Análisis Argos
JBL
JBLCara
Jabil Inc. · Technology
US$ 341.30
precio al 2026-07-04
Valor justo Argos*
US$ 388
vs. su valor justo
+14%
Score Argos
56/100
LA RESPUESTA
El mercado le pide crezca 42.8% al año — más de lo que ha demostrado (9.8%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 14% por debajo de su valor justo.
Retorno sobre el capital alto (30%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO3/6PASADO4/6SALUD2/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO4/6SALUD2/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos56de 100Cara
Ingresos3%
US$ 29.8 B
Margen operativo43%
4%
Flujo de caja libre26%
US$ 1.2 B
Deuda neta
US$ 1.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 35.8B
P/E54.4x
EV/EBITDA20x
FCF yield3.3%
ROIC29.6%
Margen operativo4%
Crecim. ingresos+3.2%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 3 jul
All You Need to Know About Jabil (JBL) Rating Upgrade to Strong Buy
Jabil (JBL) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
zacks.com · 1 jul
Jabil's AI-Led Growth Story Drives a 78% Rally: Time to Invest?
Jabil's AI/ML strengths, diversified end markets and upbeat earnings estimates underscore its growth prospects after a 78% rally over the past year.
gurufocus.com · 29 jun
Jabil Inc (JBL) Stock Up 4.2% but GF Value Says Overvalued -- GF Score: 81/100
On June 29, 2026, Jabil Inc (JBL) shares rose 4.2% to a current price of $373.58. Over the past year, the stock has demonstrated strong performance, with a 72.1
fool.com · 25 jun
Vanguard Small-Cap Value vs iShares Russell 2000 Value: Which ETF Is the Better Buy Right Now?
Expense ratios, sector weights, and portfolio size set these two small-cap value ETFs apart for investors comparing risk and diversification.
zacks.com · 25 jun
Is JBL Stock Still Worth Buying After Its Powerful AI Driven Rally?
Jabil, Inc. JBL has been one of the standout performers in the electronics manufacturing services industry, with its shares climbing sharply as AI infrastructure spending accelerated. The rally reflects growing investor confidence in the company's ability to capitalize on AI-driven demand while improving profitability across its diversified business.
zacks.com · 25 jun
JBL Growth Drivers Reveal Why AI Demand Is Reshaping the Business
Jabil is expanding beyond electronics manufacturing as AI infrastructure, diversified markets and new hyperscale customers fuel long-term growth.
zacks.com · 25 jun
How JBL Is Riding the AI Infrastructure Manufacturing Boom
Jabil is expanding AI manufacturing, adding hyperscale customers and boosting capacity as AI infrastructure becomes its fastest-growing business.
businesswire.com · 25 jun
Badger Technologies Names Retail Industry Veteran John Gehre CEO, Expands Leadership Team
NICHOLASVILLE, Ky.--(BUSINESS WIRE)--Badger Technologies, a product division of Jabil Inc. (NYSE: JBL), today announced the appointment of retail industry veteran John Gehre as Chief Executive Officer, alongside expanded leadership roles for Chris Green and Paul Ambruso, and the formation of the company's inaugural Strategic Advisory Board. The appointments mark a milestone in the company's development, as retailers increasingly seek AI-powered retail intelligence solutions to improve inventory.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.