On the stock market since 1993, it operates in the world of technology. It has 39,000 employees. Now — the numbers.
This is an established company with proven profits.
That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.
No real growth (5% a year).
If every debt were paid off today, $572.0M would still be left in the vault — a solid cushion for hard times.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Clearly below the class average.
Clearly below the class average.
The price looks reasonable next to what the company earns.
Clearly above the class average — a step short of the very top.
Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.
Business Quality: Profit power and business quality trail similar companies in the sector.
The stock trades 29% below its peak. The market has trimmed its expectations for the company.
There is $966.2M in the vault; even if every debt were paid off, $572.0M would remain.
It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.
Over the last 3 years, sales grew only 1% a year on average. At this size, speeding back up is not easy.
The company’s market value is 44 times its annual profit. Even a small disappointment could hit the price hard.
On our five-subject report card, SANM sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.
The takeaway: SANM is an established business that has proven its profits for years. The real debate here isn’t the price — it’s whether the company can keep up this pace.