Head to Head Comparison: Jabil (JBL) and Applied Micro Circuits (AMCC)

Applied Micro Circuits (NASDAQ: AMCC) and Jabil (NYSE:JBL) are both technology companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, dividends, analyst recommendations, profitability, earnings, valuation and risk.

Valuation & Earnings

This table compares Applied Micro Circuits and Jabil’s gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Applied Micro Circuits N/A N/A N/A ($0.38) N/A
Jabil $19.06 billion 0.24 $129.09 million $0.58 44.24

Jabil has higher revenue and earnings than Applied Micro Circuits. Applied Micro Circuits is trading at a lower price-to-earnings ratio than Jabil, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Applied Micro Circuits and Jabil’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Applied Micro Circuits -11.11% -16.63% -13.04%
Jabil 0.54% 12.95% 2.86%

Dividends

Jabil pays an annual dividend of $0.32 per share and has a dividend yield of 1.2%. Applied Micro Circuits does not pay a dividend. Jabil pays out 55.2% of its earnings in the form of a dividend.

Insider and Institutional Ownership

73.3% of Applied Micro Circuits shares are owned by institutional investors. Comparatively, 97.9% of Jabil shares are owned by institutional investors. 12.4% of Applied Micro Circuits shares are owned by insiders. Comparatively, 2.6% of Jabil shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a summary of current ratings for Applied Micro Circuits and Jabil, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Micro Circuits 0 0 0 0 N/A
Jabil 2 5 4 0 2.18

Jabil has a consensus target price of $31.78, suggesting a potential upside of 23.84%.

Summary

Jabil beats Applied Micro Circuits on 9 of the 11 factors compared between the two stocks.

Applied Micro Circuits Company Profile

Applied Micro Circuits Corporation (AMCC) provides silicon solutions for cloud infrastructure and data centers, as well as connectivity products for edge, metro and long haul communications equipment. The Company’s products serve Computing and Connectivity markets. Its Computing products include the X-Gene family of server processors, based on the ARMv8 64-bit Instruction Set Architecture (ISA), which target mainstream cloud and data center infrastructure, including hyperscale, telco, enterprise and high performance computing. It also offers embedded computing products, which include HeliX family of processors, based on the ARM 64-bit ISA and its PowerPC products, based on Power Architecture. Its embedded Computing products are deployed in various applications, including networking and telecom, enterprise storage and industrial applications. The Connectivity business includes X-Weave family of products for service providers and public cloud, private cloud and enterprise data centers.

Jabil Company Profile

Jabil Inc., formerly Jabil Circuit, Inc., provides electronic manufacturing services and solutions throughout the world. The Company operates in two segments, which include Electronics Manufacturing Services (EMS) and Diversified Manufacturing Services (DMS). The Company’s EMS segment is focused on leveraging information technology (IT), supply chain design and engineering, technologies centered on core electronics, sharing of its large scale manufacturing infrastructure and the ability to serve a range of markets. Its DMS segment is focused on providing engineering solutions and a focus on material sciences and technologies. It provides electronic design, production and product management services to companies in the automotive, capital equipment, consumer lifestyles and wearable technologies, computing and storage, defense and aerospace, digital home, emerging growth, healthcare, industrial and energy, mobility, packaging, point of sale and printing industries.

Receive News & Ratings for Applied Micro Circuits Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Applied Micro Circuits and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply