JBL vs TDY
Jabil vs Teledyne Technologies — AI-powered side-by-side comparison
VS
TDY
Teledyne Technologies
69
Buy
| Metric | JBL | TDY |
|---|
| AI Score |
65
|
69
|
| Price |
$370.14
|
$677.61
|
| P/E Ratio |
44.83×
|
32.72×
|
| ROE |
43.4%
|
8.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
9.2%
|
39.0%
|
| Debt / Equity |
2.94×
|
0.19×
|
| Dividend Yield |
0.1%
|
0.0%
|
| RSI (14) |
67.8
|
57.0
|
| Beta |
1.304
|
0.92
|
| Expected Upside |
+17.6%
|
+0.8%
|
AI Committee View
Current Innellis committee reasoning for JBL versus TDY.
TDY leads by 4 points.
TDY scores 69/100 (Buy) versus JBL at 65/100 (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
TDY Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.24) -- balance sheet can absorb a shock. The main limiting factor is p/e of 32.1 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 32.1 is moderate-to-rich — Value