Fabrinet (FN) has a MoatMap StockRank of 73/100 based on Quality (65/100), Value (25/100), and Momentum (67/100) factor scores. The current signal is BUY. Fabrinet is a premier 'destination business' (Nick Sleep lens) providing advanced optical packaging and precision manufacturing for the world's leading technology firms, including Nvidia. As AI clusters scale, optical interconnects (transceivers) are the primary bottleneck for data transfer speed. Fabrinet's un-copyable manufacturing expertise and deep customer integration give it immense pricing power and structural growth that the market consistently undervalues.
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.
| Price | $640.04 |
| Market Cap | $23.9B |
| P/E (TTM) | 61.35 |
| P/E (Forward) | 41.39 |
| Price/Book | 11.11 |
| Return on Equity | 20.0% |
| Return on Invested Capital | 17.6% |
| Debt/Equity | 0.19 |
| Gross Margin | 12.0% |
| Operating Margin | 9.9% |
| Revenue Growth | 39.3% |
| Free Cash Flow | $-79M |
Fabrinet operates in the Electronic Components industry, part of the Technology sector (Cayman Islands).