---
title: Jabil (JBL) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/jbl
ticker: JBL
as_of: 2026-10-17
sector: Technology
industry: Hardware, Equipment & Parts
---
# Jabil (JBL)

Jabil (JBL) closed at $278.25 on Oct 16, 2026, overvalued by 122% vs its model value of $125.36 (from a five-year discounted cash flow).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $278.25 (Oct 16, 2026) |
| Model value (from a five-year discounted cash flow) | $125.36 |
| Price vs model | overvalued by 122% vs model |
| Range of that model | $83.92 – $237.64 |
| Market value | $29.2B |
| P/E (fiscal 2025) | 47.0 |
| Net margin (fiscal 2025) | 2.9% |
| Free cash flow (fiscal 2025) | $1.2B |
| Dividend yield (trailing twelve months) | 0.12% |
| Beta | 1.29 |
| Cost of capital (WACC) | 9.52% |
| Business classification | Mature & Stable (Revenue declining (~-7% recent), Thin margins (2.2% net margin), Highly cyclical earnings) |

## Dividends

| Figure | Value |
| --- | ---: |
| Trailing dividend yield | 0.12% |
| Dividends per share, last 12 months | $0.32 |
| Dividends / free cash flow (fiscal 2025) | 3.1% |
| Raised | — |
| Growth over 5 years | 0.0% a year |
| Latest payment | $0.08, ex-date Aug 14, 2026, paid Sep 2, 2026 |

| Year of payments | Dividends per share |
| --- | ---: |
| To Aug 12, 2021 | $0.32 |
| To Aug 12, 2022 | $0.32 |
| To Aug 14, 2023 | $0.32 |
| To Aug 15, 2024 | $0.32 |
| To Aug 15, 2025 | $0.32 |
| Trailing twelve months (to Aug 14, 2026) | $0.32 |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $125.36 | $83.92 | $237.64 |
| DCF · Perpetuity growth · 10y | cross check | $210.92 | $138.65 | $407.21 |
| DCF · EBITDA exit · 5y | cross check | $457.46 | $332.73 | $603.82 |
| DCF · EBITDA exit · 10y | cross check | $591.30 | $401.59 | $843.58 |
| P/E · peers | cross check | $240.49 | $237.92 | $241.95 |
| P/E · own history | cross check | $145.43 | $115.34 | $213.15 |
| PEG | sanity check | $319.17 | $319.17 | $319.17 |
| EV/EBITDA · peers | cross check | $297.68 | $252.16 | $378.14 |
| EV/Revenue · peers | cross check | $324.92 | $231.29 | $523.37 |
| Earnings power value | cross check | $23.37 | $19.02 | $29.35 |
| Dividend discount | cross check | $7.39 | $5.25 | $10.85 |

## Insider activity (SEC Form 4)

No open-market insider buys or sales filed in the past 90 days.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Jul 17, 2026 | Tyagarajan N. V. | Director | Open-market buy | 500 | $149,815 |
| Jul 18, 2026 | Renno Rafael | SVP, Global Business Units | Tax withholding | 272 | $81,874.7 |
| Jul 15, 2026 | Schick Gary K. | SVP, CHRO | Open-market sell | 2 | $660 |
| Jul 15, 2026 | Schick Gary K. | SVP, CHRO | Open-market sell | 66 | $21,256 |
| Jul 15, 2026 | Schick Gary K. | SVP, CHRO | Open-market sell | 76 | $24,890.8 |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Sep 30, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/898293/000162828026063890/jbl-20260930.htm |
| Jul 2, 2026 | S-3ASR | Shelf registration (automatic) | https://www.sec.gov/Archives/edgar/data/898293/000119312526293516/d81133ds3asr.htm |
| Jun 30, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/898293/000162828026046138/jbl-20260531.htm |
| Jun 17, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/898293/000162828026043719/jbl-20260617.htm |
| Apr 22, 2026 | 8-K | 8.01 Other Events | https://www.sec.gov/Archives/edgar/data/898293/000119312526170734/d33519d8k.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Bridgewater | 2026-06-30 | 87,526 | $33.7M |
| Lee Ainslie | 2026-06-30 | 1,960 | $755,541 |

2 tracked managers in all.

## About

Jabil Inc. is a global provider of manufacturing services and comprehensive solutions. The company organizes its operations into two main divisions: Electronics Manufacturing Services (EMS) and Diversified Manufacturing Services (DMS). Its offerings span the entire lifecycle of electronic products, from initial design and production to ongoing product management. Jabil provides a range of electronic design services, including the creation of application-specific integrated circuits (ASIC), firmware development, and rapid prototyping capabilities. They also engineer custom plastic and metal enclosures, integrating essential electromechanical components such as printed circuit board assemblies (PCBAs). Furthermore, Jabil excels in advanced three-dimensional mechanical design, performing detailed analysis of electronic, electromechanical, and optical assemblies. This is complemented by vari…

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Source: https://sweetvaluelab.com/stocks/jbl (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.