Jabil Circuit Inc (JBL)vsVodafone Group PLC ADR (VOD)
JBL
Jabil Circuit Inc
$283.24
+2.11%
TECHNOLOGY · Cap: $29.63B
VOD
Vodafone Group PLC ADR
$14.72
+0.41%
COMMUNICATION SERVICES · Cap: $33.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Vodafone Group PLC ADR generates 19% more annual revenue ($38.78B vs $32.67B). JBL leads profitability with a 2.5% profit margin vs -11.4%. VOD appears more attractively valued with a PEG of 0.61. JBL earns a higher WallStSmart Score of 70/100 (B).
JBL
Strong Buy70
out of 100
Grade: B
VOD
Buy51
out of 100
Grade: C-
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 VOD.
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
Generating 2.0B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
ROE of -6.6% — below average capital efficiency
Earnings declined 15.4%
Distress zone — elevated risk
Currently unprofitable
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 : VOD
The strongest argument for VOD centers on PEG Ratio, Free Cash Flow. PEG of 0.61 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 : VOD
The primary concerns for VOD are Return on Equity, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
JBL profiles as a growth stock while VOD 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.
VOD generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
JBL scores higher overall (70/100 vs 51/100) 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 →Vodafone Group PLC ADR
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Vodafone Group Plc is engaged in telecommunications services in Europe and internationally. The company is headquartered in Newbury, the United Kingdom.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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