Hand of the Market Screener
Quality checklist

5 of 6 checks passed · quarter ending 2026-05-31

  • ROIC at least 10%31.8%passed
  • Operating margin up over 3 years+0.0 pppassed
  • Free cash flow at least 80% of net income151.5%passed
  • Share count up at most 5% in 3 years-20.2%passed
  • Net debt at most 3× EBITDA0.9×passed
  • Revenue grew over 3 years-1.6%failed
Insider buying, last 90 days

No discretionary insider buying in the last 90 days.

Tracked funds, latest reports
Conviction funds
−$21.84M −0.1 pp of the company
0 buying · 1 selling · 0 holding
Active managers
−$242.41M −0.5 pp of the company
0 buying · 4 selling · 4 holding
Mutual funds & ETFs
+$28.32M +0.1 pp of the company
2 buying · 3 selling · 6 holding

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Size & liquidity
JBLSector12 quartersMarket cap$28.03B$9.71BEnterprise value$30.04B$13.46BAvg daily $ volume$483.47M$182.65MDaily turnover1.7%1.5%
Growth
JBLSector12 quartersRevenue CAGR 3y-1.6%8.2%1.4% → -1.6%Revenue CAGR 5y2.9%10.2%Revenue growth YoY11.8%14.1%-6.3% → 11.8%Revenue acceleration−11.3 pp+0.6 pp−8.1 pp → −11.3 ppFCF growth YoY12.2%17.2%164.7% → 12.2%FCF conversion151.5%137.7%86.1% → 151.5%Forward growth (HoM est.)5.1%11.4%
Valuation
JBLSector12 quartersP/E (trailing)32.5×35.1×P/E (forward, HoM est.)30.9×31.5×P/E vs. sector1.0×1.0×PEG (HoM est.)6.082.92EV/EBITDA14.1×19.7×EV/Sales0.9×4.9×FCF yield4.3%3.6%Dividend yield0.1%0.0%Shareholder yield3.4%2.1%
Quality
JBLSector12 quartersQuality checks passed54ROIC31.8%11.8%25.3% → 31.8%Gross profitability13.0%31.6%14.8% → 13.0%Gross margin9.2%57.6%8.3% → 9.2%Gross margin Δ 3y+1.2 pp+1.2 pp+1.4 pp → +1.2 ppOperating margin4.3%12.8%4.4% → 4.3%Operating margin Δ 3y+0.0 pp+3.6 pp+3.6 pp → +0.0 ppDebt/equity2.6×0.5×1.0× → 2.6×Net debt/EBITDA0.9×0.7×0.4× → 0.9×Interest coverage—10.1×Share count Δ 3y-20.2%-2.3%-12.7% → -20.2%Stock compensation / revenue0.4%4.2%0.3% → 0.4%Accruals ratio-4.7%-5.6%-4.7% → -4.7%
Earnings & estimates
JBLSector12 quartersDays to next report-613
Ownership & positioning
JBLSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)-$277.16K-$68.35KInstitutional ownership97.3%93.5%Institutional Δ QoQ+3.2 pp+1.3 ppConviction funds net buying−0.1 pp+0.0 ppActive managers net buying−0.5 pp+0.1 ppActive funds net buying+0.1 pp+0.0 ppDays to cover1.554.04Short % of shares out2.7%5.5%Short interest Δ−0.1 pp+0.1 pp

Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Terms of use

Source: SEC EDGAR: Forms 4 (insider trades), 10-Q and 10-K (financials). Insider trades as filed (amendments applied); financial metrics computed by Hand of the Market from the companies' quarterly and annual reports. Each trade links to its filing.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.