Jabil Circuit Inc (JBL)vsTE Connectivity Ltd (TEL)
JBL
Jabil Circuit Inc
$253.63
-4.40%
TECHNOLOGY · Cap: $27.09B
TEL
TE Connectivity Ltd
$195.84
-1.29%
TECHNOLOGY · Cap: $57.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 81% more annual revenue ($32.67B vs $18.09B). TEL leads profitability with a 11.4% profit margin vs 2.5%. JBL appears more attractively valued with a PEG of 0.82. TEL earns a higher WallStSmart Score of 74/100 (B).
JBL
Strong Buy70
out of 100
Grade: B
TEL
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.7%
Fair Value
$299.05
Current Price
$253.63
$45.42 discount
Margin of Safety
+28.7%
Fair Value
$320.58
Current Price
$195.84
$124.74 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
Large-cap with strong market position
Strong operational efficiency at 20.9%
Revenue surging 21.7% year-over-year
Earnings expanding 44.4% YoY
Areas to Watch
Premium valuation, high expectations priced in
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Moderate valuation
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 : TEL
The strongest argument for TEL centers on Market Cap, Operating Margin, Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum. PEG of 1.15 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 : TEL
The primary concerns for TEL are P/E Ratio.
Key Dynamics to Monitor
TEL carries more volatility with a beta of 1.25 — expect wider price swings.
JBL is growing revenue faster at 23.1% — sustainability is the question.
TEL generates stronger free cash flow (607M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TEL scores higher overall (74/100 vs 70/100) and 21.7% 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 →TE Connectivity Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.
Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?