Illinois Tool Works Inc. vs Jabil Inc — how do they compare? Illinois Tool Works Inc. trades at $293.28 (market cap $83.88B), while Jabil Inc trades at $360.36 (market cap $35.27B). The key difference: Illinois Tool Works Inc. is far larger — about 2.4× Jabil Inc's market cap, and Illinois Tool Works Inc. pays the higher dividend (2.34%). Which is the better fit depends on your goals.
| ITW | JBL | |
|---|---|---|
Market Cap | $83.88B | $35.27B |
Sector | Industrials | Technology |
52-Week High | $299.60 | $385.50 |
52-Week Low | $241.07 | $192.49 |
Enterprise Value | $92.73B | $37.81B |
Dividend Yield | 2.34% | 0.1% |
Signals from Pluang's Aura AI — not financial advice
ITW trades at $296.66, up 0.67% with a bullish technical outlook and strong support at $292. The company maintains robust profitability with 19.39% net margins and has beaten earnings estimates for three consecutive quarters. Recent positive developments include a 7% dividend increase and $6 billion share repurchase authorization announced August 7, 2026.
While valuation metrics appear elevated (P/E 26.87, P/B 29.19), ITW's consistent earnings performance and shareholder-friendly actions support upside to the $316 consensus target. Key risks include construction sector exposure and currency headwinds, but operational strength and margin discipline provide stability.
Jabil trades at $341.22, down 1.0% today but maintains strong momentum with a bullish technical outlook and consistent earnings beats. The stock shows robust fundamentals with revenue growth from $29.8B in 2025 to $33.6B projected for 2026, supported by AI infrastructure demand and diversified operations. Recent news highlights Jabil's 31.6% six-month surge and strategic expansion with a new logistics hub in Penang.
Jabil presents a compelling growth story driven by AI and manufacturing excellence, with analyst consensus pointing to significant upside (target $448.29). However, elevated valuation multiples (P/E 42.13) and competitive pressures in the EMS sector warrant caution. The stock's technical strength and fundamental momentum support a positive outlook, though investors should monitor execution risks and market volatility.
Trailing returns across standard periods
Latest headlines on both assets
Illinois Tool Works is a diversified global manufacturer that produces specialized industrial equipment, consumables, and related services. The firm operates 87 global divisions through seven distinct operating segments: automotive OEM, construction products, food equipment, specialty products, test/measurement and electronics, polymers and fluids, and welding. About half of its revenue comes from its operations in North America, with the remainder originating from international markets. ITW takes a bottom-up and decentralized approach to portfolio management, with the exception that each segment must apply its 80/20 operating process modeled on the Pareto principle.
Read more on ITW →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 →