Jabil Circuit Inc (JBL)vsPalo Alto Networks Inc (PANW)
JBL
Jabil Circuit Inc
$358.60
-5.51%
TECHNOLOGY · Cap: $39.23B
PANW
Palo Alto Networks Inc
$304.20
+9.14%
TECHNOLOGY · Cap: $247.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 217% more annual revenue ($33.59B vs $10.61B). PANW leads profitability with a 8.0% profit margin vs 2.6%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 65/100 (C+).
JBL
Buy65
out of 100
Grade: C+
PANW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JBL.
Margin of Safety
+35.3%
Fair Value
$470.35
Current Price
$304.20
$166.15 discount
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
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
2.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 28.6x book value
Trading at 8.9x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
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 : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 31.1% demonstrates continued momentum.
Bear Case : JBL
The primary concerns for JBL are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 50.0x leaves little room for execution misses. Debt-to-equity of 2.94 is elevated, increasing financial risk.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 266.8x leaves little room for execution misses.
Key Dynamics to Monitor
JBL profiles as a value stock while PANW is a hypergrowth play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.29 — expect wider price swings.
PANW is growing revenue faster at 31.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (65/100 vs 47/100) and 11.8% revenue growth. PANW offers better value entry with a 35.3% margin of safety. Both earn "Buy" and "Hold" 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 →Palo Alto Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
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