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Upturn AI SWOT - About
SANM 
Sanmina Corporation (SANM)
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Upturn Advisory Summary
10/20/2025: SANM (4-star) is a STRONG-BUY. BUY since 111 days. Simulated Profits (55.59%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
2 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $158.5
1 Year Target Price $158.5
| 1 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 74.08% | Avg. Invested days 57 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/20/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.07B USD | Price to earnings Ratio 27.7 | 1Y Target Price 158.5 |
Price to earnings Ratio 27.7 | 1Y Target Price 158.5 | ||
Volume (30-day avg) 2 | Beta 1.19 | 52 Weeks Range 63.67 - 160.25 | Updated Date 10/20/2025 |
52 Weeks Range 63.67 - 160.25 | Updated Date 10/20/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.79 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.22% | Operating Margin (TTM) 5.07% |
Management Effectiveness
Return on Assets (TTM) 4.79% | Return on Equity (TTM) 11.7% |
Valuation
Trailing PE 27.7 | Forward PE 16.58 | Enterprise Value 5727231693 | Price to Sales(TTM) 0.88 |
Enterprise Value 5727231693 | Price to Sales(TTM) 0.88 | ||
Enterprise Value to Revenue 0.71 | Enterprise Value to EBITDA 11.59 | Shares Outstanding 53284450 | Shares Floating 51520202 |
Shares Outstanding 53284450 | Shares Floating 51520202 | ||
Percent Insiders 3.45 | Percent Institutions 101.47 |
Upturn AI SWOT
Sanmina Corporation
Company Overview
History and Background
Sanmina Corporation was founded in 1980. Initially named Sanmina, it merged with SCI Systems in 2001 and was renamed Sanmina-SCI. In 2002, it reverted to Sanmina. It has grown through acquisitions and expansions in the electronics manufacturing services (EMS) sector.
Core Business Areas
- Integrated Manufacturing Solutions: Provides end-to-end manufacturing solutions, including printed circuit board assembly (PCBA), system integration, and testing.
- Engineering and Design Services: Offers engineering and design services, including product design, prototyping, and new product introduction (NPI).
- Supply Chain Management: Manages the entire supply chain process, from sourcing components to logistics and distribution.
Leadership and Structure
Jure Sola is the Executive Chairman. Michael Clarke is the Chief Executive Officer. The company has a board of directors and operates with a functional organizational structure.
Top Products and Market Share
Key Offerings
- PCBA (Printed Circuit Board Assembly): Sanmina provides PCBA services. The market is fragmented and competitive. Competitors include Flex (FLEX), Jabil (JBL), and Celestica (CLS). Market share data is difficult to pinpoint precisely, but Sanmina is a major player in this space.
- System Integration: Sanmina offers system integration services. Competitors include Flex (FLEX), Jabil (JBL), and Wistron. Market share data is difficult to pinpoint precisely, but Sanmina is a major player in this space.
- Engineering Design: Sanmina offers engineering design services for electronics. Competitors include Accenture, Tata Consultancy Services and Capgemini.
Market Dynamics
Industry Overview
The electronics manufacturing services (EMS) industry is driven by increasing demand for electronics in various sectors, including automotive, healthcare, and aerospace. Trends include automation, digitalization, and supply chain resilience.
Positioning
Sanmina is positioned as a leading EMS provider, offering a wide range of services from design to manufacturing. Its competitive advantages include its global footprint, technological capabilities, and strong customer relationships.
Total Addressable Market (TAM)
The global EMS market is expected to reach hundreds of billions of dollars. Sanmina is positioned to capture a significant portion of this TAM through its diverse service offerings and industry expertise.
Upturn SWOT Analysis
Strengths
- Global Manufacturing Footprint
- Strong Customer Relationships
- Comprehensive Service Portfolio
- Technological Expertise
- Established Supply Chain
Weaknesses
- Reliance on Key Customers
- Exposure to Economic Cycles
- High Operating Costs
- Intense Competition
Opportunities
- Expanding into New Markets
- Adopting Automation Technologies
- Increasing Outsourcing Trends
- Diversifying Service Offerings
- Acquiring Smaller EMS Providers
Threats
- Geopolitical Instability
- Supply Chain Disruptions
- Labor Shortages
- Fluctuations in Commodity Prices
- Increased Competition
Competitors and Market Share
Key Competitors
- FLEX
- JBL
- CEL
Competitive Landscape
Sanmina competes with other large EMS providers based on price, quality, and service. Its advantages include a global footprint and comprehensive service portfolio. Disadvantages include high operating costs and reliance on key customers.
Major Acquisitions
Reliance Industries Ltd
- Year: 2007
- Acquisition Price (USD millions): 78
- Strategic Rationale: This allowed Sanmina to expand to India
Growth Trajectory and Initiatives
Historical Growth: Sanmina has experienced moderate growth over the past several years, driven by increased demand for EMS services.
Future Projections: Analysts project continued growth for Sanmina, driven by expansion into new markets and adoption of new technologies. Estimates would vary among different analysts.
Recent Initiatives: Sanmina has invested in automation and digitalization initiatives to improve efficiency and reduce costs.
Summary
Sanmina is a significant player in the EMS industry with a global presence and diverse service offerings. It faces strong competition and economic headwinds but has potential for growth through strategic initiatives and market expansion. Its solid customer base provides stability, while managing costs and supply chain risks is crucial. With improving earnings per share, the future looks promising, but they must remain vigilant of supply and demand.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is estimated and may not be precise. Financial data is hypothetical and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Sanmina Corporation
Exchange NASDAQ | Headquaters San Jose, CA, United States | ||
IPO Launch date 1993-04-14 | Co-Founder, Executive Chairman & CEO Mr. Jure Sola | ||
Sector Technology | Industry Electronic Components | Full time employees 32000 | Website https://www.sanmina.com |
Full time employees 32000 | Website https://www.sanmina.com | ||
Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. 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 manufacture of components, subassemblies, and complete systems. In addition, the company provides components, such as printed circuit boards, backplane and backplane assemblies, cable assemblies, fabricated metal parts, precision machined parts, and plastic injected molded parts; memory solutions; storage platforms; optical, radio frequency, and microelectronic solutions; defense and aerospace products, design, manufacturing, repair, and refurbishment services; 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 infrastructure industries. The company was formerly known as Sanmina-SCI Corp. Sanmina Corporation was incorporated in 1980 and is headquartered in San Jose, California.
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