Jabil Circuit Inc (JBL)vsLSI Industries Inc (LYTS)
JBL
Jabil Circuit Inc
$287.14
-5.22%
TECHNOLOGY · Cap: $31.54B
LYTS
LSI Industries Inc
$22.73
-5.17%
TECHNOLOGY · Cap: $853.56M
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 5408% more annual revenue ($33.59B vs $609.84M). LYTS leads profitability with a 3.9% profit margin vs 2.6%. LYTS appears more attractively valued with a PEG of 0.40. JBL earns a higher WallStSmart Score of 67/100 (B-).
JBL
Strong Buy67
out of 100
Grade: B-
LYTS
Buy51
out of 100
Grade: C-
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
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
2.6% margin — thin
Weak financial health signals
Trading at 22.8x book value
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 5.6% — below average capital efficiency
3.9% margin — thin
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 : LYTS
The strongest argument for LYTS centers on PEG Ratio, Altman Z-Score, Price/Book. Revenue growth of 13.6% demonstrates continued momentum. PEG of 0.40 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 : LYTS
The primary concerns for LYTS are P/E Ratio, Market Cap, Return on Equity. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBL carries more volatility with a beta of 1.28 — expect wider price swings.
LYTS is growing revenue faster at 13.6% — 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 51/100) 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 →LSI Industries Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
LSI Industries Inc. offers corporate image solutions in the United States, Canada, Mexico, Australia, and Latin America. The company is headquartered in Cincinnati, Ohio.
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