Fabrinet vs Yum China Holdings Inc — how do they compare? Fabrinet trades at $461.97 (market cap $17.44B), while Yum China Holdings Inc trades at $44.26 (market cap $14.84B). The key difference: Fabrinet is the larger of the two by market cap, and Yum China Holdings Inc pays a 2.69% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| FN | YUMC | |
|---|---|---|
Market Cap | $17.44B | $14.84B |
Sector | Technology | Consumer Cyclical |
52-Week High | $746.47 | $57.95 |
52-Week Low | $277.04 | $40.18 |
Enterprise Value | $16.50B | $15.73B |
Dividend Yield | — | 2.69% |
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.
YUMC trades at $44.42, up 2.58% today, with a bullish technical signal and strong fundamental performance. The stock shows consistent earnings beats, with Q1 2026 EPS of $0.87 exceeding expectations, and maintains solid profitability with a 7.83% net income margin. Recent developments include the acquisition of Pizza Hut's mainland China operations and a $512 million share repurchase plan for H2 2026, signaling management confidence and shareholder returns.
Outlook remains positive due to steady revenue growth, expanding store footprint, and aggressive capital returns, but risks include Chinese consumer spending volatility and integration challenges from the Pizza Hut acquisition. Analyst consensus strongly favors buying, with 74% buy ratings, supporting a constructive view for long-term investors despite near-term macroeconomic headwinds.
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 →With almost 10,600 units and USD 9.5 billion in systemwide sales in 2020, Yum China is the largest restaurant chain in China. It generates revenue through its own restaurants and franchise fees. Key concepts include KFC (7,166 units) and Pizza Hut (2,355), but the company's portfolio also includes other brands such as Little Sheep, East Dawning, Taco Bell, Huang Ji Huang, COFFii & Joy, and Lavazza (collectively representing about 985 units). Yum China is a trademark licensee of Yum Brands, paying 3% of total systemwide sales to the company it separated from in October 2016.
Read more on YUMC →