Sanmina (SANM) Stock Insights

SANM price $175.64 +6.14 +3.62%

Ticker
SANM
Price
$175.64
Change
+6.14 +3.62%
Market cap ?
$9.41B
P/E ?
28.31
Forward P/E ?
12.49
Dividend yield ?
0.00%
Beta ?
1.61
Sector
Technology
Industry
Hardware, Equipment & Parts
Stocklytics score
61
Value
75
Quality
46
Growth
61

Stocklytics score rationale: value 75, quality 46, growth 61.

Financials

2016201720182019202020212022202320242025
6481181000686861900071101300008233859000695020800067383560007919622000893504800075683280008128382000

Sanmina Corporation delivers comprehensive manufacturing services, encompassing components, finished goods, repair, supply chain management, and post-sale support on a global scale. Its operations are structured into two principal divisions: Integrated Manufacturing Solutions, and Components, Products and Services. The company's extensive service portfolio includes product ideation and engineering – from initial…

Fair value

SANM fair value $221.71. Price $175.64. Price is 21% below fair value.

Above fair value, but less expensive than usual. A smaller premium than on 69% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 594.15M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 1.6). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 53.60M. Net debt -571.98M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare SANM

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-09—3.27—3.48B
2026-07-273.312.773.46B3.40B
2026-04-273.162.424.01B3.28B
2026-01-262.382.153.19B3.08B
2025-11-031.671.572.10B2.06B
2025-07-281.531.422.04B1.98B
2025-04-281.411.381.98B1.96B
2025-01-271.441.352.01B1.98B
2024-11-041.431.362.02B1.96B
2024-07-291.251.281.84B1.86B
2024-04-291.301.201.83B1.88B
2024-01-291.301.221.87B1.87B
2023-11-061.421.542.05B2.15B
2023-07-311.551.542.21B2.25B
2023-05-111.591.552.32B2.25B
2023-01-301.641.452.36B2.15B
2022-11-071.501.332.20B2.01B
2022-08-011.301.112.02B1.88B
2022-05-021.141.011.91B1.76B
2022-01-311.080.951.76B1.65B
2021-11-080.950.991.64B1.70B
2021-08-020.990.911.66B1.73B
2021-05-031.010.841.70B1.71B
2021-02-021.020.811.76B1.77B
2020-11-101.100.781.87B4.11B
2020-07-290.860.351.65B673.42M
2020-04-270.320.551.59B2.73B
2020-01-270.790.691.84B1.61B
2019-10-280.840.771.89B1.73B
2019-07-290.820.772.03B1.90B
2019-04-290.910.742.13B1.73B
2019-01-280.830.712.19B1.87B
2018-10-290.670.661.88B1.85B
2018-07-300.550.571.81B1.88B
2018-04-230.500.451.68B1.51B
2018-01-290.480.531.74B1.93B
2017-10-300.640.761.76B2.08B
2017-07-240.740.751.71B1.73B
2017-04-240.760.701.68B1.55B
2017-01-300.750.671.72B1.54B

Dividends

Yield 0.00%. Payout ratio 0.00%. Frequency —.

Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.

Ex-dateDividendRecordPaymentFrequency
No data yet.

Insider trades

DateInsiderActionSharesPriceValue
2026-09-17Johnson Susan ASell120$200.4624.06K
2026-09-14Trivedi ShankerOther0——
2026-08-28Johnson Susan ASell120$202.6924.32K
2026-05-29Faust Jonathan PSell5.04K$265.731.34M
2026-05-29Faust Jonathan PSell5.04K$265.861.34M
2026-05-26REID ALAN McWILLIAMSSell5.00K$254.391.27M
2026-05-08REID ALAN McWILLIAMSSell1.00K$248.60248.60K
2026-05-06SOLA JURESell118.37K$228.8427.09M
2026-05-04REID ALAN McWILLIAMSSell1.00K$225.00225.00K
2026-05-01Hedley David V IIISell500$219.52109.76K
2026-05-01REID ALAN McWILLIAMSSell1.00K$218.17218.17K
2026-04-30Venkatesh VishnuSell2.27K$212.80484.12K
2026-04-29Licata Joseph G JrSell16.53K$213.263.52M
2026-04-29Licata Joseph G JrSell10.04K$207.362.08M
2026-04-15Venkatesh VishnuSell2.73K$154.31420.49K
2026-03-16Sankaran MythiliBuy1.54K$123.69189.99K
2026-03-16Licata Joseph G JrBuy1.54K$123.69189.99K
2026-03-16Loparco Michael JBuy768$123.6994.99K
2026-03-16Loparco Michael JBuy1.54K$123.69189.99K
2026-03-16PRABHU KRISH ABuy1.54K$123.69189.99K
2026-03-16Johnson Susan ABuy1.54K$123.69189.99K
2026-03-16Hedley David V IIIBuy1.54K$123.69189.99K
2026-03-16BARNES SUSAN KBuy1.54K$123.69189.99K
2026-02-26REID ALAN McWILLIAMSSell1.50K$160.64240.96K
2026-02-24Faust Jonathan PSell10.07K$159.301.60M
2026-02-24Hedley David V IIISell1.02K$162.31166.21K
2026-02-19Sankaran MythiliSell3.42K$145.95499.73K
2026-02-13REID ALAN McWILLIAMSSell3.50K$148.45519.57K
2026-02-05Mason CharlieSell13.15K$147.211.94M
2026-01-30Loparco Michael JBuy700$142.4699.72K
2026-01-16Faust Jonathan PSell10.85K$177.441.92M
2025-12-17Venkatesh VishnuSell692$149.22103.26K
2025-12-16Venkatesh VishnuSell808$146.84118.65K
2025-12-16Faust Jonathan PSell2.15K$146.84316.29K
2025-12-16Mason CharlieSell1.69K$146.84248.75K
2025-12-16REID ALAN McWILLIAMSSell1.52K$146.84223.78K
2025-12-15Venkatesh VishnuBuy4.00K$158.17632.68K
2025-12-15Faust Jonathan PBuy15.00K$158.172.37M
2025-12-15Mason CharlieBuy12.96K$158.172.05M
2025-12-15Mason CharlieSell6.08K$158.17962.15K
2025-12-15Mason CharlieBuy7.00K$158.171.11M
2025-12-15Mason CharlieSell1.07K$158.17169.87K
2025-12-15Mason CharlieSell2.79K$158.17441.77K
2025-12-15REID ALAN McWILLIAMSBuy10.80K$158.171.71M
2025-12-15REID ALAN McWILLIAMSSell5.49K$158.17867.56K
2025-12-15REID ALAN McWILLIAMSBuy7.00K$158.171.11M
2025-12-15REID ALAN McWILLIAMSSell1.52K$158.17241.05K
2025-12-15REID ALAN McWILLIAMSSell2.29K$158.17361.58K
2025-12-15SOLA JUREBuy162.00K$158.1725.62M
2025-12-15SOLA JURESell81.35K$158.1712.87M
2025-12-15SOLA JURESell16.93K$158.172.68M
2025-11-06SOLA JURESell1.20K——
2025-08-29Johnson Susan ASell755$119.0489.88K
2025-05-29Johnson Susan ASell787$84.8366.76K
2025-05-08Venkatesh VishnuSell3.20K$80.71257.95K
2025-04-15Venkatesh VishnuSell1.80K$76.55138.10K
2025-03-18Hedley David V IIISell302$75.4522.79K
2025-03-17Hedley David V IIIBuy2.50K$76.12190.00K
2025-03-17PRABHU KRISH ABuy2.50K$76.12190.00K
2025-03-17Sankaran MythiliBuy2.50K$76.12190.00K
2025-03-17Loparco Michael JBuy2.50K$76.12190.00K
2025-03-17Licata Joseph G JrBuy2.50K$76.12190.00K
2025-03-17Johnson Susan ABuy2.50K$76.12190.00K
2025-03-17BARNES SUSAN KBuy2.50K$76.12190.00K
2025-03-10Loparco Michael JOther0——
2025-02-28Johnson Susan ASell333$81.6627.19K
2025-02-21ROSATI MARIO MSell11.39K$86.02979.83K
2025-02-19REID ALAN McWILLIAMSSell4.33K$90.81393.39K
2025-02-04REID ALAN McWILLIAMSSell2.22K$87.31193.74K
2025-02-04DELANEY EUGENE ASell11.71K$84.02984.09K
2025-01-31Mason CharlieSell12.72K$83.911.07M
2025-01-31REID ALAN McWILLIAMSSell3.45K$84.30290.92K
2025-01-30DELANEY EUGENE ASell10.00K$83.50835.00K
2025-01-16Faust Jonathan PSell10.85K$82.56895.78K
2024-12-31SOLA JUREBuy240.00K$75.6718.16M
2024-12-31SOLA JURESell121.63K$75.679.20M
2024-12-31Mason CharlieBuy12.00K$75.67908.04K
2024-12-31Mason CharlieSell6.08K$75.67460.22K
2024-12-31REID ALAN McWILLIAMSBuy21.60K$75.671.63M
2024-12-31REID ALAN McWILLIAMSSell10.95K$75.67828.36K
2024-12-17Hedley David V IIISell302$79.5524.02K
2024-12-16SOLA JURESell25.34K$80.232.03M
2024-12-16SOLA JURESell16.89K$80.231.36M
2024-12-16REID ALAN McWILLIAMSBuy9.00K$80.23722.07K
2024-12-16REID ALAN McWILLIAMSSell2.03K$80.23162.71K
2024-12-16REID ALAN McWILLIAMSSell1.52K$80.23122.03K
2024-12-16REID ALAN McWILLIAMSSell2.28K$80.23183.00K
2024-12-16Mason CharlieBuy10.00K$80.23802.30K
2024-12-16Mason CharlieSell1.19K$80.2395.47K
2024-12-16Mason CharlieSell1.07K$80.2385.93K
2024-12-16Mason CharlieSell2.77K$80.23222.48K
2024-12-16Venkatesh VishnuBuy6.00K$80.23481.38K
2024-12-16Faust Jonathan PBuy16.00K$80.231.28M
2024-12-03Johnson Susan ASell625$79.4849.67K
2024-12-02Venkatesh VishnuOther0——
2024-11-07DELANEY EUGENE ASell5.08K$83.07421.91K
2024-09-17Hedley David V IIISell302$68.5820.71K
2024-08-28Mason CharlieSell1.43K$69.2699.24K
2024-08-15SOLA JUREBuy7.49K$24.65184.73K
2024-08-15SOLA JURESell7.49K$24.65184.73K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 600, holders +121 vs prior quarter. Ownership 94.15%.

HolderSharesChangeChange %Value
FMR LLC8.03M776.06K+10.69%2.03B
BLACKROCK, INC.5.50M-3.10M-36.05%1.39B
VANGUARD PORTFOLIO MANAGEMENT LLC3.05M-974.49K-24.21%772.15M
VANGUARD CAPITAL MANAGEMENT LLC2.33M-24.50K-1.04%589.09M
INVESCO LTD.2.17M-248.59K-10.29%548.37M
STATE STREET CORP1.70M-464.33K-21.49%429.30M
JANE STREET GROUP, LLC1.52M1.42M+1458.90%385.06M
DIMENSIONAL FUND ADVISORS LP1.34M-834.97K-38.35%339.65M
GEODE CAPITAL MANAGEMENT, LLC1.21M-325.34K-21.25%305.28M
ADVANCED MICRO DEVICES INC1.15M00.00%291.31M
MORGAN STANLEY881.56K-62.53K-6.62%223.10M
D. E. SHAW & CO., INC.846.68K730.43K+628.33%214.28M
FISHER ASSET MANAGEMENT, LLC767.70K-66.15K-7.93%194.29M
BANK OF AMERICA CORP /DE/746.85K-198.53K-21.00%189.01M
EARNEST PARTNERS LLC699.66K-155.97K-18.23%177.07M
MILLENNIUM MANAGEMENT LLC688.39K268.23K+63.84%174.22M
ALLIANZ ASSET MANAGEMENT GMBH687.51K-65.27K-8.67%173.99M
NORGES BANK662.31K662.31KNew167.62M
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.546.73K-215.64K-28.29%138.37M
NORTHERN TRUST CORP512.83K-177.21K-25.68%129.79M
ALYESKA INVESTMENT GROUP, L.P.504.07K395.76K+365.42%127.57M
SUSQUEHANNA INTERNATIONAL GROUP, LLP470.06K422.67K+891.70%118.96M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.438.02K438.02KNew110.85M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC438.02K-203.85K-31.76%110.85M
HRT FINANCIAL LP398.00K398.00KNew100.73M

Insights

Revenue by product
PeriodValue
FY2012All Other Segments: 1259052000.0, Reportable Segment: 4975156000.0
FY2013IMS: 4766670000.0, Other Segments: 1335510000.0
FY2014IMS: 4933714000.0, Other Segments: 1514340000.0
FY2015IMS: 5157427000.0, Other Segments: 1414797000.0
FY2016IMS: 5297740000.0, Other Segments: 1372412000.0
FY2017IMS: 5645499000.0, Other Segments: 1422264000.0
FY2018IMS: 5847958000.0, Other Segments: 1458754000.0
FY2019IMS: 6907129000.0, Other Segments: 1555117000.0
FY2020CPS Third Party Revenue: 1300000000.0, IMS Third Party Revenue: 5699751000.0, Other Segments: 1365712000.0
FY2021CPS Third Party Revenue: 1300000000.0, IMS: 5454269000.0
FY2022CPS Third Party Revenue: 1500000000.0, IMS: 6372442000.0
FY2023CPS Third Party Revenue: 1747854000.0, IMS: 7328651000.0
FY2024CPS Third Party Revenue: 1534461000.0, IMS: 6033867000.0
FY2025CPS Third Party Revenue: 1615491000.0, IMS: 6512891000.0
Revenue by region
PeriodValue
FY2011China: 1792933000.0, Domestic: 1199077000.0, Mexico: 1273583000.0
FY2012China: 1667095000.0, Domestic: 1106446000.0, Mexico: 1296690000.0
FY2013CHINA: 1501632000.0, MEXICO: 1433799000.0, UNITED STATES: 1074529000.0
FY2014CHINA: 1564389000.0, MEXICO: 1693564000.0, UNITED STATES: 1041892000.0
FY2015CHINA: 1510208000.0, MEXICO: 1979085000.0, UNITED STATES: 1029897000.0
FY2016CHINA: 1421693000.0, MEXICO: 1869651000.0, UNITED STATES: 1045998000.0
FY2017CHINA: 1336118000.0, MALAYSIA: 743359000.0, MEXICO: 1935634000.0, UNITED STATES: 1234739000.0
FY2018CHINA: 1196178000.0, MALAYSIA: 687810000.0, MEXICO: 2067956000.0, UNITED STATES: 1338359000.0
FY2019Americas: 4194652000.0, Asia Pacific: 2988015000.0, EMEA: 1051192000.0
FY2020Americas: 3450527000.0, Asia Pacific: 2514005000.0, EMEA: 995838000.0
FY2021Americas: 3182849000.0, Asia Pacific: 2517963000.0, EMEA: 1055831000.0
FY2022Americas: 3719496000.0, Asia Pacific: 3007904000.0, EMEA: 1163075000.0
FY2023Americas: 4426690000.0, Asia Pacific: 3187017000.0, EMEA: 1321341000.0
FY2024Americas: 3962652000.0, Asia Pacific: 2558073000.0, EMEA: 1047603000.0
FY2025Americas: 4650934000.0, Asia Pacific: 2611053000.0, EMEA: 866395000.0

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Sanmina (SANM) Stock Insights

SANM$175.64+6.14 +3.62%

$9.41B

Market Cap

28.31

P/E

12.49

Forward P/E

61

Score

Price History