Fabrinet vs Home Depot Inc — how do they compare? Fabrinet trades at $460 (market cap $17.44B), while Home Depot Inc trades at $347.44 (market cap $340.46B). The key difference: Home Depot Inc is far larger — about 19.5× Fabrinet's market cap, and Home Depot Inc pays a 2.73% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| FN | HD | |
|---|---|---|
Market Cap | $17.44B | $340.46B |
Sector | Technology | Consumer Cyclical |
52-Week High | $746.47 | $423.42 |
52-Week Low | $277.04 | $297.51 |
Enterprise Value | $16.50B | $402.01B |
Dividend Yield | — | 2.73% |
Signals from Pluang's Aura AI — not financial advice
Fabrinet (FN) trades at $460.16, down 4.69% with a bearish technical signal despite strong fundamentals. The company reported consistent earnings beats with Q1 2026 EPS of $3.72 exceeding expectations, driven by 39% YoY revenue growth in optical communications. Analyst consensus remains strongly bullish with 18 buy ratings and a $733 price target, though technical indicators show selling pressure with support at $448.
The outlook remains positive given Fabrinet's strategic position in AI infrastructure and optical communications, with projected revenue growth to $4.2B in 2026. Key risks include premium valuation multiples and supply chain constraints, but the debt-free balance sheet and expanding margins support long-term growth potential in the AI-driven data center market.
Home Depot (HD) trades at $347.82, up 2.98% with bullish technical signals and strong institutional support. The stock shows robust fundamentals with $159.51B revenue and 8.41% net margin, though recent earnings mixed with Q3 miss but Q4 and Q1 beats. Valuation metrics include P/E of 24.25 and ROE of 128.38%, while cash flow trends indicate strategic investments. Recent news highlights institutional activity and market volatility concerns.
Outlook remains positive with analyst consensus target of $370.59 and 59% buy ratings, supported by Pro business growth and housing tailwinds. Risks include weakening big-ticket demand, margin pressure from investments, and rising mortgage rates impacting housing market sentiment. The stock presents a buying opportunity for long-term investors despite near-term headwinds.
Trailing returns across standard periods
Latest headlines on both assets
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 →Home Depot is the world's largest home improvement specialty retailer, operating more than 2,300 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the United States, Canada, and Mexico. Its stores offer numerous building materials, home improvement products, lawn and garden products, and decor products and provide various services, including home improvement installation services and tool and equipment rentals. The acquisition of distributor Interline Brands in 2015 allowed Home Depot to enter the maintenance, repair, and operations business, which has been expanded through the tie-up with HD Supply (2020). The addition of the Company Store brought textile exposure to Home Depot's lineup.
Read more on HD →