Jabil Inc vs Paycom Software Inc — how do they compare? Jabil Inc trades at $312.42 (market cap $32.06B), while Paycom Software Inc trades at $146.57 (market cap $6.98B). The key difference: Jabil Inc is far larger — about 4.6× Paycom Software Inc's market cap, and Paycom Software Inc pays the higher dividend (1%). Which is the better fit depends on your goals.
| JBL | PAYC | |
|---|---|---|
Market Cap | $32.06B | $6.98B |
Sector | Technology | Technology |
52-Week High | $385.50 | $238.80 |
52-Week Low | $192.49 | $113.59 |
Enterprise Value | $34.59B | $7.59B |
Dividend Yield | 0.1% | 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.
Paycom Software (PAYC) trades at $149.71, up 1.2% with a bullish technical signal supported by moving averages. The company shows strong profitability with 22.44% net income margin and 37.15% ROE, though recent Q3 2025 EPS slightly missed expectations. Recent developments include new asset management tool launches and board appointments, while analyst consensus sits at $151 price target with 47% buy ratings.
PAYC presents a balanced investment case with solid fundamentals and moderate valuation (P/E 17.12), though execution risks and competitive pressures in HCM software require monitoring. The stock's proximity to resistance at $152 suggests near-term consolidation potential, while earnings growth remains the key catalyst for further upside.
Trailing returns across standard periods
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 →Paycom is a fast-growing provider of payroll and human capital management, or HCM, software primarily targeting clients with 50-10,000 employees in the United States. Paycom was established in 1998 and services about 18,000 clients as of 2021, based on parent company grouping. Alongside its core payroll software, Paycom offers various HCM add-on modules, including time and attendance, talent management, and benefits administration.
Read more on PAYC →