Professional
Added to YB: 2025-02-07
Pitch date: 2024-12-31
FN [bullish]
Fabrinet
+220.7%
current return
Author Info
No bio for this author
Company Info
Fabrinet provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe.
Market Cap
$23.7B
Pitch Price
$219.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
47.26
P/E
56.88
EV/Sales
5.38
Sector
Electronic Equipment, Instruments and Components
Category
growth
Polen U.S. Small Company Growth Added On Position: Fabrinet
FN: Leader in optical/electromech manufacturing for data centers & networks. Benefits from AI/digitization growth, asset-light model & strong FCF. NVIDIA (largest customer) scaling drives growth. Telecom bottoming provides tailwind. Positioned for robust earnings trajectory over cycle.
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