Check Point Software Technologies Ltd vs Fabrinet — how do they compare? Check Point Software Technologies Ltd trades at $128.43 (market cap $13.18B), while Fabrinet trades at $580.62 (market cap $18.84B). The key difference: Fabrinet is the larger of the two by market cap, and Fabrinet is trading nearer its 52-week high, Check Point Software Technologies Ltd nearer its low. Which is the better fit depends on your goals.
| CHKP | FN | |
|---|---|---|
Market Cap | $13.18B | $18.84B |
Sector | Technology | Technology |
52-Week High | $206.91 | $746.47 |
52-Week Low | $112.47 | $277.04 |
Enterprise Value | $12.88B | $17.90B |
Signals from Pluang's Aura AI — not financial advice
Check Point Software (CHKP) trades at $127.61, down 2.69% amid bearish technical signals, though it maintains strong fundamentals with a 37.93% net margin and consistent earnings beats. The company shows robust profitability with 86.12% gross margins and positive cash flow generation of $1.29B in 2025. Recent news highlights AI security growth potential and insider selling activity.
The stock presents a value opportunity with a 13.24 P/E ratio below industry averages, supported by analyst consensus target of $146.92 representing 15% upside. Key risks include competitive pressures in cybersecurity and margin compression trends. Institutional sentiment remains mixed with 41% buy ratings versus 51% hold recommendations.
Fabrinet (FN) trades at $571.78, up 8.48% in the last session, showing strong momentum despite a bearish technical signal. The company has consistently beaten earnings estimates in recent quarters, with Q2 2026 results expected soon. Analyst consensus remains strongly bullish with 75% buy ratings, supported by Fabrinet's strategic positioning in AI optical manufacturing and robust revenue growth projections.
The outlook remains positive given Fabrinet's critical role in AI infrastructure and strong financial performance, though premium valuation metrics and technical overbought conditions present near-term risks. Continued execution on capacity expansion and AI-driven demand should support long-term growth, but investors should monitor supply chain constraints and competitive pressures.
Trailing returns across standard periods
Latest headlines on both assets
Check Point is a global leader in cybersecurity solutions. It provides comprehensive protection against advanced cyber threats for corporate networks, cloud environments, mobile devices, and critical infrastructure.
Read more on CHKP →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 →