Fabrinet vs Kingsoft Cloud Holdings Limited — how do they compare? Fabrinet trades at $545 (market cap $18.84B), while Kingsoft Cloud Holdings Limited trades at $11.77 (market cap $3.53B). The key difference: Fabrinet is far larger — about 5.3× Kingsoft Cloud Holdings Limited's market cap, and Fabrinet is trading nearer its 52-week high, Kingsoft Cloud Holdings Limited nearer its low. Which is the better fit depends on your goals.
| FN | KC | |
|---|---|---|
Market Cap | $18.84B | $3.53B |
Sector | Technology | Technology |
52-Week High | $746.47 | $18.21 |
52-Week Low | $277.04 | $8.58 |
Enterprise Value | $17.90B | $3.84B |
Signals from Pluang's Aura AI — not financial advice
Fabrinet (FN) trades at $562.38, up 3.39% in 24 hours, near its 52-week high of $748.89. The stock shows bullish technical signals with strong moving average support and a neutral RSI. Recent earnings beats in Q3 2025 to Q1 2026 highlight robust growth, with Q2 2026 EPS expected at $3.81. Revenue grew to $3.42B in 2025, with net income at $332.53M, though valuation ratios like P/E of 45.28 appear elevated.
Outlook remains positive driven by AI infrastructure demand, with analysts projecting 75% buy ratings. Key risks include premium valuation sensitivity and supply chain constraints. The stock offers growth exposure but requires monitoring of execution and market volatility.
Kingsoft Cloud (KC) trades at $12.33, up 1.48% with a bullish technical signal despite negative profitability. The company shows strong revenue growth momentum with Q1 2026 revenue increasing 37% year-over-year, though net margins remain negative at -9.39%. Recent analyst coverage is overwhelmingly positive with 70% buy ratings, driven by AI cloud growth where AI now represents over half of public cloud revenue.
The outlook remains cautiously optimistic as KC trades at attractive valuations (P/S 2.26x) with significant AI-driven growth potential, but investors face execution risks from heavy capital expenditures and persistent profitability challenges. The upcoming Q2 2026 earnings report on August 19 will be critical for validating the AI growth narrative.
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 →Kingsoft Cloud is a leading independent cloud service provider in China. It offers a comprehensive suite of cloud products and solutions tailored for industries like gaming, video streaming, and financial services.
Read more on KC →