COMPARE · Data as of August 24, 2026
JBL vs TEL
Verdict: Side-by-side breakdown using the Bull Rankings model. JBL scored 64.9, TEL scored 70.9 — TEL leads.
Compare another set
JBL
Jabil Inc.
64.9
$305.86 · $32.1B
fundamentals as of
Score gap
6.0
TEL leads
TEL
TE Connectivity plc
70.9
$202.41 · $58.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestTEL19.9x
- Fastest growthJBL+17.8%
- Strongest balance sheetTEL0.43
- Highest qualityTEL81 / 100
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
TEL
72
Qualityreturns · margins · balance sheet
81
67
Growthrevenue & earnings expansion
82
57
Valuevaluation vs sector peers
54
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
38.3xB
P/E
19.9xB+
0.82B+
PEG
0.88B+
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
TEL
30% above
Price vs fair valuelower is cheaper
10% above
~22%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
-41%
1-yr DCF upside
-19%
-23%
5-yr DCF upside
-9%
+12%
10-yr DCF upside
+8%
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 $32.1b. Down 29% 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 +44% 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 38x 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 $58.6b. 20% off the 52-week high of $252.56. Revenue growing +17%, comfortably above the S&P median. PEG 0.88 — 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 +22% 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
TEL leads JBL by 5.7 points (71.3 to 65.6), its sharpest advantage coming in D/E (grade B). Note they play different roles — JBL screens as growth, TEL screens as value — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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 TEL diverge
On the headline score the gap is 6.0 points in favor of TEL. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthJBL 66.8 · TEL 82.1TEL +15.3
- QualityJBL 71.8 · TEL 81.1TEL +9.3
- ValueJBL 56.9 · TEL 53.6JBL +3.3
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.