Jabil Inc vs Tapestry, Inc. — how do they compare? Jabil Inc trades at $318.81 (market cap $32.06B), while Tapestry, Inc. trades at $142.01 (market cap $28.51B). The key difference: Jabil Inc and Tapestry, Inc. are close in size by market cap, and Tapestry, Inc. pays the higher dividend (1.13%). Which is the better fit depends on your goals.
| JBL | TPR | |
|---|---|---|
Market Cap | $32.06B | $28.51B |
Sector | Technology | Consumer Cyclical |
52-Week High | $385.50 | $160.49 |
52-Week Low | $192.49 | $95.69 |
Enterprise Value | $34.59B | $31.37B |
Dividend Yield | 0.1% | 1.13% |
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.
TPR trades at $140.45, down 0.71% on the day, with a neutral technical signal and bearish moving averages. The stock shows strong profitability with a 76.18% gross margin and 55.74% ROE, though net income margin fell to 8.44% in 2025. Recent quarters have consistently beaten EPS estimates, and analyst consensus is strongly bullish with a $183.88 price target. Cash flow trends are volatile, with 2025 showing a net outflow of $5.02B due to financing activities.
Outlook remains positive driven by earnings beats and digital growth, but high valuation ratios (P/E 43.13) and debt levels pose risks. The stock offers 31% upside to consensus target, supported by institutional buy ratings and strong brand momentum in luxury retail.
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 →Coach, Kate Spade, and Stuart Weitzman are the fashion and accessory brands that comprise Tapestry. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (67% of fiscal 2022 sales), Europe, Asia (28% of fiscal 2022 sales), and elsewhere. Coach (74% of fiscal 2022 sales) is best known for affordable luxury leather products. Kate Spade (22% of fiscal 2022 sales) is known for colorful patterns and graphics. Women's handbags and accessories produced 69% of Tapestry's sales in fiscal 2022. Stuart Weitzman, Tapestry's smallest brand, generates nearly all its revenue from women's footwear.
Read more on TPR →