Fabrinet vs McKesson Corporation — how do they compare? Fabrinet trades at $497.06 (market cap $17.46B), while McKesson Corporation trades at $930 (market cap $108.46B). The key difference: McKesson Corporation is far larger — about 6.2× Fabrinet's market cap, and McKesson Corporation pays a 0.4% dividend while Fabrinet pays none. Which is the better fit depends on your goals — on Pluang, investors hold Fabrinet for 30 Days and McKesson Corporation for 74 Days on average.
| FN | MCK | |
|---|---|---|
Market Cap | $17.46B | $108.46B |
Volume | 1,199,886 | 712,607 |
Sector | Technology | Health |
52-Week High | $746.47 | $995.69 |
52-Week Low | $361.94 | $725.17 |
Typical Hold Time | 30 Days | 74 Days |
Enterprise Value | $16.59B | $115.00B |
Dividend Yield | — | 0.4% |
Signals from Pluang's Aura AI — not financial advice
Fabrinet (FN) trades at $497.99, up 1.81% on the day, with a bullish technical signal and strong analyst support. The stock benefits from surging AI data center demand, evidenced by three consecutive quarterly earnings beats and robust revenue growth. Valuation ratios are elevated, but profitability metrics like a 21.33% ROE and expanding margins highlight operational strength. Recent news emphasizes capacity expansion to capture multi-year growth opportunities in optical manufacturing.
The outlook is positive, driven by AI infrastructure demand and earnings momentum, though risks include customer concentration and high capital expenditures. With a consensus price target of $769.50 implying significant upside, Wall Street remains bullish, but investors should monitor execution on growth initiatives and competitive pressures.
McKesson Corporation (MCK) trades at $910.33, down 1.23% today, but maintains strong analyst support with 80.65% buy ratings and a $956.43 consensus price target. The stock shows bullish technical momentum with recent earnings beats and a major distribution agreement extension with CVS Health through 2032. Revenue growth has accelerated from $264B in 2022 to $359B in 2025, though net margins remain thin at 1.12%.
MCK presents a compelling growth story with consistent earnings outperformance and strategic partnerships driving long-term visibility. However, investors face risks from margin compression, drug pricing pressures, and high leverage with negative shareholder equity. The current valuation at 24.42x P/E appears reasonable given the company's market leadership and oncology growth prospects.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →McKesson is a leading wholesaler of branded, generic, and specialty pharmaceutical products to pharmacies (retail chains, independent, and mail order), hospitals networks, and healthcare providers. Along with AmerisourceBergen and Cardinal Health, the three account for well over 90% of the U.S. pharmaceutical wholesale industry. McKesson is currently divesting from its pharmaceutical wholesale and distribution in Europe and Canada in order to redeploy capital to strategic growth areas in the U.S. (oncology network and ecosystem, and biopharma services). Additionally, the company supplies medical-surgical products and equipment to healthcare facilities and provides a variety of technology solutions for pharmacies.
Read more on MCK →