Análisis Argos
JBL
JBLCara
Jabil Inc. · Technology
US$ 302.95
precio al 2026-07-28
Valor justo Argos*
US$ 375
vs. su valor justo
▲+24%
Score Argos
60/100
LA RESPUESTA
El mercado le pide crezca 39.6% al año — más de lo que ha demostrado (9.8%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Cotiza 24% por debajo de su valor justo.
✓Retorno sobre el capital alto (30%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO3/6PASADO4/6SALUD2/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO4/6SALUD2/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos60de 100Cara
Ingresos▲3%
US$ 29.8 B
Margen operativo▼43%
4%
Flujo de caja libre▲26%
US$ 1.2 B
Deuda neta
US$ 1.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 31.7B
P/E48.3x
EV/EBITDA17.9x
FCF yield3.7%
ROIC29.6%
Margen operativo4%
Crecim. ingresos+3.2%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 9 jul
Can Jabil's Innovative Healthcare Portfolio Boost Growth Prospects?
JBL is expanding its capabilities in digital health, AI-enabled medical technologies and smart manufacturing as it broadens healthcare solutions worldwide.
zacks.com · 6 jul
Jabil vs. Celestica: Which EMS Stock is a Better Buy Right Now?
JBL and CLS are positioned to benefit from AI, cloud and data center demand, but both face competitive, trade and segment challenges.
zacks.com · 3 jul
All You Need to Know About Jabil (JBL) Rating Upgrade to Strong Buy
Jabil (JBL) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
zacks.com · 1 jul
Jabil's AI-Led Growth Story Drives a 78% Rally: Time to Invest?
Jabil's AI/ML strengths, diversified end markets and upbeat earnings estimates underscore its growth prospects after a 78% rally over the past year.
gurufocus.com · 29 jun
Jabil Inc (JBL) Stock Up 4.2% but GF Value Says Overvalued -- GF Score: 81/100
On June 29, 2026, Jabil Inc (JBL) shares rose 4.2% to a current price of $373.58. Over the past year, the stock has demonstrated strong performance, with a 72.1
fool.com · 25 jun
Vanguard Small-Cap Value vs iShares Russell 2000 Value: Which ETF Is the Better Buy Right Now?
Expense ratios, sector weights, and portfolio size set these two small-cap value ETFs apart for investors comparing risk and diversification.
zacks.com · 25 jun
Is JBL Stock Still Worth Buying After Its Powerful AI Driven Rally?
Jabil, Inc. JBL has been one of the standout performers in the electronics manufacturing services industry, with its shares climbing sharply as AI infrastructure spending accelerated. The rally reflects growing investor confidence in the company's ability to capitalize on AI-driven demand while improving profitability across its diversified business.
zacks.com · 25 jun
JBL Growth Drivers Reveal Why AI Demand Is Reshaping the Business
Jabil is expanding beyond electronics manufacturing as AI infrastructure, diversified markets and new hyperscale customers fuel long-term growth.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.