JBL
Jabil Inc.
JBL's outlook is improving, though it still trails on the overall score.
NVDA
NVIDIA Corporation
NVDA has the edge over JBL overall, supported by stronger valuation and stronger fundamentals.
JBL Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Healthy |
JBL's revenue, profitability, cash flow and balance sheet are all currently healthy.
NVDA Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
NVDA's revenue, profitability, cash flow and balance sheet are all currently strong.
JBL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $106 | -59% |
| Forward | 15x | $260 | — |
| Fair | 21x | $208 | -20% |
| Current | 27x | $260 | — |
| Expensive | 40x | $386 | +49% |
Historical ranges are pointers, not guarantees.
JBL's PE is in its fair range at 27x. If earnings grow as analysts expect, today's price would be 15x next year's earnings.
NVDA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $166 | — |
| Current | 21x | $166 | — |
| Cheap | 44x | $345 | +108% |
| Fair | 65x | $511 | +207% |
| Expensive | 93x | $734 | +342% |
Historical ranges are pointers, not guarantees.
NVDA has the edge over JBL in the historical PE scenario, which offers more potential upside but is not a forecast.
JBL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Limited | |
| Moderate |
JBL has the edge over NVDA on the outlook, with more favorable profitability expectations.
NVDA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Broad | |
| Moderate |
Analysts expect strong earnings and revenue growth for NVDA, but weaker profitability.
JBL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $17.71 | +82% |
| Q3 2026 | $9.75 | +65% |
| Q2 2026 | $7.97 | +50% |
| Q1 2026 | $7.41 | +71% |
| Q4 2025 | $6.39 | -40% |
| Q3 2025 | $5.92 | -47% |
| Q2 2025 | $5.30 | -52% |
| Q1 2025 | $4.33 | -63% |
| Q4 2024 | $10.58 | +80% |
JBL earned $9.75 per share over the past year, up 65% from the year before.
NVDA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.77 | +74% |
| Q3 2026 | $7.91 | +125% |
| Q2 2026 | $6.53 | +111% |
| Q1 2026 | $4.90 | +67% |
| Q4 2025 | $4.03 | +59% |
| Q3 2025 | $3.51 | +65% |
| Q2 2025 | $3.10 | +81% |
| Q1 2025 | $2.94 | +147% |
| Q4 2024 | $2.54 | +234% |
NVDA has the edge over JBL on earnings, with more consistent year-over-year improvement.
JBL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $10.6B | +29% |
| Q2 2026 | $8.8B | +12% |
| Q1 2026 | $8.3B | +23% |
| Q4 2025 | $8.3B | +19% |
| Q3 2025 | $8.3B | +18% |
| Q2 2025 | $7.8B | +16% |
| Q1 2025 | $6.7B | -0.6% |
| Q4 2024 | $7B | -17% |
JBL's revenue has grown year over year for six quarters in a row: $10.6B last quarter, up 29% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.7% | +1.6 points |
| Q2 2026 | 5.1% | -0.1 points |
| Q1 2026 | 4.5% | +0.9 points |
| Q4 2025 | 3.4% | +0.6 points |
| Q3 2025 | 4.1% | -0.5 points |
| Q2 2025 | 5.2% | +1.3 points |
| Q1 2025 | 3.6% | -13 points |
| Q4 2024 | 2.8% | -0.8 points |
JBL's operating margin was 5.7% last quarter, up 1.6 points from the same quarter a year ago, near the top of its range since 2019.
NVDA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $96.2B | +106% |
| Q2 2026 | $81.6B | +85% |
| Q1 2026 | $68.1B | +73% |
| Q4 2025 | $57B | +62% |
| Q3 2025 | $46.7B | +56% |
| Q2 2025 | $44.1B | +69% |
| Q1 2025 | $39.3B | +78% |
| Q4 2024 | $35.1B | +94% |
NVDA has the edge over JBL on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 66% | +5.4 points |
| Q2 2026 | 66% | +17 points |
| Q1 2026 | 65% | +3.9 points |
| Q4 2025 | 63% | +0.8 points |
| Q3 2025 | 61% | -1.2 points |
| Q2 2025 | 49% | -16 points |
| Q1 2025 | 61% | -0.5 points |
| Q4 2024 | 62% | +4.9 points |
NVDA has the edge over JBL on profitability, with a higher operating margin.
JBL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $487M | +16% |
| Q2 2026 | $351M | +9.7% |
| Q1 2026 | $308M | +41% |
| Q4 2025 | $228M | +6% |
| Q3 2025 | $419M | +1.9% |
| Q2 2025 | $320M | -22% |
| Q1 2025 | $218M | +$266M |
| Q4 2024 | $215M | +34% |
JBL generated $1.4B in free cash flow over the past year, up 17% from the year before.
NVDA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $21.4B | +59% |
| Q2 2026 | $48.6B | +86% |
| Q1 2026 | $34.9B | +124% |
| Q4 2025 | $22.1B | +32% |
| Q3 2025 | $13.5B | -0.3% |
| Q2 2025 | $26.2B | +75% |
| Q1 2025 | $15.6B | +38% |
| Q3 2024 | $13.5B | +113% |
NVDA's free cash flow has been positive every quarter for six years: $127B over the past year, up 76% from the year before.
JBL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +400K shares |
| 1 year | -3.6% | -4M shares |
| 3 years | -21% | -29M shares |
| 5 years | -30% | -45.2M shares |
| Available history | -32% | -49.6M shares |
JBL has the edge over NVDA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $169M |
| Q2 2026 | $291M |
| Q1 2026 | $300M |
| Q4 2025 | $300M |
| Q3 2025 | $25M |
| Q2 2025 | $339M |
| Q1 2025 | $404M |
| Q4 2024 | $232M |
JBL spent $1.1B buying back its own shares over the past year, up 6% from the year before.
NVDA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -106M shares |
| 1 year | -1% | -247M shares |
| 3 years | -2.8% | -705M shares |
| 5 years | -4.1% | -1B shares |
| Available history | -1.8% | -435M shares |
NVDA has 24.3B diluted shares, down 1% from a year ago, with $55.3B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $19.7B |
| Q2 2026 | $19.3B |
| Q1 2026 | $3.8B |
| Q4 2025 | $12.5B |
| Q3 2025 | $9.7B |
| Q2 2025 | $14.1B |
| Q1 2025 | $7.8B |
| Q4 2024 | $11B |
NVDA spent $55.3B buying back its own shares over the past year, up 30% from the year before.
JBL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.7x | Very low |
| Q2 2026 | 0.9x | Very low |
| Q1 2026 | 1.0x | Very low |
| Q4 2025 | 0.7x | Very low |
| Q3 2025 | 0.5x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.7x | Very low |
| Q4 2024 | 0.3x | Very low |
JBL's net debt is less than a year of its operating earnings (EBITDA).
NVDA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | -0.0x | Net Cash |
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | -0.0x | Net Cash |
| Q3 2025 | -0.0x | Net Cash |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.0x | Very low |
| Q4 2024 | -0.0x | Net Cash |
NVDA has the edge over JBL on leverage, with a lower net debt burden relative to earnings.
JBL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.8 | Neutral |
| Stochastic | 10.5 | Oversold |
JBL's weekly RSI is 41 (neutral) and its Stochastic is 10 (oversold).
NVDA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.4 | Neutral |
| Stochastic | 18.1 | Oversold |
NVDA's weekly RSI is 33 (neutral) and its Stochastic is 18 (oversold).
JBL PE vs Technology Sector
| Metric | JBL | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 28x | 4.3% below |
| PE % | 60 | 35 | 25 pts above |
JBL is trading at 27x earnings, in line with the Technology sector's median of 28x.
NVDA PE vs Technology Sector
| Metric | NVDA | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 28x | 25% below |
| PE % | 0 | 35 | 35 pts below |
NVDA has the edge over JBL on valuation relative to its sector.
JBL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $281.4 | 7.6% below |
| 20 week MA | $304.9 | 15% below |
| 50 week MA | $294.5 | 12% below |
| 100 week MA | $238.3 | 9.1% above |
| 200 week MA | $175.6 | 48% above |
JBL has the edge over NVDA on trend strength, trading above more of its moving averages.
NVDA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $208.9 | 20% below |
| 20 week MA | $212.0 | 22% below |
| 50 week MA | $199.9 | 17% below |
| 100 week MA | $175.1 | 5.1% below |
| 200 week MA | $123.6 | 34% above |
NVDA has fallen below most of its moving averages, though it's still 34% above its 200-week average.
JBL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $41.2 | $42.9 | +4% |
| 2021 | $42.9 | $69.8 | +63% |
| 2022 | $69.8 | $69.0 | -1.1% |
| 2023 | $69.0 | $127.4 | +85% |
| 2024 | $127.4 | $145.9 | +15% |
| 2025 | $145.9 | $236.1 | +62% |
| 2026 YTD | $236.1 | $260.0 | +10% |
JBL has the edge over NVDA on returns for 2026, with the stronger performance.
NVDA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $5.92 | $13.0 | +119% |
| 2021 | $13.0 | $29.6 | +128% |
| 2022 | $29.6 | $15.2 | -49% |
| 2023 | $15.2 | $49.5 | +226% |
| 2024 | $49.5 | $137.0 | +177% |
| 2025 | $137.0 | $190.5 | +39% |
| 2026 YTD | $190.5 | $166.2 | -13% |
NVDA's yearly returns have swung widely, from +226% in 2023 to −49% in 2022. It's down 13% so far in 2026.