Illumina, Inc. vs Jabil Inc — how do they compare? Illumina, Inc. trades at $189.79 (market cap $27.94B), while Jabil Inc trades at $314.7 (market cap $32.06B). The key difference: Illumina, Inc. and Jabil Inc are close in size by market cap, and Jabil Inc pays a 0.1% dividend while Illumina, Inc. pays none. Which is the better fit depends on your goals.
| ILMN | JBL | |
|---|---|---|
Market Cap | $27.94B | $32.06B |
Sector | Health | Technology |
52-Week High | $194.33 | $385.50 |
52-Week Low | $91.00 | $192.49 |
Enterprise Value | $29.33B | $34.59B |
Dividend Yield | — | 0.1% |
Signals from Pluang's Aura AI — not financial advice
Illumina (ILMN) trades at $185.36, down 0.69% on the day, with a bullish technical signal from moving averages. The stock shows strong profitability with a 19.42% net income margin and has beaten EPS estimates for three consecutive quarters. Recent news highlights expansion of the Billion Cell Atlas program and upcoming Q2 2026 earnings on July 30.
Outlook remains positive with 51% analyst buy ratings, though the current price exceeds the $178 consensus target. Key risks include competitive pressure from Roche's new sequencer and China market weakness. Earnings growth and cost control initiatives support upside potential, but valuation multiples suggest limited near-term appreciation.
JBL trades at $305.91, up 1.63% today but down significantly from recent highs, with technical indicators showing bearish momentum despite oversold RSI readings. The company demonstrates strong fundamental performance with consistent earnings beats, 20.62% ROE, and robust revenue growth projections to $33.6B for 2026. Recent developments include expansion of AI infrastructure capabilities and new logistics facilities.
JBL presents a compelling growth story driven by AI infrastructure demand, with analysts maintaining strong buy ratings and a $448.29 consensus target representing 46% upside. However, elevated P/E ratio of 37.67 and competitive pressures in electronics manufacturing warrant caution. The stock's recent pullback may offer entry opportunity for long-term investors bullish on AI-driven growth.
Trailing returns across standard periods
Latest headlines on both assets
Illumina provides tools and services to analyze genetic material with life science and clinical lab applications. The company generates over 90% of its revenue from sequencing instruments, consumables, and services. Illumina's high-throughput technology enables whole genome sequencing in humans and other large organisms. Its lower throughput tools enable applications that require smaller data outputs, such as viral and cancer tumor screening. Illumina also sells microarrays (less than 10% of sales) that enable lower-cost, focused genetic screening with primarily consumer and agricultural applications.
Read more on ILMN →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 →