Jabil Circuit Inc (JBL)vsLSI Industries Inc (LYTS)
JBL
Jabil Circuit Inc
$290.93
+2.70%
TECHNOLOGY · Cap: $29.16B
LYTS
LSI Industries Inc
$20.67
+1.03%
TECHNOLOGY · Cap: $756.17M
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 5115% more annual revenue ($35.95B vs $689.40M). LYTS leads profitability with a 3.3% profit margin vs 2.9%. LYTS appears more attractively valued with a PEG of 0.40. JBL earns a higher WallStSmart Score of 71/100 (B).
JBL
Strong Buy71
out of 100
Grade: B
LYTS
Buy58
out of 100
Grade: C
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
Growing faster than its price suggests
Revenue surging 51.3% year-over-year
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Trading at 18.9x book value
Grey zone — moderate risk
2.9% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 5.1% — 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 : LYTS
The strongest argument for LYTS centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 51.3% 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, 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 : LYTS
The primary concerns for LYTS are P/E Ratio, Altman Z-Score, Market Cap. Thin 3.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBL profiles as a growth stock while LYTS is a hypergrowth play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.29 — expect wider price swings.
LYTS is growing revenue faster at 51.3% — sustainability is the question.
JBL generates stronger free cash flow (638M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (71/100 vs 58/100) 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 →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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