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Fabrinet

NYSE:FN Stock Report

Market Cap: US$10.4b

Fabrinet (FN) Stock Overview

Provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe. More details

FN fundamental analysis
Snowflake Score
Valuation2/6
Future Growth2/6
Past Performance4/6
Financial Health6/6
Dividends0/6

Rewards

Trading at 3.6% below our estimate of its fair value

Earnings are forecast to grow 13.22% per year

Earnings grew by 18.4% over the past year

Risk Analysis

Significant insider selling over the past 3 months


FN Community Fair Values

Create Narrative

See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

FN logo
Fabrinet
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts

Rising Protectionism And Labor Costs Will Limit Future Margins

Key Takeaways Heightened global protectionism, labor cost pressures, and customer concentration significantly threaten Fabrinet's margins, revenue stability, and long-term profitability. Rapid technological advances and industry commoditization could outpace Fabrinet's investments, shrinking its addressable market and eroding future growth and earnings power.
View narrative
US$172.04
FV
69.4% overvalued intrinsic discount
12.53%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
10 days ago author updated this narrative
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Fabrinet
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts

AWS Partnership And Telecom Wins Will Unlock Future Potential

Key Takeaways Key partnerships and telecom growth drive anticipated revenue and earnings increases, with significant opportunities through advanced manufacturing and datacom products. Capacity expansion and share repurchases signal confidence in long-term growth, with potential positive impacts on margins and earnings per share.
View narrative
US$242.35
FV
20.3% overvalued intrinsic discount
12.95%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
18 days ago author updated this narrative
FN logo
Fabrinet
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts

Accelerating Cloud, 5G And 6G Trends Will Fuel Advanced Photonics

Key Takeaways Expanding partnerships, investments in automation, and rapid capacity growth position Fabrinet for strong margin expansion and resilience amid supply chain volatility. Rising demand in telecom, AI-driven electronics, and outsourced photonics manufacturing enable durable, diversified revenue acceleration beyond current market expectations.
View narrative
US$370.12
FV
21.3% undervalued intrinsic discount
15.10%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
11 days ago author updated this narrative
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Fabrinet Competitors

Price History & Performance

Summary of share price highs, lows and changes for Fabrinet
Historical stock prices
Current Share PriceUS$291.44
52 Week HighUS$300.29
52 Week LowUS$148.55
Beta1.04
1 Month Change18.91%
3 Month Change53.24%
1 Year Change15.87%
3 Year Change249.41%
5 Year Change350.80%
Change since IPO2,611.07%

Recent News & Updates

Is Now The Time To Put Fabrinet (NYSE:FN) On Your Watchlist?

Jul 10
Is Now The Time To Put Fabrinet (NYSE:FN) On Your Watchlist?

Fabrinet's (NYSE:FN) 27% Share Price Surge Not Quite Adding Up

Jun 27
Fabrinet's (NYSE:FN) 27% Share Price Surge Not Quite Adding Up

A Look At The Intrinsic Value Of Fabrinet (NYSE:FN)

Jun 19
A Look At The Intrinsic Value Of Fabrinet (NYSE:FN)

Recent updates

Is Now The Time To Put Fabrinet (NYSE:FN) On Your Watchlist?

Jul 10
Is Now The Time To Put Fabrinet (NYSE:FN) On Your Watchlist?

Fabrinet's (NYSE:FN) 27% Share Price Surge Not Quite Adding Up

Jun 27
Fabrinet's (NYSE:FN) 27% Share Price Surge Not Quite Adding Up

A Look At The Intrinsic Value Of Fabrinet (NYSE:FN)

Jun 19
A Look At The Intrinsic Value Of Fabrinet (NYSE:FN)

Fabrinet's (NYSE:FN) 28% Price Boost Is Out Of Tune With Earnings

May 04
Fabrinet's (NYSE:FN) 28% Price Boost Is Out Of Tune With Earnings

Fabrinet (NYSE:FN) Is Experiencing Growth In Returns On Capital

Mar 31
Fabrinet (NYSE:FN) Is Experiencing Growth In Returns On Capital

Fabrinet's (NYSE:FN) Share Price Could Signal Some Risk

Mar 17
Fabrinet's (NYSE:FN) Share Price Could Signal Some Risk

Is There An Opportunity With Fabrinet's (NYSE:FN) 25% Undervaluation?

Mar 03
Is There An Opportunity With Fabrinet's (NYSE:FN) 25% Undervaluation?

Here's Why Fabrinet (NYSE:FN) Has Caught The Eye Of Investors

Feb 18
Here's Why Fabrinet (NYSE:FN) Has Caught The Eye Of Investors

Fabrinet: Struggling To Kick On

Feb 12

Returns At Fabrinet (NYSE:FN) Appear To Be Weighed Down

Dec 30
Returns At Fabrinet (NYSE:FN) Appear To Be Weighed Down

Getting In Cheap On Fabrinet (NYSE:FN) Might Be Difficult

Dec 03
Getting In Cheap On Fabrinet (NYSE:FN) Might Be Difficult

Is Now The Time To Look At Buying Fabrinet (NYSE:FN)?

Nov 19
Is Now The Time To Look At Buying Fabrinet (NYSE:FN)?

Does Fabrinet (NYSE:FN) Deserve A Spot On Your Watchlist?

Nov 06
Does Fabrinet (NYSE:FN) Deserve A Spot On Your Watchlist?

Are Investors Undervaluing Fabrinet (NYSE:FN) By 33%?

Oct 23
Are Investors Undervaluing Fabrinet (NYSE:FN) By 33%?

Fabrinet (NYSE:FN) Hasn't Managed To Accelerate Its Returns

Sep 26
Fabrinet (NYSE:FN) Hasn't Managed To Accelerate Its Returns

Fabrinet: Attractive Growth But Richly Priced

Sep 23
author-image

Expanding Into Telecom And Datacom Fuels Revenue Growth And Critical Expansions

Expansion in datacom and telecom sectors, and strategic investments in manufacturing capacity, are poised to drive significant revenue growth.

When Should You Buy Fabrinet (NYSE:FN)?

Aug 20
When Should You Buy Fabrinet (NYSE:FN)?

Fabrinet's (NYSE:FN) P/E Is On The Mark

Aug 07
Fabrinet's (NYSE:FN) P/E Is On The Mark

Fabrinet: Great Company But Prospects Already Priced In

Jul 25

Does Fabrinet (NYSE:FN) Have A Healthy Balance Sheet?

Jul 24
Does Fabrinet (NYSE:FN) Have A Healthy Balance Sheet?

Fabrinet: An AI Play In The Making

May 16

Fabrinet: Some Encouraging Narratives, But Best Not To Chase

Mar 04

Fabrinet: A Key Enabler Of The AI Revolution

Dec 23

Fabrinet: Datacenter AI Push Offsetting Telecom Weakness

Nov 21

Fabrinet's Datacom Business: A Beacon Of Growth

Oct 11

Shareholder Returns

FNUS ElectronicUS Market
7D-1.1%-0.4%-0.5%
1Y15.9%19.7%11.7%

Return vs Industry: FN underperformed the US Electronic industry which returned 21.4% over the past year.

Return vs Market: FN exceeded the US Market which returned 13% over the past year.

Price Volatility

Is FN's price volatile compared to industry and market?
FN volatility
FN Average Weekly Movement6.1%
Electronic Industry Average Movement7.4%
Market Average Movement6.4%
10% most volatile stocks in US Market17.0%
10% least volatile stocks in US Market3.2%

Stable Share Price: FN has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: FN's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
199914,213Seamus Gradywww.fabrinet.com

Fabrinet provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe. The company offers a range of advanced optical and electro-mechanical capabilities in the manufacturing process, including process design and engineering, supply chain management, manufacturing, printed circuit board assembly, advanced packaging, integration, final assembly, and testing. Its products include switching products, including reconfigurable optical add-drop multiplexers, optical amplifiers, modulators, and other optical components and modules that enable network managers to route voice, video, and data communications traffic through fiber optic cables at various wavelengths, speeds, and over various distances.

Fabrinet Fundamentals Summary

How do Fabrinet's earnings and revenue compare to its market cap?
FN fundamental statistics
Market capUS$10.44b
Earnings (TTM)US$326.39m
Revenue (TTM)US$3.26b
32.0x
P/E Ratio
3.2x
P/S Ratio

Is FN overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
FN income statement (TTM)
RevenueUS$3.26b
Cost of RevenueUS$2.87b
Gross ProfitUS$394.51m
Other ExpensesUS$68.12m
EarningsUS$326.39m

Last Reported Earnings

Mar 28, 2025

Next Earnings Date

n/a

Earnings per share (EPS)9.11
Gross Margin12.09%
Net Profit Margin10.00%
Debt/Equity Ratio0%

How did FN perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/13 07:57
End of Day Share Price 2025/07/11 00:00
Earnings2025/03/28
Annual Earnings2024/06/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Fabrinet is covered by 22 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Timothy LongBarclays
Dong WangBarclays