Jabil Inc vs Rockwell Automation — how do they compare? Jabil Inc trades at $320.23 (market cap $32.06B), while Rockwell Automation trades at $468.37 (market cap $51.04B). The key difference: Rockwell Automation is the larger of the two by market cap, and Rockwell Automation pays the higher dividend (1.2%). Which is the better fit depends on your goals.
| JBL | ROK | |
|---|---|---|
Market Cap | $32.06B | $51.04B |
Sector | Technology | Industrials |
52-Week High | $385.50 | $495.08 |
52-Week Low | $192.49 | $328.67 |
Enterprise Value | $34.59B | $54.67B |
Dividend Yield | 0.1% | 1.2% |
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.
Rockwell Automation (ROK) trades at $459.09, down 0.6% on the day, with a neutral technical signal despite bullish moving averages. The company maintains strong profitability with 48.9% gross margins and has beaten earnings estimates for three consecutive quarters. Recent developments include partnerships in nuclear automation and recognition as a Global Lighthouse facility, positioning ROK for AI infrastructure growth.
ROK presents a mixed outlook with premium valuation metrics (P/E 48) offset by consistent earnings beats and AI-driven growth potential. Key risks include cyclical industrial exposure and competitive pressures, while analyst consensus at $471.71 suggests modest upside from current levels with 31% buy ratings indicating cautious optimism.
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 →Rockwell Automation is a pure-play automation competitor that is the successor entity to Rockwell International, which spun off its former Rockwell Collins avionics segment in 2001. As of fiscal 2021, the firm operates through three segments--intelligent devices, software and control, and lifecycle services. Intelligent devices contains its drives, sensors, and industrial components, software and control contains its information and network and security software, while lifecycle services contains its consulting and maintenance services as well as its Sensia JV with Schlumberger.
Read more on ROK →