Jabil Inc vs Ulta Beauty Inc — how do they compare? Jabil Inc trades at $318.45 (market cap $32.06B), while Ulta Beauty Inc trades at $491.92 (market cap $20.98B). The key difference: Jabil Inc is the larger of the two by market cap, and Jabil Inc pays a 0.1% dividend while Ulta Beauty Inc pays none. Which is the better fit depends on your goals.
| JBL | ULTA | |
|---|---|---|
Market Cap | $32.06B | $20.98B |
Sector | Technology | Consumer Cyclical |
52-Week High | $385.50 | $706.82 |
52-Week Low | $192.49 | $450.75 |
Enterprise Value | $34.59B | $23.06B |
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.
ULTA Beauty trades at $488.01, up 1.76% with a bullish technical signal despite mixed moving averages. The company maintains strong profitability with 39.33% gross margins and 47.45% ROE, though revenue growth has slowed to 0.9% in 2025. Recent leadership appointments and international expansion initiatives signal strategic positioning for future growth.
ULTA presents a compelling value opportunity with a 17.97 P/E ratio below historical averages, supported by 56.5% analyst buy ratings and a $618.29 consensus target. However, margin compression risks and competitive pressures require monitoring as the company navigates evolving consumer trends and expansion challenges.
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 →With more than 1,300 stores and a partnership with Target, Ulta Beauty is the largest specialized beauty retailer in the U.S. The firm offers makeup (43% of 2021 sales), fragrances, skin care, and hair care products (20% of 2021 sales), and bath and body items. Ulta offers private-label products and merchandise from more than 500 vendors. It also offers salon services, including hair, makeup, skin, and brow services, in all stores. Most Ulta stores are approximately 10,000 square feet and are in suburban strip centers. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.
Read more on ULTA →