Amphenol Corp (APH) is undervalued and Jabil Inc (JBL) is overvalued.
Against our estimates of intrinsic value, APH trades at the wider discount: a margin of safety of +38%, against -60% for JBL.
Values as of the 22 Sept 2026 close.
A 11.4x revenue multiple, adjusted for growth and margin, values the shares at $133.20; the price of $82.84 is 38% below that value.
Leak Score 81/100 on 10 of 12 signals
Discounting its cash flows at 10.6% (average of 3 methods) values the shares at $192.57; the price of $308.98 is 60% above that value, and 70% of that value comes from beyond year five.
Leak Score 57/100 on 10 of 12 signals
| Metric | APH | JBL |
|---|---|---|
| Verdict | Undervalued | Overvalued |
| Price | $82.84 | $308.98 |
| Intrinsic value | $133.20 | $192.57 |
| Margin of safety | +38% | -60% |
| Leak Score | 81/100 (10/12) | 57/100 (10/12) |
| Market cap | $204.3B | $32.4B |
| Revenue growth, 5 years | 21.9% | 1.8% |
| Operating margin | 28.1% | 5.0% |
| Net margin | 17.7% | 2.6% |
| Return on equity | 38.1% | 66.1% |
| Debt to equity | 1.21 | 2.94 |
| P/E | 41.5x | 38.6x |
| Forward P/E | 25.6x | 18.4x |
| P/B | 13.2x | 24.5x |
| Dividend yield | 0.6% | 0.1% |