Jabil (JBL) Stock Concentration Calculator
Calculator · free · no signup · JBLQuantify Jabil concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Jabil
Jabil (JBL) is a public Hardware company, incorporated in Delaware and headquartered in St Petersburg, FL.
Last close: $338.62 per share (as of 2026-08-19).
Equity grants at Jabil typically include restricted stock units (RSUs).
Jabil Inc. is an American multinational manufacturing company involved in the design, engineering, and manufacturing of electronic circuit board assemblies and systems, along with supply chain services, primarily serving original equipment manufacturers. It is headquartered in the Gateway area of St. Petersburg, Florida. It is one of the largest companies in the Tampa Bay area.
Source: Wikipedia (CC BY-SA 4.0)
William Morean and James Golden started the operation in Michigan in 1966, and it became one of the largest contract manufacturers in the world, assembling products for customers who own the design and the brand. Revenue is concentrated in a handful of very large accounts, which makes customer retention an existential rather than commercial question. The company has pushed into regulated end markets such as healthcare and automotive where qualification costs raise switching barriers. Capital intensity is high and returns depend on utilization of plants spread across dozens of countries. Headquarters are in Saint Petersburg, Florida.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Jabil.
If a meaningful share of your net worth sits in JBL, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with JBL's option-implied volatility.
Example: 5,000 JBL shares at $338.62 is a $1,693,100 position. A 30% drawdown costs $507,930; a 50% drawdown costs $846,550; a 70% drawdown costs $1,185,170. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using JBL's option-implied volatility and your cost basis.
All Jabil tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Jabil equity questions
- How much JBL stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your JBL position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Jabil grant ISOs, NSOs, or RSUs?
- Equity compensation at Jabil typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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OptionsAhoy plans your Jabil equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.