Jabil Circuit Inc (JBL)vsSemilux International Ltd. Ordinary Shares (SELX)
JBL
Jabil Circuit Inc
$283.24
+2.11%
TECHNOLOGY · Cap: $29.63B
SELX
Semilux International Ltd. Ordinary Shares
$0.36
-17.68%
TECHNOLOGY · Cap: $15.73M
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 28005% more annual revenue ($32.67B vs $116.23M). JBL leads profitability with a 2.5% profit margin vs -119.7%. JBL earns a higher WallStSmart Score of 70/100 (B).
JBL
Strong Buy70
out of 100
Grade: B
SELX
Avoid23
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+24.9%
Fair Value
$347.72
Current Price
$283.24
$64.48 discount
Intrinsic value data unavailable for SELX.
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
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -86.6% — below average capital efficiency
Revenue declined 24.6%
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 : SELX
The strongest argument for SELX centers on Price/Book.
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 : SELX
The primary concerns for SELX are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
JBL profiles as a growth stock while SELX is a turnaround play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.18 — 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
JBL scores higher overall (70/100 vs 23/100) and 23.1% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →Semilux International Ltd. Ordinary Shares
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Semilux International Ltd. (SELX) is a leading provider of advanced lighting solutions, distinguished by its focus on innovation and sustainability across diverse markets, including commercial, industrial, and residential sectors. The company's extensive portfolio features high-performance, energy-efficient products that adhere to the highest environmental standards, positioning Semilux at the forefront of the burgeoning smart lighting industry. Driven by a seasoned management team, Semilux is actively expanding its global operations to capitalize on the increasing demand for sustainable illumination, reinforcing its commitment to delivering cutting-edge technology and environmentally responsible solutions.
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