Jabil Inc (JBL) is overvalued and TTM Technologies Inc (TTMI) is overvalued.
Both trade above our estimate of their intrinsic value. JBL is the closer of the two: -60%, against -271% for TTMI.
Values as of the 22 Sept 2026 close.
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
Discounting its cash flows at 13.4% (average of 3 methods) values the shares at $34.38; the price of $127.47 is 271% above that value, and 63% of that value comes from beyond year five.
Leak Score 27/100 on 3 of 12 signals
| Metric | JBL | TTMI |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $308.98 | $127.47 |
| Intrinsic value | $192.57 | $34.38 |
| Margin of safety | -60% | -271% |
| Leak Score | 57/100 (10/12) | 27/100 (3/12) |
| Market cap | $32.4B | $13.4B |
| Revenue growth, 5 years | 1.8% | 6.7% |
| Operating margin | 5.0% | 10.0% |
| Net margin | 2.6% | 7.0% |
| Return on equity | 66.1% | 13.3% |
| Debt to equity | 2.94 | 0.57 |
| P/E | 38.6x | 57.5x |
| Forward P/E | 18.4x | 18.4x |
| P/B | 24.5x | 6.9x |
| Dividend yield | 0.1% | — |