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FLEX or JBL or TTMI
Which Stock Would AI Choose? Flex Ltd. (FLEX) vs. Jabil Inc. (JBL) vs. TTM Technologies, Inc. (TTMI) Stock Comparison
Key Takeaways
- TTMI leads with 130% YTD gains, far outpacing FLEX (52%) and JBL (50%), driven by record Q1 revenue and AI/defense demand.
- All three stocks in electronic components benefit from data center and AI growth, with market caps of $16.5B (TTMI), $33.7B (FLEX), and $36.1B (JBL).
- P/E ratios reflect growth premiums: TTMI at 86x, JBL at 46x, FLEX at 41x.
- Recent momentum favors TTMI post-earnings surge, while FLEX and JBL show steady yearly advances amid sector tailwinds.
- EMS (electronics manufacturing services) peers face similar cyclical risks but differentiated by end-market exposure.
Introduction
This stock comparison examines FLEX, JBL, and TTMI, key players in the electronic components sector providing manufacturing services for tech supply chains. Amid surging demand for AI infrastructure and data centers, these companies offer exposure to high-growth areas like semiconductors and defense electronics. Traders seeking momentum plays and investors eyeing long-term sector trends will find value in analyzing their relative performance, valuations, and catalysts in the current market environment.
FLEX Overview and Recent Performance
Flex Ltd. (FLEX) is a global leader in electronics manufacturing services (EMS), designing and producing components for industries including cloud computing, automotive, and medical devices. In recent market activity, FLEX shares have advanced significantly, with YTD returns of 52% and one-year gains exceeding 159%. The stock trades around $92, with a market cap of $33.7 billion and P/E ratio of 41x. Sentiment has been bolstered by Q3 FY26 revenue of $7.1 billion (up 8% YoY), early achievement of margin goals, and a data center surge, alongside a robotics partnership expansion with Teradyne. These factors have supported upward price behavior despite broader market volatility.
JBL Overview and Recent Performance
Jabil Inc. (JBL) delivers comprehensive EMS solutions, focusing on supply chain management and production for connectivity, healthcare, and AI-driven products. Over recent weeks, JBL has experienced some dips but maintains robust yearly momentum, with YTD returns near 50% and one-year increases of about 133%. Trading near $342, it holds the largest market cap at $36.1 billion and a P/E of 46x. Positive developments include a collaboration with Sivers Semiconductors on AI data center transceivers for faster, energy-efficient performance, alongside strong earnings projections fueling investor interest.
TTMI Overview and Recent Performance
TTM Technologies, Inc. (TTMI) specializes in printed circuit boards (PCBs) and related services, serving aerospace, defense, and high-speed networking markets. In recent market activity, TTMI has surged, posting YTD returns of 130% and one-year gains over 580%, trading around $159 with a $16.5 billion market cap and elevated P/E of 86x. Q1 2026 delivered record revenue of $846 million (up 30% YoY), beating estimates, with shares jumping 13-19% on AI and defense-driven results, prompting raised guidance and analyst targets.
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Head-to-Head Comparison
FLEX and JBL offer broad EMS models with end-to-end supply chains, contrasting TTMI’s PCB-centric focus amid rising complexity in AI hardware. Growth drivers include data centers for all, but TTMI’s 30% Q1 revenue jump highlights defense/AI edge over FLEX’s 8% and JBL’s steady projections. Recent momentum peaks at TTMI, with FLEX and JBL showing consistent but milder advances. Risks involve sector cyclicality and competition; valuations reflect TTMI’s premium pricing versus peers’ relative stability. Market sentiment tilts positive on AI exposure, with trade-offs in size (JBL largest) versus growth velocity (TTMI).
Tickeron AI Verdict
Tickeron’s AI would likely favor TTMI in the current environment, given its superior trend consistency, post-earnings stability, and catalysts in AI/defense sectors amid relative outperformance. FLEX and JBL offer balanced positioning, but TTMI’s momentum suggests higher probability of near-term upside, warranting close monitoring of valuations.
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
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).
FLEX’s FA Score shows that 2 FA rating(s) are green whileJBL’s FA Score has 4 green FA rating(s), and TTMI’s FA Score reflects 2 green FA rating(s).
- FLEX’s FA Score: 2 green, 3 red.
- JBL’s FA Score: 4 green, 1 red.
- TTMI’s FA Score: 2 green, 3 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.
FLEX’s TA Score shows that 2 TA indicator(s) are bullish while JBL’s TA Score has 2 bullish TA indicator(s), and TTMI’s TA Score reflects 4 bullish TA indicator(s).
- FLEX’s TA Score: 2 bullish, 3 bearish.
- JBL’s TA Score: 2 bullish, 6 bearish.
- TTMI’s TA Score: 4 bullish, 4 bearish.
Price Growth
FLEX (@Electronic Components) experienced а -3.03% price change this week, while JBL (@Electronic Components) price change was -4.29% , and TTMI (@Electronic Components) price fluctuated +6.38% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +2.49%. For the same industry, the average monthly price growth was +10.72%, and the average quarterly price growth was +38.03%.
Reported Earning Dates
FLEX is expected to report earnings on Jul 29, 2026.
JBL is expected to report earnings on Jun 18, 2026.
TTMI is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Electronic Components (+2.49% 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.
| FLEX | JBL | TTMI | |
| Capitalization | 50.7B | 35.9B | 17.4B |
| EBITDA | 1.89B | 1.99B | 422M |
| Gain YTD | 128.169 | 49.111 | 142.536 |
| P/E Ratio | 59.17 | 45.80 | 90.92 |
| Revenue | 26.8B | 32.7B | 3.1B |
| Total Cash | 3.06B | 1.06B | 410M |
| Total Debt | 5.02B | 4.39B | 1.05B |
FLEX | JBL | TTMI | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 39 | 94 | 35 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 67 Overvalued | 74 Overvalued | 74 Overvalued | |
PROFIT vs RISK RATING 1..100 | 2 | 4 | 3 | |
SMR RATING 1..100 | 51 | 18 | 65 | |
PRICE GROWTH RATING 1..100 | 35 | 10 | 34 | |
P/E GROWTH RATING 1..100 | 5 | 28 | 8 | |
SEASONALITY SCORE 1..100 | 50 | n/a | 50 |
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.
FLEX's Valuation (67) in the Electronic Components industry is in the same range as JBL (74) and is in the same range as TTMI (74). This means that FLEX's stock grew similarly to JBL’s and similarly to TTMI’s over the last 12 months.
FLEX's Profit vs Risk Rating (2) in the Electronic Components industry is in the same range as TTMI (3) and is in the same range as JBL (4). This means that FLEX's stock grew similarly to TTMI’s and similarly to JBL’s over the last 12 months.
JBL's SMR Rating (18) in the Electronic Components industry is somewhat better than the same rating for FLEX (51) and is somewhat better than the same rating for TTMI (65). This means that JBL's stock grew somewhat faster than FLEX’s and somewhat faster than TTMI’s over the last 12 months.
JBL's Price Growth Rating (10) in the Electronic Components industry is in the same range as TTMI (34) and is in the same range as FLEX (35). This means that JBL's stock grew similarly to TTMI’s and similarly to FLEX’s over the last 12 months.
FLEX's P/E Growth Rating (5) in the Electronic Components industry is in the same range as TTMI (8) and is in the same range as JBL (28). This means that FLEX's stock grew similarly to TTMI’s and similarly to JBL’s over the last 12 months.
| FLEX | JBL | TTMI | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 66% | 3 days ago 65% | 3 days ago 82% |
| Stochastic ODDS (%) | N/A | 3 days ago 64% | 3 days ago 72% |
| Momentum ODDS (%) | N/A | 3 days ago 66% | 6 days ago 72% |
| MACD ODDS (%) | N/A | 3 days ago 56% | N/A |
| TrendWeek ODDS (%) | 3 days ago 65% | 3 days ago 62% | 3 days ago 75% |
| TrendMonth ODDS (%) | 3 days ago 77% | 3 days ago 74% | 3 days ago 77% |
| Advances ODDS (%) | 7 days ago 75% | 7 days ago 75% | 4 days ago 77% |
| Declines ODDS (%) | 3 days ago 62% | 3 days ago 65% | 19 days ago 67% |
| BollingerBands ODDS (%) | 3 days ago 56% | 3 days ago 58% | 3 days ago 71% |
| Aroon ODDS (%) | 3 days ago 79% | 3 days ago 75% | 3 days ago 78% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DEEF | 40.04 | N/A | N/A |
| Xtrackers FTSE Develop ex US Mulfact ETF | |||
| UJAN | 44.88 | -0.16 | -0.36% |
| Innovator US Equity Ultra Buff ETF™ Jan | |||
| PFFD | 18.84 | -0.21 | -1.10% |
| Global X US Preferred ETF | |||
| GSWO | 62.44 | -0.70 | -1.11% |
| Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | |||
| EDGH | 34.96 | -0.52 | -1.46% |
| 3EDGE Dynamic Hard Assets ETF | |||
FLEX and
Correlation & Price change
A.I.dvisor indicates that over the last year, FLEX has been closely correlated with JBL. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if FLEX jumps, then JBL could also see price increases.
| Ticker / NAME | Correlation To FLEX | 1D Price Change % | ||
|---|---|---|---|---|
| FLEX | 100% | -4.00% | ||
| JBL - FLEX | 74% Closely correlated | -4.08% | ||
| GLW - FLEX | 61% Loosely correlated | -7.91% | ||
| BHE - FLEX | 58% Loosely correlated | -2.40% | ||
| TTMI - FLEX | 56% Loosely correlated | -2.63% | ||
| PLXS - FLEX | 54% Loosely correlated | -1.43% | ||
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JBL and
Correlation & Price change
A.I.dvisor indicates that over the last year, JBL has been closely correlated with FLEX. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if JBL jumps, then FLEX could also see price increases.
| Ticker / NAME | Correlation To JBL | 1D Price Change % | ||
|---|---|---|---|---|
| JBL | 100% | -4.08% | ||
| FLEX - JBL | 74% Closely correlated | -4.00% | ||
| FN - JBL | 66% Loosely correlated | -3.27% | ||
| BHE - JBL | 64% Loosely correlated | -2.40% | ||
| CLS - JBL | 63% Loosely correlated | -6.04% | ||
| TTMI - JBL | 62% Loosely correlated | -2.63% | ||
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TTMI and
Correlation & Price change
A.I.dvisor indicates that over the last year, TTMI has been closely correlated with BHE. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if TTMI jumps, then BHE could also see price increases.
| Ticker / NAME | Correlation To TTMI | 1D Price Change % | ||
|---|---|---|---|---|
| TTMI | 100% | -2.63% | ||
| BHE - TTMI | 68% Closely correlated | -2.40% | ||
| FN - TTMI | 67% Closely correlated | -3.27% | ||
| CLS - TTMI | 66% Loosely correlated | -6.04% | ||
| JBL - TTMI | 63% Loosely correlated | -4.08% | ||
| PLXS - TTMI | 60% Loosely correlated | -1.43% | ||
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