Jabil, Inc. (JBL) vs Littelfuse, Inc. (LFUS)

Jabil, Inc. and Littelfuse, Inc. are both Electronic Components companies. Jabil, Inc. is the larger, with a market value of $32.9B against $10.7B — 3.1× the size. Littelfuse, Inc. has negative trailing earnings, so its P/E is not meaningful; Jabil, Inc. trades at 39.1×. Jabil, Inc. grew revenue faster over the last twelve months: 17.8% against 15.4%. Jabil, Inc. has the higher net margin (2.57% vs −0.31%) and the higher return on invested capital (31.6% vs 2.28%). Both pay a dividend; Littelfuse, Inc. yields more (1.09% vs 0.24%). Across the 22 metrics below, Jabil, Inc. leads on 15 and Littelfuse, Inc. on 7.

Valuation

Metric JBL LFUS Electronic Components median
P/E 39.06 n/m 39.06
P/S 0.99 4.15 3.22
P/B 25.13 4.15 3.30
Price to free cash flow 22.29 23.69 26.65
EV/EBITDA 16.37 20.29 19.69
EV/Sales 1.04 4.16 3.53
Earnings yield 2.56% (0.09%) 1.34%
Free cash flow yield 4.49% 4.22% 0.40%

Profitability

Metric JBL LFUS Electronic Components median
Gross margin 9.23% 39.28% 33.21%
Operating margin 4.28% 3.65% 3.53%
Net margin 2.57% (0.31%) 2.57%
Free cash flow margin 4.45% 17.54% 0.20%
Return on equity 65.95% (0.31%) 2.60%
Return on assets 4.07% (0.20%) 2.50%
Return on invested capital 31.60% 2.28% 2.28%

Growth

Metric JBL LFUS Electronic Components median
Revenue growth (TTM) 17.80% 15.44% 12.01%
EPS growth (last fiscal year) (47.00%) (164.08%) —
Revenue growth, 5-year CAGR 1.79% 10.54% 7.19%
Net income growth, 5-year CAGR 64.83% 0.00% 0.00%

Health

Metric JBL LFUS Electronic Components median
Debt to equity 2.17 0.24 0.16
Current ratio 0.98 2.76 2.41
Net debt to EBITDA 0.24 0.50 0.32

Dividend

Metric JBL LFUS Electronic Components median
Dividend yield 0.24% 1.09% 1.18%
Payout ratio 0.05 0.18 0.00

Size

Metric JBL LFUS Electronic Components median
Market cap 32.86b 10.70b 780.25m

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