Jabil (JBL)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
$310.57+1.52%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · JBL
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $311 JBL trades at 26× p/e, below its 33× p/e peer median, but our blended $285 fair value sits below the price. We hold it with low confidence: our number sits well below the analyst range. Analysts target $380–$482. Note: our $285 fair value sits below the entire analyst range ($380–$482). Even valued only for durable growth at sustainable margins, it's worth about $350 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $435.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $489.18 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $410.13 | — | — | Hist. CAGR | high |
| graham number | 12M | $57.98 | — | — | TTM | high |
| Mgmt guidance |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$380.00 – $482.00 (median $435.00) · 12 analysts · as of 2026-06-18
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 97% over what the business is worth with no growth; closing that gap needs roughly 5.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $10.10/sh owner earnings.
Looks cheaper than most peers in the same business.
Around its own typical valuation.
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $219.11 |
| 33.5 |
| 6.55 |
| Mgmt |
| high |
| Peer EV/EBITDA | 12M | $258.94 | 14.5 | 19.26 | TTM | high |
| Peer P/FCF | 12M | $296.96 | 24.1 | 12.34 | TTM | high |
| Peer P/E | 12M | $270.58 | 20.5 | 13.21 | ntm analyst | high |
| Peer P/S | 12M | $1166.72 | 3.7 | 315.40 | TTM | high |
| residual income | 12M | $53.05 | — | — | TTM | high |
| Own P/E history | 12M | $263.21 | 26.1 | 10.09 | TTM | high |
| triangulated | 12M | $414.21 | 33.5 | 12.38 | Triangulated | high |
| Peer P/FCF | 3Y | $451.64 | 24.1 | 18.76 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $387.58 | 20.5 | 18.92 | Hist. CAGR(prov.) | medium |
| Peer P/S | 3Y | $1556.96 | 3.7 | 420.89 | guidance | medium |
| Own P/E history | 3Y | $493.81 | 26.1 | 18.92 | Hist. CAGR(prov.) | medium |
| Peer P/FCF | 5Y | $597.29 | 24.1 | 24.82 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $336.53 | 20.5 | 16.43 | Hist. CAGR(prov.) | high |
| Peer P/S | 5Y | $1351.90 | 3.7 | 365.46 | guidance | high |
| Own P/E history | 5Y | $428.77 | 26.1 | 16.43 | Hist. CAGR(prov.) | high |