Jabil Circuit Inc (JBL)vsPalantir Technologies Inc. (PLTR)
JBL
Jabil Circuit Inc
$290.93
+2.70%
TECHNOLOGY · Cap: $29.16B
PLTR
Palantir Technologies Inc.
$196.81
-0.20%
TECHNOLOGY · Cap: $447.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 484% more annual revenue ($35.95B vs $6.16B). PLTR leads profitability with a 49.0% profit margin vs 2.9%. JBL appears more attractively valued with a PEG of 0.82. PLTR earns a higher WallStSmart Score of 75/100 (B).
JBL
Strong Buy71
out of 100
Grade: B
PLTR
Strong Buy75
out of 100
Grade: B
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
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 47.1%
Revenue surging 92.8% year-over-year
Earnings expanding 215.4% YoY
Areas to Watch
Moderate valuation
Trading at 18.9x book value
Grey zone — moderate risk
2.9% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 48.4x book value
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 : PLTR
The strongest argument for PLTR centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 49.0% and operating margin at 47.1%. Revenue growth of 92.8% demonstrates continued momentum.
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 : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 160.4x leaves little room for execution misses.
Key Dynamics to Monitor
PLTR carries more volatility with a beta of 1.60 — expect wider price swings.
PLTR is growing revenue faster at 92.8% — sustainability is the question.
PLTR generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLTR scores higher overall (75/100 vs 71/100), backed by strong 49.0% margins and 92.8% revenue growth. 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 →Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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