Jabil Circuit Inc (JBL)vsKnowles Cor (KN)
JBL
Jabil Circuit Inc
$318.08
+5.05%
TECHNOLOGY · Cap: $32.73B
KN
Knowles Cor
$34.59
-6.31%
TECHNOLOGY · Cap: $3.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 5190% more annual revenue ($33.59B vs $635.00M). KN leads profitability with a 10.6% profit margin vs 2.6%. KN appears more attractively valued with a PEG of 0.43. JBL earns a higher WallStSmart Score of 67/100 (B-).
JBL
Strong Buy67
out of 100
Grade: B-
KN
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBL.
Margin of Safety
-72.9%
Fair Value
$15.62
Current Price
$34.59
$18.97 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 65 in profit
Growing faster than its price suggests
Earnings expanding 27.6% YoY
Growing faster than its price suggests
Earnings expanding 146.6% YoY
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
2.6% margin — thin
Weak financial health signals
Trading at 25.2x book value
Grey zone — moderate risk
ROE of 7.2% — below average capital efficiency
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : KN
The strongest argument for KN centers on PEG Ratio, EPS Growth, Debt/Equity. Revenue growth of 14.3% demonstrates continued momentum. PEG of 0.43 suggests the stock is reasonably priced for its growth.
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.
Bear Case : KN
The primary concerns for KN are Altman Z-Score, Return on Equity, P/E Ratio. A P/E of 42.2x leaves little room for execution misses.
Key Dynamics to Monitor
KN carries more volatility with a beta of 1.59 — expect wider price swings.
KN is growing revenue faster at 14.3% — sustainability is the question.
JBL generates stronger free cash flow (351M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBL scores higher overall (67/100 vs 64/100) and 11.8% 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.
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 →Knowles Cor
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Knowles Corporation designs, manufactures and sells microacoustic, audio processing and precision device solutions for the mobile consumer electronics, communications, medical technology, defense, electric and industrial vehicle markets. The company is headquartered in Itasca, Illinois.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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