Fabrinet vs Kyndryl Holdings Inc — how do they compare? Fabrinet trades at $462.1 (market cap $17.44B), while Kyndryl Holdings Inc trades at $11.87 (market cap $2.58B). The key difference: Fabrinet is far larger — about 6.8× Kyndryl Holdings Inc's market cap, and Fabrinet is trading nearer its 52-week high, Kyndryl Holdings Inc nearer its low. Which is the better fit depends on your goals.
| FN | KD | |
|---|---|---|
Market Cap | $17.44B | $2.58B |
Sector | Technology | Technology |
52-Week High | $746.47 | $39.47 |
52-Week Low | $277.04 | $10.59 |
Enterprise Value | $16.50B | $4.92B |
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.
Kyndryl (KD) trades at $11.84, up 1.98% today, with a bearish technical signal and mixed earnings. Recent quarters show volatility with two misses, but 2025 marked a return to profitability with $252M net income. Cash flow improved to $236M, though revenue declined to $15.1B. The stock faces headwinds from legal investigations and internal control concerns highlighted in recent news.
Outlook: Attractive valuation metrics (P/E 13.79, EV/EBITDA 3.11) and analyst consensus target of $14.33 suggest 21% upside. Risks include ongoing legal scrutiny, revenue contraction, and high debt levels. Improved cash flow and partnerships with Microsoft/AWS support a cautious bullish case if execution stabilizes.
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 →Kyndryl Holdings Inc is a technology services and infrastructure services provider company. It provides advisory, implementation, and managed services across a range of technology domains to help customers manage and modernize enterprise IT environments in support of their business and transformation objectives.
Read more on KD →