Fabrinet vs Shopify Inc. — how do they compare? Fabrinet trades at $575.7 (market cap $18.84B), while Shopify Inc. trades at $150.2 (market cap $196.35B). The key difference: Shopify Inc. is far larger — about 10.4× Fabrinet's market cap. Which is the better fit depends on your goals.
| FN | SHOP | |
|---|---|---|
Market Cap | $18.84B | $196.35B |
Sector | Technology | Technology |
52-Week High | $746.47 | $179.01 |
52-Week Low | $277.04 | $95.40 |
Enterprise Value | $17.90B | $191.59B |
Signals from Pluang's Aura AI — not financial advice
Fabrinet (FN) trades at $571.88, up 8.5% in 24 hours, with a bearish technical signal but strong fundamentals. The stock shows robust earnings beats in recent quarters, with Q2 2026 EPS expected at $3.81. Revenue grew to $3.42B in 2025, with a net income margin of 9.94%, though valuation ratios like P/E of 45.18 are elevated. Analyst consensus is strongly bullish with 75% buy ratings.
Outlook is positive due to AI-driven demand for optical products, but risks include high valuation and technical overbought signals. Investment opportunity hinges on continued execution in data center expansion, while investors should monitor supply chain and competitive pressures.
Shopify (SHOP) trades at $149.19, down 3.86% over 24 hours, but maintains a bullish technical outlook with strong moving average signals. The company reported robust Q2 2026 earnings, beating EPS estimates with 30%+ GMV growth, while revenue reached $11.56 billion in 2025. Analyst sentiment is overwhelmingly positive, with 65.6% recommending Buy and a consensus price target of $166.39.
Outlook remains favorable driven by AI commerce integration and expanding payments, but high valuation multiples (P/E 103.11) pose risks if growth slows. Key supports include operational cash flow growth to $2.03 billion in 2025, though competition and macroeconomic pressures require monitoring for sustained upside.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →