3 models fit Jabil Inc. Common Stock and they disagree: 1 of 3 land within 15% of the average.
Two or more of our models back this value.
Near fair value(i)Bronze44
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, Graham number, and Dividend discount.
ACCE opinionJabil Inc. Common Stock (JBL)
Fair value (3 models)
$289
ACCE price target
$288
Rating
Fairly valued
Horizon
12 months
Fair value published on 21 Oct 2026, 11:06 CEST; previously $310 since 16 Oct 2026, 00:00 CEST.
ACCE price target published on 18 Oct 2026, 00:00 CEST; previously $300 since 21 Sept 2026, 00:00 CEST.
Rating published on 21 Oct 2026, 11:06 CEST.
Price used: $274 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
5.4% below
+5.7% to fair value
ACCE score
60
out of 100
Analysts
90% buy
10 covering
P/E
28.1x
forward 12.4x
1-year return
+32.6%
Dividend yield
0.12%
Jabil Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Jabil is a contract electronics manufacturer that builds and assembles printed circuit boards, cloud and networking hardware, and components for customers in cloud computing, healthcare, automotive and industrial markets, so its revenue tracks the capital spending of a small set of large OEMs. Its edge is scale and integration: it runs high-volume, multi-site production and handles design, supply chain and logistics for customers that would rather not build those capabilities in-house. Revenue growth of 28.6% is the headline near-term driver, reflecting demand for AI and data center infrastructure hardware, though the thin 9.2% gross margin and 5.9% operating margin mean profits are highly sensitive to volume and pricing. At a forward P/E of 14.1 against a trailing 32.0, the market is pricing in a sharp step-up in earnings, which makes the forward estimates the central thing to test. A 66.4% ROE on a low-margin business points to heavy leverage and buybacks, which deserves a look in the balance sheet work.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Elevated leverage with cyclical exposure
Debt/Equity of 2.49 is materially high for electronics manufacturing. Cyclical downturns in semiconductor/contract manufacturing could stress debt service despite current $1.4B FCF.
moderate
Quality score lagging valuation
ACCE Quality subscore is 49/100, well below the 69 overall. Current P/E of 31.4 prices in perfection; any operational stumble risks multiple compression.
moderate
Insider selling outpaces buying 40:1
Last 10 disclosures show $6.04M in sales versus $0.15M in buys. Imbalance suggests insiders may view current valuation as stretched.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-08-31 · prices to Oct 23, 2026
Why it could do well
Revenue surged 28.6% year over year, driven by AI and data center demand from major customers.
Management returned 3.6% of shares while generating 1.4B in free cash flow, compounding shareholder value.
Why it could disappoint
A 2.9% net margin leaves almost no room for cost or pricing pressure without crushing earnings.
Debt to equity of 2.49 means the company is highly leveraged heading into a potential AI capex slowdown.
The stock trades at 31.4x trailing P/E while the 5-year revenue growth averaged only 4.2% per year.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Dec 16, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
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Where JBL's valuation models land
Price
$273.97
Model fair value
$289
Model range
$139 to $490
Fair value $289
Price $274
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
Dividend discount
EV/EBITDA comparison
Graham number
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
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+Conviction breakdown and growth / value / quality / momentum scores