JBL vs ST
Jabil vs Sensata Technologies — AI-powered side-by-side comparison
VS
ST
Sensata Technologies
59
Buy
| Metric | JBL | ST |
|---|
| AI Score |
63
|
59
|
| Price |
$322.44
|
$42.75
|
| P/E Ratio |
41.80×
|
68.43×
|
| ROE |
43.4%
|
1.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
9.2%
|
28.5%
|
| Debt / Equity |
2.94×
|
0.83×
|
| Dividend Yield |
0.1%
|
1.1%
|
| RSI (14) |
45.0
|
28.6
|
| Beta |
1.304
|
1.265
|
| Expected Upside |
+26.1%
|
+0.1%
|
AI Committee View
Current Innellis committee reasoning for JBL versus ST.
JBL leads by 4 points.
JBL scores 63/100 (Buy) versus ST at 59/100 (Buy).
JBL Committee View
67% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Value Analyst remains cautious — p/e of 45.6 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 62.4% shows genuine earnings power backing the valuation — Value
- EPS growing 55.8% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 45.6 is expensive by classic value standards — Value
- Price-to-book of 14.5x prices in significant intangible value — Value
- Debt-to-equity of 2.15 adds balance-sheet risk to the value case — Value
ST Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Value Analyst remains cautious — p/e of 74.3 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- News sentiment is positive (+0.40 across 5 articles, 14d) — News
Bear Case
- P/E of 74.3 is expensive by classic value standards — Value
- ROE of only 3.2% -- cheap may mean cheap for a reason — Value
- EPS declining -20.4% YoY despite any revenue growth — Growth