As JBL Falls 6.7% in a Day, FLEX’s Story Stands Out
Flex (FLEX) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Jabil (JBL), suggesting you may be better off investing in FLEX
- FLEX’s Last 12 Months revenue growth was 0.9%, vs. JBL’s -6.1%.
- In addition, its Last 3-Year Average revenue growth came in at 0.8%, ahead of JBL’s -3.1%.
- FLEX’s LTM margin is higher: 4.8% vs. JBL’s 4.7%.
JBL provides electronics design, production, and management services, including application-specific integrated circuit design, firmware development, prototyping, across Electronics and Diversified Manufacturing segments. FLEX provides design, engineering, manufacturing, and supply chain solutions with technologies in electronics, electromechanical, software, and advanced data center equipment across multiple industries worldwide.
Valuation & Performance Overview
| JBL | FLEX | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 17.1 | 16.8 | FLEX |
| Revenue Growth | |||
| Last Quarter | 15.7% | 4.1% | JBL |
| Last 12 Months | -6.1% | 0.9% | FLEX |
| Last 3 Year Average | -3.1% | 0.8% | FLEX |
| Operating Margins | |||
| Last 12 Months | 4.7% | 4.8% | FLEX |
| Last 3 Year Average | 4.7% | 3.9% | JBL |
| Momentum | |||
| Last 3 Year Return | 277.0% | 355.5% | JBL |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: JBL Revenue Comparison | FLEX Revenue Comparison
See more margin details: JBL Operating Income Comparison | FLEX Operating Income Comparison
But do these numbers tell the full story? Read Buy or Sell FLEX Stock to see if Flex’s edge holds up under the hood or if Jabil still has cards to play (see Buy or Sell JBL Stock).
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Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| JBL Return | 4% | 66% | -3% | 87% | 13% | 46% | 458% | ||
| FLEX Return | 42% | 2% | 17% | 42% | 72% | 47% | 533% | <=== | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 12% | 106% | ||
| Monthly Win Rates [3] | |||||||||
| JBL Win Rate | 58% | 75% | 50% | 75% | 58% | 62% | 63% | ||
| FLEX Win Rate | 67% | 58% | 58% | 50% | 83% | 62% | 63% | <=== | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 62% | 63% | ||
| Max Drawdowns [4] | |||||||||
| JBL Max Drawdown | -55% | -3% | -28% | -4% | -23% | -19% | -22% | ||
| FLEX Max Drawdown | -53% | -12% | -23% | -8% | -1% | -31% | -21% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 9/25/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read FLEX Dip Buyer Analyses and JBL Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.