COMPARE · Reviewed August 3, 2026
JBL vs TEL
Verdict: Side-by-side breakdown using the Bull Rankings model. JBL scored 65.5, TEL scored 71.0 — TEL leads.
Compare another set
JBL
Jabil Inc.
65.5
$318.39 · $33.4B
fundamentals as of
Score gap
5.5
TEL leads
TEL
TE Connectivity plc
71
$204.97 · $59.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
JBL
stronger →← stronger
TEL
72
Qualityreturns · margins · balance sheet
81
72
Growthrevenue & earnings expansion
84
55
Valuevaluation vs sector peers
52
TEL is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
JBL
TEL
$1.3bC+
FCF
$3.3bB
+17.8%B+
Rev
+16.5%B+
2.97D
D/E
0.43B
39.8xB
P/E
20.1xB+
0.82B+
PEG
0.89B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
JBL
TEL
36% above
Price vs fair valuelower is cheaper
11% above
~23%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
-44%
1-yr DCF upside
-20%
-26%
5-yr DCF upside
-10%
+8%
10-yr DCF upside
+7%
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
TEL
Why this score
- Buying back stock
- Raising its dividend
The companies
JBLJabil Inc.
Why now
Electronic Components · market cap $33.4b. Down 26% 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 +39% 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 40x 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.
TELTE Connectivity plc
Why now
Electronic Components · market cap $59.4b. 19% off the 52-week high of $252.56. Revenue growing +17%, comfortably above the S&P median. PEG 0.89 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $246.79 (implying +20% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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.