Jabil Circuit Inc (JBL)vsTE Connectivity Ltd (TEL)
JBL
Jabil Circuit Inc
$340.00
+6.79%
TECHNOLOGY · Cap: $33.01B
TEL
TE Connectivity Ltd
$218.01
+0.55%
TECHNOLOGY · Cap: $58.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 80% more annual revenue ($33.59B vs $18.70B). TEL leads profitability with a 15.5% profit margin vs 2.6%. JBL appears more attractively valued with a PEG of 0.82. TEL earns a higher WallStSmart Score of 78/100 (B+).
JBL
Strong Buy67
out of 100
Grade: B-
TEL
Strong Buy78
out of 100
Grade: B+
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
Earnings expanding 7150.0% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Strong operational efficiency at 20.3%
Generating 1.2B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
2.6% margin — thin
Weak financial health signals
Trading at 26.9x book value
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 : TEL
The strongest argument for TEL centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 15.5% and operating margin at 20.3%. Revenue growth of 14.5% demonstrates continued momentum.
Bear Case : JBL
The primary concerns for JBL are P/E Ratio, Profit Margin, Piotroski F-Score. Debt-to-equity of 2.94 is elevated, increasing financial risk. Thin 2.6% margins leave little buffer for downturns.
Bear Case : TEL
The primary concerns for TEL are Piotroski F-Score.
Key Dynamics to Monitor
JBL profiles as a value stock while TEL is a mature play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.28 — expect wider price swings.
TEL is growing revenue faster at 14.5% — sustainability is the question.
TEL generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
TEL scores higher overall (78/100 vs 67/100), backed by strong 15.5% margins and 14.5% 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?