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FN vs TTMI
Which Stock Would AI Choose? Fabrinet (FN) vs. TTM Technologies, Inc. (TTMI) Stock Comparison
Key Takeaways
- Fabrinet (FN) and TTM Technologies, Inc. (TTMI) both thrive in the electronic components sector, driven by AI infrastructure and data center demand.
- TTMI shows superior year-to-date (YTD) performance at +129%, outpacing FN's +50.7% gains.
- TTMI surged 19% following a Q1 earnings beat, with record revenue and a $1.6 billion defense backlog boosting sentiment.
- FN trades near 52-week highs with volatility, ahead of its upcoming Q3 earnings release.
- Both stocks command high price-to-earnings (P/E) ratios—FN at 65.6 and TTMI at 85.9—signaling strong growth expectations.
- Market positioning favors electronics manufacturing services amid tech sector momentum.
Introduction
This stock comparison examines FN and TTMI, two key players in electronic components manufacturing. Both companies benefit from surging demand for precision optics, printed circuit boards (PCBs), and mission-critical systems fueled by AI expansion and defense applications. Traders seeking exposure to high-growth tech subsectors, such as data centers and semiconductors, may find value in evaluating their relative performance, valuation metrics, and recent catalysts. Investors tracking relative strength in the electronics manufacturing services (EMS) space will appreciate insights into momentum shifts, risk profiles, and sector tailwinds in the current market environment.
FN Overview and Recent Performance
Fabrinet (FN) specializes in advanced optical packaging, precision optical, electro-mechanical, and electronic manufacturing services, primarily serving North America and Asia-Pacific clients in optics and photonics. With a market capitalization of approximately $24.6 billion, FN has delivered robust growth, posting earnings per share (EPS) of $10.46 (trailing twelve months, TTM) and YTD returns of 50.7%. In recent market activity, the stock has shown volatility near its 52-week high of $734.79, influenced by AI infrastructure optimism, analyst upgrades, and anticipation for Q3 fiscal 2026 earnings on May 4. Sentiment reflects strength from prior quarters' revenue beats, though some pullbacks have occurred amid broader tech rotations.
TTMI Overview and Recent Performance
TTM Technologies, Inc. (TTMI) designs and manufactures technology solutions, including PCBs, RF components, and mission systems for aerospace, defense, and data centers. Boasting a $16.4 billion market cap, TTMI reports TTM EPS of $1.84 and impressive YTD gains of 129%. Recent weeks have been propelled by a Q1 2026 earnings beat, with revenue of $846 million exceeding estimates and EPS of $0.75 topping forecasts by 13.6%. The stock jumped 19% post-earnings, supported by a $1.6 billion defense backlog and AI-driven demand. Analyst targets have risen, underscoring positive momentum in recent market activity.
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Head-to-Head Comparison
FN emphasizes optical packaging for high-speed interconnects, contrasting TTMI’s focus on PCBs and RF/mission systems for defense. Growth drivers align in AI data centers, but TTMI gains from a diversified defense backlog, while FN leverages optics demand. Recent momentum favors TTMI with superior YTD returns and post-earnings surge versus FN’s steady climb amid volatility. Risk factors include supply chain disruptions and competition for both, though TTMI’s higher P/E suggests elevated expectations. Sector exposure remains consistent in technology electronic components, with sentiment tilting toward TTMI on defense stability.
Tickeron AI Verdict
Tickeron’s AI models currently lean toward TTMI due to its trend consistency, recent earnings momentum, substantial defense catalysts, and relative outperformance in recent market positioning. While FN offers strong optics-driven stability, TTMI’s higher YTD gains and backlog provide a probabilistic edge in the near term.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FN is a StrongBuy and TTMI is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FN’s FA Score shows that 2 FA rating(s) are green whileTTMI’s FA Score has 2 green FA rating(s).
- FN’s FA Score: 2 green, 3 red.
- TTMI’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FN’s TA Score shows that 3 TA indicator(s) are bullish while TTMI’s TA Score has 4 bullish TA indicator(s).
- FN’s TA Score: 3 bullish, 6 bearish.
- TTMI’s TA Score: 4 bullish, 4 bearish.
Price Growth
FN (@Electronic Components) experienced а -1.65% price change this week, while TTMI (@Electronic Components) price change was +15.77% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +5.17%. For the same industry, the average monthly price growth was +8.59%, and the average quarterly price growth was +54.39%.
Reported Earning Dates
FN is expected to report earnings on Aug 24, 2026.
TTMI is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Electronic Components (+5.17% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| FN | TTMI | FN / TTMI | |
| Capitalization | 21.9B | 20.2B | 108% |
| EBITDA | 510M | 422M | 121% |
| Gain YTD | 34.205 | 181.232 | 19% |
| P/E Ratio | 52.49 | 105.46 | 50% |
| Revenue | 4.24B | 3.1B | 136% |
| Total Cash | 945M | 410M | 230% |
| Total Debt | 4.43M | 1.05B | 0% |
FN | TTMI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 62 | 80 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 60 Fair valued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 10 | 2 | |
SMR RATING 1..100 | 46 | 67 | |
PRICE GROWTH RATING 1..100 | 40 | 34 | |
P/E GROWTH RATING 1..100 | 12 | 9 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FN's Valuation (60) in the Electronic Components industry is in the same range as TTMI (71). This means that FN’s stock grew similarly to TTMI’s over the last 12 months.
TTMI's Profit vs Risk Rating (2) in the Electronic Components industry is in the same range as FN (10). This means that TTMI’s stock grew similarly to FN’s over the last 12 months.
FN's SMR Rating (46) in the Electronic Components industry is in the same range as TTMI (67). This means that FN’s stock grew similarly to TTMI’s over the last 12 months.
TTMI's Price Growth Rating (34) in the Electronic Components industry is in the same range as FN (40). This means that TTMI’s stock grew similarly to FN’s over the last 12 months.
TTMI's P/E Growth Rating (9) in the Electronic Components industry is in the same range as FN (12). This means that TTMI’s stock grew similarly to FN’s over the last 12 months.
| FN | TTMI | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 66% |
| Stochastic ODDS (%) | 2 days ago 83% | 2 days ago 79% |
| Momentum ODDS (%) | 2 days ago 77% | 2 days ago 88% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 77% |
| TrendWeek ODDS (%) | 2 days ago 70% | 2 days ago 77% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 78% |
| Advances ODDS (%) | 2 days ago 82% | 2 days ago 78% |
| Declines ODDS (%) | 4 days ago 67% | 4 days ago 67% |
| BollingerBands ODDS (%) | 2 days ago 83% | 2 days ago 78% |
| Aroon ODDS (%) | 2 days ago 61% | 2 days ago 79% |
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FN and
Correlation & Price change
A.I.dvisor indicates that over the last year, FN has been closely correlated with GLW. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if FN jumps, then GLW could also see price increases.