Chewy Inc vs Jabil Inc — how do they compare? Chewy Inc trades at $21.21 (market cap $8.33B), while Jabil Inc trades at $317.15 (market cap $34.25B). The key difference: Jabil Inc is far larger — about 4.1× Chewy Inc's market cap, and Jabil Inc pays a 0.1% dividend while Chewy Inc pays none. Which is the better fit depends on your goals.
| CHWY | JBL | |
|---|---|---|
Market Cap | $8.33B | $34.25B |
Sector | Consumer Cyclical | Technology |
52-Week High | $42.33 | $385.50 |
52-Week Low | $17.51 | $192.49 |
Enterprise Value | $8.30B | $36.78B |
Dividend Yield | — | 0.1% |
Signals from Pluang's Aura AI — not financial advice
Chewy (CHWY) trades at $20.32, down 2.68% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported $11.86B revenue for 2025 with net income of $392.74M, showing improved profitability. Recent news highlights expansion in pet healthcare and AI-driven operational efficiency, though Q1 2026 earnings missed expectations.
The outlook is mixed: strong analyst consensus (81.58% buy ratings) and a $34.92 price target suggest upside, but near-term risks include consumer trade-down pressures and competitive threats. Long-term growth drivers in pet care and margin expansion offer potential, yet macroeconomic headwinds and execution risks warrant caution.
JBL trades at $321.96, down 2.52% today, with a bearish technical signal but strong fundamental momentum. Recent quarters show consistent earnings beats, with Q1 2026 EPS of $3.16 exceeding the $3.10 estimate. Revenue growth is robust, projected to rise from $29.80B in 2025 to $33.60B in 2026, driven by AI infrastructure demand. The stock faces near-term pressure but maintains a 50% buy rating from analysts, with a consensus price target of $436.50 suggesting significant upside potential from current levels.
JBL's outlook is supported by AI-driven expansion and solid earnings, but high valuation multiples like a P/E of 40.9 pose risks if growth slows. Competitive pressures in electronics manufacturing and macroeconomic volatility could impact margins. Investors should weigh the strong analyst consensus against technical bearish signals and elevated valuation before committing capital.
Trailing returns across standard periods
Latest headlines on both assets
Chewy is the largest e-commerce pet care retailer in the U.S., generating $8.9 billion in 2021 sales across pet food, treats, hard goods, and pharmacy categories. The firm was founded in 2011, acquired by PetSmart in 2017, and tapped public markets as a standalone company in 2019, after spending a couple of years developing under the aegis of the pet superstore chain. The firm generates sales from pet food, treats, over-the-counter medications, medical prescription fulfillment, and hard goods, like crates, leashes, and bowls.
Read more on CHWY →Jabil is a global manufacturing solutions provider for industries including healthcare, automotive, and cloud. It offers comprehensive design, engineering, and supply chain management for complex electronic products.
Read more on JBL →