Jabil Inc (JBL) Fair Value & Analysis
Technology · US · Market cap $32.2B
Jabil Inc
JBL · US
Fair value as of: Jul 16, 2026
From 26 valuation models · updated 22 days ago
Fair value updated Jul 16, 2026, revised from $124.55 to $125.40 (+0.7%) since Jun 24, 2026. Share price +7.3% over the past month.
A solid business, but screening 64% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($156.75). The favourable scenario is already priced in.
- Solid but not exceptional quality (62/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range $49.98 – $385.63 · fair‑value band $94.05 – $156.75 · the $344.67 price screens above the $125.40 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.
Analysis
Jabil Inc (JBL) currently trades at $344.67, while our model-based Fair Value estimate is $125.40, implying the stock looks roughly 63.6% overvalued today. We read business quality at 62/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Jabil Inc generated revenue of $32.7B at a net margin of 2.5%. Revenue grew 23.1% year over year. It earns a return on equity of 59.7%. Net debt stands at $1.4B. Fundamentals as of Jul 16, 2026
Our scenario range runs from $94.05 (bear case) to $156.75 (bull case); at $344.67, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 10% below its 52-week high and 97% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -73% fair-value upside, at -64%, JBL screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models ($179.74) versus Dividend Discount ($5.53). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 58 · Market factors (momentum, volatility) 67
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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.
Full company description
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; creates, develops, and connects concepts and specifications that optimize the function, value, and appearance of products for both consumers and manufacturing partners; design of plastic and metal components, enclosures, sub-assemblies, and systems, with advanced modeling and analysis of electronic, electro-mechanical, and optical assemblies; detail design, environmental applications, thermal and tooling management; develop solutions for virtual and/or augmented reality, light detection and ranging, 3D sensing, projection, and imaging; delivering PCBA design with CAD tools; and electrical and mechanical assemblies. The company also offers cloud data center server platforms; medical and consumer health devices; automotive assemblies; a digital commerce ecosystem; and smart controls and security for digital building and utilities. In addition, the company offers systems assembly, test, direct-order fulfillment, and configure-to-order services. It serves 5G, wireless and cloud, digital print and retail, industrial and semi-cap, networking and storage, automotive and transportation, connected devices, healthcare and packaging, and mobility industries. The company was formerly known as Jabil Circuit, Inc. Jabil Inc. was founded in 1966 and is based in Saint Petersburg, Florida.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Jabil Inc reported revenue of $29.8B in FY2025 versus $29.3B in FY2021, a compound +0.4%/yr. Reported net income was $657M in FY2025, compounding −1.4%/yr from FY2021.
JBL screens 64% overvalued. Compare with Delta Electronics, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Jabil (JBL) Stock May Trade At A Discount On Cash Flow Despite A Very Large 5 Year Gain
- Jabil (JBL) Could Be 29% Undervalued Ahead Of Earnings
- Jabil (JBL) Beats Stock Market Upswing: What Investors Need to Know
Peer Group
Electronic Components · 626 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Electronic Components median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Electronic Components stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Delta Electronics, Inc 2308 | 1,880 TWD | 515.23 TWD | -73% |
| Hon Hai Precision Industry Co 2317 | 242.50 TWD | 270.47 TWD | +12% |
| Luxshare Precision Industry Co 002475 | ¥62.14 | ¥38.44 | -38% |
| Samsung Electro-Mechanics Co 009150 | 1,260,000 KRW | 166,421 KRW | -87% |
| Elite Material Co 2383 | 4,990 TWD | 714.36 TWD | -86% |
| Yageo Corporation 2327 | 699.00 TWD | 216.55 TWD | -69% |
| Shengyi Technology Co 600183 | ¥132.29 | ¥27.45 | -79% |
| Shennan Circuits Co 002916 | ¥364.00 | ¥93.50 | -74% |
| Victory Giant Technology (HuiZhou) Co 2476 | HK$297.00 | HK$103.98 | -65% |
| Wus Printed Circuit (Kunshan) Co 002463 | ¥127.80 | ¥31.95 | -75% |
Compare Jabil Inc with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Technology stocks →
Frequently asked questions
Is Jabil Inc (JBL) overvalued or undervalued?
What is the fair value of JBL?
What is the quality score of JBL?
What is the revenue of Jabil Inc (JBL)?
What is the net profit margin of JBL?
Does Jabil Inc pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Jabil Inc and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.