Jabil Circuit Inc (JBL)vsMagnite Inc (MGNI)
JBL
Jabil Circuit Inc
$365.24
+2.84%
TECHNOLOGY · Cap: $38.53B
MGNI
Magnite Inc
$13.37
-5.38%
COMMUNICATION SERVICES · Cap: $1.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 4421% more annual revenue ($32.67B vs $722.55M). MGNI leads profitability with a 22.0% profit margin vs 2.5%. MGNI appears more attractively valued with a PEG of 0.09. MGNI earns a higher WallStSmart Score of 68/100 (B-).
JBL
Strong Buy68
out of 100
Grade: B-
MGNI
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.4%
Fair Value
$282.03
Current Price
$365.24
$83.21 discount
Margin of Safety
+54.6%
Fair Value
$26.00
Current Price
$13.37
$12.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 60 in profit
Earnings expanding 96.2% YoY
Growing faster than its price suggests
Revenue surging 23.1% year-over-year
Growing faster than its price suggests
Earnings expanding 230.0% YoY
Keeps 22 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Operating margin of 4.7%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : JBL
The strongest argument for JBL centers on Return on Equity, EPS Growth, PEG Ratio. Revenue growth of 23.1% demonstrates continued momentum. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bull Case : MGNI
The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Profit Margin. Profitability is solid with margins at 22.0% and operating margin at 4.7%. PEG of 0.09 suggests the stock is reasonably priced for its growth.
Bear Case : JBL
The primary concerns for JBL are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 49.3x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Bear Case : MGNI
The primary concerns for MGNI are Market Cap, Operating Margin, Free Cash Flow.
Key Dynamics to Monitor
JBL profiles as a growth stock while MGNI is a mature play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.32 — expect wider price swings.
JBL is growing revenue faster at 23.1% — sustainability is the question.
JBL generates stronger free cash flow (316M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (68/100 vs 68/100) and 23.1% revenue growth. MGNI offers better value entry with a 54.6% margin of safety. Both earn "Strong Buy" and "Strong 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 →Magnite Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Magnite, Inc. operates an independent sales advertising platform in the United States and internationally. The company is headquartered in Los Angeles, California.
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