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...
Why It's Moving
Jabil stock surges ahead of earnings as insider sales grab spotlight amid AI-fueled optimism.
- Executive Chairman Mark Mondello sold small blocks of shares on December 1 under a pre-set Rule 10b5-1 plan at $208-$213, a routine move that hasn't dampened momentum.
- Analysts project Q1 revenue up 14.6% to $8.01B, highlighting Jabil's strong positioning in exploding AI server and modular data center demand.
- Stock boasts attractive PEG ratio of 1.39 versus industry 1.02, with recent 7.3% weekly gain reflecting confidence in high-margin growth areas like cloud and 5G.
Samsara hits profitability milestone as Q3 earnings crush estimates, fueling enterprise momentum.
- Revenue hit $416M, up 29% YoY and topping $402.5M expectations, driven by 219 new large customers with $100K+ ARR—a quarterly record.
- Achieved first GAAP profitability with $79.8M operating income; ARR reached $1.745B, up 29% YoY, boosted by AI features like Multicam and Connected Workflows.
- Analysts raised forecasts post-earnings, highlighting enterprise traction and innovations like Smart Compliance, despite notes on extended sales cycles for mega-deals.
Jabil stock surges ahead of earnings as insider sales grab spotlight amid AI-fueled optimism.
- Executive Chairman Mark Mondello sold small blocks of shares on December 1 under a pre-set Rule 10b5-1 plan at $208-$213, a routine move that hasn't dampened momentum.
- Analysts project Q1 revenue up 14.6% to $8.01B, highlighting Jabil's strong positioning in exploding AI server and modular data center demand.
- Stock boasts attractive PEG ratio of 1.39 versus industry 1.02, with recent 7.3% weekly gain reflecting confidence in high-margin growth areas like cloud and 5G.
Samsara hits profitability milestone as Q3 earnings crush estimates, fueling enterprise momentum.
- Revenue hit $416M, up 29% YoY and topping $402.5M expectations, driven by 219 new large customers with $100K+ ARR—a quarterly record.
- Achieved first GAAP profitability with $79.8M operating income; ARR reached $1.745B, up 29% YoY, boosted by AI features like Multicam and Connected Workflows.
- Analysts raised forecasts post-earnings, highlighting enterprise traction and innovations like Smart Compliance, despite notes on extended sales cycles for mega-deals.
Which Baskets Do They Appear In?
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Explore BasketApple Onshoring Investment Theme Overview
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Published: September 15, 2025
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Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.
Published: August 3, 2025
Explore BasketWhich Baskets Do They Appear In?
Supply Chain Reshoring Investment Theme Explained
In response to Chinese export controls, the US announced a 100% tariff on all Chinese imports, escalating the trade war. This creates a potential investment opportunity in American companies poised to benefit from the reshoring of manufacturing and supply chains.
Published: October 11, 2025
Explore BasketApple Onshoring Investment Theme Overview
Apple is investing $2.5 billion in its partner Corning to produce all iPhone and Apple Watch glass in the United States. This move highlights a growing trend of major corporations bringing manufacturing back to the U.S., creating opportunities for domestic high-tech suppliers.
Published: September 15, 2025
Explore BasketPowering The iPhone: Apple's Supply Chain
Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.
Published: August 3, 2025
Explore BasketPowering The iPhone: Apple's Supply Chain Partners
Apple's recent record-breaking revenue highlights the success of its strategic supply chain diversification. This creates a compelling investment opportunity in the key component and manufacturing partners that are essential to Apple's production ecosystem.
Published: August 1, 2025
Explore BasketApple's New Operations Era
With supply chain veteran Sabih Khan stepping up as Apple's new COO, the tech giant is doubling down on operational excellence. This carefully curated collection features companies essential to Apple's global production pipeline, selected by expert analysts for their potential to benefit from this strategic leadership transition.
Published: July 9, 2025
Explore BasketSupply Chain Chokepoints
These companies control essential, non-replicable parts of global production that entire industries depend on. Carefully selected by our analysts, this collection features businesses with unique monopoly-like positions that give them exceptional pricing power and hard-to-beat competitive advantages.
Published: June 17, 2025
Explore BasketInvestment 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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