Electronic Components. Scored on the same transparent model behind the daily rankings.
★
SANM
Sanmina Corporation · Electronic Components
61.5Score
$217.49Oct 9 close$11.7B
1Y Target$260.00Analyst consensus · 4 analysts
5Y Target$380.67Compound horizon
10Y Target$564.69Long-dated conviction
FCF$594mTTM · 06/26C+
FCF $594m — respectable but not differentiating · TTM from SEC filings (OCF − CapEx), four quarters to 06/26.
Rev+58.6%TTM YoYA
Revenue +58.6% — hypergrowth, top decile · Latest four quarters of revenue vs the four before them, from SEC filings.
D/E0.88C+
D/E 0.88 — above the Technology debt median (≈75th pctile)
P/E38.9xB
P/E 38.9 — near the Technology median (≈60th pctile)
PEG0.72A-
PEG 0.72 — strong; the growth comes cheap
Targets: 1-year is analyst consensus where covered, 5- and 10-year are model estimates; the DCF is a cross-check, not a target. Methodology
Quality-growth score · 61.5
Quality51.3
Growth83.2
Value54.6
Entry · Margin of safety
52-week rangeMid-range
25% off the 12-month high
vs DCF fair value54% aboveest. fair value ~$141
What the price assumes: free cash flow growing about 22% next year, slowing to 4% a year by year ten — vs a starting rate of ~15% our model takes as the middle of three readings — analyst estimates, last year's revenue growth, and the company's own multi-year record.
Quality signals
Gross profitability12% · C+gross profit ÷ total assets — not in the score
ROIC8.5% · Breturn on invested capital — leads the quality score
Model-generatedFrom reported fundamentals, checked against the figures above · Editorial standards
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.
Horizon
1-3 yr $260.00 (4-analyst consensus) — fundamentals + valuation re-rating. 5 yr $380.67 at ~12% CAGR — compounding case rests on the competitive position widening. 10 yr $564.69 if current growth sustains into durable earnings power.
SANM vs the Top Picks average
Pillar
SANM
Book avg
Diff
Quality
51
83
-32
Growth
83
89
-6
Value
55
76
-21
Average of today's Top 30 (mean score 82.6); size and sector limits also decide the book.
Score history · SANM
Trend
+13.3 over 82 daily scores
From 48.2 (Jun 22) → 61.5 (now)
One point per daily run; read From → To for the actual range.
SANM at a glance
Same audited fundamentals as the score, unless a card says otherwise.
Analyst estimate revisions
30-day change
+0.0%
90-day change
+6.9%
Forward EPS estimate
$13.92
Over the last 90 days, what analysts expect SANM to earn is materially higher (+6.9%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.
Estimates move both ways and are not part of the Bull Rankings score. Biggest movers →
Position sizing · SANM
$
%
%
Shares to buy
9
Position size
$1,957
3.9% of portfolio
Stop price
$163.12
25% below $217.49
$ at risk if stopped
$489.35
budget $500.00 · 1% of portfolio
Math only: excludes commissions, slippage and gap risk. Inputs stay in your browser.
Sanmina Corporation (SANM) is an Electronic Components company that scores 61.5 out of 100 on the Bull Rankings quality-growth model — a middling reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
Its strongest graded signals are Rev (A) and PEG (A-). On valuation, SANM sits about 54% above our discounted-cash-flow fair value — the current price implies free cash flow growing about 22% next year, slowing to 4% a year by year ten.
Is SANM a good stock to buy?
Bull Rankings scores SANM 61.5 out of 100 on its quality-growth model, which is a middling reading. That is driven by Rev (A) and PEG (A-). A score is a quantitative screen of Sanmina Corporation's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does SANM score 61.5 on Bull Rankings?
The score leans on growth at 83.2 out of 100, with quality the weakest pillar at 51.3 — the three combine geometrically, so a weak one cannot be papered over by a strong one. SANM earns its highest marks on Rev (A) and PEG (A-). Each signal is graded against sector-aware thresholds rather than one absolute bar, so SANM is measured against Electronic Components peers, not against the market as a whole.
Is SANM overvalued or undervalued?
Based on $217.49, SANM sits about 54% above our discounted-cash-flow fair value — the current price implies free cash flow growing about 22% next year, slowing to 4% a year by year ten. It trades at a 38.9x P/E (graded B). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.
What are the main risks of investing in SANM?
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.