Jabil Inc vs Palo Alto Networks Inc — how do they compare? Jabil Inc trades at $318.45 (market cap $32.06B), while Palo Alto Networks Inc trades at $340.89 (market cap $284.16B). The key difference: Palo Alto Networks Inc is far larger — about 8.9× Jabil Inc's market cap, and Jabil Inc pays a 0.1% dividend while Palo Alto Networks Inc pays none. Which is the better fit depends on your goals.
| JBL | PANW | |
|---|---|---|
Market Cap | $32.06B | $284.16B |
Sector | Technology | Technology |
52-Week High | $385.50 | $358.68 |
52-Week Low | $192.49 | $141.67 |
Enterprise Value | $34.59B | $283.12B |
Dividend Yield | 0.1% | — |
Signals from Pluang's Aura AI — not financial advice
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.
Palo Alto Networks (PANW) trades at $353.85, down 1.35% on the day but showing strong bullish momentum with shares roughly doubling over three months. The stock exhibits robust fundamentals with consistent earnings beats, revenue growth to $9.22B in 2025, and a high gross margin of 71.94%. Technical indicators signal a bullish trend, supported by positive moving averages, though RSI levels suggest potential overbought conditions near-term.
Outlook remains positive driven by AI-driven cybersecurity demand and platformization strategy, but high valuation ratios (P/E 311.9, P/S 24.9) pose risks. Analyst consensus is strongly bullish (74% Buy ratings) with a $339.56 price target, though competition and integration costs are key watchpoints for investors.
Trailing returns across standard periods
Latest headlines on both assets
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 →Palo Alto Networks is a pure-play cybersecurity vendor that sells security appliances, subscriptions, and support into enterprises, government entities, and service providers. The company's product portfolio includes firewall appliances, virtual firewalls, endpoint protection, cloud security, and cybersecurity analytics. The Santa Clara, California, firm was established in 2005 and sells its products worldwide.
Read more on PANW →