Jabil Inc vs ThredUp Inc — how do they compare? Jabil Inc trades at $320 (market cap $32.06B), while ThredUp Inc trades at $6.61 (market cap $850.38M). The key difference: Jabil Inc is far larger — about 37.7× ThredUp Inc's market cap, and Jabil Inc pays a 0.1% dividend while ThredUp Inc pays none. Which is the better fit depends on your goals.
| JBL | TDUP | |
|---|---|---|
Market Cap | $32.06B | $850.38M |
Sector | Technology | Consumer Cyclical |
52-Week High | $385.50 | $12.08 |
52-Week Low | $192.49 | $3.11 |
Enterprise Value | $34.59B | $853.11M |
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.
TDUP trades at $6.57, down 0.45% today, with a bullish technical signal from moving averages but neutral oscillators. The company reported Q1 2026 revenue growth of 15% year-over-year to $81.7 million, though it missed EPS expectations. Analyst consensus is bullish with a $6.90 price target, and recent news highlights AI integration and a new peer-to-peer marketplace launch.
The outlook is cautiously optimistic due to strong revenue growth and improving gross margins, but persistent net losses and negative ROE pose risks. Upside potential exists if profitability improves, yet investors face execution and competitive threats in the resale market.
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 →ThredUp Inc is an online resale platform for women and kids apparel, shoes, and accessories. It generates revenue from items that are sold to buyers through the website, mobile app, and RaaS partners.
Read more on TDUP →