JBL vs MPWR
Jabil vs Monolithic Power Systems — AI-powered side-by-side comparison
VS
MPWR
Monolithic Power Systems
70
Buy
| Metric | JBL | MPWR |
|---|
| AI Score |
62
|
70
|
| Price |
$341.29
|
$1,400.64
|
| P/E Ratio |
42.13×
|
85.46×
|
| ROE |
43.4%
|
17.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
9.2%
|
55.2%
|
| Debt / Equity |
2.94×
|
0.00×
|
| Dividend Yield |
0.1%
|
0.5%
|
| RSI (14) |
64.4
|
59.4
|
| Beta |
1.279
|
1.71
|
| Expected Upside |
+25.2%
|
+22.3%
|
AI Committee View
Current Innellis committee reasoning for JBL versus MPWR.
MPWR leads by 8 points.
MPWR scores 70/100 (Buy) versus JBL at 62/100 (Buy).
JBL Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 55.8% yoy. Value Analyst remains cautious — p/e of 41.5 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 62.4% shows genuine earnings power backing the valuation — Value
- EPS growing 55.8% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 41.5 is expensive by classic value standards — Value
- Price-to-book of 14.5x prices in significant intangible value — Value
- Debt-to-equity of 2.15 adds balance-sheet risk to the value case — Value
MPWR Committee View
75% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro