Fabrinet vs STMicroelectronics NV — how do they compare? Fabrinet trades at $532.84 (market cap $18.88B), while STMicroelectronics NV trades at $55.28 (market cap $49.31B). The key difference: STMicroelectronics NV is far larger — about 2.6× Fabrinet's market cap, and STMicroelectronics NV pays a 0.66% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| FN | STM | |
|---|---|---|
Market Cap | $18.88B | $49.31B |
Sector | Technology | Financials |
52-Week High | $746.47 | $79.91 |
52-Week Low | $277.04 | $21.20 |
Enterprise Value | $17.94B | $47.30B |
Dividend Yield | — | 0.66% |
Signals from Pluang's Aura AI — not financial advice
Fabrinet (FN) trades at $562.38, up 3.39% in 24 hours, near its 52-week high of $748.89. The stock shows bullish technical signals with strong moving average support and a neutral RSI. Recent earnings beats in Q3 2025 to Q1 2026 highlight robust growth, with Q2 2026 EPS expected at $3.81. Revenue grew to $3.42B in 2025, with net income at $332.53M, though valuation ratios like P/E of 45.28 appear elevated.
Outlook remains positive driven by AI infrastructure demand, with analysts projecting 75% buy ratings. Key risks include premium valuation sensitivity and supply chain constraints. The stock offers growth exposure but requires monitoring of execution and market volatility.
STM trades at $56.10, up 5.29% with a bullish technical signal despite recent earnings misses. The stock shows mixed fundamentals with a high P/E of 110 but improving revenue outlook to $13.1B for 2026. Recent news highlights AI data center growth potential targeting $2B by 2027, though Q3 2026 revenue guidance missed estimates causing volatility.
Analyst consensus remains positive with $74.63 price target (51.72% buy ratings), but execution risks in AI expansion and margin pressure from Power & Discrete segments warrant caution. The stock offers growth exposure to semiconductor recovery with balanced risk-reward near current levels.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →