Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FN
HoldFallen FavouriteFabrinet · Technology · Cayman Islands · $14.8B · Avg Vol: $402M/d
COMPANY DESCRIPTION
Fabrinet is a leading provider of advanced optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers. Its competitive moat is forged by specialized expertise in high-precision opto-electronic manufacturing, state-of-the-art cleanroom facilities, and proprietary processes crucial for complex products like optical communication components. Fabrinet serves as a critical supplier, enabling innovation for demanding clients in high-growth markets such as data centers and telecommunications.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.3B | 2.6B | 2.9B | 3.4B | 14.8% | 4.6B | 4.5B | 5.4B | 16.3% |
| EPS | 5.43 | 6.79 | 8.17 | 9.23 | 19.3% | 13.04 | 11.92 | 14.27 | 15.6% |
| Shares | 36.4M | 36.2M | 36.1M | 35.7M | -1.9% | 35.8M | — | — | — |
| Debt | 31.2M | 13.4M | 5.0M | 5.5M | -44.0% | 4.0M | — | — | — |
| Equity | 1.3B | 1.5B | 1.7B | 2.0B | 16.5% | — | — | — | — |
| Op CF | 124.2M | 213.3M | 413.1M | 328.4M | 38.3% | 256.7M | — | — | — |
| Inv CF | -135.5M | -98.7M | -169.8M | -286.3M | — | — | — | — | — |
| Fin CF | -92.9M | -81.0M | -64.9M | -147.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of FN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FN | Fabrinet(you) | $14.8B | 54 | Hold |
| 4958.TW | Zhen Ding Technology Holding Limited | $16.8B | 72 | Buy |
| 6456.TW | General Interface Solution (GIS) Holding Limited | $776M | 40 | Hold |
| 6672.TW | Ventec International Group Co.,Ltd. | $747M | 69 | Buy |
| 8499.TW | Top Bright Holding Co., Ltd. | $353M | 47 | Hold |
| 6863.TW | Arizon RFID Technology (Cayman) Co., Ltd. | $259M | 39 | Hold |
| 4927.TW | Apex International Co., Ltd. | $360M | 8 | Strong Sell |
| 6415.TW | Silergy Corp. | $5.6B | 41 | Hold |
| STNE | StoneCo Ltd. | $2.2B | 65 | Buy |
| CRDO | Credo Technology Group Holding Ltd | $43.7B | 82 | Strong Buy |
Peer medians: ROE 10.5% · P/E 31.1x · Gross margin 33.9%