Quick verdict: FN vs JBL in 2026

In this fn vs jbl stock comparison 2026, Fabrinet (FN) shows a compelling edge over Jabil Inc. (JBL) in several key areas. FN stands out as the growth leader with significantly higher revenue growth and superior profitability margins, while JBL appears to offer slightly more favorable valuation metrics like a lower P/E ratio and less implied downside according to DCF models. FN remains the clear analyst favorite with a higher percentage of ‘Buy’ ratings, but JBL’s price target suggests comparatively less short-term downside. Not investment advice.

FN vs JBL: key metrics side by side

Full side-by-side comparison of FN and JBL across valuation, profitability, growth and analyst sentiment. Data updated 2026-04-11.

FN vs JBL valuation comparison

When considering fn vs jbl fundamentals and valuation, JBL presents a more attractive P/E ratio at 39.43x compared to FN’s significantly higher 63.37x. This suggests that investors are currently paying a lower multiple for JBL’s earnings. However, looking at the Price-to-Book (P/B) ratio, FN appears cheaper at 10.85x against JBL’s 23.73x, indicating FN’s market value is a smaller multiple of its book value.

Both companies appear to be overvalued according to their Discounted Cash Flow (DCF) models, with FN having a DCF implied downside of -67.6% (target $214.28) and JBL at -60.4% (target $118.64). While both figures suggest substantial overvaluation based on these models, JBL’s implied downside is less severe. This mixed picture highlights the differing market perspectives on these two stocks, with JBL potentially offering better value on an earnings and absolute DCF downside basis, despite FN’s more appealing P/B ratio.

FN vs JBL growth comparison

In terms of growth, Fabrinet (FN) demonstrates significantly stronger momentum compared to Jabil Inc. (JBL). FN boasts a robust year-over-year revenue growth rate of 18.6%, indicating strong market demand and operational expansion. In contrast, JBL’s revenue growth stands at a more modest 3.2% over the same period. This substantial difference positions FN as the clear growth leader for investors prioritizing top-line expansion.

Beyond revenue, FN also exhibits superior profitability margins, which often accompany healthy growth. FN’s net margin is 9.61% and EBITDA margin is 11.77%, while JBL reports a net margin of 2.48% and an EBITDA margin of 6.02%. These higher margins for FN suggest more efficient operations and better pricing power as it scales. Based on these figures, FN clearly has stronger momentum and is expected to continue outperforming JBL in terms of revenue growth and margin expansion, making it a compelling option for growth-oriented investors in 2026.

FN vs JBL profitability

Evaluating the profitability of FN vs JBL reveals a significant advantage for Fabrinet (FN). FN’s net margin of 9.61% is substantially higher than Jabil Inc.’s (JBL) 2.48%, indicating that FN is far more efficient at converting revenue into profit. Similarly, FN’s EBITDA margin of 11.77% also significantly outpaces JBL’s 6.02%, showcasing better operational efficiency before considering depreciation, amortization, interest, and taxes.

While Return on Equity (ROE) data is not available for either company, the Free Cash Flow (FCF) yield offers another perspective on cash generation. Here, JBL takes the lead with an FCF yield of 4.66%, significantly higher than FN’s 0.43%. This suggests that while FN captures a larger percentage of revenue as net income and EBITDA, JBL is generating more free cash flow relative to its market capitalization, which can be attractive for different investment strategies. Despite JBL’s stronger FCF yield, FN’s considerably higher net and EBITDA margins mark it as the more profitable company from an operational efficiency standpoint.

Analyst ratings: FN vs JBL

Looking at analyst ratings, Fabrinet (FN) enjoys a stronger consensus among financial professionals compared to Jabil Inc. (JBL). Of the 24 analysts covering FN, a remarkable 79.2% have issued a ‘Buy’ rating. The consensus price target for FN is $564.5, which implies a potential downside of -14.7% from its current price of $662.13 as of April 11, 2026.

Jabil Inc. (JBL), on the other hand, is covered by 23 analysts, with 52.1% recommending a ‘Buy’. The consensus target price for JBL is $273, suggesting a more moderate downside of -8.8% from its current price of $299.5. While both stocks currently trade above their consensus targets, analysts clearly show a higher level of conviction and optimism for FN, with a much larger percentage of ‘Buy’ ratings, making FN the preferred choice among the analyst community, despite JBL showing less implied downside based on target prices.

Should I buy FN or JBL stock in 2026?

Deciding whether should I buy fn or jbl stock 2026 depends heavily on an investor’s specific objectives and risk tolerance. For growth-oriented investors, Fabrinet (FN) presents a compelling case. With its robust 18.6% year-over-year revenue growth and impressive net and EBITDA margins of 9.61% and 11.77% respectively, FN clearly demonstrates stronger momentum and operational efficiency in a competitive technology landscape. Its significantly higher percentage of ‘Buy’ ratings from analysts also points to a favorable outlook from professional observers.

Conversely, value investors conducting an fn vs jbl fundamentals and valuation comparison might find Jabil Inc. (JBL) more appealing. JBL trades at a lower P/E ratio of 39.43x compared to FN’s 63.37x, suggesting it’s potentially cheaper relative to its earnings. Additionally, while both stocks show significant implied overvaluation based on DCF models, JBL’s -60.4% implied downside is less severe than FN’s -67.6%. JBL also boasts a higher FCF yield of 4.66%, indicating stronger free cash flow generation relative to its market capitalization, which is often a key metric for value-focused strategies.

For income investors, neither FN nor JBL currently offers a dividend, with both companies reporting a 0% dividend yield. Therefore, investors seeking regular income streams would need to look elsewhere. In summary, if growth and strong margins are your priority, FN appears to be the stronger choice. If a more attractive P/E and better free cash flow generation appeal to your value investing principles, JBL might be worth a closer look. This is not investment advice; please conduct your own thorough research.

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