Jabil Inc vs SAP SE — how do they compare? Jabil Inc trades at $301.37 (market cap $31.35B), while SAP SE trades at $214.13 (market cap $238.67B). The key difference: SAP SE is far larger — about 7.6× Jabil Inc's market cap, and SAP SE pays the higher dividend (1.38%). Which is the better fit depends on your goals — on Pluang, investors hold Jabil Inc for 23 Days and SAP SE for 118 Days on average.
| JBL | SAP | |
|---|---|---|
Market Cap | $31.35B | $238.67B |
Volume | 1,337,978 | 2,252,662 |
Sector | Technology | Technology |
52-Week High | $385.50 | $280.46 |
52-Week Low | $192.49 | $146.38 |
Typical Hold Time | 23 Days | 118 Days |
Enterprise Value | $33.63B | $237.42B |
Dividend Yield | 0.11% | 1.38% |
Signals from Pluang's Aura AI — not financial advice
JBL trades at $301.76, up 0.76% today, with a bearish technical signal despite strong earnings beats in recent quarters. The stock shows robust fundamentals with revenue growth to $29.80B in 2025 and a high ROE of 74.11%, though net margins are thin at 2.9%. AI infrastructure demand is driving optimistic fiscal 2027 guidance, with a consensus analyst price target of $434.75 implying significant upside.
The outlook is positive due to accelerating AI-led growth and strong analyst support, but risks include market volatility post-earnings and high valuation multiples. Investment appeal hinges on execution of projected 24% revenue growth, while current technical weakness may present a buying opportunity for long-term investors.
SAP trades at $210.13, down slightly by 0.16% on the day. The stock shows strong fundamentals with 2025 revenue of $36.80 billion and net income of $7.16 billion, yielding a net margin of 20.41%. Recent earnings beat estimates in Q4 2025 and Q1 2026 but missed in Q2 2026. Technical indicators are bullish on moving averages, with support near $209 and resistance at $213. Analyst consensus is a buy with a $253.40 price target, implying significant upside.
Outlook remains positive driven by cloud revenue growth and AI integration, though risks include competitive pressures and execution challenges. The stock offers value with a P/E of 28.26, below the software sector average, and robust cash flow generation supports shareholder returns via buybacks.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Founded in 1972 by former IBM employees, SAP provides database technology and enterprise resource planning software to enterprises around the world. Across more than 180 countries, the company serves 440,000 customers, approximately 80% of which are small to medium-size enterprises.
Read more on SAP →