Jabil Circuit Inc (JBL)vsLightPath Technologies Inc (LPTH)
JBL
Jabil Circuit Inc
$290.93
+2.70%
TECHNOLOGY · Cap: $29.16B
LPTH
LightPath Technologies Inc
$8.28
-1.08%
TECHNOLOGY · Cap: $510.56M
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 50030% more annual revenue ($35.95B vs $71.72M). JBL leads profitability with a 2.9% profit margin vs -28.6%. 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
LPTH
Hold47
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 65 in profit
Earnings expanding 89.0% YoY
Growing faster than its price suggests
Revenue surging 28.6% year-over-year
Revenue surging 73.3% year-over-year
Earnings expanding 4911.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
Trading at 18.9x book value
Grey zone — moderate risk
2.9% margin — thin
Expensive relative to growth rate
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of -13.0% — below average capital efficiency
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 : LPTH
The strongest argument for LPTH centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 73.3% 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 : LPTH
The primary concerns for LPTH are PEG Ratio, Altman Z-Score, Market Cap.
Key Dynamics to Monitor
JBL profiles as a growth stock while LPTH is a hypergrowth play — different risk/reward profiles.
LPTH carries more volatility with a beta of 1.38 — expect wider price swings.
LPTH is growing revenue faster at 73.3% — sustainability is the question.
JBL generates stronger free cash flow (638M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (71/100 vs 47/100) and 28.6% revenue growth. Both earn "Strong Buy" and "Hold" 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 →LightPath Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
LightPath Technologies, Inc. designs, develops, manufactures and distributes optical components and assemblies. The company is headquartered in Orlando, Florida.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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