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JBL vs. LITE: Jabil vs. Lumentum Stock Comparison

How do Jabil (JBL) and Lumentum (LITE) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Jabil (JBL) and Lumentum (LITE) both fall under the Technology Hardware & Equipment industry group, but JBL is classified in Electronic Equipment, Instruments & Components while LITE is classified in Communications Equipment.

Company profile comparison for Jabil (JBL) and Lumentum (LITE)
Profile ItemJBLLITE
NameJabil Inc.Lumentum Holdings Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupTechnology Hardware & EquipmentTechnology Hardware & Equipment
GICS IndustryElectronic Equipment, Instruments & ComponentsCommunications Equipment
GICS Sub-IndustryElectronic Manufacturing ServicesCommunications Equipment
Market Capitalization24.62 billion USD48.84 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateMay 3, 1993July 23, 2015
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

JBL
LITE
GSPC
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Jabil (JBL) vs. Lumentum (LITE), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Jabil (JBL) and Lumentum (LITE). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Jabil (JBL) and Lumentum (LITE). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Jabil (JBL) and Lumentum (LITE)
MetricJBLLITE
Total Return (1Y)18.45%150.31%
Total Return (3Y, Annualized)26.50%147.76%
Total Return (5Y, Annualized)32.19%45.47%

Risk Profile

Drawdown History

JBL
LITE
GSPC
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Jabil (JBL) vs. Lumentum (LITE), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Jabil (JBL) and Lumentum (LITE). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Jabil (JBL) and Lumentum (LITE)
MetricJBLLITE
Volatility (1Y, Annualized)48.54%101.27%
Beta (5Y)1.361.73
Max Drawdown (5Y)-38.69%-66.48%
Avg. Volume (3M)1.24M5.27M

Risk-Adjusted Performance

Risk-Return Positioning

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JBL and LITE are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Jabil (JBL) and Lumentum (LITE)
MetricJBLLITE
Sharpe Ratio (1Y)0.291.44
Sortino Ratio (1Y)0.402.14

Profitability

ROE (TTM)

Lumentum (LITE) reports a negative ROE of -245.79%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Jabil (JBL) reports 66.37%, ranking against industry peers normally.

JBL

Technology Hardware & Equipment industry group

66.37%

JBL
66.37%
Max
42.47%
Q3
19.13%
Median
11.00%
Q1
1.63%
Min
-20.62%

LITE

Technology Hardware & Equipment industry group

-245.79%

Max
42.47%
Q3
19.13%
Median
11.00%
Q1
1.63%
Min
-20.62%
LITE
-245.79%
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Jabil (JBL) vs. Lumentum (LITE): A comparison of their ROE against the Technology Hardware & Equipment industry group benchmark.

Net Margin (TTM)

Lumentum (LITE) reports a negative net margin of -175.78%, usually indicating a net loss over the period. Meanwhile Jabil (JBL) reports 2.90%, ranking against industry peers normally.

JBL

Technology Hardware & Equipment industry group

2.90%

Max
27.60%
Q3
11.66%
Median
4.08%
JBL
2.90%
Q1
0.00%
Min
-11.02%

LITE

Technology Hardware & Equipment industry group

-175.78%

Max
27.60%
Q3
11.66%
Median
4.08%
Q1
0.00%
Min
-11.02%
LITE
-175.78%
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Jabil (JBL) vs. Lumentum (LITE): A comparison of their net margin against the Technology Hardware & Equipment industry group benchmark.

Operating Margin (TTM)

Lumentum (LITE) at 27.95% operates in the top operating margin quartile, ahead of Jabil (JBL) at 5.81%, which runs around its industry’s norm.

JBL

Technology Hardware & Equipment industry group

5.81%

Max
36.27%
Q3
18.36%
Median
8.84%
JBL
5.81%
Q1
1.46%
Min
-21.39%

LITE

Technology Hardware & Equipment industry group

27.95%

Max
36.27%
LITE
27.95%
Q3
18.36%
Median
8.84%
Q1
1.46%
Min
-21.39%
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Jabil (JBL) vs. Lumentum (LITE): A comparison of their operating margin against the Technology Hardware & Equipment industry group benchmark.

Profitability Metrics

Profitability metrics for Jabil (JBL) and Lumentum (LITE)
MetricJBLLITE
ROE (TTM)66.37%-245.79%
ROA (TTM)4.98%9.19%
Net Margin (TTM)2.90%-175.78%
Operating Margin (TTM)5.81%27.95%
Gross Margin (TTM)9.23%47.98%

Growth

Revenue Growth

Lumentum (LITE) at 83.22% clears its industry range for revenue growth, far stronger top-line momentum than Jabil (JBL) at 20.64%, which is closer to a typical peer reading.

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Jabil (JBL) vs. Lumentum (LITE): A comparison of their Revenue Growth across different time periods.

EPS Growth

Jabil (JBL) at 64.70% sits in the top EPS growth quartile, while Lumentum (LITE) at -25,224.32% falls below its industry range — a large difference in per-share earnings trajectories.

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Jabil (JBL) vs. Lumentum (LITE): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Jabil (JBL) and Lumentum (LITE)
MetricJBLLITE
Revenue Growth (YoY)20.64%83.22%
Revenue Growth (3Y CAGR)1.19%19.48%
EPS Growth (YoY)64.70%-25,224.32%
EPS Growth (3Y CAGR)17.44%--

Financial Strength

Current Ratio (MRQ)

Lumentum (LITE) at 1.61 keeps current ratio within its industry’s typical mid-range, while Jabil (JBL) at 0.99 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for JBL.

JBL

Technology Hardware & Equipment industry group

0.99

Max
5.34
Q3
3.02
Median
1.95
Q1
1.32
JBL
0.99
Min
0.17

LITE

Technology Hardware & Equipment industry group

1.61

Max
5.34
Q3
3.02
Median
1.95
LITE
1.61
Q1
1.32
Min
0.17
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Jabil (JBL) vs. Lumentum (LITE): A comparison of their current ratio against the Technology Hardware & Equipment industry group benchmark.

Debt / Equity (MRQ)

Lumentum (LITE) at 0.31 is near its industry mid-range for debt-to-equity ratio, while Jabil (JBL) at 2.68 sits above its benchmark range, pointing to a heavier debt load relative to equity.

JBL

Technology Hardware & Equipment industry group

2.68

JBL
2.68
Max
1.76
Q3
0.78
Median
0.24
Q1
0.04
Min
0.01

LITE

Technology Hardware & Equipment industry group

0.31

Max
1.76
Q3
0.78
LITE
0.31
Median
0.24
Q1
0.04
Min
0.01
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Jabil (JBL) vs. Lumentum (LITE): A comparison of their debt-to-equity ratio against the Technology Hardware & Equipment industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Jabil (JBL) and Lumentum (LITE)
MetricJBLLITE
Current Ratio (MRQ)0.991.61
Debt / Equity (MRQ)2.680.31
Net Debt / EBITDA1.03-0.48

Dividends

Dividend Yield (TTM)

Lumentum (LITE) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Jabil (JBL) reports a yield of 0.14%, ranking against industry peers normally.

JBL

Technology Hardware & Equipment industry group

0.14%

Max
0.73%
Q3
0.31%
JBL
0.14%
Median
0.00%
Q1
0.00%
Min
0.00%

LITE

Technology Hardware & Equipment industry group

0.00%

Max
0.73%
Q3
0.31%
LITE
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Jabil (JBL) vs. Lumentum (LITE): A comparison of their dividend yield against the Technology Hardware & Equipment industry group benchmark.

Dividend Payout Ratio (TTM)

Lumentum (LITE) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Jabil (JBL) reports a payout of 3.28%, ranking against industry peers normally.

JBL

Technology Hardware & Equipment industry group

3.28%

Max
32.27%
Q3
14.48%
JBL
3.28%
Median
0.00%
Q1
0.00%
Min
0.00%

LITE

Technology Hardware & Equipment industry group

0.00%

Max
32.27%
Q3
14.48%
LITE
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Jabil (JBL) vs. Lumentum (LITE): A comparison of their payout ratio against the Technology Hardware & Equipment industry group benchmark.

Dividend Metrics

Dividend metrics for Jabil (JBL) and Lumentum (LITE)
MetricJBLLITE
Dividend Yield (TTM)0.14%0.00%
Dividend Payout Ratio (TTM)3.28%0.00%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Jabil (JBL) trades at 24.52 times trailing earnings, ranked against its peers, while Lumentum (LITE) has no P/E ratio this period.

JBL

Technology Hardware & Equipment industry group

24.52

Max
69.48
Q3
41.02
Median
26.39
JBL
24.52
Q1
19.36
Min
6.07

LITE

Technology Hardware & Equipment industry group

--

Max
69.48
Q3
41.02
Median
26.39
Q1
19.36
Min
6.07
LITE
--
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Jabil (JBL) vs. Lumentum (LITE): LITE does not report P/E ratio, so it has no value marker; JBL is benchmarked against the Technology Hardware & Equipment industry group.

P/S Ratio (TTM)

Jabil (JBL) at 0.68 sits in the cheaper P/S ratio quartile while Lumentum (LITE) at 13.05 prices above its industry range — a wide gap in sales valuation between them.

JBL

Technology Hardware & Equipment industry group

0.68

Max
11.30
Q3
5.82
Median
2.56
Q1
1.05
JBL
0.68
Min
0.00

LITE

Technology Hardware & Equipment industry group

13.05

LITE
13.05
Max
11.30
Q3
5.82
Median
2.56
Q1
1.05
Min
0.00
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Jabil (JBL) vs. Lumentum (LITE): A comparison of their P/S ratio against the Technology Hardware & Equipment industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: Lumentum (LITE) at 10.67 sits in the upper P/B ratio quartile, and Jabil (JBL) at 15.49 prices even higher, above its industry range.

JBL

Technology Hardware & Equipment industry group

15.49

JBL
15.49
Max
10.75
Q3
5.52
Median
3.17
Q1
1.79
Min
0.33

LITE

Technology Hardware & Equipment industry group

10.67

Max
10.75
LITE
10.67
Q3
5.52
Median
3.17
Q1
1.79
Min
0.33
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Jabil (JBL) vs. Lumentum (LITE): A comparison of their P/B ratio against the Technology Hardware & Equipment industry group benchmark.

Valuation Metrics

Valuation metrics for Jabil (JBL) and Lumentum (LITE)
MetricJBLLITE
P/E Ratio (TTM)24.52--
P/S Ratio (TTM)0.6813.05
P/B Ratio (MRQ)15.4910.67
Free Cash Flow Yield (TTM)5.21%0.29%