Jabil Inc. (JBL) - 5i Research

Jabil Inc. (JBL $207.23)
- $207.23 P/E (TTM): 34.46X Cap: $22.13B
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Broadcom Inc. (AVGO $397.57)
- $397.57 P/E (TTM): 98.22X Cap: $1.87T
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Lam Research Corporation (LRCX $155.14)
- $155.14 P/E (TTM): 33.54X Cap: $194.86B
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Quanta Services Inc. (PWR $460.43)
- $460.43 P/E (TTM): 66.69X Cap: $68.65B
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Celestica Inc. (CLS $471.80)
- $471.80 P/E (TTM): 54.73X Cap: $53.75B
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Advanced Micro Devices Inc. (AMD $214.24)
- $214.24 P/E (TTM): 102.45X Cap: $348.79B
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Lumentum Holdings Inc. (LITE $308.28)
- $308.28 P/E (TTM): 178.69X Cap: $21.85B
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Jabil Inc. (JBL $207.23)
- $207.23 P/E (TTM): 34.46X Cap: $22.13B
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Arista Networks Inc. (ANET $127.65)
- $127.65 P/E (TTM): 47.42X Cap: $160.74B
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ASML Holding N.V. (ASML $1,040.97)
- $1,040.97 P/E (TTM): 45.0X Cap: $409.39B
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Sanmina Corporation (SANM $155.59)
- $155.59 P/E (TTM): 34.6X Cap: $8.48B
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Armada Mercantile Ltd (ARM $0.30)
- $0.30 Cap: $6M
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Vertiv Holdings LLC Class A (VRT $172.02)
- $172.02 P/E (TTM): 63.99X Cap: $65.68B
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Palantir Technologies Inc. (PLTR $165.77)
- $165.77 P/E (TTM): 545.17X Cap: $395.10B
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SiTime Corporation (SITM $289.29)
- $289.29 Cap: $7.55B
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Q: Hello team,
Based on a bit of research I have done, I would like to buy these companies in the following order: ASML, SMCI, ANET, AMD, AVGO, SITM, ARM, PWR, PLTR

I am buying them to further focus my portfolio on AI for the next 5-10 years. I already have the hyeprscalers and the usual AI suspects but, somehow, I missed on the companies listed above.

Please deduct as many credits as needed for the following questions:
What do you think of this list?
Would change the order based on their resent declines/Valuation?
Would you drop any of the above based on their excessive valuation which may not meet the expected growth in next 5-10 years?
Would you wait a bit more before you buy or just proceed today?
Is there a better company that can substitute any of the above based on moat in AI? Any other company that you think I should also consider?

Thank you as always for your invaluable help and insight. (Without you I would have quit investing a long time ago!)

Read Answer Asked by Saeed on November 19, 2025

Amphenol Corporation (APH $138.72)
- $138.72 P/E (TTM): 45.94X Cap: $169.80B
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Flex Ltd. (FLEX $58.40)
- $58.40 P/E (TTM): 25.49X Cap: $21.59B
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Jabil Inc. (JBL $207.23)
- $207.23 P/E (TTM): 34.46X Cap: $22.13B
- View JBL Profile
- View Questions on JBL
Arista Networks Inc. (ANET $127.65)
- $127.65 P/E (TTM): 47.42X Cap: $160.74B
- View ANET Profile
- View Questions on ANET
Ciena Corporation (CIEN $200.29)
- $200.29 P/E (TTM): 202.31X Cap: $28.25B
- View CIEN Profile
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Celestica Inc. (CLS $332.24)
- $332.24 P/E (TTM): 54.73X Cap: $38.28B
- View CLS Profile
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Fabrinet (FN $449.06)
- $449.06 P/E (TTM): 44.25X Cap: $16.08B
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Q: Thanks for the recommendation on CLS!! To further the AI supply chain theme...What do you think of these other companies that are wiring, cooling, and building data centres for the future? Besides CLS, which of these do you think offer good upside from today with reasonable risk/reward?

Read Answer Asked by Marco on November 03, 2025

Jabil Inc. (JBL $207.23)
- $207.23 P/E (TTM): 34.46X Cap: $22.13B
- View JBL Profile
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Q: Is this a company worth consideration?

Read Answer Asked by Catherine on June 19, 2025