Fabrinet vs Jabil
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Fabrinet and Jabil side by side, using each one’s latest annual report. Here is what stands out:
- 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%).
- Jabil turned more of its sales into free cash flow (3.8% FCF margin, against 0.1%).
- Jabil earned a higher return on the capital invested in it (39.3%, against 30.0%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Fabrinet
FN
6/11
Revenue growth5-year growthGross marginOperating marginNet marginNet debt / EBITDA
Jabil
JBL
5/11
FCF marginReturn on capitalReturn on equityPiotroski F-scoreShare count change
Side by side
Best in the row
| Latest fiscal year | FN FY26 | JBL 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 | −0.0% | −3.6% |
| 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 | −$875M | $2.0B |
| Net debt / EBITDA | −1.7x | 0.8x |
| Dividends and buybacks | $5.2M | $1.1B |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | 5 | 8 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.