Jabil Inc vs S&P Global Inc — how do they compare? Jabil Inc trades at $319 (market cap $32.06B), while S&P Global Inc trades at $431.29 (market cap $132.71B). The key difference: S&P Global Inc is far larger — about 4.1× Jabil Inc's market cap, and S&P Global Inc pays the higher dividend (0.87%). Which is the better fit depends on your goals.
| JBL | SPGI | |
|---|---|---|
Market Cap | $32.06B | $132.71B |
Sector | Technology | Financials |
52-Week High | $385.50 | $534.79 |
52-Week Low | $192.49 | $370.42 |
Enterprise Value | $34.59B | $144.68B |
Dividend Yield | 0.1% | 0.87% |
Signals from Pluang's Aura AI — not financial advice
JBL trades at $305.91, up 1.63% today, with a bearish technical signal despite recent earnings beats. The stock shows strong fundamentals with 50% analyst buy ratings and a $448.29 consensus price target, representing 46% upside potential. Recent news highlights AI infrastructure growth and new logistics hub expansion in Penang, while technical indicators show oversold conditions with RSI at 17.67.
The outlook remains positive with AI-driven revenue growth accelerating, though valuation at 38.29 P/E appears stretched. Key risks include competitive pressures in EMS sector and execution challenges in scaling AI manufacturing capacity. The stock offers growth exposure to AI infrastructure boom but requires monitoring of margin sustainability.
S&P Global (SPGI) trades at $431.26, down 4.34% on the day, amid a generally bullish technical setup with strong analyst support. The company reported robust fundamentals with 2025 revenue of $15.34B and net income of $4.47B, yielding a 30.36% net margin. Recent corporate developments include the spin-off of its mobility business and new product launches in digital asset indexing and ETF analytics, signaling strategic focus and innovation.
The outlook remains positive given strong profitability, recurring revenue model, and Wall Street's consensus price target of $532.10, implying significant upside. Key risks include high valuation multiples and sensitivity to debt issuance cycles. Earnings growth and AI-driven data demand present the primary catalysts for shareholder value appreciation.
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 →S&P Global provides data and benchmarks to capital and commodity market participants. In 2021 and excluding IHS Markit, S&P Ratings was over 45% of the firm's revenue and over 55% of the firm's operating income. S&P Ratings is the largest credit rating agency in the world. The firm's other segments include Market Intelligence, Indices, and Platts. Market Intelligence provides desktop tools and other data solutions to investment banks, corporations, and other entities. Indices provides benchmarks for financial markets and is monetized through subscriptions, asset-based fees, and transaction-based royalties. Platts provides benchmarks to commodity markets, principally petroleum.
Read more on SPGI →