Hardware, Equipment & Parts
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FN vs JBL
Revenue, margins, valuation, and 5-year total return — side by side.
Hardware, Equipment & Parts
FN vs JBL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Hardware, Equipment & Parts | Hardware, Equipment & Parts |
| Market Cap | $23.66B | $36.25B |
| Revenue (TTM) | $4.24B | $32.67B |
| Net Income (TTM) | $418M | $809M |
| Gross Margin | 12.0% | 9.0% |
| Operating Margin | 9.9% | 4.3% |
| Forward P/E | 48.5x | 27.4x |
| Total Debt | $9M | $3.37B |
| Cash & Equiv. | $306M | $1.93B |
FN vs JBL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Fabrinet (FN) | 100 | 1032.7 | +932.7% |
| Jabil Inc. (JBL) | 100 | 1127.2 | +1027.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: FN vs JBL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
FN carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 2.74
- Rev growth 18.6%, EPS growth 13.2%, 3Y rev CAGR 14.8%
- Lower volatility, beta 2.74, Low D/E 0.5%, current ratio 3.00x
JBL is the clearest fit if your priority is long-term compounding and valuation efficiency.
- 18.9% 10Y total return vs FN's 18.1%
- PEG 0.36 vs FN's 1.94
- Beta 1.76, yield 0.1%, current ratio 1.00x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.6% revenue growth vs JBL's 3.2% | |
| Value | Lower P/E (27.4x vs 48.5x), PEG 0.36 vs 1.94 | |
| Quality / Margins | 9.9% margin vs JBL's 2.5% | |
| Stability / Safety | Beta 1.76 vs FN's 2.74 | |
| Dividends | 0.1% yield; the other pay no meaningful dividend | |
| Momentum (1Y) | +198.9% vs JBL's +124.7% | |
| Efficiency (ROA) | 13.3% ROA vs JBL's 4.2%, ROIC 16.1% vs 30.9% |
FN vs JBL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FN vs JBL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
FN leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
JBL is the larger business by revenue, generating $32.7B annually — 7.7x FN's $4.2B. FN is the more profitable business, keeping 9.9% of every revenue dollar as net income compared to JBL's 2.5%. On growth, FN holds the edge at +39.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $4.2B | $32.7B |
| EBITDAEarnings before interest/tax | $432M | $2.0B |
| Net IncomeAfter-tax profit | $418M | $809M |
| Free Cash FlowCash after capex | $46M | $1.5B |
| Gross MarginGross profit ÷ Revenue | +12.0% | +9.0% |
| Operating MarginEBIT ÷ Revenue | +9.9% | +4.3% |
| Net MarginNet income ÷ Revenue | +9.9% | +2.5% |
| FCF MarginFCF ÷ Revenue | +1.1% | +4.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +39.3% | +23.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +54.0% | +96.2% |
Valuation Metrics
JBL leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 57.0x trailing earnings, JBL trades at a 21% valuation discount to FN's 72.0x P/E. Adjusting for growth (PEG ratio), JBL offers better value at 0.75x vs FN's 2.89x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $23.7B | $36.2B |
| Enterprise ValueMkt cap + debt − cash | $23.4B | $37.7B |
| Trailing P/EPrice ÷ TTM EPS | 72.01x | 56.97x |
| Forward P/EPrice ÷ next-FY EPS est. | 48.49x | 27.39x |
| PEG RatioP/E ÷ EPS growth rate | 2.89x | 0.75x |
| EV / EBITDAEnterprise value multiple | 61.82x | 20.30x |
| Price / SalesMarket cap ÷ Revenue | 6.92x | 1.22x |
| Price / BookPrice ÷ Book value/share | 12.08x | 24.66x |
| Price / FCFMarket cap ÷ FCF | 114.53x | 30.93x |
Profitability & Efficiency
Evenly matched — FN and JBL each lead in 4 of 8 comparable metrics.
Profitability & Efficiency
JBL delivers a 58.8% return on equity — every $100 of shareholder capital generates $59 in annual profit, vs $20 for FN. FN carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to JBL's 2.22x. On the Piotroski fundamental quality scale (0–9), JBL scores 5/9 vs FN's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +19.6% | +58.8% |
| ROA (TTM)Return on assets | +13.3% | +4.2% |
| ROICReturn on invested capital | +16.1% | +30.9% |
| ROCEReturn on capital employed | +17.1% | +22.7% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 0.00x | 2.22x |
| Net DebtTotal debt minus cash | -$297M | $1.4B |
| Cash & Equiv.Liquid assets | $306M | $1.9B |
| Total DebtShort + long-term debt | $9M | $3.4B |
| Interest CoverageEBIT ÷ Interest expense | — | 4.57x |
Total Returns (Dividends Reinvested)
FN leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in FN five years ago would be worth $76,907 today (with dividends reinvested), compared to $64,705 for JBL. Over the past 12 months, FN leads with a +198.9% total return vs JBL's +124.7%. The 3-year compound annual growth rate (CAGR) favors FN at 92.1% vs JBL's 63.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +37.7% | +40.3% |
| 1-Year ReturnPast 12 months | +198.9% | +124.7% |
| 3-Year ReturnCumulative with dividends | +609.4% | +337.7% |
| 5-Year ReturnCumulative with dividends | +669.1% | +547.0% |
| 10-Year ReturnCumulative with dividends | +1806.2% | +1892.2% |
| CAGR (3Y)Annualised 3-year return | +92.1% | +63.6% |
Risk & Volatility
JBL leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
JBL is the less volatile stock with a 1.76 beta — it tends to amplify market swings less than FN's 2.74 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JBL currently trades 95.6% from its 52-week high vs FN's 90.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.74x | 1.76x |
| 52-Week HighHighest price in past year | $733.00 | $352.67 |
| 52-Week LowLowest price in past year | $193.54 | $146.88 |
| % of 52W HighCurrent price vs 52-week peak | +90.1% | +95.6% |
| RSI (14)Momentum oscillator 0–100 | 62.8 | 71.0 |
| Avg Volume (50D)Average daily shares traded | 688K | 1.1M |
Analyst Outlook
FN leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates FN as "Buy" and JBL as "Buy". Consensus price targets imply -6.9% upside for FN (target: $615) vs -19.1% for JBL (target: $273).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $614.50 | $273.00 |
| # AnalystsCovering analysts | 24 | 23 |
| Dividend YieldAnnual dividend ÷ price | — | +0.1% |
| Dividend StreakConsecutive years of raises | 2 | 0 |
| Dividend / ShareAnnual DPS | — | $0.32 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.5% | +2.8% |
FN leads in 3 of 6 categories (Income & Cash Flow, Total Returns). JBL leads in 2 (Valuation Metrics, Risk & Volatility). 1 tied.
FN vs JBL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is FN or JBL a better buy right now?
For growth investors, Fabrinet (FN) is the stronger pick with 18.
6% revenue growth year-over-year, versus 3. 2% for Jabil Inc. (JBL). Jabil Inc. (JBL) offers the better valuation at 57. 0x trailing P/E (27. 4x forward), making it the more compelling value choice. Analysts rate Fabrinet (FN) a "Buy" — based on 24 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — FN or JBL?
On trailing P/E, Jabil Inc.
(JBL) is the cheapest at 57. 0x versus Fabrinet at 72. 0x. On forward P/E, Jabil Inc. is actually cheaper at 27. 4x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Jabil Inc. wins at 0. 36x versus Fabrinet's 1. 94x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — FN or JBL?
Over the past 5 years, Fabrinet (FN) delivered a total return of +669.
1%, compared to +547. 0% for Jabil Inc. (JBL). Over 10 years, the gap is even starker: JBL returned +1892% versus FN's +1806%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — FN or JBL?
By beta (market sensitivity over 5 years), Jabil Inc.
(JBL) is the lower-risk stock at 1. 76β versus Fabrinet's 2. 74β — meaning FN is approximately 56% more volatile than JBL relative to the S&P 500. On balance sheet safety, Fabrinet (FN) carries a lower debt/equity ratio of 0% versus 2% for Jabil Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — FN or JBL?
By revenue growth (latest reported year), Fabrinet (FN) is pulling ahead at 18.
6% versus 3. 2% for Jabil Inc. (JBL). On earnings-per-share growth, the picture is similar: Fabrinet grew EPS 13. 2% year-over-year, compared to -47. 0% for Jabil Inc.. Over a 3-year CAGR, FN leads at 14. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — FN or JBL?
Fabrinet (FN) is the more profitable company, earning 9.
7% net margin versus 2. 2% for Jabil Inc. — meaning it keeps 9. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: FN leads at 9. 5% versus 4. 0% for JBL. At the gross margin level — before operating expenses — FN leads at 12. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is FN or JBL more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Jabil Inc. (JBL) is the more undervalued stock at a PEG of 0. 36x versus Fabrinet's 1. 94x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Jabil Inc. (JBL) trades at 27. 4x forward P/E versus 48. 5x for Fabrinet — 21. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for FN: -6. 9% to $614. 50.
08Which pays a better dividend — FN or JBL?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is FN or JBL better for a retirement portfolio?
For long-horizon retirement investors, Jabil Inc.
(JBL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+1892% 10Y return). Fabrinet (FN) carries a higher beta of 2. 74 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (JBL: +1892%, FN: +1806%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between FN and JBL?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: FN is a mid-cap high-growth stock; JBL is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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