Fabrinet vs MONDELEZ INTERNATIONAL INC Common Stock — how do they compare? Fabrinet trades at $460 (market cap $17.44B), while MONDELEZ INTERNATIONAL INC Common Stock trades at $58.82 (market cap $75.38B). The key difference: MONDELEZ INTERNATIONAL INC Common Stock is far larger — about 4.3× Fabrinet's market cap, and MONDELEZ INTERNATIONAL INC Common Stock pays a 3.41% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| FN | MDLZ | |
|---|---|---|
Market Cap | $17.44B | $75.38B |
Sector | Technology | Consumer Staples |
52-Week High | $746.47 | $70.75 |
52-Week Low | $277.04 | $51.51 |
Enterprise Value | $16.50B | $95.47B |
Dividend Yield | — | 3.41% |
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.
Mondelez International (MDLZ) trades at $60.48, up 2.86% with a bearish technical signal despite recent earnings beats. The company reported 2025 revenue of $38.54B with a net income margin of 6.64%, while valuation ratios like P/E of 29.07 suggest premium pricing. Analyst consensus is strongly bullish with a $68.00 price target, supported by innovation in brands like Oreo and Ritz. A dividend of $0.50 per share is scheduled for July 2026, enhancing income appeal amid stable cash flows.
Outlook remains positive due to consistent earnings outperformance and strategic brand initiatives, though risks include margin pressure from input costs and technical bearish indicators. The stock offers growth potential with a margin of safety from analyst targets, but investors should monitor Q2 2026 results on July 28 for volume growth trends.
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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 →Mondelez has operated as an independent organization since its split from the former Kraft Foods North American grocery business in October 2012. The firm is a leading player in the global snack arena with a presence in the biscuit (47% of sales), chocolate (32%), gum/candy (10%), beverage (4%), and cheese and grocery (7%) aisles. Mondelez's portfolio includes well-known brands like Oreo, Chips Ahoy, Halls, Trident, and Cadbury, among others. The firm derives around one third of revenue from developing markets, nearly 40% from Europe, and the remainder from North America.
Read more on MDLZ →