratories Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
IDEXX Laboratories, Inc. is an American multinational corporation engaged in the development, manufacture, and distribution of products and services for the companion animal veterinary, livestock and poultry, water testing, and dairy markets.
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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