Compare Jabil Inc (JBL) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance

Jabil IncTrade

Taiwan Semiconductor Mfg. Co. Ltd.Trade

Price performance (Past 24H)

Key statistics

Jabil Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Jabil Inc trades at $360.5 (market cap $35.27B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $426.8 (market cap $1.91T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 54.2× Jabil Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.91%). Which is the better fit depends on your goals.

	JBL	TSM
Market Cap	$35.27B	$1.91T
Sector	Technology	Technology
52-Week High	$385.50	$477.57
52-Week Low	$192.49	$227.33
Enterprise Value	$37.81B	$1.84T
Dividend Yield	0.1%	0.91%

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Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Jabil Inc

Jabil trades at $341.22, down 1.0% today but maintains strong momentum with a bullish technical outlook and consistent earnings beats. The stock shows robust fundamentals with revenue growth from $29.8B in 2025 to $33.6B projected for 2026, supported by AI infrastructure demand and diversified operations. Recent news highlights Jabil's 31.6% six-month surge and strategic expansion with a new logistics hub in Penang.

Jabil presents a compelling growth story driven by AI and manufacturing excellence, with analyst consensus pointing to significant upside (target $448.29). However, elevated valuation multiples (P/E 42.13) and competitive pressures in the EMS sector warrant caution. The stock's technical strength and fundamental momentum support a positive outlook, though investors should monitor execution risks and market volatility.

Taiwan Semiconductor Mfg. Co. Ltd.

No Aura AI signal available yet.

Aura AI is an analytical signal, not financial advice — do your own research.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

JBL

UBS upgrades Jabil, citing AI, healthcare, and automation growth with a $430 price target.Proactive Investors · 17 hours agoBullish Jabil expands into full data center services, targeting $40B revenue and $13.6B AI revenue by 2026.Seeking Alpha · 1 day agoBullish View details →

TSM

Leveraged hedge fund Situational Awareness faces major losses amid AI sector correction and forced sell-offs.24/7 Wall Street · 2 days agoBullish Global X AIQ ETF offers diversified AI exposure with attractive valuations, ideal for growth investors.Seeking Alpha · 2 days agoBullish TSMC's July revenue jumps 44.7% YoY, signaling strong AI chip demand and boosting semiconductor stocks.CNBC · 2 days agoBullish View details →

About Jabil Inc

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.

About Taiwan Semiconductor Mfg. Co. Ltd.

Taiwan Semiconductor Manufacturing Company, or TSMC, is the world's largest dedicated chip foundry, with over 57% market share in 2021 per Gartner. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the U.S. in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs.