Is It Too Late To Consider Jabil (JBL) After Its Strong Multi Year Rally?

Simply Wall St.01-30

If you are wondering whether Jabil's share price still offers value, or if most of the opportunity is already reflected in the stock, this article walks through what the numbers indicate about where ...

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The stock last closed at US$243.92, with returns of 5.3% over 30 days, 1.5% year to date, 50.2% over 1 year, a gain of about 3x over 3 years, and an even larger gain over 5 years. Recent coverage has focused on Jabil's positioning in electronics manufacturing and supply chain services, as investors consider how its role with major customers might influence long term demand. That backdrop helps frame the strong multi year share price performance alongside the more modest recent moves. On our valuation checks, Jabil scores 3 out of 6. Next we will walk through the main valuation methods behind that score before finishing with a different way to think about what the current price really implies.  Find out why Jabil's 50.2% return over the last year is lagging behind its peers. AdvertisementApproach 1: Jabil Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow model takes the cash Jabil is expected to generate in the future, then discounts those projections back to a single value today using a required rate of return. The idea is to estimate what all those future cash flows are worth in present dollar terms. For Jabil, the latest twelve month Free Cash Flow is about $953.8 million. Using a 2 Stage Free Cash Flow to Equity model that extends analyst estimates and then extrapolates further, Simply Wall St projects Free Cash Flow reaching about $2.95b by 2035. These projections are based on specific annual forecasts in the near term, then mechanically extended further out. On this basis, the DCF model arrives at an estimated intrinsic value of about $355.59 per share. Compared with the recent share price of $243.92, the model output suggests Jabil trades at a 31.4% discount to this intrinsic estimate, which screens as undervalued on this method alone. Result: UNDERVALUED Our Discounted Cash Flow (DCF) analysis suggests Jabil is undervalued by 31.4%. Track this in your watchlist or portfolio, or discover 865 more undervalued stocks based on cash flows. JBL Discounted Cash Flow as at Jan 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Jabil. Approach 2: Jabil Price vs Earnings For a profitable business like Jabil, the P/E ratio is a useful way to relate what you are paying per share to the earnings the company is currently generating. It gives you a quick sense of how many dollars of price the market is assigning to each dollar of earnings. What counts as a normal or fair P/E usually reflects how quickly earnings are expected to grow and how risky those earnings are. Higher expected growth or lower perceived risk can justify a higher multiple, while slower growth or higher risk tends to pull that down. Jabil currently trades on a P/E of 36.64x. That sits above the Electronic industry average of 27.97x, but below the peer group average of 47.62x. Simply Wall St also calculates a Fair Ratio of 31.89x, which is the P/E it would expect for Jabil given factors such as its earnings growth profile, industry, profit margins, market cap and company specific risks. This Fair Ratio is more tailored than a simple industry or peer comparison because it builds in those business characteristics rather than assuming one size fits all. Comparing the Fair Ratio of 31.89x with the actual P/E of 36.64x suggests Jabil trades at a premium to this model based estimate. Result: OVERVALUED NYSE:JBL P/E Ratio as at Jan 2026 P/E ratios tell one story, but what if the real opportunity lies elsewhere? Discover 1412 companies where insiders are betting big on explosive growth. Upgrade Your Decision Making: Choose your Jabil Narrative Earlier we mentioned that there is an even better way to understand valuation, so let us introduce you to Narratives, which Simply Wall St hosts on its Community page that is used by millions of investors. A Narrative is your story about a company, written in numbers, where you outline what you think is a fair value today plus your own expectations for future revenue, earnings and margins. In practice, a Narrative ties together three pieces: the business story you believe, the financial forecast that follows from that story, and the fair value that drops out of those assumptions. You can then compare this with the current share price to help decide whether to act or wait. Because Narratives on Simply Wall St update automatically when fresh information comes in, such as earnings or major news, your Jabil view does not stay frozen. You can see how other investors with different assumptions arrive at higher or lower fair values even when they are looking at the same stock price you are. Do you think there's more to the story for Jabil? Head over to our Community to see what others are saying! NYSE:JBL 1-Year Stock Price Chart  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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