SANM — Stock Film
STOCK FILMSCENE 1/11SANM · $216
Stock Expert AI presents
SANM
Sanmina Corporation
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Sanmina Corporation. What it actually does.

Provides product design and engineering services, from concept to manufacturing release. Offers assembly and testing services for electronic components and systems. Now — the numbers.

on the stock market since 1993
35K employees
$12B market value
WHERE DOES THE MONEY COME FROM?
80%IMS
IMSCPS Third Party Revenue 20%
80% of all revenue comes from a single line: IMS.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$8.1B
The net profit left over:
$245.9M
Out of every $100 in sales, $3 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 3%

This is an established company with proven profits.

Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
8 / 8
EXPECTATIONS MET OR BEATEN
8
Nov 2024
Jul 2026
8 TIMES IN THE LAST 8 QUARTERS
It clears the bar, quarter after quarter.
THE PRICE TAG
MARKET VALUE / ANNUAL PROFIT
47.1×

The market pays 47.1× for every dollar this company earns in a year — a price that already assumes things go well.

Against companies in its own sector, it looks cheaper than 77% of them.

Analysts' average target sits 39% below today's price.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
51
average

Profit indicators sit around the sector average.

FINANCIAL STRENGTH
34
very weak

Clearly below the class average.

VALUATION
77
strong

Clearly above the class average — a step short of the very top.

GROWTH
78
strong

This grade is a blend: the profit side is strong, the sales tempo slow.

PRICE MOMENTUM
83
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 24% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/2
Strong cash, light debt

There is $966.2M in the vault; even if every debt were paid off, $572.0M would remain.

2
THE BRIGHT SIDE · 2/2
Delivers on expectations

It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/2
A rich price tag

The company’s market value is 47 times its annual profit. Even a small disappointment could hit the price hard.

2
THE RISKS · 2/2
The price sits above analysts’ target

The stock trades 39% above the average analyst price target.

FINALE · THE GRADE
B+
66 / 100 · MoonshotScore

On our five-subject report card, SANM sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

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.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film