Gen Digital vs Fabrinet

This page compares Gen Digital and Fabrinet, outlining their business models, financial performance, and market context. It presents neutral, accessible descriptions to help readers understand how each company operates, competes, and positions itself within its sector. Educational content, not financial advice.

This page compares Gen Digital and Fabrinet, outlining their business models, financial performance, and market context. It presents neutral, accessible descriptions to help readers understand how eac...

About The Companies

Gen Digital (GEN)

Gen Digital Inc (GEN) is a consumer-focused cybersecurity company formed from the combination of NortonLifeLock and Avast. It offers antivirus, VPNs, identity-theft protection and other security services, primarily on a subscription basis to consumers and small businesses worldwide. The business model centres on recurring revenue, customer retention and cross-selling across a large installed base; margins are driven by scale, product integration and cost control. Key considerations for investors include subscriber growth, churn rates, average revenue per user, competition from free and paid rivals, and data‑privacy regulation. The company’s market capitalisation is about $16.85bn, placing it among mid-cap cybersecurity names where execution on integration and product differentiation matters. As with all equities, values can rise and fall — this is general educational information, not personal advice. Investors should check up-to-date filings, weigh risks against objectives and consider independent financial advice before acting.

Fabrinet (FN)

Fabrinet (FN) is a precision contract manufacturer specialising in complex optical, electro-mechanical and electronic assemblies for customers in telecommunications, medical, industrial and automotive markets. Headquartered in Thailand, the company combines cleanroom manufacturing, precision optical packaging and assembly services to serve major original equipment manufacturers (OEMs). Key drivers include demand for high-performance optical modules, medical devices and other specialised products where quality and scale matter. Investors should note revenue can be lumpy because of customer concentration and cyclical end-markets, and the business is sensitive to supply‑chain constraints and capital expenditure to expand capacity. Historically Fabrinet has delivered attractive gross margins for a contract manufacturer, but future performance will depend on customer wins, industry cycles and execution. This summary is educational only and not personalised investment advice; values can rise and fall and past performance is not a reliable indicator of future results. Consider suitability and diversification before investing.

Comparison Snapshot

Key Financial Metrics

GEN

Metric

FN

$17.06B

Market Cap

$16.87B

21.87%

Potential Profit

8.15%

Buy

Analyst Rating

Buy

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Which Baskets Do They Appear In?

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Investment Analysis

Gen Digital

GEN

Pros

Gen Digital has consistently exceeded analyst expectations for earnings and revenue over the past several quarters, demonstrating strong operational execution.
The company maintains a high-value subscription model and is expanding into secure financial wellness, a faster-growing market adjacency.
Gen Digital offers a regular dividend and has shown consistent EPS growth, with eight consecutive quarters at or above its 12-15% target.

Considerations

The stock has underperformed the broader market, with a year-to-date decline while the S&P 500 has gained significantly.
Gen Digital's liquidity ratios are relatively weak, with a current ratio below 1, suggesting potential short-term financial pressure.
Recent share price volatility and sector-specific sentiment have led to a pullback, reflecting investor caution despite solid fundamentals.

Fabrinet

FN

Pros

Fabrinet has exceeded analyst expectations for both earnings and revenue in its most recent quarter, with strong year-on-year growth.
The company benefits from a diversified client base in the technology sector, reducing reliance on any single customer or product line.
Fabrinet's manufacturing expertise and global footprint support scalability and resilience in a competitive electronics landscape.

Considerations

Fabrinet's business is exposed to cyclical demand in the technology sector, which can lead to revenue volatility during downturns.
The company faces ongoing margin pressure from rising input costs and global supply chain challenges.
Fabrinet's stock performance is sensitive to macroeconomic factors, including trade tensions and currency fluctuations.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

SEC Investigation Stocks (Data Protection Plays)

Digital Trust & Safety Investing Explained

Google Privacy Fine Explained | Regulatory Impact

Which Baskets Do They Appear In?

SEC Investigation Stocks (Data Protection Plays)

Digital Trust & Safety Investing Explained

Google Privacy Fine Explained | Regulatory Impact

Online Safety Stocks: What's Beyond COPPA Crackdown

Digital Guardians: Investing In Child Online Safety

AI's Regulatory Reckoning: The Governance & Safety Boom