Jabil Circuit Inc (JBL)vsLittelfuse Inc (LFUS)
JBL
Jabil Circuit Inc
$239.09
+1.16%
TECHNOLOGY · Cap: $29.96B
LFUS
Littelfuse Inc
$355.72
+2.10%
TECHNOLOGY · Cap: $10.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 1275% more annual revenue ($35.95B vs $2.61B). JBL leads profitability with a 2.9% profit margin vs -0.3%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 71/100 (B).
JBL
Strong Buy71
out of 100
Grade: B
LFUS
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBL.
Margin of Safety
-46.9%
Fair Value
$243.71
Current Price
$355.72
$112.01 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 65 in profit
Earnings expanding 88.8% YoY
Growing faster than its price suggests
Revenue surging 28.6% year-over-year
Earnings expanding 51.7% YoY
Conservative balance sheet, low leverage
Revenue surging 20.4% year-over-year
Areas to Watch
Moderate valuation
Trading at 15.5x book value
Grey zone — moderate risk
2.9% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of -0.3% — below average capital efficiency
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull 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.
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, 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.
Bear Case : LFUS
The primary concerns for LFUS are PEG Ratio, P/E Ratio, Return on Equity. A P/E of 328.5x leaves little room for execution misses.
Key Dynamics to Monitor
LFUS carries more volatility with a beta of 1.48 — expect wider price swings.
JBL is growing revenue faster at 28.6% — 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
JBL scores higher overall (71/100 vs 57/100) and 28.6% 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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