Fabrinet vs Paycom Software Inc — how do they compare? Fabrinet trades at $496 (market cap $17.85B), while Paycom Software Inc trades at $230.01 (market cap $10.08B). The key difference: Fabrinet is the larger of the two by market cap, and Paycom Software Inc pays a 0.67% dividend while Fabrinet pays none. Which is the better fit depends on your goals — on Pluang, investors hold Fabrinet for 30 Days and Paycom Software Inc for 84 Days on average.
| FN | PAYC | |
|---|---|---|
Market Cap | $17.85B | $10.08B |
Volume | 938,512 | 481,328 |
Sector | Technology | Technology |
52-Week High | $746.47 | $240.52 |
52-Week Low | $361.94 | $113.59 |
Typical Hold Time | 30 Days | 84 Days |
Enterprise Value | $16.97B | $10.86B |
Dividend Yield | — | 0.67% |
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.
PAYC stock trades at $223.58, up 0.51% today, with a bullish technical signal from moving averages. The company reported strong Q2 2026 results, beating EPS estimates with 10% revenue growth and raised full-year guidance. Profitability remains robust with a net income margin of 22.78% and ROE of 41.09%. Recent news highlights institutional buying and positive momentum.
Outlook is positive given earnings momentum and raised guidance, but the stock trades above the consensus price target of $207.75, suggesting limited near-term upside. Risks include competitive pressures and reliance on labor market health. Analyst sentiment is mixed with 47% buy ratings versus 50% hold.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Paycom is a fast-growing provider of payroll and human capital management, or HCM, software primarily targeting clients with 50-10,000 employees in the United States. Paycom was established in 1998 and services about 18,000 clients as of 2021, based on parent company grouping. Alongside its core payroll software, Paycom offers various HCM add-on modules, including time and attendance, talent management, and benefits administration.
Read more on PAYC →