Jabil Circuit Inc (JBL)vsUniversal Display (OLED)
JBL
Jabil Circuit Inc
$283.24
+2.11%
TECHNOLOGY · Cap: $29.63B
OLED
Universal Display
$96.83
+0.86%
TECHNOLOGY · Cap: $4.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 4921% more annual revenue ($32.67B vs $650.61M). OLED leads profitability with a 37.2% profit margin vs 2.5%. JBL appears more attractively valued with a PEG of 0.82. OLED earns a higher WallStSmart Score of 72/100 (B).
JBL
Strong Buy70
out of 100
Grade: B
OLED
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+24.9%
Fair Value
$347.72
Current Price
$283.24
$64.48 discount
Margin of Safety
+44.4%
Fair Value
$237.74
Current Price
$96.83
$140.91 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
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 45.2% YoY
Areas to Watch
Premium valuation, high expectations priced in
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Weak financial health signals
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 : OLED
The strongest argument for OLED centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 37.2% and operating margin at 38.5%. 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, Profit Margin, Operating Margin. Thin 2.5% margins leave little buffer for downturns.
Bear Case : OLED
The primary concerns for OLED are Piotroski F-Score.
Key Dynamics to Monitor
JBL profiles as a growth stock while OLED is a mature play — different risk/reward profiles.
OLED carries more volatility with a beta of 1.63 — 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
OLED scores higher overall (72/100 vs 70/100), backed by strong 37.2% margins. JBL offers better value entry with a 24.9% 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 →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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