Compare Stocks › JBL vs LLY

Jabil Inc. (JBL) vs Eli Lilly and Company (LLY): Which Is the Better Buy in 2026?

As of 2026-08-03, JBL is undervalued at $315, with a DCF intrinsic value of $601 and a margin of safety of 48%. LLY is undervalued at $1149, with an intrinsic value of $1529604356065 and a margin of safety of 100%. Of the two, LLY has the wider margin of safety.

JBL

Jabil Inc.

$315.05

LLY

Eli Lilly and Company

$1148.84

Rewards

JBL

★Jabil Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
★Jabil Inc. scores 83/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.
★Free cash flow has grown at a 63.9% CAGR over the past 4 years, demonstrating strong earnings power growth.

LLY

★Eli Lilly and Company has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
★Gross margin of 82.8% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
★Eli Lilly and Company scores 73/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.

Risks

JBL

⚠Gross margin of 9.2% is low, suggesting a competitive or commodity-like market with limited pricing power.
⚠Trailing P/E of 39.4x is 94% above the historical average of 20.3x — the stock trades at a premium to its own history.
⚠High leverage (1.95x net debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.

LLY

⚠Insiders have sold $18.6M worth of stock in the past 3 months — significant insider liquidation.

Key Valuation Metrics

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JBL

LLY

Valuation

$1.21B

Free Cash Flow

$9.16B

3.67%

FCF Yield

N/A

39.38

Trailing P/E

40.81

18.81

Forward P/E

25.48

Quality & Moat

26.24%

ROIC

37.80%

65.88%

ROE

107.46%

9.23%

Gross Margin

82.83%

0.82

PEG Ratio

1.61

Balance Sheet Safety

1.95

Net Debt / Equity

1.22

N/A

Interest Coverage

N/A

1.08

Net Debt / EBITDA

1.05

0.10%

Dividend Yield

0.60%

JBL: 2Ties: 3LLY: 6

JBLLLY

Historical Fundamentals

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JBL

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

LLY

$1 Retained Earnings Test

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JBL

$5.57

created per $1 retained over 3 years

Exceptional Value Creator

Σ Retained

$2.74B

Δ Market Cap

+$15.27B

Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

LLY

$0.00

created per $1 retained over 3 years

Value Destroyer

Σ Retained

$22.34B

Δ Market Cap

+$708.84

Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Discounted Cash Flow (DCF) Analysis

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JBL

47.6% Margin of Safety

Price is 47.6% below estimated fair value

Current Price: $315.05

Strongly undervalued

Undervalued

Fairly valued

Overvalued

Strongly overvalued

Fair Value: $600.89

Strongly undervalued

Undervalued

Fairly valued

Overvalued

Strongly overvalued

LLY

100.0% Margin of Safety

Price is 100.0% below estimated fair value

Current Price: $1148.84

Strongly undervalued

Fairly valued

Strongly overvalued

Fair Value: $1529604356065.14

Strongly undervalued

Undervalued

Fairly valued

Overvalued

Strongly overvalued

Reverse DCF — Market-Implied Growth

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JBL

What growth rate is the market pricing in at $315?

+17.6%

Market-Implied Owner Earnings Growth

Standard FCF implies +12.9%

The market implies +17.6% Owner Earnings growth, above historical trends.

Standard FCF implies a demanding +12.9%, reflecting heavy growth investment.

LLY

What growth rate is the market pricing in at $1149?

-30.0%

Market-Implied Owner Earnings Growth

Standard FCF implies -15.1%

The market implies -30.0% Owner Earnings growth, below historical trends — potential opportunity.

Standard FCF implies a more demanding -15.1%, reflecting heavy growth investment expected to generate future returns.

Economic Moat Score

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JBL

83/100

Wide Moat

70+ Wide · 40-69 Narrow · <40 None

Wide moat with strength across all dimensions. ROIC Consistency is the standout factor.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.

LLY

73/100

Wide Moat

70+ Wide · 40-69 Narrow · <40 None

Wide moat driven primarily by roic consistency. Reinvestment Efficiency is the area most vulnerable to competitive pressure.

Forensic Accounting

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JBL

-2.47

Unlikely Manipulator

Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

LLY

-1.83

Possible Manipulator

Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Ownership Breakdown

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JBL

Insiders 1.2%Institutions 97.8%Retail & Other 1.0%

No. of Institutional Holders1,455

High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

LLY

Insiders 0.2%Institutions 85.1%Retail & Other 14.8%

No. of Institutional Holders5,685

High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

Insider Buying Activity

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JBL

Buys (3M)

Buys (12M)

No open market insider purchases found.

Open market purchases · includes direct & indirect ownership · excludes option exercises

LLY

Buys (3M)

Buys (12M)

Total value (12M): $4.54M

MONTARCE LUCAS E

Chief Financial Officer

$494,627

@ $691.79 · 2025-08-15

ALVAREZ RALPH

Director

$500,473

@ $660.25 · 2025-08-13

VAN NAARDEN JACOB S.

Officer

$647,360

@ $647.36 · 2025-08-13

SULZBERGER GABRIELLE

Director

$75,018

@ $641.18 · 2025-08-12

FYRWALD J. ERIK

Director

$1.01M

@ $642.33 · 2025-08-12

RICKS DAVID A

Chief Executive Officer

$1.05M

@ $644.77 · 2025-08-12

SKOVRONSKY DANIEL

Officer

$634,405

@ $634.40 · 2025-08-12

JACKSON JAMERE

Director

$127,913

@ $639.57 · 2025-08-08

Open market purchases · includes direct & indirect ownership · excludes option exercises

Open market purchases · includes direct & indirect ownership · excludes option exercises.

Insider Selling Activity

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JBL

Sells (3M)

Sells (12M)

Total value (12M): $84.40M

SCHICK GARY K.

Officer

$319,857

@ $319.86 · 2026-07-15

CROWLEY MATTHEW

Officer

$32,430

@ $345.00 · 2026-07-06

SCHICK GARY K.

Officer

$340,000

@ $340.00 · 2026-04-30

PRIESTLEY ANDREW

Chief Operating Officer

$1.05M

@ $330.00 · 2026-04-20

BORGES STEVEN D

Officer

$1.63M

@ $317.51 · 2026-04-17

YAP MAY YEE

Chief Technology Officer

$501,221

@ $306.74 · 2026-04-16

RENNO RAFAEL

Officer

$305,000

@ $305.00 · 2026-04-13

PRIESTLEY ANDREW

Chief Operating Officer

$1.20M

@ $301.00 · 2026-04-10

BERRY ADAM E

Officer

$477,450

@ $301.23 · 2026-04-10

ANSARI ANOUSHEH

Director

$600,000

@ $300.00 · 2026-04-10

BORGES STEVEN D

Officer

$2.06M

@ $295.00 · 2026-04-09

RENNO RAFAEL

Officer

$288,000

@ $288.00 · 2026-04-08

BORGES STEVEN D

Officer

$2.03M

@ $290.00 · 2026-04-08

DASTOOR MICHAEL

Chief Executive Officer

$2.71M

@ $286.64 · 2026-04-08

BERRY ADAM E

Officer

$272,796

@ $272.80 · 2026-04-01

SCHICK GARY K.

Officer

$278,332

@ $278.33 · 2026-03-24

ANSARI ANOUSHEH

Director

$270,000

@ $270.00 · 2026-03-24

SCHICK GARY K.

Officer

$102,872

@ $243.77 · 2026-02-02

DASTOOR MICHAEL

Chief Executive Officer

$3.70M

@ $246.91 · 2026-01-22

BERRY ADAM E

Officer

$404,113

@ $253.20 · 2026-01-16

MONDELLO MARK T

Officer and Director

$4.30M

@ $250.00 · 2026-01-16

ANSARI ANOUSHEH

Director

$246,000

@ $246.00 · 2026-01-15

MONDELLO MARK T

Officer and Director

$5.52M

@ $241.90 · 2026-01-15

MONDELLO MARK T

Officer and Director

$4.72M

@ $236.25 · 2026-01-02

BORGES STEVEN D

Officer

$2.35M

@ $235.00 · 2025-12-23

MCCOY FREDERIC E III

Officer

$4.95M

@ $224.93 · 2025-12-19

ANSARI ANOUSHEH

Director

$337,500

@ $225.00 · 2025-12-19

MONDELLO MARK T

Officer and Director

$11.27M

@ $225.32 · 2025-12-19

MONDELLO MARK T

Officer and Director

$4.24M

@ $212.20 · 2025-12-01

SCHICK GARY K.

Officer

$99,971

@ $220.69 · 2025-11-03

MONDELLO MARK T

Officer and Director

$4.42M

@ $220.83 · 2025-11-03

YAP MAY YEE

Chief Technology Officer

$1.99M

@ $225.03 · 2025-10-31

MCKAY FRANCIS

Officer

$566,999

@ $224.47 · 2025-10-29

HEBARD GREGORY B

Chief Financial Officer

$1.30M

@ $213.54 · 2025-10-28

CROWLEY MATTHEW

Officer

$153,830

@ $211.60 · 2025-10-27

MELACHRINO KRISTINE

General Counsel

$1.40M

@ $213.40 · 2025-10-24

CROWLEY MATTHEW

Officer

$1.34M

@ $205.73 · 2025-10-21

MONDELLO MARK T

Officer and Director

$8.31M

@ $207.77 · 2025-10-17

MONDELLO MARK T

Officer and Director

$4.30M

@ $214.84 · 2025-10-01

MONDELLO MARK T

Officer and Director

$4.00M

@ $200.02 · 2025-09-02

SCHICK GARY K.

Officer

$98,196

@ $219.19 · 2025-08-01

MONDELLO MARK T

Officer and Director

$4.38M

@ $219.20 · 2025-08-01

PRIESTLEY ANDREW

Officer

$832,965

@ $225.00 · 2025-07-23

MCCOY FREDERIC E III

Officer

$1.01M

@ $223.55 · 2025-07-23

PRIESTLEY ANDREW

Officer

$850,950

@ $225.00 · 2025-07-21

RAYMUND STEVEN A

Director

$3.00M

@ $223.11 · 2025-07-21

ANSARI ANOUSHEH

Director

$222,750

@ $222.75 · 2025-07-03

MONDELLO MARK T

Officer and Director

$4.33M

@ $216.59 · 2025-07-01

RAYMUND STEVEN A

Director

$3.46M

@ $216.83 · 2025-06-27

ANSARI ANOUSHEH

Director

$518,934

@ $207.57 · 2025-06-20

PRIESTLEY ANDREW

Officer

$2.83M

@ $203.17 · 2025-06-18

BERRY ADAM E

Officer

$848,113

@ $200.36 · 2025-06-18

YAP MAY YEE

Chief Technology Officer

$1.40M

@ $206.00 · 2025-06-18

MCKAY FRANCIS

Officer

$697,621

@ $205.48 · 2025-06-18

MCCOY FREDERIC E III

Officer

$1.84M

@ $205.39 · 2025-06-18

BORGES STEVEN D

Officer

$4.49M

@ $200.01 · 2025-06-18

DASTOOR MICHAEL

Chief Executive Officer

$3.49M

@ $191.66 · 2025-06-17

MONDELLO MARK T

Officer and Director

$29.00M

@ $193.33 · 2025-06-17

MONDELLO MARK T

Officer and Director

$3.34M

@ $166.75 · 2025-06-02

DASTOOR MICHAEL

Chief Executive Officer

$1.70M

@ $169.90 · 2025-05-14

SCHICK GARY K.

Officer

$102,549

@ $151.25 · 2025-05-02

CROWLEY MATTHEW

Officer

$17,214

@ $149.69 · 2025-05-01

HOLLAND CHRISTOPHER S

Director

$551,728

@ $162.27 · 2025-01-31

PLANT JOHN C

Director

$8.63M

@ $172.55 · 2025-01-24

RAYMUND STEVEN A

Director

$3.03M

@ $151.30 · 2025-01-10

ANSARI ANOUSHEH

Director

$155,000

@ $155.00 · 2025-01-07

YAP MAY YEE

Chief Technology Officer

$501,751

@ $150.45 · 2025-01-03

MCCOY FREDERIC E III

Officer

$599,240

@ $149.81 · 2025-01-03

BORGES STEVEN D

Officer

$752,500

@ $150.50 · 2025-01-03

MCKAY FRANCIS

Officer

$1.43M

@ $121.71 · 2024-10-31

MCCOY FREDERIC E III

Officer

$523,739

@ $122.28 · 2024-10-31

MELACHRINO KRISTINE

General Counsel

$446,002

@ $124.17 · 2024-10-30

HOLLAND CHRISTOPHER S

Director

$450,814

@ $125.23 · 2024-10-25

RAYMUND STEVEN A

Director

$2.49M

@ $124.70 · 2024-10-24

CROWLEY MATTHEW

Officer

$280,551

@ $123.54 · 2024-10-22

CROWLEY MATTHEW

Officer

$173,645

@ $125.83 · 2024-10-18

RAYMUND STEVEN A

Director

$1.51M

@ $122.10 · 2024-10-07

MCCOY FREDERIC E III

Officer

$474,808

@ $118.70 · 2024-10-01

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

LLY

Sells (3M)

Sells (12M)

Total value (12M): $3.63B

YUFFA ILYA

Officer

$2.88M

@ $1150.77 · 2026-06-10

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$15.75M

@ $995.36 · 2026-05-06

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$322.38M

@ $1103.48 · 2026-01-07

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$1.51M

@ $1085.01 · 2026-01-05

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$3.90M

@ $1085.04 · 2025-12-29

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$2.85M

@ $1085.17 · 2025-12-24

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$260,409

@ $1085.04 · 2025-12-23

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$161.08M

@ $1095.35 · 2025-11-25

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$17.34M

@ $1109.30 · 2025-11-25

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$152.06M

@ $1068.52 · 2025-11-24

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$111.50M

@ $1058.66 · 2025-11-21

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$39.07M

@ $1051.66 · 2025-11-20

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$176.10M

@ $1051.17 · 2025-11-19

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$62.31M

@ $1034.78 · 2025-11-18

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$10.19M

@ $1030.68 · 2025-11-17

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$183.80M

@ $1030.87 · 2025-11-14

ZAKROWSKI DONALD A

Officer

$1.01M

@ $1010.50 · 2025-11-13

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$48.02M

@ $1030.26 · 2025-11-13

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$308.41M

@ $1011.18 · 2025-11-12

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$279.35M

@ $986.64 · 2025-11-11

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$16.41M

@ $972.52 · 2025-11-10

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$167.09M

@ $933.26 · 2025-11-05

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$38.47M

@ $951.56 · 2025-11-05

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$479,038

@ $910.72 · 2025-11-04

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$266.65M

@ $888.83 · 2025-11-03

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$260.17M

@ $863.35 · 2025-10-31

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$3.16M

@ $863.24 · 2025-10-10

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$9.04M

@ $852.49 · 2025-10-09

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$86.23M

@ $850.27 · 2025-10-08

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$22.72M

@ $848.01 · 2025-10-07

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$137.04M

@ $850.22 · 2025-10-06

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$161.22M

@ $837.93 · 2025-10-03

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$92.50M

@ $821.55 · 2025-10-02

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$107.36M

@ $794.15 · 2025-10-01

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$177.29M

@ $821.47 · 2025-10-01

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$86.79M

@ $763.39 · 2025-09-30

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$18.06M

@ $763.09 · 2025-09-19

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$81.53M

@ $764.65 · 2025-09-18

ZAKROWSKI DONALD A

Officer

$734,930

@ $734.93 · 2025-08-28

YUFFA ILYA

Officer

$783,762

@ $627.01 · 2025-08-11

LILLY ENDOWMENT, INC.

Beneficial Owner of more than 10% of a Class of Security

$225.42M

@ $805.07 · 2025-07-24

ZAKROWSKI DONALD A

Officer

$716,410

@ $716.41 · 2025-05-27

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

🎭 Mr. Market's Mood

Learn more →

JBL

😐Neutral(43/100)

"Market is pricing this stock without strong emotion in either direction"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

LLY

😐Neutral(59/100)

"Market is pricing this stock without strong emotion in either direction"

Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

⚖️ Buffett Signal

Learn more →

JBL

⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Neutral (43)

LLY

⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Neutral (59)

View JBL Full Analysis View LLY Full Analysis

Frequently Asked Questions: JBL vs LLY

Is Jabil Inc. or Eli Lilly and Company more undervalued in 2026?▼

Based on our discounted cash flow model, LLY trades at a 100.0% margin of safety (intrinsic value $1529604356065 vs. price $1149), compared to JBL's 47.6% margin of safety (intrinsic $601 vs. $315).

Which stock has a wider economic moat, Jabil Inc. or Eli Lilly and Company?▼

JBL scores 83/100 (Wide moat), while LLY scores 73/100 (Wide moat). The moat score measures competitive advantage durability across ROIC consistency, margin stability, revenue predictability, and reinvestment efficiency.

Is Eli Lilly and Company in financial distress?▼

LLY's Altman Z-Score of 2.0 places it in the Grey zone, signaling elevated bankruptcy risk. JBL scores 3.2 (Safe zone). The Altman Z-Score is a five-factor model that predicts insolvency within two years; scores below 1.81 indicate significant distress.

Which stock has higher return on invested capital, Jabil Inc. or Eli Lilly and Company?▼

LLY earns 37.8% ROIC versus JBL's 26.2%. A higher ROIC means the company generates more profit per dollar of capital employed, a hallmark of durable competitive advantage in Buffett-style analysis.

Which dividend is safer, Jabil Inc.'s or Eli Lilly and Company's?▼

JBL's dividend earns a safety score of 85/100 (Very Safe), compared to LLY's 64/100 (Safe). JBL has raised its dividend for 0 consecutive years.