FN
FabrinetTechnology · $14.7B market cap
Verdict
Share price
$463.69
close of Oct 3, 2026
Fair value
$251.73
Sticker Price
Payback Price
$100.69
buy price
FN is Overpriced: at $463.69 it trades 84% above its fair value of $251.73. Its buy price (Payback Price) is $100.69, 78% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.
How we valued it
Justified P/B (Financials). It has earned a steady return on its equity for years, and its tangible assets are worth 15% of its share price. For a business like that, book value and the return on it are a sturdier guide than an earnings forecast.
Business quality
5 of 5 clear the 10% bar. What are the Big Five?
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4 of the investors we track hold FN. In Q2 2026, 2 added and 1 trimmed. Who we track
Henry Ellenbogen
Durable Capital Partners · as of Q2 2026
$339.1M
603,340 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$11.6M
20,576 shares
Torray Funds
Torray Funds · as of Q2 2026
$3.4M
5,994 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$1.2M
2,087 shares
Insider activity
Since Aug 11, 2026: no open-market purchases, 2 sales worth $965K and 28 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Archer Edward T.
EVP, Sales & Marketing · 2026-09-03
Sold
$417K
Archer Edward T.
EVP, Sales & Marketing · 2026-09-03
Sold
$548K
Other filings
Archer Edward T.
EVP, Sales & Marketing · 2026-08-24
Tax withholding
$358K
Sverha Csaba
Chief Financial Officer · 2026-08-24
Tax withholding
$135K
Grady Seamus
Chief Executive Officer · 2026-08-24
Tax withholding
$1.2M
Gill Harpal
PRESIDENT & COO · 2026-08-24
Tax withholding
$775K
Grady Seamus
Chief Executive Officer · 2026-08-22
Tax withholding
$795K
Show all 28 other filingsShow fewer
Gill Harpal
PRESIDENT & COO · 2026-08-22
Tax withholding
$510K
Sverha Csaba
Chief Financial Officer · 2026-08-22
Tax withholding
$95K
Archer Edward T.
EVP, Sales & Marketing · 2026-08-22
Tax withholding
$240K
Grady Seamus
Chief Executive Officer · 2026-08-21
Tax withholding
$893K
Gill Harpal
PRESIDENT & COO · 2026-08-21
Tax withholding
$490K
Sverha Csaba
Chief Financial Officer · 2026-08-21
Tax withholding
$93K
Archer Edward T.
EVP, Sales & Marketing · 2026-08-21
Tax withholding
$238K
Grady Seamus
Chief Executive Officer · 2026-08-20
Award
22,479 shares
Sverha Csaba
Chief Financial Officer · 2026-08-20
Award
2,698 shares
Gill Harpal
PRESIDENT & COO · 2026-08-20
Award
4,271 shares
Archer Edward T.
EVP, Sales & Marketing · 2026-08-20
Award
2,024 shares
Grady Seamus
Chief Executive Officer · 2026-08-11
Tax withholding
$5.7M
Grady Seamus
Chief Executive Officer · 2026-08-11
Award
10,121 shares
Grady Seamus
Chief Executive Officer · 2026-08-11
Award
9,908 shares
Sverha Csaba
Chief Financial Officer · 2026-08-11
Award
3,820 shares
Sverha Csaba
Chief Financial Officer · 2026-08-11
Tax withholding
$676K
Sverha Csaba
Chief Financial Officer · 2026-08-11
Award
3,739 shares
Gill Harpal
PRESIDENT & COO · 2026-08-11
Tax withholding
$3.6M
Gill Harpal
PRESIDENT & COO · 2026-08-11
Award
6,493 shares
Gill Harpal
PRESIDENT & COO · 2026-08-11
Award
6,356 shares
Archer Edward T.
EVP, Sales & Marketing · 2026-08-11
Tax withholding
$1.7M
Archer Edward T.
EVP, Sales & Marketing · 2026-08-11
Award
3,056 shares
Archer Edward T.
EVP, Sales & Marketing · 2026-08-11
Award
2,991 shares
About Fabrinet
Fabrinet provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe. The company offers a range of advanced optical and electro-mechanical capabilities in the manufacturing process, including process design and engineering, supply chain management, manufacturing, printed circuit board assembly, packaging, integration…
Hardware, Equipment & Parts
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works