F5 Inc vs Fabrinet — how do they compare? F5 Inc trades at $402.59 (market cap $23.79B), while Fabrinet trades at $464.12 (market cap $17.44B). The key difference: F5 Inc is the larger of the two by market cap, and F5 Inc is trading nearer its 52-week high, Fabrinet nearer its low. Which is the better fit depends on your goals.
| FFIV | FN | |
|---|---|---|
Market Cap | $23.79B | $17.44B |
Sector | Technology | Technology |
52-Week High | $431.26 | $746.47 |
52-Week Low | $223.99 | $277.04 |
Enterprise Value | $22.60B | $16.50B |
Signals from Pluang's Aura AI — not financial advice
F5 (FFIV) trades at $403.30, down 6.48% on the day, yet maintains a bullish technical trend with strong fundamental performance. The company has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $3.90 surpassing the $3.46 expectation. Revenue growth is steady, reaching $3.09 billion in 2025, supported by strategic expansions into AI security, including the acquisition of SurePath AI and new platform launches.
The outlook is positive, driven by robust profitability and strategic positioning in application security. However, risks include high valuation multiples and competitive pressures. Analyst consensus is a 'Hold' with a $397 price target, slightly below the current price, indicating cautious optimism amid growth initiatives.
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
F5 is a market leader in the application delivery controller market. The company sells products for networking traffic, security, and policy management. Its products ensure applications are safely routed in efficient manners within on-premises data centers and across cloud environments. More than half of its revenue is based on providing services, and its three customer verticals are enterprises, service providers, and government entities. The Seattle-based firm was incorporated in 1996 and generates sales globally.
Read more on FFIV →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 →