Added to YB: 2024-03-01
Pitch date: 2024-02-07
FN [neutral]
Fabrinet
+143.22%
current return
Author Info
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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
$18.5B
Pitch Price
$193.61
Price Target
N/A
Dividend
N/A
EV/EBITDA
43.86
P/E
53.26
EV/Sales
4.88
Sector
Electronic Equipment, Instruments and Components
Category
growth
Show full summary:
FPA Queens Road Small Cap Value Fund Portfolio Holding: Fabrinet
FN: Contract manufacturer in optical comms, diversifying into data centers, auto & medical. Q4 data center sales +50% QoQ, +100% YoY driven by 800GB transceivers for AI. NVDA now 10%+ customer. Trimmed position but positive on earnings potential.
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