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FN vs JBL
Which Stock Would AI Choose? Fabrinet (FN) vs. Jabil Inc. (JBL) Stock Comparison
Key Takeaways
- Fabrinet (FN) has outperformed Jabil (JBL) year-to-date with returns near 51% versus 48%, driven by AI optics demand.
- Both stocks trade near 52-week highs, with FN at around $684 and JBL at $338, reflecting robust market positioning in electronics manufacturing services (EMS).
- FN's revenue grew 36% quarter-over-quarter, outpacing JBL's 23%, though JBL boasts a larger $35.6 billion market cap.
- FN commands a premium trailing P/E of 66 versus JBL's 45, signaling higher growth expectations amid AI infrastructure trends.
- Recent catalysts include JBL's AI data center partnerships and FN's non-optical revenue acceleration.
- Analyst targets average $680 for FN and $311 for JBL, implying modest upside potential for both.
Introduction
Fabrinet (FN) and Jabil Inc. (JBL) are key players in the electronics manufacturing services sector, capitalizing on surging demand for AI infrastructure, data centers, and optical components. This stock comparison evaluates their recent market performance, growth drivers, and relative strengths amid volatile tech trends. Traders seeking momentum plays and investors eyeing diversified exposure to AI supply chains will find value in understanding their contrasts in scale, specialization, and valuation. With both stocks posting strong gains in recent market activity, the analysis highlights trade-offs in risk and reward.
FN Overview and Recent Performance
Fabrinet (FN) specializes in precision optical, electro-mechanical, and electronic manufacturing, serving optical communications, data centers, and industrial lasers. Its offerings include transceivers, tunable lasers, and active optical cables critical for high-speed data interconnects. In recent weeks, FN shares have traded near $684, close to the 52-week high of $735, supported by AI infrastructure optimism and analyst upgrades. Non-optical revenues accelerated to $300 million in the latest quarter, up 61% year-over-year, fueled by automotive and sensor growth. Sentiment has strengthened on telecom and data center interconnect momentum, with year-to-date returns exceeding 50% and a market cap around $24.5 billion. Upcoming earnings on May 4 are anticipated to reflect continued expansion, though high valuations warrant caution.
JBL Overview and Recent Performance
Jabil Inc. (JBL) delivers comprehensive engineering, manufacturing, and supply chain solutions across regulated industries, intelligent infrastructure, and connected devices. Its segments span AI data centers, healthcare, automotive, and digital commerce, with expertise in electronic design and assembly. Recently, JBL shares hovered around $338, approaching the 52-week high of $350, bolstered by partnerships like the 1.6T LRO transceiver for AI data centers. Year-to-date gains stand at 48%, with a $35.6 billion market cap underscoring its scale. A quarterly dividend declaration and "Strong Buy" upgrades have lifted sentiment, amid quarterly revenue growth of 23%. Performance reflects steady execution in diversified end-markets, though thinner margins compared to peers influence investor views.
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Head-to-Head Comparison
Fabrinet (FN) focuses on specialized optical and electro-mechanical manufacturing for AI-driven data interconnects, contrasting Jabil’s (JBL) broader EMS model spanning multiple sectors. Growth drivers differ: FN leverages 36% revenue acceleration in optics and non-optics, while JBL benefits from scale in AI infrastructure and supply chain diversification. Recent momentum favors FN with 225% one-year returns versus JBL’s 129%, though JBL offers stability via dividends and lower forward P/E of 27. Risk factors include FN’s elevated 66 trailing P/E and debt-light balance sheet versus JBL’s higher leverage. Sector exposure aligns on tech/AI, but market sentiment tilts toward FN for pure-play optics upside amid trade-offs in size and margins.
Tickeron AI Verdict
Tickeron’s AI currently leans toward Fabrinet (FN) with higher probability due to superior trend consistency, explosive YTD momentum, and catalysts in AI optics and data center growth. Jabil (JBL) remains compelling for its scale and valuation, but FN’s relative positioning edges it ahead in observable short-term factors.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FN is a StrongBuy and JBL is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FN’s FA Score shows that 2 FA rating(s) are green whileJBL’s FA Score has 4 green FA rating(s).
- FN’s FA Score: 2 green, 3 red.
- JBL’s FA Score: 4 green, 1 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FN’s TA Score shows that 3 TA indicator(s) are bullish while JBL’s TA Score has 3 bullish TA indicator(s).
- FN’s TA Score: 3 bullish, 6 bearish.
- JBL’s TA Score: 3 bullish, 5 bearish.
Price Growth
FN (@Electronic Components) experienced а -1.65% price change this week, while JBL (@Electronic Components) price change was +8.94% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +5.17%. For the same industry, the average monthly price growth was +8.59%, and the average quarterly price growth was +54.39%.
Reported Earning Dates
FN is expected to report earnings on Aug 24, 2026.
JBL is expected to report earnings on Jun 17, 2026.
Industries' Descriptions
@Electronic Components (+5.17% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| FN | JBL | FN / JBL | |
| Capitalization | 21.9B | 40.6B | 54% |
| EBITDA | 510M | 1.99B | 26% |
| Gain YTD | 34.205 | 68.857 | 50% |
| P/E Ratio | 52.49 | 51.86 | 101% |
| Revenue | 4.24B | 32.7B | 13% |
| Total Cash | 945M | 1.06B | 89% |
| Total Debt | 4.43M | 4.39B | 0% |
FN | JBL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 62 | 80 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 60 Fair valued | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 10 | 2 | |
SMR RATING 1..100 | 46 | 19 | |
PRICE GROWTH RATING 1..100 | 40 | 4 | |
P/E GROWTH RATING 1..100 | 12 | 28 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FN's Valuation (60) in the Electronic Components industry is in the same range as JBL (80). This means that FN’s stock grew similarly to JBL’s over the last 12 months.
JBL's Profit vs Risk Rating (2) in the Electronic Components industry is in the same range as FN (10). This means that JBL’s stock grew similarly to FN’s over the last 12 months.
JBL's SMR Rating (19) in the Electronic Components industry is in the same range as FN (46). This means that JBL’s stock grew similarly to FN’s over the last 12 months.
JBL's Price Growth Rating (4) in the Electronic Components industry is somewhat better than the same rating for FN (40). This means that JBL’s stock grew somewhat faster than FN’s over the last 12 months.
FN's P/E Growth Rating (12) in the Electronic Components industry is in the same range as JBL (28). This means that FN’s stock grew similarly to JBL’s over the last 12 months.
| FN | JBL | |
|---|---|---|
| RSI ODDS (%) | N/A | 6 days ago 69% |
| Stochastic ODDS (%) | 2 days ago 83% | 2 days ago 60% |
| Momentum ODDS (%) | 2 days ago 77% | 2 days ago 82% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 57% |
| TrendWeek ODDS (%) | 2 days ago 70% | 2 days ago 76% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 75% |
| Advances ODDS (%) | 2 days ago 82% | 2 days ago 76% |
| Declines ODDS (%) | 4 days ago 67% | 4 days ago 65% |
| BollingerBands ODDS (%) | 2 days ago 83% | 2 days ago 60% |
| Aroon ODDS (%) | 2 days ago 61% | 2 days ago 76% |
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FN and
Correlation & Price change
A.I.dvisor indicates that over the last year, FN has been closely correlated with GLW. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if FN jumps, then GLW could also see price increases.
JBL and
Correlation & Price change
A.I.dvisor indicates that over the last year, JBL has been loosely correlated with FN. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if JBL jumps, then FN could also see price increases.
| Ticker / NAME | Correlation To JBL | 1D Price Change % | ||
|---|---|---|---|---|
| JBL | 100% | +2.10% | ||
| FN - JBL | 64% Loosely correlated | +4.94% | ||
| TTMI - JBL | 62% Loosely correlated | +3.65% | ||
| PLXS - JBL | 60% Loosely correlated | +2.46% | ||
| KN - JBL | 58% Loosely correlated | +0.84% | ||
| TEL - JBL | 53% Loosely correlated | +1.27% | ||
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