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JBL

Jabil Inc.
$280.99
+1.37% Oct 21 close
Information TechnologyS&P 500 Compare
1M3M6M1Y2Y
-6%+18%+42%+65%+89%Oct 2025Oct 2026Apr 2026
JBLSPY
1W
-4.4%
1M
-7.5%
3M
-11.7%
6M
-16.4%
YTD
+23.3%
1Y
+39.9%

Live chart

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What they do

Jabil Inc. provides engineering, manufacturing, and supply chain solutions worldwide. It operates in three segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce. The company offers electronic hardware, and embedded software design services for analog, digital, radio frequency, power, sensor, and optical component applications.

Technology · Electronic Components

For information only · Important disclosures

Grades vs sector

Momentum
53rd percentile in sector
C+
12-1 return: +30.0%
Percentile within its GICS sector across the S&P 1500.
Growth
73rd percentile in sector
B+
Revenue growth (YoY): +28.6%
Percentile within its GICS sector across the S&P 1500.
Value
77th percentile in sector
B+
Forward E/P: 8.0% · EBITDA/EV: 8.0%
Percentile within its GICS sector across the S&P 1500.
Profitability
56th percentile in sector
C+
Profit margin: +2.9% · Return on equity: +66.4%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 5 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
ranked 92 of 499 · 12-month momentum 40.7%
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 Coteau Long Book
Not in the current book

News

More news
Buy 2 Undervalued AI EMS Stocks Amid Massive Short-Term Price Upside
Zacks · 21h ago
Can EPC Power Acquisition Boost Flex's AI Infrastructure Growth?
Zacks · Oct 20
Is Jabil (JBL) a Solid Growth Stock? 3 Reasons to Think "Yes"
Zacks · Oct 19
Zacks.com featured highlights include Jabil, Daktronics, Motorsport Games and Shinhan Financial
Zacks · Oct 19
4 Stocks With Robust Net Profit Margins to Enrich Your Portfolio
Zacks · Oct 16

Key stats

Market value$29.4B
P/E (last 12 months)28.8
P/E (next 12 months, estimated)12.7
52-week range$189.60 – $428.93
Revenue growth (latest quarter vs a year ago)+28.6%
Dividend yield0.12%
Analyst consensusStrong Buy (9)
Average analyst price target$425.00 (+51%)
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Leans undervalued
Model read-out from the numbers below, not advice. Score +2 (DCF counts double).
•DCF (base case)below the price by 13%
▲Forward P/E vs sector12.7x vs median 16.9x
•Piotroski F-score5/9
•Altman Z2.8 (grey)
▲Net debt / EBITDA0.9x
▲Analyst target+51% (9 analysts)

Discounted cash flow

Bear
$154
-45%
growth 7% · disc. 11.7% · term. 2.0%
Base
$245
-13%
growth 12% · disc. 10.7% · term. 2.5%
Bull
$361
+29%
growth 15% · disc. 9.7% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 12% a year for 10 years.
Implied
+12%/yr
FCF, last 3 yrs
+64%/yr
FCF, last 5 yrs
+34%/yr
Revenue, last 3 yrs
-4%/yr
Revenue, last 5 yrs
+2%/yr
Same inputs as the DCF above: trailing free cash flow 1.3B, 10.7% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-05-31). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.29 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Information Technology

P/E (trailing)
sector median 35.9× · 39th pct
 28.8×
cheaper
Forward P/E
sector median 16.9× · 26th pct
 12.7×
cheaper
EV / EBITDA
sector median 20.8× · 29th pct
 14.7×
cheaper
Price / sales
sector median 4.6× · 7th pct
 0.9×
cheaper
Price / book
sector median 5.1× · 90th pct
 22.3×
pricier
FCF yield
sector median 3.5% · 62nd pct
 4.4%
cheaper

Forward EPS $22.17 vs trailing $9.75 (+127% expected growth). Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin
9.2%
Operating margin
4.3%
FCF margin
3.9%
Net margin
2.6%
Return on equity
65.2%
Return on invested capital
31.8%
Net debt / EBITDA
0.9×
Current ratio
1.0×
Interest cover
5.5×
Cash conversion (OCF/NI)
2.2×
Piotroski F-score 5/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✗ Gross margin improved✗ Asset turnover improved

Altman Z-score 2.8 (grey zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.

Analysts

Mean target
$425
+51%
Analysts
9
Strong Buy
Range
$365–$475
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$29.8B$657.0M$1.2B
2024$28.9B$1.4B$932.0M
2023$34.7B$818.0M$704.0M
2022$33.5B$996.0M$266.0M
2021$29.3B$696.0M$274.0M
2020$27.3B$54.0M$274.0M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR -3.8%.

Earnings

Next report: 2026-12-16 · before open · EPS est 4.05
24-1225-0325-0625-0925-1226-0326-0626-090.004.40
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-09-304.084.40+8.0%
2026-06-173.123.16+1.4%
2026-03-182.512.69+7.2%
2025-12-172.732.85+4.4%
2025-09-252.953.29+11.7%
2025-06-172.322.55+9.8%
2025-03-201.831.94+6.2%
2024-12-181.882.00+6.5%

Quarterly revenue

QuarterRevenueYoY
2026-05-31$8.8B+11.8%
2026-02-28$8.3B–
2025-11-30$8.3B–
2025-08-31$8.3B–
2025-05-31$7.8B–
Analyst actions
JP Morgan
2026-10-01 · main
Overweight → Overweight
PT $430
Argus Research
2026-10-01 · reit
Buy → Buy
PT $475
Barclays
2026-10-01 · main
Overweight → Overweight
PT $378
Goldman Sachs
2026-09-08 · main
Buy → Buy
PT $375
UBS
2026-08-11 · up
Neutral → Buy
PT $430
JP Morgan
2026-06-18 · main
Overweight → Overweight
PT $450

Recent dividends

2026-08-14: $0.080 · 2026-05-15: $0.080 · 2026-02-17: $0.080 · 2025-11-17: $0.080 · 2025-08-15: $0.080 · 2025-05-15: $0.080 · 2025-02-18: $0.080 · 2024-11-15: $0.080
Insider trades
Tyagarajan N. V.
Director · 2026-07-17
Buy
$149.8K
None
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Stats refreshed 2026-10-21 18:14:59 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app

Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.

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Beta 0.9 · Oct 21, 2026