Jabil Circuit Inc (JBL)vsLittelfuse Inc (LFUS)
JBL
Jabil Circuit Inc
$341.22
-1.00%
TECHNOLOGY · Cap: $33.01B
LFUS
Littelfuse Inc
$456.55
-0.59%
TECHNOLOGY · Cap: $11.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 1185% more annual revenue ($33.59B vs $2.61B). JBL leads profitability with a 2.6% profit margin vs -0.3%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 67/100 (B-).
JBL
Strong Buy67
out of 100
Grade: B-
LFUS
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBL.
Margin of Safety
-49.7%
Fair Value
$239.10
Current Price
$456.55
$217.45 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
Earnings expanding 51.7% YoY
Conservative balance sheet, low leverage
Revenue surging 20.4% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
2.6% margin — thin
Weak financial health signals
Trading at 27.0x book value
Expensive relative to growth rate
ROE of -1.6% — below average capital efficiency
Currently unprofitable
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 : LFUS
The strongest argument for LFUS centers on EPS Growth, Debt/Equity, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum.
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 : LFUS
The primary concerns for LFUS are PEG Ratio, Return on Equity, Profit Margin.
Key Dynamics to Monitor
JBL profiles as a value stock while LFUS is a growth play — different risk/reward profiles.
LFUS carries more volatility with a beta of 1.49 — expect wider price swings.
LFUS is growing revenue faster at 20.4% — sustainability is the question.
JBL generates stronger free cash flow (351M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (67/100 vs 52/100) 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 →Littelfuse Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Littelfuse, Inc. manufactures and sells circuit protection, power control, and sensing products in Asia-Pacific, the Americas, and Europe. The company is headquartered in Chicago, Illinois.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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