Sanmina Corporation (SANM)
NEUTRALFundamental
63
Price
$189.40
Market Cap
$9.86B
Part 1 · What the company is worth
Overview
Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company operates through two businesses: Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engaging in the manufacture of components, subassemblies, and complete systems; and direct order fulfilment and logistics services. In addition, the company provides components, such as printed circuit boards, backplane fabrication and backplane assemblies, cable assemblies, fabricated metal parts, precision machined parts, and plastic injected molded parts; memory solutions; storage platforms; optical, radio frequency, and microelectronic solutions; defense and aerospace products, design, manufacturing, repair, and refurbishment services; and cloud-based manufacturing execution software. It offers its products and services primarily to original equipment manufacturers in the industrial, medical, defense and aerospace, automotive, communications networks, and cloud infrastructure industries. The company was formerly known as Sanmina-SCI Corp. Sanmina Corporation was incorporated in 1980 and is headquartered in San Jose, California.
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Direct competitors
Who this company fights with for the same customers
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No competitor list for this company yet.
Balance Sheet & Liquidity
Revenue
$12.76B
Trailing 12 months (through 6/27/2026)
Net Income
$308M
Trailing 12 months (through 6/27/2026)
Free Cash Flow
$473M
Total Equity
$2.54B
Total Liabilities
$3.32B
Current Ratio
1.78
Interest Coverage
5.61
Debt/EBITDA
5.13
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$172.89
Current Price
$189.40
Margin of Safety
-9.5%
Fair Value Range
$112.38 - $233.41
Estimation Methods
Valuation Metrics
P/E Ratio
33.17
ROE
9.7%
P/B Ratio
3.60
P/FCF
16.73
Gross Margin
9.0%
ROIC
7.8%
Profitability Radar
Value Creation (Economic Moat)
ROIC
7.8%
WACC
11.2%
ROIC − WACC
-3.4 pp
ROIC is below the cost of capital — the company is destroying value for every dollar invested.
Fundamental Analysis Criteria
Passed (17)
- EPS shows upward trend
- Price CAGR 17.82%
- ROIC 7.8%
- P/FCF 16.73
- Debt/Equity ratio
- Positive Free Cash Flow
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- Low reliance on intangibles
- ROE 12.6%
- Analyst Consensus 62% Buy
- Earnings Surprise avg 15.0%
- Earnings Quality (OCF/NI) 2.92
- Share Dilution -3.1%
- Piotroski F-Score 5/9
Failed (9)
- Gross Margin 9.0%
- P/B Ratio 3.60
- Operating Margin 4.2%
- CapEx intensity
- Price below Graham Number
- DCF valuation (Overvalued)
- Revenue Growth 5Y 3.1%
- PEG Ratio 2.07
- Net Margin Trend 2.4% vs 3.2%
Unavailable (1)
- Dividend Payout NaN%
Piotroski F-Score
Mixed signals: some areas need attention
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Buying back shares. Shareholder friendly
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. Jure Sola | Co-Founder, Executive Chairman & CEO | 74 |
| Mr. Jonathan P. Faust | Executive VP & CFO | 46 |
| Mr. Charles Cudworth Mason Jr. | Executive Vice President of Worldwide Sales | 59 |
| Mr. Alan McWilliams Reid | Executive Vice President of Global Human Resources | 62 |
| Mr. Vishnu Gangaswamy Venkatesh | Senior VP, Global Controller & Chief Accounting Officer | 46 |
| Ms. Paige Melching | Senior Vice President of Investor Communications | - |
| Mr. Christopher K. Sadeghian | VP of Legal, Corporate Secretary & Acting General Counsel | - |
| Mr. Ramakrishna Pillai | President of Components Technology | 65 |
| Mr. Marco Gonzalez Hagelsieb | Chief Operating Officer of Americas IMS | - |
| Mr. Brian P. Casey | Senior VP & Treasurer | 71 |
Audit Risk
5
Board Risk
6
Compensation Risk
5
Shareholder Rights Risk
2
Part 2 · The price and when to enter
This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Latest News
Recent headlines for SANM, sourced from Markets Gazette.
- 4/27/2026POSITIVESanmina Stock Surges On Q2 Earnings: What To Know
Sanmina Corporation (NASDAQ:SANM) experienced a significant surge in its stock price during extended trading following the release of its fiscal second-quarter financial results. While specific earnings figures and revenue details were not provided in the initial report, the positive market reaction indicates that the company's performance likely exceeded analyst expectations or offered a strong forward-looking guidance. Investors are closely watching Sanmina's ability to capitalize on its market position in complex manufacturing solutions, and this stock movement suggests renewed confidence in its growth trajectory and operational execution.
via Markets Gazette