Seek Returns logo

ARM vs. JBL: A Head-to-Head Stock Comparison

Updated on

Here’s a clear look at ARM and JBL, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

ARM trades as an American Depositary Receipt (ADR), offering U.S. investors a convenient way to access its foreign-listed shares. In contrast, JBL is a standard domestic listing.

SymbolARMJBL
Company NameArm Holdings plcJabil Inc.
CountryUnited KingdomUnited States
GICS SectorInformation TechnologyInformation Technology
GICS IndustrySemiconductors & Semiconductor EquipmentElectronic Equipment, Instruments & Components
Market Capitalization176.65 billion USD22.16 billion USD
ExchangeNasdaqGSNYSE
Listing DateSeptember 14, 2023May 3, 1993
Security TypeADRCommon Stock

Historical Performance

This chart compares the performance of ARM and JBL by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

ARM vs. JBL: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolARMJBL
5-Day Price Return9.61%-4.25%
13-Week Price Return12.67%-6.66%
26-Week Price Return70.66%67.24%
52-Week Price Return17.99%68.87%
Month-to-Date Return17.87%-4.90%
Year-to-Date Return35.19%43.52%
10-Day Avg. Volume4.69M1.63M
3-Month Avg. Volume4.67M1.55M
3-Month Volatility47.90%35.11%
Beta2.591.26

Profitability

Return on Equity (TTM)

ARM

10.64%

Semiconductors & Semiconductor Equipment Industry

Max
47.13%
Q3
23.50%
Median
9.94%
Q1
0.86%
Min
-20.69%

ARM’s Return on Equity of 10.64% is on par with the norm for the Semiconductors & Semiconductor Equipment industry, indicating its profitability relative to shareholder equity is typical for the sector.

JBL

45.71%

Electronic Equipment, Instruments & Components Industry

Max
21.57%
Q3
13.27%
Median
8.55%
Q1
4.42%
Min
-4.21%

JBL’s Return on Equity of 45.71% is exceptionally high, placing it well beyond the typical range for the Electronic Equipment, Instruments & Components industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.

ARM vs. JBL: A comparison of their Return on Equity (TTM) against their respective Semiconductors & Semiconductor Equipment and Electronic Equipment, Instruments & Components industry benchmarks.

Net Profit Margin (TTM)

ARM

16.96%

Semiconductors & Semiconductor Equipment Industry

Max
52.41%
Q3
23.88%
Median
10.17%
Q1
1.21%
Min
-32.15%

ARM’s Net Profit Margin of 16.96% is aligned with the median group of its peers in the Semiconductors & Semiconductor Equipment industry. This indicates its ability to convert revenue into profit is typical for the sector.

JBL

2.20%

Electronic Equipment, Instruments & Components Industry

Max
17.31%
Q3
10.85%
Median
7.26%
Q1
3.13%
Min
-3.00%

Falling into the lower quartile for the Electronic Equipment, Instruments & Components industry, JBL’s Net Profit Margin of 2.20% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

ARM vs. JBL: A comparison of their Net Profit Margin (TTM) against their respective Semiconductors & Semiconductor Equipment and Electronic Equipment, Instruments & Components industry benchmarks.

Operating Profit Margin (TTM)

ARM

18.51%

Semiconductors & Semiconductor Equipment Industry

Max
58.09%
Q3
27.54%
Median
11.18%
Q1
3.31%
Min
-28.36%

ARM’s Operating Profit Margin of 18.51% is around the midpoint for the Semiconductors & Semiconductor Equipment industry, indicating that its efficiency in managing core business operations is typical for the sector.

JBL

3.97%

Electronic Equipment, Instruments & Components Industry

Max
30.04%
Q3
15.08%
Median
9.55%
Q1
4.27%
Min
-3.83%

JBL’s Operating Profit Margin of 3.97% is in the lower quartile for the Electronic Equipment, Instruments & Components industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

ARM vs. JBL: A comparison of their Operating Profit Margin (TTM) against their respective Semiconductors & Semiconductor Equipment and Electronic Equipment, Instruments & Components industry benchmarks.

Profitability at a Glance

SymbolARMJBL
Return on Equity (TTM)10.64%45.71%
Return on Assets (TTM)8.01%3.64%
Net Profit Margin (TTM)16.96%2.20%
Operating Profit Margin (TTM)18.51%3.97%
Gross Profit Margin (TTM)97.14%8.88%

Financial Strength

Current Ratio (MRQ)

ARM

4.99

Semiconductors & Semiconductor Equipment Industry

Max
6.58
Q3
4.24
Median
2.73
Q1
2.13
Min
1.02

ARM’s Current Ratio of 4.99 is in the upper quartile for the Semiconductors & Semiconductor Equipment industry. This signifies a strong liquidity position, suggesting the company is well-equipped to cover its immediate liabilities compared to its peers.

JBL

1.00

Electronic Equipment, Instruments & Components Industry

Max
4.57
Q3
2.85
Median
2.03
Q1
1.51
Min
0.62

JBL’s Current Ratio of 1.00 falls into the lower quartile for the Electronic Equipment, Instruments & Components industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

ARM vs. JBL: A comparison of their Current Ratio (MRQ) against their respective Semiconductors & Semiconductor Equipment and Electronic Equipment, Instruments & Components industry benchmarks.

Debt-to-Equity Ratio (MRQ)

ARM

0.00

Semiconductors & Semiconductor Equipment Industry

Max
1.09
Q3
0.48
Median
0.25
Q1
0.01
Min
0.00

Falling into the lower quartile for the Semiconductors & Semiconductor Equipment industry, ARM’s Debt-to-Equity Ratio of 0.00 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.

JBL

1.91

Electronic Equipment, Instruments & Components Industry

Max
1.14
Q3
0.54
Median
0.30
Q1
0.11
Min
0.00

With a Debt-to-Equity Ratio of 1.91, JBL operates with exceptionally high leverage compared to the Electronic Equipment, Instruments & Components industry norm. This suggests an aggressive reliance on debt financing, which can magnify returns but also significantly elevates financial risk.

ARM vs. JBL: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Semiconductors & Semiconductor Equipment and Electronic Equipment, Instruments & Components industry benchmarks.

Interest Coverage Ratio (TTM)

ARM

6.95

Semiconductors & Semiconductor Equipment Industry

Max
174.00
Q3
74.71
Median
26.06
Q1
6.43
Min
-7.80

ARM’s Interest Coverage Ratio of 6.95 is positioned comfortably within the norm for the Semiconductors & Semiconductor Equipment industry, indicating a standard and healthy capacity to cover its interest payments.

JBL

4.08

Electronic Equipment, Instruments & Components Industry

Max
79.05
Q3
36.62
Median
12.51
Q1
3.72
Min
-18.73

JBL’s Interest Coverage Ratio of 4.08 is positioned comfortably within the norm for the Electronic Equipment, Instruments & Components industry, indicating a standard and healthy capacity to cover its interest payments.

ARM vs. JBL: A comparison of their Interest Coverage Ratio (TTM) against their respective Semiconductors & Semiconductor Equipment and Electronic Equipment, Instruments & Components industry benchmarks.

Financial Strength at a Glance

SymbolARMJBL
Current Ratio (MRQ)4.991.00
Quick Ratio (MRQ)4.770.51
Debt-to-Equity Ratio (MRQ)0.001.91
Interest Coverage Ratio (TTM)6.954.08

Growth

Revenue Growth

ARM vs. JBL: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

ARM vs. JBL: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

ARM

0.00%

Semiconductors & Semiconductor Equipment Industry

Max
3.72%
Q3
1.51%
Median
0.69%
Q1
0.00%
Min
0.00%

ARM currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.

JBL

0.16%

Electronic Equipment, Instruments & Components Industry

Max
5.36%
Q3
2.53%
Median
1.28%
Q1
0.16%
Min
0.00%

JBL’s Dividend Yield of 0.16% is in the lower quartile for the Electronic Equipment, Instruments & Components industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

ARM vs. JBL: A comparison of their Dividend Yield (TTM) against their respective Semiconductors & Semiconductor Equipment and Electronic Equipment, Instruments & Components industry benchmarks.

Dividend Payout Ratio (TTM)

ARM

0.00%

Semiconductors & Semiconductor Equipment Industry

Max
205.27%
Q3
88.01%
Median
27.13%
Q1
0.00%
Min
0.00%

ARM has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.

JBL

5.48%

Electronic Equipment, Instruments & Components Industry

Max
218.94%
Q3
90.25%
Median
38.81%
Q1
3.69%
Min
0.00%

JBL’s Dividend Payout Ratio of 5.48% is within the typical range for the Electronic Equipment, Instruments & Components industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

ARM vs. JBL: A comparison of their Dividend Payout Ratio (TTM) against their respective Semiconductors & Semiconductor Equipment and Electronic Equipment, Instruments & Components industry benchmarks.

Dividend at a Glance

SymbolARMJBL
Dividend Yield (TTM)0.00%0.16%
Dividend Payout Ratio (TTM)0.00%5.48%

Valuation

Price-to-Earnings Ratio (TTM)

ARM

241.41

Semiconductors & Semiconductor Equipment Industry

Max
106.30
Q3
61.93
Median
38.96
Q1
23.71
Min
13.06

At 241.41, ARM’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Semiconductors & Semiconductor Equipment industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.

JBL

33.47

Electronic Equipment, Instruments & Components Industry

Max
74.74
Q3
42.40
Median
26.55
Q1
20.05
Min
10.12

JBL’s P/E Ratio of 33.47 is within the middle range for the Electronic Equipment, Instruments & Components industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

ARM vs. JBL: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Semiconductors & Semiconductor Equipment and Electronic Equipment, Instruments & Components industry benchmarks.

Price-to-Sales Ratio (TTM)

ARM

40.95

Semiconductors & Semiconductor Equipment Industry

Max
19.99
Q3
10.21
Median
5.23
Q1
2.88
Min
1.13

With a P/S Ratio of 40.95, ARM trades at a valuation that eclipses even the highest in the Semiconductors & Semiconductor Equipment industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

JBL

0.74

Electronic Equipment, Instruments & Components Industry

Max
6.79
Q3
3.58
Median
2.05
Q1
1.29
Min
0.20

In the lower quartile for the Electronic Equipment, Instruments & Components industry, JBL’s P/S Ratio of 0.74 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

ARM vs. JBL: A comparison of their Price-to-Sales Ratio (TTM) against their respective Semiconductors & Semiconductor Equipment and Electronic Equipment, Instruments & Components industry benchmarks.

Price-to-Book Ratio (MRQ)

ARM

24.45

Semiconductors & Semiconductor Equipment Industry

Max
14.22
Q3
6.94
Median
4.29
Q1
1.99
Min
0.67

At 24.45, ARM’s P/B Ratio is at an extreme premium to the Semiconductors & Semiconductor Equipment industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

JBL

14.53

Electronic Equipment, Instruments & Components Industry

Max
6.92
Q3
3.80
Median
2.23
Q1
1.42
Min
0.44

At 14.53, JBL’s P/B Ratio is at an extreme premium to the Electronic Equipment, Instruments & Components industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

ARM vs. JBL: A comparison of their Price-to-Book Ratio (MRQ) against their respective Semiconductors & Semiconductor Equipment and Electronic Equipment, Instruments & Components industry benchmarks.

Valuation at a Glance

SymbolARMJBL
Price-to-Earnings Ratio (TTM)241.4133.47
Price-to-Sales Ratio (TTM)40.950.74
Price-to-Book Ratio (MRQ)24.4514.53
Price-to-Free Cash Flow Ratio (TTM)237.3418.76