Corning Inc vs Jabil Inc

Corning Inc (GLW) is overvalued and Jabil Inc (JBL) is overvalued.

Both trade above our estimate of their intrinsic value. JBL is the closer of the two: -60%, against -206% for GLW.

Values as of the 22 Sept 2026 close.

Corning Inc (GLW)

Discounting its cash flows at 10.3% (average of 3 methods) values the shares at $52.22; the price of $159.69 is 206% above that value, and 72% of that value comes from beyond year five.

Leak Score 56/100 on 10 of 12 signals

Jabil Inc (JBL)

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

MetricGLWJBL
VerdictOvervaluedOvervalued
Price$159.69$308.98
Intrinsic value$52.22$192.57
Margin of safety-206%-60%
Leak Score56/100 (10/12)57/100 (10/12)
Market cap$137.6B$32.4B
Revenue growth, 5 years6.7%1.8%
Operating margin16.5%5.0%
Net margin11.2%2.6%
Return on equity16.1%66.1%
Debt to equity0.752.94
P/E73.3x38.6x
Forward P/E36.7x18.4x
P/B11.5x24.5x
Dividend yield0.7%0.1%

All stocks in Electronic Components