EPAM Systems Inc vs Fabrinet — how do they compare? EPAM Systems Inc trades at $87.69 (market cap $4.49B), while Fabrinet trades at $470.67 (market cap $17.44B). The key difference: Fabrinet is far larger — about 3.9× EPAM Systems Inc's market cap, and Fabrinet is trading nearer its 52-week high, EPAM Systems Inc nearer its low. Which is the better fit depends on your goals.
| EPAM | FN | |
|---|---|---|
Market Cap | $4.49B | $17.44B |
Sector | Technology | Technology |
52-Week High | $221.40 | $746.47 |
52-Week Low | $76.04 | $277.04 |
Enterprise Value | $3.74B | $16.50B |
Signals from Pluang's Aura AI — not financial advice
EPAM Systems trades at $87.22, up 3.22% today, with strong analyst support (65% buy ratings) and a consensus price target of $128.55 suggesting 47% upside. The stock shows attractive valuation metrics with P/E of 12.35 and P/S of 0.86, though technical indicators signal bearish momentum. Recent quarters show consistent earnings beats, with Q1 2026 EPS of $2.86 exceeding expectations by $0.11. The company maintains solid profitability with 6.96% net margin and 10.93% ROE.
EPAM presents a compelling value opportunity with significant upside potential based on analyst targets, though near-term technical weakness and recent index reclassification from S&P 500 to SmallCap 600 create headwinds. The company's AI transformation expertise and strong client partnerships position it for growth, but investors should monitor execution risks and competitive pressures in the IT services sector.
Fabrinet (FN) trades at $474.19, down 1.78% on the day, with a bearish technical signal despite strong fundamental performance. The stock has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $3.72 exceeding expectations. Analyst consensus remains strongly bullish with a $733 price target, though technical indicators show selling pressure with support at $473 and resistance at $484.
FN presents a compelling growth story driven by AI infrastructure demand, with revenue projected to grow from $3.42B to $4.2B in 2026. However, premium valuation metrics (P/E 41.81, P/B 7.57) and technical bearishness create near-term headwinds. The risk-reward favors long-term investors given the company's strategic positioning in optical communications and debt-free balance sheet.
Trailing returns across standard periods
Latest headlines on both assets
EPAM Systems Inc provides software product development and digital platform engineering services to clients located around the world. The company services include Software Product Development, Custom Application Development, Application Testing, Enterprise Application Platforms, Application Maintenance, and Support and Infrastructure Management. The company focuses on innovative and scalable software solutions. The company uses industry standard and custom developed technology, tools, and platforms to deliver results to handle business challenges. The company primarily offers its solutions in the following industries: financial services, travel and consumer, software and hi-tech, life sciences and healthcare. The majority of revenue is generated from North American clients.
Read more on EPAM →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 →