Jabil Circuit Inc (JBL)vsUniversal Display (OLED)
JBL
Jabil Circuit Inc
$290.93
+2.70%
TECHNOLOGY · Cap: $29.16B
OLED
Universal Display
$90.41
+0.06%
TECHNOLOGY · Cap: $3.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 5824% more annual revenue ($35.95B vs $606.91M). OLED leads profitability with a 32.2% profit margin vs 2.9%. 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
OLED
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBL.
Margin of Safety
+59.9%
Fair Value
$329.37
Current Price
$90.41
$238.96 discount
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
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 35.3%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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
Weak financial health signals
Revenue declined 11.4%
Earnings declined 24.9%
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 : OLED
The strongest argument for OLED centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 32.2% and operating margin at 35.3%. PEG of 1.23 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 : OLED
The primary concerns for OLED are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
JBL profiles as a growth stock while OLED is a declining play — different risk/reward profiles.
OLED carries more volatility with a beta of 1.53 — 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.
Bottom Line
JBL scores higher overall (71/100 vs 58/100) and 28.6% revenue growth. OLED offers better value entry with a 59.9% margin of safety. 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 →Universal Display
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Universal Display Corporation is dedicated to the research, development and commercialization of organic light-emitting diode (OLED) technologies and materials for use in solid-state lighting and display applications. The company is headquartered in Ewing, New Jersey.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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