Jabil (JBL)
Forward P/E is 16.31x against a peer median of 17.91x, a ratio of 0.91x — just above the 0.90 undervalued threshold, so it sits at the cheap end of fairly priced — with trailing P/E 29.53x, PEG 0.55 and price/sales of only 0.82x. Latest-quarter revenue grew +28.6% year over year (PRIMARY, SEC filings/EDGAR), above the electronics cluster median of +20.4%. The growth and PEG argue the shares lean cheap, but the forward ratio does not clear the undervalued test, so the label is capped at fairly priced.
What would change this label: Moves to UNDERVALUED if the forward P/E falls to about 16.1x or below (0.90x the current peer median) while revenue growth holds at +20% YoY or better; moves to OVERVALUED if the forward P/E rises above about 20.6x (1.15x the peer median) while revenue growth slows below +10% YoY.
Jabil's shares cost about 16 times next year's expected earnings, slightly less than similar companies at about 18 times, and its sales grew about 29% in the latest quarter. That looks like reasonable value, right at the edge of cheap. It misses being called undervalued only because the discount to rivals is small.
Both lines start at 100 on 2020-09-01. Over the full window Jabil returned +723.52% and the S&P 500 +118.28% (price returns; dividends not reinvested). Worst peak-to-trough fall for Jabil: -36.9% (2024-03-07 to 2024-08-05). Source: Nasdaq official daily history.
What the label rests on
Forward P/E is 16.31x against a peer median of 17.91x, a ratio of 0.91x — just above the 0.90 undervalued threshold, so it sits at the cheap end of fairly priced — with trailing P/E 29.53x, PEG 0.55 and price/sales of only 0.82x. Latest-quarter revenue grew +28.6% year over year (PRIMARY, SEC filings/EDGAR), above the electronics cluster median of +20.4%. The growth and PEG argue the shares lean cheap, but the forward ratio does not clear the undervalued test, so the label is capped at fairly priced. The company’s forward P/E is 16.3× against a peer median of 17.9×. Its own history: UNVERIFIED — no sourced range available. Sector demand read: Delivered demand check: the Electronics, components & manufacturing group's median latest-quarter revenue growth was 20.4% year over year (SEC filings) — demand rising. Latest-quarter sales growth was +28.6% versus a year earlier (SEC filings).
| Company | Price (Oct 28, 2026) | Forward P/E | Trailing P/E |
|---|---|---|---|
| Jabil (JBL) | $287.91 | 16.3× | 29.5× |
| TDY | $654.99 | 27.9× | 30.0× |
| FLEX | $87.49 | 14.5× | 31.6× |
| CDW | $160.85 | 14.1× | 19.3× |
| ZBRA | $383.02 | 18.3× | 35.4× |
| ROP | $434.48 | 17.9× | 17.3× |
| Peer median | 17.9× |
Multiples: stockanalysis.com (SECONDARY, S&P Global data), fetched Oct 28, 2026. Peer set chosen by sector; the median is the middle value of the set. The label and its numbers were recorded in the programme’s label registry on Oct 28, 2026 and will be scored at 6 and 12 months.
Sales, profit and cash
Gross margin = gross profit divided by sales, from SEC filings.
Free cash flow = cash from operations minus spending on plant and equipment, both from the company’s SEC cash-flow statement. Gaps are quarters where that spending line is not separately tagged in the filings — shown as gaps, never estimated.
| Quarter | Sales | Gross margin | Net income | EPS (GAAP, diluted) | Free cash flow |
|---|---|---|---|---|---|
| Q/E Aug 2026 2026-08-31 | $10.6B | 9.4% | $398M | — | $487M |
| Q/E May 2026 2026-05-31 | $8.8B | 9.5% | $275M | 2.59 | $351M |
| Q/E Feb 2026 2026-02-28 | $8.3B | 9.0% | $223M | 2.08 | $308M |
| Q/E Nov 2025 2025-11-30 | $8.3B | 8.9% | $146M | 1.35 | $228M |
| Q/E Aug 2025 2025-08-31 | $8.3B | 9.5% | $218M | — | $419M |
| Q/E May 2025 2025-05-31 | $7.8B | 8.7% | $222M | 2.03 | $320M |
| Q/E Feb 2025 2025-02-28 | $6.7B | 8.6% | $117M | 1.06 | $218M |
| Q/E Nov 2024 2024-11-30 | $7.0B | 8.7% | $100M | 0.88 | $215M |
| Q/E Aug 2024 2024-08-31 | $7.0B | 9.5% | $138M | — | $411M |
| Q/E May 2024 2024-05-31 | $6.8B | 9.0% | $129M | 1.06 | $409M |
| Q/E Feb 2024 2024-02-29 | $6.8B | 9.3% | $927M | 7.31 | $-48M |
| Q/E Nov 2023 2023-11-30 | $8.4B | 9.2% | $194M | 1.47 | $160M |
The last twelve reported quarters. Full 24-quarter history sits in the data pack behind this page. A dash means the figure is not tagged as a standalone quarter in the company’s SEC facts (the usual case is the fourth quarter, which many companies only report inside the full-year filing) — it is missing, not zero.
Earnings: getting better or worse?
Each box is one quarter’s earnings per share (EPS). Green means EPS was higher than the same quarter a year earlier; red means lower; a dash means the figure is not tagged in the filings.
Basis: GAAP diluted EPS from SEC company facts, compared with the same quarter a year earlier.
Key facts
| Item | Value |
|---|---|
| Company (legal name in filings) | JABIL INC |
| Chief executive | Mike Dastoor (source: https://www.jabil.com/about-us/senior-leadership.html) |
| Sector | Technology — Electronic Manufacturing Services — provides electronics manufacturing and design services for other companies' products |
| Share price (Oct 28, 2026) | $287.91 |
| Market value (market cap) | $29.2B — share price times shares outstanding of 102,974,470 (SEC filings; SEC EDGAR dei EntityCommonStockSharesOutstanding (latest)) |
| Sales, last twelve months | $36.0B |
| Net income, last twelve months | $1.0B |
| Free cash flow, last twelve months | $1.4B |
| Latest reported quarter | Q/E Aug 2026 (of 24 quarters in the data pack) |
| Six-year price return vs S&P 500 | +723.52% vs +118.28% |
| Worst peak-to-trough fall | -36.9% (2024-03-07 to 2024-08-05) |
What we could not verify
- TTM GAAP diluted EPS could not be summed from company facts because at least one of the last four quarters (typically Q4) has no standalone tagged EPS; trailing P/E is therefore taken from the labelled secondary source in valuation_label.md.
- Own-history P/E range not yet compiled for this company in the Phase 1 batch run; the label rests on peer-median, growth and PEG evidence.
- Brief fetch note: Jabil's senior leadership page lists the CEO as Mike Dastoor; the full name given there is Michael Dastoor.
- Guidance record (each quarter scored against the guidance the company gave the quarter before) is not yet compiled for this company — it is a Phase 2 layer. The earnings strip below therefore uses reported EPS versus a year earlier, which is fully sourced from filings.
The IT factor — the most exciting thing the market is overlooking — is not assessed on an X-Ray page. It belongs to the Deep Dive (Phase 2), where it gets the evidence standard it needs. Leadership-era scoring (the six years split by chief executive) is likewise a Phase 2 layer; this page names the current chief executive only, from a sourced profile.
Sources
- SEC EDGAR submissions — Filing index; company legal name.
https://data.sec.gov/submissions/CIK0000898293.json - SEC EDGAR company facts — Quarterly financial spine: revenue, gross profit, net income, GAAP diluted EPS, operating cash flow, PP&E capex, buybacks, dividends, diluted shares.
https://data.sec.gov/api/xbrl/companyfacts/CIK0000898293.json - Nasdaq official daily history — Daily closes for the company; SPY (assetclass=etf) saved as raw/nasdaq_spy_raw.json over identical dates.
https://api.nasdaq.com/api/quote/JBL/historical?assetclass=stocks - Valuation multiples and peer figures — stockanalysis.com (SECONDARY, S&P Global data), fetched Oct 28, 2026; see valuation_label.md in the data pack.
Conventions: earliest-filed value per period, as first reported; cash-flow years-to-date differenced quarter by quarter; EPS never differenced; free cash flow = operating cash flow minus plant-and-equipment spending. This page is a dated snapshot — updates are new versions, never silent edits.