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Technology - Hardware, Equipment & Parts - NASDAQ - US
$ 102.34
1.09 %
$ 5.47 B
Market Cap
23.69
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one SANM stock under the worst case scenario is HIDDEN Compared to the current market price of 102 USD, Sanmina Corporation is HIDDEN

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one SANM stock under the base case scenario is HIDDEN Compared to the current market price of 102 USD, Sanmina Corporation is HIDDEN

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one SANM stock under the best case scenario is HIDDEN Compared to the current market price of 102 USD, Sanmina Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart SANM

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$105.0$105.0$100.0$100.0$95.0$95.0$90.0$90.0$85.0$85.0$80.0$80.0$75.0$75.0$70.0$70.0$65.0$65.015 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 JunJul '25Jul '25
FINANCIALS
7.57 B REVENUE
-15.30%
335 M OPERATING INCOME
-26.37%
238 M NET INCOME
-27.41%
340 M OPERATING CASH FLOW
44.67%
-114 M INVESTING CASH FLOW
40.56%
-270 M FINANCING CASH FLOW
-285.39%
1.98 B REVENUE
-1.11%
91.6 M OPERATING INCOME
3.39%
70.5 M NET INCOME
-0.52%
157 M OPERATING CASH FLOW
145.33%
4.32 M INVESTING CASH FLOW
125.10%
-118 M FINANCING CASH FLOW
-309.38%
Balance Sheet Sanmina Corporation
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Current Assets 3.87 B
Cash & Short-Term Investments 626 M
Receivables 1.72 B
Other Current Assets 1.52 B
Non-Current Assets 952 M
Long-Term Investments 0
PP&E 616 M
Other Non-Current Assets 336 M
12.98 %35.70 %31.58 %12.77 %6.97 %Total Assets$4.8b
Current Liabilities 1.94 B
Accounts Payable 1.44 B
Short-Term Debt 17.5 M
Other Current Liabilities 481 M
Non-Current Liabilities 521 M
Long-Term Debt 300 M
Other Non-Current Liabilities 221 M
58.59 %19.55 %12.18 %8.97 %Total Liabilities$2.5b
EFFICIENCY
Earnings Waterfall Sanmina Corporation
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Revenue 7.57 B
Cost Of Revenue 6.93 B
Gross Profit 640 M
Operating Expenses 305 M
Operating Income 335 M
Other Expenses 97.7 M
Net Income 238 M
8b8b7b7b6b6b5b5b4b4b3b3b2b2b1b1b008b(7b)640m(305m)335m(98m)238mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
8.46% GROSS MARGIN
8.46%
4.43% OPERATING MARGIN
4.43%
2.94% NET MARGIN
2.94%
10.13% ROE
10.13%
4.61% ROA
4.61%
8.66% ROIC
8.66%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Sanmina Corporation
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300m300m250m250m200m200m150m150m100m100m50m50m00201620162017201720182018201920192020202020212021202220222023202320242024
Net Income 238 M
Depreciation & Amortization 122 M
Capital Expenditures -111 M
Stock-Based Compensation 57.4 M
Change in Working Capital -107 M
Others -31.9 M
Free Cash Flow 229 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Sanmina Corporation
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SANM has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 11
6. Ownership
Insider Ownership Sanmina Corporation
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Sold
0-3 MONTHS
325 K USD 2
3-6 MONTHS
4.79 M USD 6
6-9 MONTHS
496 K USD 3
9-12 MONTHS
12.9 M USD 8
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Viking Enterprise Solutions Announces Award-Winning Edge AI Turnkey Appliance SAN JOSE, Calif. , June 17, 2025 /PRNewswire/ -- Viking Enterprise Solutions, a product division of Sanmina Corporation (NASDAQ: SANM), today announced Viking Edge AI, an Edge AI Computational Storage Appliance that eliminates the constraints of traditional edge computing deployment. prnewswire.com - 3 weeks ago
Why Is Sanmina (SANM) Up 9.6% Since Last Earnings Report? Sanmina (SANM) reported earnings 30 days ago. What's next for the stock? zacks.com - 1 month ago
Sanmina to Acquire ZT Systems' Manufacturing Business from AMD Sanmina agreed to acquire ZT Systems' data center infrastructure manufacturing business from Advanced Micro Devices for up to $3 billion. wsj.com - 1 month ago
Sanmina to buy ZT Systems' manufacturing business from AMD in $3 billion deal Sanmina said on Monday it has entered into an agreement to acquire the data center infrastructure manufacturing business of ZT Systems from chipmaker AMD in a deal valued at about $3 billion. reuters.com - 1 month ago
SANMINA ANNOUNCES ACQUISITION OF DATA CENTER INFRASTRUCTURE MANUFACTURING BUSINESS OF ZT SYSTEMS FROM AMD Transformational Acquisition Increases Sanmina's Scale and End-Market Exposure to Cloud and AI Infrastructure Planned Divestiture by AMD Creates Preferred NPI Manufacturing Partnership with Sanmina, a Leading IMS Company Purchase Price of $2.55 Billion Cash and Equity, Plus $450 Million in Contingent Consideration, Totaling Up to $3 Billion Transaction Expected to be Accretive to Non-GAAP EPS in First Year Post-Close Sanmina to Host Conference Call Today at 8:30 a.m. ET (5:30 a.m. prnewswire.com - 1 month ago
Sanmina Q2 Earnings Surpass Estimates on Higher Revenues SANM reports solid second-quarter fiscal 2025 results, driven by healthy demand in both segments. zacks.com - 2 months ago
NXP Semiconductors, Brinker International, Ultra Clean, Sanmina And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session U.S. stock futures were higher this morning, with the Dow futures gaining around 100 points on Tuesday. benzinga.com - 2 months ago
Sanmina Corporation (SANM) Q2 2025 Earnings Call Transcript Sanmina Corporation (NASDAQ:SANM ) Q2 2025 Earnings Conference Call April 28, 2025 5:00 PM ET Company Participants Paige Melching - SVP, Investor Communications Jure Sola - Chairman & CEO Jon Faust - EVP & CFO Conference Call Participants Ruplu Bhattacharya - Bank of America Steven Fox - Fox Advisors Anja Soderstrom - Sidoti Operator Good afternoon, ladies and gentlemen, and welcome to Sanmina's Second Quarter Fiscal 2025 Earnings Conference Call. At this time, all lines are in listen-only mode. seekingalpha.com - 2 months ago
Sanmina (SANM) Q2 Earnings and Revenues Surpass Estimates Sanmina (SANM) came out with quarterly earnings of $1.41 per share, beating the Zacks Consensus Estimate of $1.38 per share. This compares to earnings of $1.30 per share a year ago. zacks.com - 2 months ago
Sanmina Reports Second Quarter Fiscal 2025 Financial Results SAN JOSE, Calif. , April 28, 2025 /PRNewswire/ -- Sanmina Corporation ("Sanmina" or the "Company") (NASDAQ: SANM), a leading integrated manufacturing solutions company, today reported financial results for the second quarter ended March 29, 2025 and outlook for its third fiscal quarter ending June 28, 2025. prnewswire.com - 2 months ago
SANMINA CORPORATION INVITES YOU TO JOIN ITS SECOND QUARTER FISCAL 2025 EARNINGS CONFERENCE CALL SAN JOSE, Calif. , April 21, 2025 /PRNewswire/ -- Sanmina Corporation (NASDAQ: SANM) announced today that it will host its second quarter fiscal 2025 earnings conference call on Monday, April 28, 2025 at 5:00 PM ET. prnewswire.com - 2 months ago
Sanmina: Fairly Re-Rated After Stabilization Arrived Sanmina has shown improved margins, earnings and significant buybacks, creating long-term shareholder value. The company provides end-to-end manufacturing solutions across diverse OEM segments, benefiting from long-term demand drivers but facing cyclicality and stable but low margins. 2024 was tough, but the company ended the year on a strong note, with prospects for growth in 2025 (ahead of the tariff discussions). seekingalpha.com - 2 months ago
8. Profile Summary

Sanmina Corporation SANM

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COUNTRY US
INDUSTRY Hardware, Equipment & Parts
MARKET CAP $ 5.47 B
Dividend Yield 0.00%
Description Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. It operates in 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 engages in the manufacturing of components, subassemblies, and complete systems. In addition, the company provides interconnect systems, such as printed circuit board fabrication, backplane, cable assemblies, and plastic injection moldings; mechanical systems comprising enclosures and precision machining; memory, storage platforms, radio frequency, optical, and microelectronic solutions; defense and aerospace products; 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 solutions industries. Sanmina Corporation was founded in 1980 and is headquartered in San Jose, California.
Contact 2700 North First Street, San Jose, CA, 95134 https://www.sanmina.com
IPO Date April 14, 1993
Employees 32000
Officers Mr. Marco Gonzalez Hagelsieb Chief Operating Officer of Americas IMS Mr. Brian P. Casey Senior Vice President & Treasurer Mr. Vishnu Gangaswamy Venkatesh Senior Vice President, Global Controller & Chief Accounting Officer Mr. Jure Sola Co-Founder, Executive Chairman & Chief Executive Officer Mr. Charles C. Mason Executive Vice President of Worldwide Sales Ms. Paige Melching Senior Vice President of Investor Communications Mr. Jonathan P. Faust Executive Vice President & Chief Financial Officer Mr. Alan McWilliams Reid Executive Vice President of Global Human Resources Mr. Christopher K. Sadeghian Vice President of Legal, Corporate Secretary & Acting General Counsel Mr. Ramakrishna Pillai President of Components Technology