NYSE:JBL

Stock Analysis Report

Executive Summary

Jabil Inc. provides electronic manufacturing services and solutions worldwide.

Snowflake

Fundamentals

Reasonable growth potential with adequate balance sheet and pays a dividend.


Similar Companies

Share Price & News

How has Jabil's share price performed over time and what events caused price changes?


Latest Share Price and Events


Market Performance


7 Day Return

-0.9%

JBL

-1.3%

US Electronic

-0.2%

US Market


1 Year Return

4.4%

JBL

-1.9%

US Electronic

1.1%

US Market

JBL outperformed the Electronic industry which returned -0.6% over the past year.

JBL outperformed the Market in United States of America which returned 1.6% over the past year.


Share holder returns

JBLIndustryMarket
7 Day-0.9%-1.3%-0.2%
30 Day13.1%6.3%2.5%
90 Day2.5%1.2%1.6%
1 Year5.6%4.4%-0.9%-1.9%3.4%1.1%
3 Year47.5%42.3%50.8%46.6%45.2%35.8%
5 Year61.7%51.3%71.6%63.0%62.6%44.8%

Price Volatility Vs. Market

How volatile is Jabil's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Jabil undervalued based on future cash flows and its price relative to the stock market?

27.97x

Price to Earnings (PE) ratio


Intrinsic Value Based on Future Cash Flows

Jabil's share price is above the future cash flow value, it's not available at a moderate discount (< 20%).

Jabil's share price is above the future cash flow value, it's not available at a substantial discount (< 40%).


Price Based on Earnings

Jabil is overvalued based on earnings compared to the US Electronic industry average.

Jabil is overvalued based on earnings compared to the United States of America market.


Price Based on Expected Growth

Jabil is poor value based on expected growth next year.


Price Based on Value of Assets

Jabil is overvalued based on assets compared to the US Electronic industry average.


Next Steps

Future Growth

How is Jabil expected to perform in the next 1 to 3 years based on estimates from 8 analysts?

23.9%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

Jabil's revenue is expected to grow by 4.4% yearly, however this is not considered high growth (20% yearly).

Jabil's earnings are expected to grow significantly at over 20% yearly.

Jabil's revenue growth is positive but not above the United States of America market average.

Jabil's earnings growth is expected to exceed the United States of America market average.

Jabil's earnings growth is expected to exceed the low risk savings rate of 2.7%.


Earnings per Share Growth Estimates


Future Return on Equity

Jabil is expected to efficiently use shareholders’ funds in the future (Return on Equity greater than 20%).


Next Steps

Past Performance

How has Jabil performed over the past 5 years?

2.1%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

Jabil's year on year earnings growth rate has been positive over the past 5 years, however the most recent earnings are below average.

Jabil's 1-year earnings growth is negative, it can't be compared to the 5-year average.

Jabil's 1-year earnings growth is negative, it can't be compared to the US Electronic industry average.


Return on Equity

Jabil has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).


Return on Assets

Jabil used its assets less efficiently than the US Electronic industry average last year based on Return on Assets.


Return on Capital Employed

Jabil has improved its use of capital last year versus 3 years ago (Return on Capital Employed).


Next Steps

Financial Health

How is Jabil's financial position?


Financial Position Analysis

Jabil is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.

Jabil's cash and other short term assets cover its long term commitments.


Debt to Equity History and Analysis

Jabil's level of debt (157%) compared to net worth is high (greater than 40%).

The level of debt compared to net worth has increased over the past 5 years (71.7% vs 157% today).

Debt is well covered by operating cash flow (82.6%, greater than 20% of total debt).

Interest payments on debt are well covered by earnings (EBIT is 4.6x coverage).


Balance Sheet

High level of physical assets or inventory.

Debt is covered by short term assets, assets are 2.7x debt.


Next Steps

Dividend

What is Jabil's current dividend yield, its reliability and sustainability?

1.16%

Expected Dividend Yield


Dividend Yield and Payments Analysis

Jabil's pays a lower dividend yield than the bottom 25% of dividend payers in United States of America (1.44%).

Jabil's dividend is below the markets top 25% of dividend payers in United States of America (3.71%).

Dividends per share have been stable in the past 10 years.

Dividends per share have increased over the past 10 years.


Current Payout to Shareholders

Dividends paid are well covered by earnings (3.5x coverage).


Future Payout to Shareholders

Dividends after 3 years are expected to be thoroughly covered by earnings (10.4x coverage).


Next Steps

Management

What is the CEO of Jabil's salary, the management and board of directors tenure and is there insider trading?

3.0yrs

Average management tenure


CEO

Mark Mondello (55yo)

6.5yrs

Tenure

US$11,396,365

Compensation

Mr. Mark T. Mondello has been the Chief Executive Officer at Jabil Inc. since March, 2013. Mr. Mondello served as the Chief Operating Officer of Jabil Inc. from November 2002 to March 1, 2013. Mr. Mondello ...


CEO Compensation Analysis

Mark's remuneration is higher than average for companies of similar size in United States of America.

Mark's compensation has been consistent with company performance over the past year, both up more than 20%.


Management Age and Tenure

3.0yrs

Average Tenure

54yo

Average Age

The tenure for the Jabil management team is about average.


Board Age and Tenure

6.7yrs

Average Tenure

62yo

Average Age

The tenure for the Jabil board of directors is about average.


Insider Trading

No 3 month open market individual insider trading information.


Recent Insider Transactions

SellUS$302,19201 May 19
Martha Brooks
EntityIndividual
Role
Member of the Board of Directors
Director
Shares10,000
Max PriceUS$30.22
SellUS$103,94012 Apr 19
Alessandro Parimbelli
EntityIndividual
Shares3,500
Max PriceUS$29.70
SellUS$496,79109 Apr 19
Alessandro Parimbelli
EntityIndividual
Shares17,000
Max PriceUS$29.22
SellUS$145,80104 Jan 19
Kenneth Wilson
EntityIndividual
Role
Senior Key Executive
Executive VP & CEO of Jabil Green Point
Shares6,000
Max PriceUS$24.30
SellUS$541,22209 Oct 18
Alessandro Parimbelli
EntityIndividual
Shares20,500
Max PriceUS$26.89

Ownership Breakdown


Management Team

  • Mark Mondello (55yo)

    CEO & Director

    • Tenure: 6.5yrs
    • Compensation: US$11.40m
  • Beth Walters (59yo)

    Senior Vice President of Communications & Investor Relations

    • Tenure: 0yrs
  • Courtney Ryan (50yo)

    Executive VP of Corporate Development & Chief of Staff

    • Tenure: 3.2yrs
  • Steve Borges (51yo)

    Executive VP & CEO of Healthcare

    • Tenure: 5.7yrs
    • Compensation: US$3.09m
  • Michael Dastoor (54yo)

    Chief Financial Officer

    • Tenure: 1yrs
  • Gary Cantrell

    Chief Information Officer & Senior VP

    • Tenure: 0yrs
  • Bobby Katz (56yo)

    Executive VP & General Counsel

    • Tenure: 3yrs
  • Jean Kneisler

    CTO & VP

    • Tenure: 0yrs
  • Sherry Williams

    Chief Compliance Officer

    • Tenure: 2.9yrs
  • Kenny Wilson (53yo)

    Executive VP & CEO of Jabil Green Point

    • Tenure: 2.7yrs
    • Compensation: US$3.10m

Board Members

  • John Plant (65yo)

    Director

    • Tenure: 3.7yrs
    • Compensation: US$281.95k
  • Tom Sansone (70yo)

    Vice Chairman

    • Tenure: 20.7yrs
    • Compensation: US$281.95k
  • Tim Main (62yo)

    Chairman

    • Tenure: 6.7yrs
    • Compensation: US$421.95k
  • Mark Mondello (55yo)

    CEO & Director

    • Tenure: 6.5yrs
    • Compensation: US$11.40m
  • Steve Raymund (64yo)

    Director

    • Tenure: 23.7yrs
    • Compensation: US$301.95k
  • Anousheh Ansari (53yo)

    Director

    • Tenure: 3.7yrs
    • Compensation: US$286.95k
  • David Stout (64yo)

    Director

    • Tenure: 10yrs
    • Compensation: US$301.95k
  • Martha Brooks (60yo)

    Director

    • Tenure: 8.5yrs
    • Compensation: US$286.95k
  • Chris Holland (53yo)

    Director

    • Tenure: 1.7yrs
    • Compensation: US$213.75k

Company Information

Jabil Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Jabil Inc.
  • Ticker: JBL
  • Exchange: NYSE
  • Founded: 1966
  • Industry: Electronic Manufacturing Services
  • Sector: Tech
  • Market Cap: US$4.765b
  • Shares outstanding: 152.93m
  • Website: https://www.jabil.com

Number of Employees


Location

  • Jabil Inc.
  • 10560 Dr. Martin Luther King
  • Jr. Street North
  • Saint Petersburg
  • Florida
  • 33716
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
JBLNYSE (New York Stock Exchange)YesCommon StockUSUSDApr 1993
JBLDB (Deutsche Boerse AG)YesCommon StockDEEURApr 1993

Biography

Jabil Inc. provides electronic manufacturing services and solutions worldwide. The company operates through two segments, Electronics Manufacturing Services and Diversified Manufacturing Services. It offer ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/09/20 00:14
End of Day Share Price2019/09/19 00:00
Earnings2019/05/31
Annual Earnings2018/08/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.