Added to YB: 2025-10-22
Pitch date: 2025-10-19
JBL [bullish]
Jabil Inc.
+5.73%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$22.4B
Pitch Price
$210.32
Price Target
172.00 (-23%)
Dividend
0.15%
EV/EBITDA
10.81
P/E
35.47
EV/Sales
0.81
Sector
Electronic Equipment, Instruments and Components
Category
value
Another 'secret' U.S. stock - Jabil Inc.
JBL (overview): Global manufacturing co serving healthcare, automotive, AI infrastructure. Strong moat via operational excellence, regionalized manufacturing, scale. CEO Dastoor (2024) focuses on high-value segments. Record ROIC in FY25. AI revenue $5B→$9B→$11.2B (25% growth). 47% share reduction since 2013, 80% FCF returned to shareholders. Fair value $172-177 vs current price. Risk: customer concentration (36% from top 5), demand volatility.
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