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Sanmina Corporation (SANM)

NEUTRAL
TechnologyElectronic ComponentsUnited States

基本面

63

价格

$189.96

市值

$9.86B

第一部分 · 这家公司值多少

概览

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

No editorial profile for this company yet

No competitor list for this company yet.

资产负债表与流动性

营收

$12.76B

最近12个月(截至2026/6/27)

净利润

$308M

最近12个月(截至2026/6/27)

自由现金流

$473M

股东权益合计

$2.54B

负债合计

$3.32B

流动比率

1.78

利息覆盖率

5.61

债务/EBITDA

5.13

每股收益

营收与净利润

自由现金流

收入构成

历史财务表

利润率变化

债务变化

债务负担有多重

增长一览表

增长 — 营业收入

公允价值估算

合理估值

公允价值

$172.89

当前价格

$189.96

安全边际

-9.9%

公允价值区间

$112.38 - $233.41

估算方法

Analyst Target:$260.00
DCF:$177.65
PE-based:$76.48
Graham Growth:$216.05
EPV:$56.31
分析师共识:买入 (8B / 5H / 0S)
最近财报超预期:+16.98%

估值指标

市盈率(P/E)

33.17

ROE

9.7%

市净率(P/B)

3.60

P/FCF

16.73

毛利率

9.0%

ROIC

7.8%

盈利能力雷达图

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.

基本面分析标准

通过(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

未通过(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%

不可用(1)

  • Dividend Payout NaN%

Piotroski F-评分

5/9

信号混杂:部分领域需关注

score
criteria

盈利质量

2.92

高质量:盈利有现金流支撑

股权稀释

-3.1%

正在回购股份,对股东友好

公司治理

管理团队

姓名职位年龄
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

审计风险

5

董事会风险

6

薪酬风险

5

股东权利风险

2

第二部分 · 价格与买入时机

这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。

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