Verdict: Side-by-side breakdown using the Bull Rankings model. TEL scored 70.5, SANM scored 61.5 — TEL leads.
Compare another set
TEL
TE Connectivity plc
Electronic Components · Quality-Growth
70.5
$218.29 · $63.2B
fundamentals as of
Score gap
9.0
TEL leads
SANM
Sanmina Corporation
Electronic Components · Quality-Growth
61.5
$217.49 · $11.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestTEL21.4x
Fastest growthSANM+58.6%
Strongest balance sheetTEL0.43
Highest qualityTEL81 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
TEL
stronger →← stronger
SANM
81
Qualityreturns · margins · balance sheet
51
81
Growthrevenue & earnings expansion
83
54
Valuevaluation vs sector peers
55
SANM is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
TEL
SANM
$3.3bB
FCF
$594mC+
+16.5%B+
Rev
+58.6%A
0.43B
D/E
0.88C+
21.4xB+
P/E
38.9xB
0.92B+
PEG
0.72A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
TEL
SANM
16% above
Price vs fair valuelower is cheaper
54% above
~13%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~22%/yr
-24%
1-yr DCF upside
-43%
-14%
5-yr DCF upside
-35%
+2%
10-yr DCF upside
-22%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TEL
Why this score
Buying back stock
Raising its dividend
SANM
No notable signals flagged.
The companies
TELTE Connectivity plc
Electronic Components · $218.29 · beta 1.14
Why now
Electronic Components · market cap $63.2b. 14% off the 52-week high of $252.56. Revenue growing +17%, comfortably above the S&P median. PEG 0.92 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $250.74 (implying +15% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 23% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
SANMSanmina Corporation
Electronic Components · $217.49 · beta 1.61
Why now
Electronic Components · market cap $11.7b. Down 25% from 52-week high of $288.68 — deep drawdown territory. Revenue growing +59% — in hypergrowth territory. PEG 0.72 — paying under fair value for the growth rate. 4 sell-side analysts publish a mean 1-yr target of $260.00 (implying +20% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 193% of net income — earnings translate cleanly into cash.
Risk
Beta 1.61 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 39x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 2.4% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where TEL and SANM diverge
On the headline score the gap is 9.0 points in favor of TEL. The widest single difference is Quality, where TEL leads by 29.6 points.
QualityTEL 80.9 · SANM 51.3TEL +29.6
GrowthTEL 80.9 · SANM 83.2level
ValueTEL 53.6 · SANM 54.6level
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is TEL or SANM the better stock?
TEL scores higher: TEL 70.5, SANM 61.5 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do TEL and SANM differ most?
The widest gap is quality, where TEL leads by 30 points on the 0–100 pillar scale. The other two pillars are close enough to call level, so this is the one place they genuinely separate.
How are TEL and SANM scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.