Fabrinet vs Iron Mountain Inc — how do they compare? Fabrinet trades at $457.79 (market cap $17.44B), while Iron Mountain Inc trades at $121.87 (market cap $36.75B). The key difference: Iron Mountain Inc is far larger — about 2.1× Fabrinet's market cap, and Iron Mountain Inc pays a 2.8% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| FN | IRM | |
|---|---|---|
Market Cap | $17.44B | $36.75B |
Sector | Technology | Real Estate |
52-Week High | $746.47 | $133.06 |
52-Week Low | $277.04 | $78.86 |
Enterprise Value | $16.50B | $55.88B |
Dividend Yield | — | 2.8% |
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.
Iron Mountain (IRM) trades at $123.18, up 0.42% on the day, with a bullish trend from recent earnings beats and data center growth. The stock shows strong technical momentum but faces high valuation multiples (P/E 134.26) and elevated debt levels. Recent news highlights data center expansion and a $1.5 billion debt offering, while analyst consensus leans bullish with a $138.67 price target.
Outlook: IRM benefits from recurring revenue and AI-driven data center demand, but high debt and margin pressures pose risks. The stock offers growth potential if execution continues, yet investors must monitor debt sustainability and competitive shifts in information management services.
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 →Iron Mountain Inc is a record management services provider. The firm is organized as a REIT. Most of its revenue comes from its storage business, with the rest coming from value-added services. The firm primarily caters to enterprise clients in developed markets. Its business segments include Global RIM Business
Read more on IRM →