COMPARE · Data as of August 27, 2026
JBL vs OSIS
Verdict: Side-by-side breakdown using the Bull Rankings model. JBL scored 64.6, OSIS scored 61.6 — JBL leads.
Compare another set
JBL
Jabil Inc.
64.6
$312.22 · $32.7B
fundamentals as of
Score gap
3.0
JBL leads
OSIS
OSI Systems, Inc.
61.6
$210.89 · $3.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestOSIS23.6x
- Fastest growthJBL+17.8%
- Strongest balance sheetOSIS1.26
- Highest qualityJBL72 / 100
- Largest discount to fair valueOSIS-13%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
JBL
stronger →← stronger
OSIS
72
Qualityreturns · margins · balance sheet
67
67
Growthrevenue & earnings expansion
65
56
Valuevaluation vs sector peers
53
JBL is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
JBL
OSIS
$1.3bC+
FCF
$245mC
+17.8%B+
Rev
+4.3%C+
2.97D
D/E
1.26C
39.1xB
P/E
23.6xB+
0.82B+
PEG
1.51C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
JBL
OSIS
33% above
Price vs fair valuelower is cheaper
13% below
~22%/yr
Growth the price implies10-yr FCF · lower = less priced in
~5%/yr
-42%
1-yr DCF upside
+1%
-25%
5-yr DCF upside
+15%
+10%
10-yr DCF upside
+38%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
JBL
Why this score
- Buying back stock
- Durable high returns
OSIS
Why this score
- Buying back stock
The companies
JBLJabil Inc.
Why now
Electronic Components · market cap $32.7b. Down 27% from 52-week high of $428.93 — deep drawdown territory. Revenue growing +18%, comfortably above the S&P median. PEG 0.82 — paying under fair value for the growth rate. 9 sell-side analysts publish a mean 1-yr target of $441.44 (implying +41% upside).
Moat
ROE 65% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 152% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.97 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 39x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 2.6% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
OSISOSI Systems, Inc.
Why now
Electronic Components · market cap $3.4b. Down 32% from 52-week high of $311.72 — deep drawdown territory. 7 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $281.14 (implying +33% upside).
Moat
ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 159% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 32% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where JBL and OSIS diverge
On the headline score the gap is 3.0 points in favor of JBL. The widest single difference is Quality, where JBL leads by 5.0 points.
- QualityJBL 71.8 · OSIS 66.8JBL +5.0
- ValueJBL 56.3 · OSIS 53.4level
- GrowthJBL 66.8 · OSIS 65.4level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.