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FN vs JBL
Which Stock Would AI Choose? Fabrinet (FN) vs. Jabil (JBL) Stock Comparison
Key Takeaways
- FN has delivered stronger one-year returns around 200-220%, outpacing JBL's approximately 125-140% gains, driven by AI-related optical demand.
- Both stocks benefit from electronics manufacturing exposure, with JBL showing robust YTD performance near 26% versus FN's 20-34% range amid recent volatility.
- FN trades at a higher P/E ratio (around 53) compared to JBL's (around 37), reflecting premium valuation for specialized optics growth.
- Recent quarters highlight strength: FN revenue up 36% YoY in Q2 FY2026; JBL raised full-year guidance post strong Q2.
- Market caps position JBL larger at $30B+ versus FN's $20B, with both showing AI infrastructure tailwinds.
- Volatility persists for both, but FN exhibits higher beta, suiting growth-oriented traders.
Introduction
This stock comparison examines FN (Fabrinet) and JBL (Jabil Inc.), two leaders in advanced manufacturing services amid surging demand for AI infrastructure, optical components, and electronics. Both operate in the technology hardware space, benefiting from data center expansion and supply chain shifts. Traders seeking exposure to high-growth sectors like photonics and diversified EMS (electronics manufacturing services) will find this analysis relevant for assessing relative performance, valuation trade-offs, and momentum in the current market environment.
FN Overview and Recent Performance
Fabrinet (FN) specializes in precision optical packaging, electro-mechanical, and electronic manufacturing for original equipment manufacturers in North America, Asia-Pacific, and Europe. The company focuses on complex products like optical communication components, industrial lasers, and sensors, positioning it centrally in AI-driven hyperscale data center growth.
In recent market activity, FN shares have shown volatility, with swings from highs near $633 to dips around $495, reflecting broader tech sector rotations. Year-to-date returns hover around 20-34%, with one-year gains exceeding 200%, far outpacing the S&P 500. Q2 FY2026 revenue surged 36% year-over-year to $1.13B, beating estimates, fueled by datacom and high-performance computing demand. Partnerships like the expanded iPronics silicon photonics line have bolstered sentiment, though elevated valuations prompt caution on momentum sustainability.
JBL Overview and Recent Performance
Jabil Inc. (JBL) delivers comprehensive engineering, manufacturing, and supply chain solutions worldwide across segments like Regulated Industries, Intelligent Infrastructure, and Connected Living. With over 135,000 employees, it serves diverse end-markets including AI data centers, healthcare, and consumer electronics.
Recent weeks have seen JBL advance strongly, surging over 5% post-Q2 FY2026 earnings that exceeded forecasts, with raised full-year guidance to $34B revenue. YTD returns near 26% and one-year gains around 125-140% underscore resilience, driven by 52% YoY growth in Intelligent Infrastructure. Shares recently hit 52-week highs near $284 amid AI tailwinds, though pullbacks reflect supply chain sensitivities. Analyst optimism persists on diversified exposure and margin expansion potential.
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Head-to-Head Comparison
Fabrinet (FN) and Jabil (JBL) share electronics manufacturing roots but diverge in focus: FN emphasizes niche optical and photonics for AI optics, while JBL offers broader EMS across AI infrastructure, healthcare, and consumer verticals. Growth drivers contrast with FN's hyperscale datacom surge versus JBL's diversified 52% infrastructure jump.
Recent momentum favors FN on superior one-year returns (200%+ vs. 125%+), but JBL leads YTD and post-earnings stability. Risk profiles differ: FN's higher beta (1.5+) suits aggressive plays amid optics volatility; JBL (beta 1.35) balances with scale ($30B+ market cap vs. $20B). Sector exposure tilts FN toward pure AI photonics sentiment, while JBL hedges via multi-segment resilience. Valuation trade-off: FN's 53x P/E premiums growth; JBL's 37x appears more accessible.
Tickeron AI Verdict
Tickeron’s AI currently leans toward FN for its trend consistency in AI optics and superior relative one-year positioning, with catalysts like photonics partnerships enhancing probability of outperformance. However, JBL offers greater stability via diversification and recent guidance lifts, making it preferable in risk-averse scenarios. Observable factors like momentum and sector catalysts suggest FN edges ahead probabilistically in the near term.
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 Hold and JBL is a Hold.
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 5 TA indicator(s) are bullish while JBL’s TA Score has 5 bullish TA indicator(s).
- FN’s TA Score: 5 bullish, 3 bearish.
- JBL’s TA Score: 5 bullish, 4 bearish.
Price Growth
FN (@Electronic Components) experienced а +4.19% price change this week, while JBL (@Electronic Components) price change was +7.41% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +4.81%. For the same industry, the average monthly price growth was +11.15%, and the average quarterly price growth was +27.53%.
Reported Earning Dates
FN is expected to report earnings on May 11, 2026.
JBL is expected to report earnings on Jun 18, 2026.
Industries' Descriptions
@Electronic Components (+4.81% 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 | 24.7B | 33.9B | 73% |
| EBITDA | 466M | 1.99B | 23% |
| Gain YTD | 51.531 | 41.124 | 125% |
| P/E Ratio | 66.14 | 43.35 | 153% |
| Revenue | 3.89B | 32.7B | 12% |
| Total Cash | 961M | 1.83B | 53% |
| Total Debt | 4.89M | 4.39B | 0% |
FN | JBL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 31 | 24 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 73 Overvalued | 69 Overvalued | |
PROFIT vs RISK RATING 1..100 | 4 | 4 | |
SMR RATING 1..100 | 46 | 18 | |
PRICE GROWTH RATING 1..100 | 35 | 5 | |
P/E GROWTH RATING 1..100 | 6 | 28 | |
SEASONALITY SCORE 1..100 | 50 | 1 |
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.
JBL's Valuation (69) in the Electronic Components industry is in the same range as FN (73). This means that JBL’s stock grew similarly to FN’s over the last 12 months.
JBL's Profit vs Risk Rating (4) in the Electronic Components industry is in the same range as FN (4). This means that JBL’s stock grew similarly to FN’s over the last 12 months.
JBL's SMR Rating (18) 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 (5) in the Electronic Components industry is in the same range as FN (35). This means that JBL’s stock grew similarly to FN’s over the last 12 months.
FN's P/E Growth Rating (6) 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 (%) | 2 days ago 71% | 2 days ago 63% |
| Stochastic ODDS (%) | 2 days ago 79% | 2 days ago 68% |
| Momentum ODDS (%) | 2 days ago 78% | 2 days ago 74% |
| MACD ODDS (%) | 2 days ago 77% | 2 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 78% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 79% | 2 days ago 73% |
| Advances ODDS (%) | 6 days ago 80% | 2 days ago 75% |
| Declines ODDS (%) | N/A | 13 days ago 65% |
| BollingerBands ODDS (%) | 2 days ago 79% | 2 days ago 54% |
| Aroon ODDS (%) | 2 days ago 78% | 2 days ago 73% |
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