JBL · NYQ · Technology
Jabil Inc.
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 79.54
Market price
USD 299.57
Implied upside
-73.4%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (USD). Outflows negative.
| Line | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 28.7bn | USD 27.6bn | USD 26.5bn | USD 25.5bn | USD 24.6bn | -3.8% |
| EBIT | USD 1.3bn | USD 1.3bn | USD 1.2bn | USD 1.2bn | USD 1.1bn | -3.8% |
| NOPAT | USD 1.1bn | USD 1.0bn | USD 974.7m | USD 937.6m | USD 901.9m | -3.8% |
| Add depreciation & amortisation | USD 723.7m | USD 696.1m | USD 669.7m | USD 644.2m | USD 619.7m | -3.8% |
| Less capital expenditure | USD -816.3m | USD -785.3m | USD -755.4m | USD -726.7m | USD -699.1m | -3.8% |
| Less increase in working capital | USD 91.9m | USD 88.4m | USD 85.1m | USD 81.8m | USD 78.7m | +3.8% |
| Free cashflow to firm | USD 1.1bn | USD 1.0bn | USD 974.0m | USD 936.9m | USD 901.3m | -3.8% |
| Discount factor | 0.9499 | 0.8570 | 0.7732 | 0.6976 | 0.6294 | - |
| Present value | USD 999.7m | USD 867.7m | USD 753.1m | USD 653.6m | USD 567.3m | -13.2% |
| Present Value Of The Forecast | USD 3.8bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.00% | US 10-year Treasury (^TNX) |
| Equity risk premium | 5.50% | Market assumption |
| Beta | 1.196 | Reported 1.292, pulled toward 1.0 (Blume) |
| Cost of equity | 11.57% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.00% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | USD 31.4bn | 90.3% of capital |
| Total debt | USD 3.4bn | 9.7% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 10.84% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
63% of EV
- Forecast FCFF, final year
- USD 901.3m
- Capex at depreciation, working capital in reinvestment
- USD 928.3m
- Less reinvestment at g/ROIC (10.7% of NOPAT)
- USD -99.8m
- Capitalised
- USD 828.5m
- ROIC (reported)
- 23.3%
- Terminal value, undiscounted
- USD 10.2bn
- Terminal value, discounted
- USD 6.4bn
- Enterprise value
- USD 10.3bn
- Less net debt
- USD 1.4bn
- Equity value
- USD 8.8bn
Exit at 15.6x EBITDA
82% of EV
- Terminal value, undiscounted
- USD 27.4bn
- Terminal value, discounted
- USD 17.2bn
- Enterprise value
- USD 21.1bn
- Less net debt
- USD 1.4bn
- Equity value
- USD 19.7bn
Spread between methods: 76%.
Sensitivity
Value per share (USD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 8.84% | 97.18 | 101.15 | 105.73 | 111.07 | 117.40 |
| 9.84% | 84.94 | 87.72 | 90.87 | 94.45 | 98.59 |
| 10.84% | 75.31 | 77.31 | 79.54 | 82.04 | 84.87 |
| 11.84% | 67.52 | 69.00 | 70.62 | 72.41 | 74.41 |
| 12.84% | 61.10 | 62.21 | 63.41 | 64.72 | 66.17 |
Outlined: this model. Green text: above today's price of 299.57. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | -3.8% | 31.7% | +35.5pp |
| EBIT margin | 4.7% | 15.9% | +11.3pp |
| Discount rate | 10.8% | 4.8% | -6.1pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.