Fabrinet vs SAP SE — how do they compare? Fabrinet trades at $499 (market cap $17.85B), while SAP SE trades at $213.68 (market cap $243.69B). The key difference: SAP SE is far larger — about 13.7× Fabrinet's market cap, and SAP SE pays a 1.39% dividend while Fabrinet pays none. Which is the better fit depends on your goals — on Pluang, investors hold Fabrinet for 30 Days and SAP SE for 118 Days on average.
| FN | SAP | |
|---|---|---|
Market Cap | $17.85B | $243.69B |
Volume | 938,512 | 1,991,579 |
Sector | Technology | Technology |
52-Week High | $746.47 | $280.46 |
52-Week Low | $361.94 | $146.38 |
Typical Hold Time | 30 Days | 118 Days |
Enterprise Value | $16.97B | $242.43B |
Dividend Yield | — | 1.39% |
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.
SAP trades at $212.40, up 0.92% with a bullish technical signal. The company reported strong Q1 2026 earnings beat but missed Q2 expectations. Revenue grew to $36.8B in 2025 with robust 20.41% net margin. Analyst consensus is bullish with $241.80 price target, though recent news shows mixed sentiment about AI execution and competitive threats.
SAP presents a compelling growth story with strong cloud revenue momentum and AI integration, though execution risks and valuation concerns remain. The stock offers 14% upside to consensus target, supported by €10B buyback program through 2027. Key risks include ERP market competition and margin pressure from cloud transition.
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 →Founded in 1972 by former IBM employees, SAP provides database technology and enterprise resource planning software to enterprises around the world. Across more than 180 countries, the company serves 440,000 customers, approximately 80% of which are small to medium-size enterprises.
Read more on SAP →