Jabil Circuit Inc (JBL)vsTTM Technologies Inc (TTMI)
JBL
Jabil Circuit Inc
$353.24
-5.51%
TECHNOLOGY · Cap: $40.60B
TTMI
TTM Technologies Inc
$167.62
-9.32%
TECHNOLOGY · Cap: $20.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 953% more annual revenue ($32.67B vs $3.10B). TTMI leads profitability with a 6.3% profit margin vs 2.5%. TTMI appears more attractively valued with a PEG of 0.36. JBL earns a higher WallStSmart Score of 68/100 (B-).
JBL
Strong Buy68
out of 100
Grade: B-
TTMI
Buy63
out of 100
Grade: C+
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
Growing faster than its price suggests
Revenue surging 30.4% year-over-year
Earnings expanding 51.6% YoY
Areas to Watch
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 9.5x book value
6.3% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : TTMI
The strongest argument for TTMI centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 30.4% demonstrates continued momentum. PEG of 0.36 suggests the stock is reasonably priced for its growth.
Bear Case : JBL
The primary concerns for JBL are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 51.8x leaves little room for execution misses. Debt-to-equity of 3.27 is elevated, increasing financial risk.
Bear Case : TTMI
The primary concerns for TTMI are Price/Book, Profit Margin, P/E Ratio. A P/E of 105.5x leaves little room for execution misses.
Key Dynamics to Monitor
JBL profiles as a growth stock while TTMI is a hypergrowth play — different risk/reward profiles.
TTMI carries more volatility with a beta of 2.11 — expect wider price swings.
TTMI is growing revenue faster at 30.4% — sustainability is the question.
JBL generates stronger free cash flow (316M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (68/100 vs 63/100) and 23.1% revenue growth. Both earn "Strong Buy" and "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 →TTM Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TTM Technologies, Inc., manufactures and sells printed circuit boards (PCBs) worldwide. The company is headquartered in Santa Ana, California.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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