Jabil vs Samsara

This page compares Jabil and Samsara on their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how the two companies operate and differ, without endorsement or recommendations. Educational content, not financial advice.

This page compares Jabil and Samsara on their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how the two companies o...

Comparison Snapshot

Key Financial Metrics

JBL

Metric

IOT

$27.27B

Market Cap

$14.67B

0.39%

Potential Profit

94.63%

Buy

Analyst Rating

Buy

Why It's Moving

Jabil Hits 52-Week High as Momentum Builds on Strong Earnings and Analyst Upgrades

Q1 earnings topped estimates with $2.85 EPS versus $2.70 expected and $8.31B revenue up 18.7% year-over-year, highlighting resilient supply chain execution amid tech demand.
Fiscal 2026 EPS guidance held steady at $11.55, backed by four upward earnings revisions in the last 60 days, boosting confidence in long-term growth.
Zacks upgraded Jabil to a #2 Buy rank with an A VGM Score, while the stock's Zacks Consensus Estimate rose $0.53 to $11.58 per share, reflecting improving profitability outlook.

Sentiment:

🐃Bullish

Samsara (IOT) Draws Bullish Analyst Eyes Amid High-Growth Tech Momentum and Institutional Buying

Bessemer Group Inc. ramped up its Samsara holdings, underscoring institutional faith in the IoT leader's expansion potential amid a hot tech market start.
Piper Sandler held an Overweight rating despite trimming its price target, highlighting sustained upside conviction for Samsara's connected operations solutions.
Upcoming Q4 EPS guidance of $0.120-0.130 points to solid growth trajectory, aligning with consensus Buy ratings from 12 analysts in the high-potential IoT space.

Sentiment:

🐃Bullish

Jabil Hits 52-Week High as Momentum Builds on Strong Earnings and Analyst Upgrades

Q1 earnings topped estimates with $2.85 EPS versus $2.70 expected and $8.31B revenue up 18.7% year-over-year, highlighting resilient supply chain execution amid tech demand.
Fiscal 2026 EPS guidance held steady at $11.55, backed by four upward earnings revisions in the last 60 days, boosting confidence in long-term growth.
Zacks upgraded Jabil to a #2 Buy rank with an A VGM Score, while the stock's Zacks Consensus Estimate rose $0.53 to $11.58 per share, reflecting improving profitability outlook.

Sentiment:

🐃Bullish

Samsara (IOT) Draws Bullish Analyst Eyes Amid High-Growth Tech Momentum and Institutional Buying

Bessemer Group Inc. ramped up its Samsara holdings, underscoring institutional faith in the IoT leader's expansion potential amid a hot tech market start.
Piper Sandler held an Overweight rating despite trimming its price target, highlighting sustained upside conviction for Samsara's connected operations solutions.
Upcoming Q4 EPS guidance of $0.120-0.130 points to solid growth trajectory, aligning with consensus Buy ratings from 12 analysts in the high-potential IoT space.

Sentiment:

🐃Bullish

Investment Analysis

Jabil

JBL

Pros

Jabil has a broad global footprint with over 100 sites worldwide, enabling strong local expertise and scalable manufacturing solutions.
The company shows robust recent financial performance with Q3 FY2025 revenue up 16% year-over-year and adjusted EPS rising 35%, exceeding expectations.
Jabil’s strategic focus on AI markets, especially cloud and data center infrastructure, is driving accelerated growth and attracting positive analyst attention.

Considerations

Jabil’s valuation metrics such as P/E ratio at 40.7x and price-to-book at 18.3x are significantly higher than sector averages, indicating a potentially stretched valuation.
The company’s business is exposed to cyclical risks inherent to manufacturing and supply chain industries, which can be impacted by global economic slowdowns.
Despite growth, a limited upside of around 1.4% according to analyst price targets suggests constrained near-term share price appreciation.

Samsara

IOT

Pros

Samsara operates in the fast-growing Internet of Things (IoT) sector with increasing enterprise demand for connected operations technology.
The company benefits from recurring revenue models through subscriptions and software solutions, supporting more predictable cash flow.
Samsara is positioned well in fleet management and industrial IoT markets with ongoing product innovation and expanding customer base.

Considerations

Samsara’s stock has recently traded well below its 52-week high, reflecting volatility and investor concerns about growth sustainability.
The company faces competitive pressure from larger tech firms entering the IoT and fleet management space, which could impact market share.
As a relatively newer public company, Samsara has limited profitability history, which adds uncertainty around its long-term margin sustainability.

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