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Sanmina Corporation (SANM)

NEUTRAL
TechnologyElectronic ComponentsUnited States

Fundamental

63

Kurs

$189.96

Marktkapitalisierung

$9.86B

Teil 1 · Was das Unternehmen wert ist

Übersicht

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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Bilanz & Liquidität

Umsatz

$12.76B

Letzte 12 Monate (bis 27.6.2026)

Nettogewinn

$308M

Letzte 12 Monate (bis 27.6.2026)

Freier Cashflow

$473M

Gesamtes Eigenkapital

$2.54B

Gesamtverbindlichkeiten

$3.32B

Current Ratio

1.78

Zinsdeckungsgrad

5.61

Schulden/EBITDA

5.13

Gewinn je Aktie

Umsatz & Nettogewinn

Freier Cashflow

Ertragsaufschlüsselung

Historische Aufstellung

Margen im Zeitverlauf

Verschuldung im Zeitverlauf

Wie schwer die Schulden wiegen

Wachstumsraster

Wachstum — Umsatz

Innerer-Wert-Schätzung

Fair bewertet

Innerer Wert

$172.89

Aktueller Kurs

$189.96

Sicherheitsmarge

-9.9%

Innerer-Wert-Spanne

$112.38 - $233.41

Bewertungsmethoden

Analyst Target:$260.00
DCF:$177.65
PE-based:$76.48
Graham Growth:$216.05
EPV:$56.31
Analystenkonsens:Kaufen (8B / 5H / 0S)
Letzte Gewinnüberraschung:+16.98%

Bewertungskennzahlen

P/E-Verhältnis

33.17

ROE

9.7%

P/B-Verhältnis

3.60

P/FCF

16.73

Bruttomarge

9.0%

ROIC

7.8%

Rentabilitäts-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.

Fundamentalanalyse-Kriterien

Bestanden (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

Nicht bestanden (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%

Nicht verfügbar (1)

  • Dividend Payout NaN%

Piotroski F-Score

5/9

Gemischte Signale: Einige Bereiche bedürfen Aufmerksamkeit

score
criteria

Gewinnqualität

2.92

Hohe Qualität: Gewinne durch Cashflow gedeckt

Aktienverwässerung

-3.1%

Aktienrückkäufe. Aktionärsfreundlich

Unternehmensführung

Führungsteam

NamePositionAlter
Mr. Jure SolaCo-Founder, Executive Chairman & CEO74
Mr. Jonathan P. FaustExecutive VP & CFO46
Mr. Charles Cudworth Mason Jr.Executive Vice President of Worldwide Sales59
Mr. Alan McWilliams ReidExecutive Vice President of Global Human Resources62
Mr. Vishnu Gangaswamy VenkateshSenior VP, Global Controller & Chief Accounting Officer46
Ms. Paige MelchingSenior Vice President of Investor Communications-
Mr. Christopher K. SadeghianVP of Legal, Corporate Secretary & Acting General Counsel-
Mr. Ramakrishna PillaiPresident of Components Technology65
Mr. Marco Gonzalez HagelsiebChief Operating Officer of Americas IMS-
Mr. Brian P. CaseySenior VP & Treasurer71

Prüfungsrisiko

5

Vorstandsrisiko

6

Vergütungsrisiko

5

Aktionärsrechterisiko

2

Teil 2 · Der Preis und der Einstiegszeitpunkt

Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.

Latest News

Recent headlines for SANM, sourced from Markets Gazette.

  • 4/27/2026POSITIVE
    Sanmina 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