Box Inc vs Fabrinet — how do they compare? Box Inc trades at $29.3 (market cap $4.16B), while Fabrinet trades at $489 (market cap $17.30B). The key difference: Fabrinet is far larger — about 4.2× Box Inc's market cap, and Box Inc is trading nearer its 52-week high, Fabrinet nearer its low. Which is the better fit depends on your goals.
| BOX | FN | |
|---|---|---|
Market Cap | $4.16B | $17.30B |
Sector | Technology | Technology |
52-Week High | $33.55 | $746.47 |
52-Week Low | $21.37 | $277.04 |
Enterprise Value | $4.71B | $16.36B |
Signals from Pluang's Aura AI — not financial advice
BOX trades at $29.41, up 2.69% today, near its consensus price target low of $29.00. The stock shows strong technical momentum with bullish moving averages, though RSI levels indicate overbought conditions. Fundamentally, revenue grew to $1.09B in 2025 with net income surging to $244.62M, reflecting a robust profit margin expansion. Recent earnings beats in Q4 2025 and Q1 2026 support positive sentiment, while the company expanded Box Zones globally to enhance data governance (Business Wire, 2026-06-30).
The outlook remains favorable with a $37.00 analyst price target implying 26% upside, backed by 60.7% buy ratings. Key risks include high P/E of 45.95 suggesting premium valuation, competitive pressures in content management, and debt levels requiring monitoring. Positive cash flow trends and strategic expansions provide growth catalysts, but investors should weigh valuation concerns against earnings momentum.
FN trades at $474.64, up 0.75% with strong earnings momentum after beating estimates for three consecutive quarters. The stock shows bearish technical signals despite positive fundamental trends, including 39% YoY revenue growth and expanding margins. Analyst consensus remains strongly bullish with a $733 price target, though valuation metrics appear elevated with a P/E of 41.48.
The outlook remains positive given FN's strategic position in AI optical supply chains and capacity expansion plans. Key risks include premium valuation, supply chain constraints, and technical weakness. The company's debt-free balance sheet and hyperscaler relationships provide stability amid growth execution challenges.
Trailing returns across standard periods
Box is a cloud-based content services platform that provides cloud-based storage and workflow collaboration services for enterprise customers. The firm was founded in 2005 as a file sync and sharing provider. More recently, however, the company has focused on bolstering its product portfolio by adding tools such as governance and e-signature that enhance workflow management and collaboration.
Read more on BOX →Fabrinet provides advanced optical and electromechanical manufacturing services to original equipment manufacturers. It specializes in complex products for telecom, automotive, and medical industries.
Read more on FN →