Fabrinet
FN Β· Electronic Manufacturing Services
$314.94
0.9%Jabil
JBL Β· Electronic Manufacturing Services
$273.97
2.5%The short version
- Jabil is the larger business, with $36.0B of revenue in fiscal 2026 against $4.6B for Fabrinet, about 7.7 times as much.
- Fabrinet grew revenue faster (35.7%, against 20.6%).
- Fabrinet kept more of each dollar of sales as operating profit (10.0% operating margin, against 4.7% operating margin).
- Jabil turned more of its sales into free cash flow (3.8% FCF margin, against 0.1% FCF margin).
- Jabil earned a higher return on the capital invested in it (39.3%, against 30.0%).
| Latest fiscal year | FN Β· FY26 | JBL Β· FY26 |
|---|---|---|
| Size | ||
| Market cap | $11.4B | $29.3B |
| Revenue | $4.6B | $36.0B |
| Free cash flow | $4.2M | $1.4B |
| Net income | $473M | $1.0B |
| Growth | ||
| Revenue growth | 35.7% | 20.6% |
| 5-year growth | 19.8% | 4.2% |
| Share count change | β0.0% | β3.6% |
| Profitability | ||
| Gross margin | 12.0% | 9.2% |
| Operating margin | 10.0% | 4.7% |
| Net margin | 10.2% | 2.9% |
| FCF margin | 0.1% | 3.8% |
| Return on capital | 30.0% | 39.3% |
| Return on equity | 21.3% | 66.7% |
| Balance sheet | ||
| Net debt | β$875M | $2.0B |
| Net debt / EBITDA | β1.7x | 0.8x |
| Dividends and buybacks | $5.2M | $1.1B |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 5 | 8 |
FY17
FN $1.4B
JBL $19.1B
FY18
FN $1.4B
JBL $22.1B
FY19
FN $1.6B
JBL $25.3B
FY20
FN $1.6B
JBL $27.3B
FY21
FN $1.9B
JBL $29.3B
FY22
FN $2.3B
JBL $33.5B
FY23
FN $2.6B
JBL $34.7B
FY24
FN $2.9B
JBL $28.9B
FY25
FN $3.4B
JBL $29.8B
FY26
FN $4.6B
JBL $36.0B
FN
JBL
FY17
FN 7.5%
JBL 2.2%
FY18
FN 6.8%
JBL 2.5%
FY19
FN 7.7%
JBL 2.8%
FY20
FN 7.2%
JBL 1.8%
FY21
FN 8.0%
JBL 3.6%
FY22
FN 9.0%
JBL 4.2%
FY23
FN 9.5%
JBL 4.4%
FY24
FN 9.6%
JBL 7.0%
FY25
FN 9.5%
JBL 4.0%
FY26
FN 10.0%
JBL 4.7%
FN
JBL
FY17
FN $2.7M
JBL β$2.2B
FY18
FN $104M
JBL β$2.1B
FY19
FN $129M
JBL $188M
FY20
FN $108M
JBL $274M
FY21
FN $76.1M
JBL $274M
FY22
FN $34.7M
JBL $266M
FY23
FN $152M
JBL $704M
FY24
FN $366M
JBL $932M
FY25
FN $207M
JBL $1.2B
FY26
FN $4.2M
JBL $1.4B
FN
JBL
FY17
FN β
JBL 6.0%
FY18
FN β
JBL 8.4%
FY19
FN β
JBL 13.9%
FY20
FN 21.8%
JBL 7.6%
FY21
FN 26.0%
JBL 22.0%
FY22
FN 28.1%
JBL 28.4%
FY23
FN 27.7%
JBL 23.8%
FY24
FN 29.1%
JBL 45.6%
FY25
FN 31.4%
JBL 31.1%
FY26
FN 30.0%
JBL 39.3%
FN
JBL
Add another company
Compare up to four at once.
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.