Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SANM
BuyFull HouseFLAGSanmina Corporation · Technology · United States · $10.4B · Avg Vol: $113M/d
Sanmina has strong momentum M71 and quality Q54, but value at V49 is below the calibrated floor, and insiders sold, so stage one fails.
COMPANY DESCRIPTION
Sanmina Corporation is a leading global provider of integrated manufacturing solutions, engineering, and supply chain services to OEMs across various industries including communications, industrial, and medical. It benefits from extensive global manufacturing capabilities, deep engineering expertise, and end-to-end supply chain management for complex electronic and mechanical products. The company is a specialized global electronics manufacturing services (EMS) provider, offering comprehensive solutions for high-technology products across demanding industries.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 7.9B | 8.9B | 7.6B | 8.1B | 0.9% | 12.8B | 14.1B | 16.4B | 42.1% |
| EPS | 4.18 | 5.36 | 4.00 | 4.56 | 2.9% | 5.59 | 8.45 | — | 85.4% |
| Shares | 57.4M | 56.8M | 53.9M | 53.4M | -7.0% | 53.6M | — | — | — |
| Debt | 346.7M | 338.3M | 317.3M | 300.5M | -4.7% | 2.4B | — | — | — |
| Equity | 1.8B | 2.2B | 2.2B | 2.4B | 9.0% | — | — | — | — |
| Op CF | 330.9M | 235.2M | 340.2M | 620.7M | 23.3% | 901.1M | — | — | — |
| Inv CF | -132.2M | -192.5M | -114.4M | -108.2M | — | — | — | — | — |
| Fin CF | -314.3M | 94.5M | -269.7M | -173.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of SANM are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SANM | Sanmina Corporation(you) | $10.4B | 80 | Buy |
| LFUS | Littelfuse, Inc. | $10.3B | 63 | Hold |
| RAL | Ralliant Corporation | $6.8B | 58 | Hold |
| KN | Knowles Corporation | $2.9B | 72 | Buy |
| TTMI | TTM Technologies, Inc. | $12.5B | 50 | Hold |
| BHE | Benchmark Electronics, Inc. | $2.6B | 74 | Buy |
| PLXS | Plexus Corp. | $6.4B | 54 | Hold |
| BELFB | Bel Fuse Inc. | $3.6B | 64 | Hold |
| CTS | CTS Corporation | $1.6B | 80 | Buy |
| VICR | Vicor Corporation | $8.7B | 44 | Hold |
Peer medians: ROE 4.6% · P/E 35.1x · Gross margin 51.3%