Jabil Circuit Inc (JBL) Fair Value & Analysis
Technology · US · Market cap $32.2B · ISIN US4663131039
What is Jabil Circuit Inc really worth?
A solid business, but trading 74% above our fair value of $175.56.
Risks
For context
Fair value as of: Aug 27, 2026
From 26 valuation models · updated 9 days ago
Share price −10.0% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($219.44). The favourable scenario is already priced in.
- Solid but not exceptional quality (61/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($116.68 to $219.44) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 27, 2026.
How to read this chart
60‑month range $49.98 – $385.63 · fair‑value band $116.68 – $219.44 · the $305.92 price screens above the $175.56 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 27, 2026.
Analysis
Jabil Circuit Inc (JBL) currently trades at $305.92, while our model-based Fair Value estimate is $175.56, implying the stock looks roughly 74.2% overvalued today. The Quality Score stands at 61/100 (solid quality), in the Technology sector. Bull case: the DCF Models group reads highest at a median of $199.96 per share, and 2 of the 26 models we run sit above the $305.92 price. Bear case: the Earnings-Based group reads lowest at $59.75, and 24 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Jabil Circuit 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 Aug 27, 2026
Our scenario range runs from $116.68 (bear case) to $219.44 (bull case); at $305.92, 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 20% below its 52-week high and 75% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −62% fair-value upside, at −43%, JBL screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 12 months have passed since. In that time the company retained roughly $7.08 per share, which is 4.0 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: DCF Models ($199.96) versus Dividend Discount ($5.53). Highest evidence: FCF DCF (78).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 27, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 58 · Market factors (momentum, volatility) 57
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
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 Circuit 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.
of which total revenue +6.7 % · buybacks/dilution +5.3 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
JBL screens 74% overvalued. Compare with Amphenol Corporation →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Jabil (JBL) Advances While Market Declines: Some Information for Investors
- Jabil (JBL) Stock Looks Undervalued On Cash Flow And Earnings
- Jabil (JBL) Could Be 30% Undervalued Following Its Recent Pullback
Peer Group
Electronic Components · 638 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
Strength profile in five axes (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.
Similar stocks
10 more Electronic Components stocks, each showing price versus our Fair Value estimate (as of Aug 27, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Amphenol Corporation APH | $157.74 | $97.19 | −38% |
| Corning Incorporated GLW | CHF 134.64 | CHF 35.18 | −74% |
| Delta Electronics, Inc 2308 | 1,750 TWD | 602.37 TWD | −66% |
| Luxshare Precision Industry Co 002475 | ¥56.06 | ¥38.44 | −31% |
| Samsung Electro-Mechanics Co 009150 | 1,503,000 KRW | 172,954 KRW | −88% |
| Suzhou Dongshan Precision Manufacturing Co 002384 | ¥202.11 | ¥21.19 | −90% |
| TE Connectivity plc TEL | $202.66 | $144.42 | −29% |
| Shengyi Technology Co 600183 | ¥132.80 | ¥36.30 | −73% |
| Flex Ltd FLEX | $124.53 | $48.10 | −61% |
| Celestica Inc CLS | $298.70 | $113.54 | −62% |
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