154.65 USD
+4.18 (+2.78%)
At close: Feb 3, 2026
156.062 USD
+1.41 (+0.91%)
After Hours: 2/3/2026, 4:42:56 PM
Taking everything into account, SANM scores 6 out of 10 in our fundamental rating. SANM was compared to 123 industry peers in the Electronic Equipment, Instruments & Components industry. While SANM has a great profitability rating, there are some minor concerns on its financial health. An interesting combination arises when we look at growth and value: SANM is growing strongly while it also seems undervalued.
1. Profitability
1.1 Basic Checks
- SANM had positive earnings in the past year.
- In the past year SANM had a positive cash flow from operations.
- SANM had positive earnings in each of the past 5 years.
- Each year in the past 5 years SANM had a positive operating cash flow.
1.2 Ratios
- The Return On Assets of SANM (2.35%) is better than 60.98% of its industry peers.
- SANM's Return On Equity of 9.31% is fine compared to the rest of the industry. SANM outperforms 72.36% of its industry peers.
- SANM has a better Return On Invested Capital (6.25%) than 64.23% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for SANM is in line with the industry average of 8.85%.
- The last Return On Invested Capital (6.25%) for SANM is well below the 3 year average (10.55%), which needs to be investigated, but indicates that SANM had better years and this may not be a problem.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.35% | ||
| ROE | 9.31% | ||
| ROIC | 6.25% |
ROA(3y)5.06%
ROA(5y)5.22%
ROE(3y)11.62%
ROE(5y)12.27%
ROIC(3y)10.55%
ROIC(5y)10.34%
1.3 Margins
- SANM's Profit Margin of 2.47% is fine compared to the rest of the industry. SANM outperforms 60.16% of its industry peers.
- In the last couple of years the Profit Margin of SANM has grown nicely.
- SANM has a Operating Margin of 4.54%. This is in the better half of the industry: SANM outperforms 61.79% of its industry peers.
- In the last couple of years the Operating Margin of SANM has grown nicely.
- With a Gross Margin value of 8.49%, SANM is not doing good in the industry: 82.93% of the companies in the same industry are doing better.
- In the last couple of years the Gross Margin of SANM has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 4.54% | ||
| PM (TTM) | 2.47% | ||
| GM | 8.49% |
OM growth 3Y2.64%
OM growth 5Y5.16%
PM growth 3Y-0.06%
PM growth 5Y8.5%
GM growth 3Y3.92%
GM growth 5Y3.12%
2. Health
2.1 Basic Checks
- With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SANM is destroying value.
- The number of shares outstanding for SANM has been reduced compared to 1 year ago.
- SANM has less shares outstanding than it did 5 years ago.
- SANM has a better debt/assets ratio than last year.
2.2 Solvency
- SANM has an Altman-Z score of 1.82. This is not the best score and indicates that SANM is in the grey zone with still only limited risk for bankruptcy at the moment.
- SANM has a worse Altman-Z score (1.82) than 67.48% of its industry peers.
- The Debt to FCF ratio of SANM is 4.19, which is a neutral value as it means it would take SANM, 4.19 years of fcf income to pay off all of its debts.
- SANM has a better Debt to FCF ratio (4.19) than 66.67% of its industry peers.
- A Debt/Equity ratio of 0.81 indicates that SANM is somewhat dependend on debt financing.
- SANM has a Debt to Equity ratio of 0.81. This is amonst the worse of the industry: SANM underperforms 82.93% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.81 | ||
| Debt/FCF | 4.19 | ||
| Altman-Z | 1.82 |
ROIC/WACC0.4
WACC15.47%
2.3 Liquidity
- SANM has a Current Ratio of 1.70. This is a normal value and indicates that SANM is financially healthy and should not expect problems in meeting its short term obligations.
- The Current ratio of SANM (1.70) is worse than 68.29% of its industry peers.
- A Quick Ratio of 1.04 indicates that SANM should not have too much problems paying its short term obligations.
- The Quick ratio of SANM (1.04) is worse than 77.24% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.7 | ||
| Quick Ratio | 1.04 |
3. Growth
3.1 Past
- SANM shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 28.97%, which is quite impressive.
- SANM shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 14.53% yearly.
- The Revenue has grown by 20.93% in the past year. This is a very strong growth!
- Measured over the past years, SANM shows a small growth in Revenue. The Revenue has been growing by 3.15% on average per year.
EPS 1Y (TTM)28.97%
EPS 3Y6.42%
EPS 5Y14.53%
EPS Q2Q%65.28%
Revenue 1Y (TTM)20.93%
Revenue growth 3Y0.87%
Revenue growth 5Y3.15%
Sales Q2Q%58.98%
3.2 Future
- The Earnings Per Share is expected to grow by 38.62% on average over the next years. This is a very strong growth
- Based on estimates for the next years, SANM will show a very strong growth in Revenue. The Revenue will grow by 39.83% on average per year.
EPS Next Y59.95%
EPS Next 2Y38.62%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year73.15%
Revenue Next 2Y39.83%
Revenue Next 3YN/A
Revenue Next 5YN/A
3.3 Evolution
- The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
- Based on the Price/Earnings ratio of 22.12, the valuation of SANM can be described as rather expensive.
- SANM's Price/Earnings ratio is a bit cheaper when compared to the industry. SANM is cheaper than 78.05% of the companies in the same industry.
- SANM is valuated rather cheaply when we compare the Price/Earnings ratio to 28.41, which is the current average of the S&P500 Index.
- Based on the Price/Forward Earnings ratio of 13.30, the valuation of SANM can be described as correct.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of SANM indicates a rather cheap valuation: SANM is cheaper than 88.62% of the companies listed in the same industry.
- When comparing the Price/Forward Earnings ratio of SANM to the average of the S&P500 Index (25.64), we can say SANM is valued slightly cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 22.12 | ||
| Fwd PE | 13.3 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, SANM is valued a bit cheaper than the industry average as 73.17% of the companies are valued more expensively.
- Based on the Price/Free Cash Flow ratio, SANM is valued cheaply inside the industry as 87.80% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 16.28 | ||
| EV/EBITDA | 16.31 |
4.3 Compensation for Growth
- The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
- SANM has a very decent profitability rating, which may justify a higher PE ratio.
- SANM's earnings are expected to grow with 38.62% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.37
PEG (5Y)1.52
EPS Next 2Y38.62%
EPS Next 3YN/A
5. Dividend
5.1 Amount
- No dividends for SANM!.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
154.65
+4.18 (+2.78%)
Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryElectronic Equipment, Instruments & Components
Earnings (Last)01-26 2026-01-26/amc
Earnings (Next)04-27 2026-04-27
Inst Owners102.11%
Inst Owner Change-2.87%
Ins Owners3.23%
Ins Owner Change2.77%
Market Cap8.44B
Revenue(TTM)9.31B
Net Income(TTM)230.18M
Analysts80
Price Target192.1 (24.22%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)6.91%
Min EPS beat(2)4.28%
Max EPS beat(2)9.55%
EPS beat(4)4
Avg EPS beat(4)5.03%
Min EPS beat(4)0.41%
Max EPS beat(4)9.55%
EPS beat(8)7
Avg EPS beat(8)3.57%
EPS beat(12)9
Avg EPS beat(12)1.91%
EPS beat(16)13
Avg EPS beat(16)4.33%
Revenue beat(2)1
Avg Revenue beat(2)0.8%
Min Revenue beat(2)-0.08%
Max Revenue beat(2)1.68%
Revenue beat(4)2
Avg Revenue beat(4)0.39%
Min Revenue beat(4)-0.99%
Max Revenue beat(4)1.68%
Revenue beat(8)3
Avg Revenue beat(8)-0.51%
Revenue beat(12)4
Avg Revenue beat(12)-1.26%
Revenue beat(16)8
Avg Revenue beat(16)0.83%
PT rev (1m)0%
PT rev (3m)16.02%
EPS NQ rev (1m)5.43%
EPS NQ rev (3m)48.86%
EPS NY rev (1m)0%
EPS NY rev (3m)37.15%
Revenue NQ rev (1m)-5.94%
Revenue NQ rev (3m)57.04%
Revenue NY rev (1m)0%
Revenue NY rev (3m)61.34%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 22.12 | ||
| Fwd PE | 13.3 | ||
| P/S | 0.91 | ||
| P/FCF | 16.28 | ||
| P/OCF | 11.47 | ||
| P/B | 3.41 | ||
| P/tB | 3.89 | ||
| EV/EBITDA | 16.31 |
EPS(TTM)6.99
EY4.52%
EPS(NY)11.63
Fwd EY7.52%
FCF(TTM)9.5
FCFY6.14%
OCF(TTM)13.48
OCFY8.72%
SpS170.67
BVpS45.34
TBVpS39.72
PEG (NY)0.37
PEG (5Y)1.52
Graham Number84.44
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.35% | ||
| ROE | 9.31% | ||
| ROCE | 8.15% | ||
| ROIC | 6.25% | ||
| ROICexc | 8.59% | ||
| ROICexgc | 9.35% | ||
| OM | 4.54% | ||
| PM (TTM) | 2.47% | ||
| GM | 8.49% | ||
| FCFM | 5.57% |
ROA(3y)5.06%
ROA(5y)5.22%
ROE(3y)11.62%
ROE(5y)12.27%
ROIC(3y)10.55%
ROIC(5y)10.34%
ROICexc(3y)14.13%
ROICexc(5y)13.77%
ROICexgc(3y)14.13%
ROICexgc(5y)13.77%
ROCE(3y)13.76%
ROCE(5y)13.48%
ROICexgc growth 3Y-1.19%
ROICexgc growth 5Y4.73%
ROICexc growth 3Y-1.19%
ROICexc growth 5Y4.73%
OM growth 3Y2.64%
OM growth 5Y5.16%
PM growth 3Y-0.06%
PM growth 5Y8.5%
GM growth 3Y3.92%
GM growth 5Y3.12%
F-Score5
Asset Turnover0.95
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.81 | ||
| Debt/FCF | 4.19 | ||
| Debt/EBITDA | 3.64 | ||
| Cap/Depr | 170.75% | ||
| Cap/Sales | 2.33% | ||
| Interest Coverage | 16.62 | ||
| Cash Conversion | 133.77% | ||
| Profit Quality | 225.19% | ||
| Current Ratio | 1.7 | ||
| Quick Ratio | 1.04 | ||
| Altman-Z | 1.82 |
F-Score5
WACC15.47%
ROIC/WACC0.4
Cap/Depr(3y)125.38%
Cap/Depr(5y)114.07%
Cap/Sales(3y)1.81%
Cap/Sales(5y)1.65%
Profit Quality(3y)103.17%
Profit Quality(5y)99.13%
High Growth Momentum
Growth
EPS 1Y (TTM)28.97%
EPS 3Y6.42%
EPS 5Y14.53%
EPS Q2Q%65.28%
EPS Next Y59.95%
EPS Next 2Y38.62%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)20.93%
Revenue growth 3Y0.87%
Revenue growth 5Y3.15%
Sales Q2Q%58.98%
Revenue Next Year73.15%
Revenue Next 2Y39.83%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y22.15%
EBIT growth 3Y3.53%
EBIT growth 5Y8.48%
EBIT Next Year120.55%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y282.51%
FCF growth 3Y35.02%
FCF growth 5Y15.07%
OCF growth 1Y126.97%
OCF growth 3Y23.33%
OCF growth 5Y15.6%
SANMINA CORP / SANM FAQ
What is the ChartMill fundamental rating of SANMINA CORP (SANM) stock?
ChartMill assigns a fundamental rating of 6 / 10 to SANM.
What is the valuation status of SANMINA CORP (SANM) stock?
ChartMill assigns a valuation rating of 7 / 10 to SANMINA CORP (SANM). This can be considered as Undervalued.
How profitable is SANMINA CORP (SANM) stock?
SANMINA CORP (SANM) has a profitability rating of 7 / 10.
How financially healthy is SANMINA CORP?
The financial health rating of SANMINA CORP (SANM) is 4 / 10.
What is the earnings growth outlook for SANMINA CORP?
The Earnings per Share (EPS) of SANMINA CORP (SANM) is expected to grow by 59.95% in the next year.