Fabrinet vs Waste Management, Inc. — how do they compare? Fabrinet trades at $460.65 (market cap $17.44B), while Waste Management, Inc. trades at $242.45 (market cap $93.49B). The key difference: Waste Management, Inc. is far larger — about 5.4× Fabrinet's market cap, and Waste Management, Inc. pays a 1.52% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| FN | WM | |
|---|---|---|
Market Cap | $17.44B | $93.49B |
Sector | Technology | Industrials |
52-Week High | $746.47 | $246.51 |
52-Week Low | $277.04 | $196.77 |
Enterprise Value | $16.50B | $116.22B |
Dividend Yield | — | 1.52% |
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.
WM trades at $242.56, up 3.54% today and near its 52-week high, with a bullish technical signal from moving averages. The company reported $25.20B revenue in 2025, with a net income margin of 10.99%, though recent quarters show mixed EPS performance. Strong cash flow from operations of $6.04B supports dividend payments, including a recent $0.95 per share distribution.
Outlook remains positive with a consensus price target of $264.17, reflecting analyst confidence in WM's pricing power and renewable energy initiatives. Key risks include elevated debt levels and potential economic sensitivity. The stock offers stability with growth potential, but investors should monitor execution against earnings expectations.
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 →Waste Management ranks as the largest integrated provider of traditional solid waste services in the United States, operating approximately 260 active landfills and about 340 transfer stations. The company serves residential, commercial, and industrial end markets and is also a leading recycler in North America.
Read more on WM →