Jabil (JBL): Revisiting Valuation After Expansion in India and Key Pharma Acquisition

Simply Wall St.

Oct 10

Jabil (JBL) is making moves that could reshape its growth path. The company is expanding its photonics operation in Gujarat, India, and is also acquiring Pharmaceutics International, Inc. to tap into ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/news/2574014751"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2574014751\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2574014751?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8132000-choice1-main-header/1585186905387","is_english":true,"pubTime":"2025-10-10 22:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2574014751","market":"sg","top_or_hot":-1,"title":"Jabil (JBL): Revisiting Valuation After Expansion in India and Key Pharma Acquisition","media":"Simply Wall St.","content":"<div>\n<p>Jabil (JBL) is making moves that could reshape its growth path. The company is expanding its photonics operation in Gujarat, India, and is also acquiring Pharmaceutics International, Inc. to tap into ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-jbl/jabil/news/jabil-jbl-revisiting-valuation-after-expansion-in-india-and\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jabil (JBL): Revisiting Valuation After Expansion in India and Key Pharma Acquisition</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJabil (JBL): Revisiting Valuation After Expansion in India and Key Pharma Acquisition\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-10 22:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/tech/nyse-jbl/jabil/news/jabil-jbl-revisiting-valuation-after-expansion-in-india-and><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jabil (JBL) is making moves that could reshape its growth path. The company is expanding its photonics operation in Gujarat, India, and is also acquiring Pharmaceutics International, Inc. to tap into ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-jbl/jabil/news/jabil-jbl-revisiting-valuation-after-expansion-in-india-and\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999018865.SGD","symbol_name":"United Global Quality Growth Fd Cl Dist SGD-H","start_time":0,"source_url":"https://simplywall.st/stocks/us/tech/nyse-jbl/jabil/news/jabil-jbl-revisiting-valuation-after-expansion-in-india-and","article_id":"2574014751","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8132000-choice1-main-header/1585186905387"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nyse-jbl/jabil/news/jabil-jbl-revisiting-valuation-after-expansion-in-india-and","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2574014751","pubTimestamp":1760105691,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Jabil (JBL) is making moves that could reshape its growth path. The company is expanding its photonics operation in Gujarat, India, and is also acquiring Pharmaceutics International, Inc. to tap into a large pharmaceutical market. These steps point to a clear revenue growth focus.\nSee our latest analysis for Jabil.\nJabil’s share price dipped 5% over the last week, reflecting recent volatility after its latest earnings and acquisition news. However, looking at a broader timeframe, the momentum...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4512":"苹果概念","SG9999014906.USD":"大华全球优质成长基金Acc USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","BK4585":"ETF&股票定投概念","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","JBL":"捷普科技","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","BK4588":"碎股","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4145":"电子制造服务"},"translate_title":"捷普(JBL)：在印度扩张和关键制药收购后重新审视估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JBL":1.5},"content_text":"Jabil (JBL) is making moves that could reshape its growth path. The company is expanding its photonics operation in Gujarat, India, and is also acquiring Pharmaceutics International, Inc. to tap into a large pharmaceutical market. These steps point to a clear revenue growth focus. See our latest analysis for Jabil. Jabil’s share price dipped 5% over the last week, reflecting recent volatility after its latest earnings and acquisition news. However, looking at a broader timeframe, the momentum is clear with a 43% year-to-date share price return and a 67% total shareholder return over the past 12 months. This trend becomes even more noticeable over multiple years, with total shareholder returns up 249% over three years and nearly 477% over five years, highlighting sustained value creation during a period of expansion and new market moves. If you’re watching how tech manufacturers are adapting and want to see even more opportunities in this space, check out fast growing stocks with high insider ownership. With Jabil’s shares up impressively over multiple years, but recent sales headwinds and a 21% discount to analyst targets, the question stands: Is the stock undervalued at today’s prices, or is the market already pricing in its next phase of growth? AdvertisementMost Popular Narrative: 17.2% Undervalued Jabil's most widely followed narrative places fair value well above the latest closing price. This suggests meaningful upside based on future earnings projections and margin expansion potential.  Strong demand in AI-related markets, with expected revenue growth of 40% year on year, indicates significant potential to drive future revenue and improve operating margins through an expanded share of high-growth technology sectors.  Read the complete narrative. Want to know what profit and revenue transformations drive this bold price target? The real story is in high-stakes forecasts: bigger margins, shrinking share count, and a growth formula that reimagines Jabil as a tech heavyweight. Curious which financial levers make this narrative stand out? You’ll have to dig into the full breakdown to get the numbers that matter most. Result: Fair Value of $247.38 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, continued weakness in renewable energy and challenges in inventory management could put pressure on Jabil’s profitability and test the strength of its growth story. Find out about the key risks to this Jabil narrative. Another View: Multiples Signal a Premium While our DCF model points to Jabil trading below fair value, the picture shifts when we focus on the price-to-earnings ratio. Jabil's ratio of 33.4x is above the industry average of 25.5x, and only just below its peer average and our calculated fair ratio. This suggests investors are paying a premium for future growth, which raises the stakes if expectations are not met. Does this premium reflect robust opportunity, or could it mean valuation risk ahead? See what the numbers say about this price — find out in our valuation breakdown. NYSE:JBL PE Ratio as at Oct 2025 Build Your Own Jabil Narrative If you'd rather draw your own conclusions from the numbers, you can take a fresh look at the data and build a unique view in just minutes: Do it your way. A great starting point for your Jabil research is our analysis highlighting 3 key rewards and 4 important warning signs that could impact your investment decision. Ready for More Investment Ideas? Why stop with Jabil? Set yourself up for smart investment moves by using the Simply Wall Street Screener to zero in on powerful trends and opportunities you won’t want to miss.  Target reliable income streams by reviewing these 18 dividend stocks with yields > 3%. This includes stocks with strong yields and steady cash flow for investors seeking consistent returns. Tap into tomorrow’s breakthroughs by checking out these 25 AI penny stocks. Discover companies pioneering artificial intelligence to stay on the front lines of innovation. Catch undervalued gems before the crowd by researching these 888 undervalued stocks based on cash flows. Spot potential bargains trading below their cash flow value.   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. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}