Sanmina Corporation

Valuation Analysis

About the Company

Sanmina Corporation en bref

Sanmina Corporation (SANM) is currently trading at 210,52 € with a market capitalization of 11,3 Md €. The trailing P/E ratio stands at 51.27x, with a forward P/E of 18.54x. The 52-week range spans from 77,67 € to 251,66 €; the current price is 16.3% below the yearly high. Year-over-year revenue growth stands at +102.3%. The net profit margin stands at 2.29%.

💰 Dividende

Sanmina Corporation currently does not pay a dividend. The company typically reinvests its earnings into growth initiatives and product development.

📊 Avis des analystes

4 analystes évaluent Sanmina Corporation (SANM) au consensus : Acheter. L'objectif de cours moyen est de 195,06 €, soit un potentiel de -7.35% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 161,28 € à 244,09 €.

Sanmina Corporation : la thèse d'investissement en détail

Sanmina Corporation (SANM) operates in the Technology — specifically Electronic Components — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

Le scénario haussier

Top-line momentum is unusually strong with revenue expanding 102.3% year-over-year, a pace that puts the company well above the market average and signals genuine demand traction rather than mere cyclical tailwind.

Le scénario baissier

With a net margin of just 2.29%, the business has little room to absorb cost shocks or pricing pressure — a single bad quarter can swing the company to a loss. Our valuation screen flags the stock as overvalued — current multiples imply the business needs to deliver well above its recent trajectory to justify the price.

Valorisation en contexte

With a PEG ratio of 0.98, the price-to-earnings multiple is actually below the company's growth rate — classic value-meets-growth territory that Peter Lynch would have called a 'GARP' opportunity.

À surveiller

• The forward P/E of 18.54x is meaningfully below the trailing 51.27x — analysts expect earnings to step up; the next earnings release is the test.

Thèse d'investissement : forces et faiblesses

Aperçu technique

Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).

Profil de risque

The data points to above-average price swings, elevated short interest (7.28%).

Trading Data

Related Stocks in the Same Sector

Where can I buy Sanmina Corporation?

Compare top-rated brokers — low fees, trusted providers, fully regulated.