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Fabrinet vs Bentley Systems

Fabrinet and Bentley Systems Inc are compared on business models, financial performance, and the market context in which they operate. This page presents neutral, accessible information to help readers understand how each company functions and competes. Educational content, not financial advice.

Fabrinet and Bentley Systems Inc are compared on business models, financial performance, and the market context in which they operate. This page presents neutral, accessible information to help reader...

Investment Analysis

Fabrinet

FN

Pros

Fabrinet has delivered exceptional revenue and earnings growth, with revenue up nearly 19% and net income up over 12% in the most recently reported fiscal year.
The company benefits from strong demand in optical communications and advanced manufacturing, sectors with robust secular growth tailwinds.
Fabrinet’s operational execution and supply chain capabilities are highly regarded, supporting consistent margin performance and customer retention in a competitive industry.

Considerations

After a multi-year, high-magnitude rally, Fabrinet’s current valuation appears full, with no traditional screens indicating undervaluation despite strong momentum.
Analyst price targets suggest limited near-term upside, with consensus forecasts projecting modest declines from current share price levels.
The stock’s high beta and recent volatility may signal elevated sensitivity to broader market rotations or sector-specific corrections.

Bentley Systems

BSY

Pros

Bentley Systems reported double-digit revenue growth, exceeding expectations, and maintains healthy profitability metrics with a return on equity above 35%.
The company specialises in infrastructure engineering software, a niche with high barriers to entry and recurring revenue from long-term client engagements.
Bentley’s interest coverage ratio is robust, indicating strong ability to service debt despite a relatively levered balance sheet.

Considerations

Bentley Systems trades at elevated valuation multiples, with price-to-earnings and price-to-sales ratios above most software peers, potentially limiting margin of safety.
The company’s current and quick ratios are less than 0.5, signalling relatively weak short-term liquidity compared to industry norms.
Growth is heavily tied to global infrastructure spending, exposing Bentley to potential cyclical slowdowns in government and industrial capital budgets.

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Frequently asked questions

About The Companies

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.

Bentley Systems (BSY)

Bentley Systems (BSY) is a software firm focused on engineering and infrastructure lifecycle applications, serving architects, engineers, constructors and asset owners. The company earns recurring subscription and maintenance revenue from solutions for design, construction, operations and digital twins — a market supported by rising infrastructure investment and the push for more efficient asset management. With a market cap of about $15.86bn, Bentley has grown through product development and targeted acquisitions, expanding cloud and analytics capabilities. Investors should note strengths such as sticky, enterprise‑grade customers and a subscription model, alongside risks including project spending cyclicality, competition from larger CAD and industrial software vendors, foreign exchange exposure and execution on cloud transitions. Historical performance is not a guarantee of future returns. This information is educational and not personal financial advice; consider your circumstances or seek regulated advice before investing.