Technology · NYSE/NASDAQ: JBL
JABIL INC
Electronic Components
Market Cap $40.68B
Verdict: High
Quality Scores
Multi-Bagger
74/100
Compounder Quality
81/100
Management Credibility
85/100
Governance
88/100
Cash Flow Quality
92/100
AI Summary
Jabil Inc. is a leading global manufacturing services provider that has successfully transitioned from a high-volume assembly partner to a sophisticated design and lifecycle solutions provider. Over the last decade, the company has demonstrated significant scale, with revenues growing from approximately $18B (estimated based on historical data) to a peak of nearly $35B in 2023. A pivotal moment occurred in 2024 with the divestiture of its mobility business, which led to a massive $1.39B net income spike and a subsequent reduction in revenue scale to prioritize higher-margin segments. While…
Top Opportunities
- Excellent Cash Conversion (CFO > PAT in 9 of 10 years)
- High ROE and ROCE in recent periods
- Successful divestiture of Mobility business realizing high value
Top Risks
- Significant revenue drop in 2024/2025 post-divestiture
- High dependency on a few key customers (e.g., Apple)
- Capital intensive nature of the manufacturing business
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