JBL
Jabil Inc.
JBL has lower modeled downside risk, despite its lower overall score.
PLTR
Palantir Technologies Inc.
PLTR 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.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR'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.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR 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 |
Analysts expect strong earnings and revenue growth for JBL, with profitability holding steady.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
PLTR has the edge over JBL on the outlook, with more favorable profitability expectations.
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.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR 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.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over JBL on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR 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.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over JBL on cash flow, with more consistent year-over-year improvement.
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 PLTR 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.
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has 2.6B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
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).
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR 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).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
JBL PE vs Technology Sector
| Metric | JBL | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 28x | 4.3% below |
| PE % | 60 | 35 | 25 pts above |
JBL has the edge over PLTR on valuation relative to its sector.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
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 pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 48% above its 200-week average.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR has the edge over JBL on trend strength, trading above more of its moving averages.
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 PLTR on returns for 2026, with the stronger performance.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR's yearly returns have swung widely, from +361% in 2024 to −67% in 2022. It's down 9.1% so far in 2026.