Jabil Circuit Inc (JBL)vsSanmina Corporation (SANM)
JBL
Jabil Circuit Inc
$287.77
-1.09%
TECHNOLOGY · Cap: $29.96B
SANM
Sanmina Corporation
$173.06
-1.55%
TECHNOLOGY · Cap: $9.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 182% more annual revenue ($35.95B vs $12.76B). JBL leads profitability with a 2.9% profit margin vs 2.4%. SANM appears more attractively valued with a PEG of 0.58. JBL earns a higher WallStSmart Score of 71/100 (B).
JBL
Strong Buy71
out of 100
Grade: B
SANM
Strong Buy69
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 88.8% YoY
Growing faster than its price suggests
Revenue surging 28.6% year-over-year
Revenue surging 69.7% year-over-year
Earnings expanding 68.3% YoY
Growing faster than its price suggests
Areas to Watch
Moderate valuation
Trading at 18.6x book value
Grey zone — moderate risk
2.9% margin — thin
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.4% margin — thin
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 : SANM
The strongest argument for SANM centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 69.7% demonstrates continued momentum. PEG of 0.58 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 : SANM
The primary concerns for SANM are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
JBL profiles as a growth stock while SANM is a hypergrowth play — different risk/reward profiles.
SANM carries more volatility with a beta of 1.61 — expect wider price swings.
SANM is growing revenue faster at 69.7% — sustainability is the question.
JBL generates stronger free cash flow (638M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (71/100 vs 69/100) and 28.6% 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 →Sanmina Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Sanmina Corporation offers integrated solutions for manufacturing, components, products and repair, logistics and after-sales services globally. The company is headquartered in San Jose, California.
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