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Upturn AI SWOT - About
SANM 
Sanmina Corporation (SANM)
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Upturn Advisory Summary
08/14/2025: SANM (4-star) is a STRONG-BUY. BUY since 65 days. Profits (36.98%). 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 $114.5
1 Year Target Price $114.5
| 1 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 53.26% | Avg. Invested days 49 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.23B USD | Price to earnings Ratio 25.05 | 1Y Target Price 114.5 |
Price to earnings Ratio 25.05 | 1Y Target Price 114.5 | ||
Volume (30-day avg) 2 | Beta 1.15 | 52 Weeks Range 62.76 - 125.76 | Updated Date 08/15/2025 |
52 Weeks Range 62.76 - 125.76 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.67 |
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 2025-07-28 | When - | Estimate 1.42 | Actual 1.53 |
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 25.05 | Forward PE 16.39 | Enterprise Value 5730428760 | Price to Sales(TTM) 0.77 |
Enterprise Value 5730428760 | Price to Sales(TTM) 0.77 | ||
Enterprise Value to Revenue 0.71 | Enterprise Value to EBITDA 11.59 | Shares Outstanding 53284400 | Shares Floating 51499421 |
Shares Outstanding 53284400 | Shares Floating 51499421 | ||
Percent Insiders 3.45 | Percent Institutions 102.44 |
Upturn AI SWOT
Sanmina Corporation
Company Overview
History and Background
Sanmina Corporation was founded in 1980 as Sanmina Technologies. It evolved from a printed circuit board manufacturer to a global provider of integrated manufacturing solutions, expanding through acquisitions and strategic partnerships.
Core Business Areas
- Integrated Manufacturing Solutions (IMS): Provides end-to-end manufacturing services, including product design and engineering, supply chain management, manufacturing, final system assembly, and logistics.
- Components, Products and Services (CPS): Focuses on the design, manufacture, and assembly of complex components and subassemblies, including printed circuit boards, backplanes, and cable assemblies.
Leadership and Structure
Jure Sola is the Executive Chairman. Michael Clarke is the Chief Executive Officer. The organizational structure includes functional departments such as Operations, Finance, and Engineering, organized under executive leadership.
Top Products and Market Share
Key Offerings
- Printed Circuit Board Assembly (PCBA): Assembly and testing of PCBs. Sanmina is a major player. Market share difficult to ascertain precisely due to the broad nature of EMS but is estimated to be substantial given overall market size. Competitors: Jabil, Flex, Benchmark.
- Box Build Assembly: Complete product assembly. Sanmina provides integration services. Sanmina is a major player. Market share difficult to ascertain precisely due to the broad nature of EMS but is estimated to be substantial given overall market size. Competitors: Jabil, Flex, Benchmark.
- Engineering and Design Services: Product design and engineering solutions. Sanmina uses their manufacturing expertise to provide design for manufacturability. Competitors: Jabil, Flex, Celestica.
Market Dynamics
Industry Overview
The electronics manufacturing services (EMS) industry is characterized by high competition, technological advancements, and global supply chains. Increasing demand for electronic devices drives growth. The increased complexity of products and advanced materials are also shaping the market. Trend toward localization of supply chains.
Positioning
Sanmina is a leading EMS provider, known for its integrated solutions and focus on complex, high-value products. Its competitive advantage lies in its global footprint, engineering expertise, and strong customer relationships. It has expertise in several end markets including Healthcare, Industrial and Defense.
Total Addressable Market (TAM)
The global EMS market is valued at over $600 billion. Sanmina is positioned to capture a share of this TAM by focusing on high-value products and services within specific industry verticals.
Upturn SWOT Analysis
Strengths
- Global manufacturing footprint
- Strong engineering capabilities
- Diversified customer base
- Integrated solutions offering
- Strong balance sheet
Weaknesses
- Reliance on key customers
- Exposure to global economic fluctuations
- Margin pressure from competition
- Dependence on suppliers for materials
- Potential supply chain disruptions
Opportunities
- Growth in emerging markets
- Increasing demand for IoT devices
- Expansion of services into new industries
- Acquisitions and strategic partnerships
- Onshoring/Nearshoring trends
Threats
- Intense competition
- Technological obsolescence
- Geopolitical risks
- Fluctuations in raw material prices
- Trade wars and tariffs
Competitors and Market Share
Key Competitors
- JBL
- FLEX
- CEL
Competitive Landscape
Sanmina competes with other large EMS providers, each with their own strengths and weaknesses. Competition is high, but Sanmina differentiates itself through its focus on high-value products and integrated solutions. Data on market share is difficult to source as the EMS market is difficult to segment. Numbers are estimates
Major Acquisitions
RelianceCM
- Year: 2017
- Acquisition Price (USD millions): 80
- Strategic Rationale: Expanded capabilities and customer base in the Aerospace, Defense and Space markets.
Growth Trajectory and Initiatives
Historical Growth: Sanmina has experienced moderate growth in recent years, driven by increasing demand for its services and strategic acquisitions.
Future Projections: Analysts project continued growth in revenue and earnings, driven by the company's strong market position and growth in end markets. Estimates can vary. Growth is expected at mid single digit rates.
Recent Initiatives: Sanmina focuses on expanding its capabilities in high-growth areas, such as 5G, electric vehicles, and industrial automation. Continued investment in advanced manufacturing capabilities.
Summary
Sanmina is a solid EMS company with a diversified customer base and integrated manufacturing solutions. Strengths include its global footprint and engineering capabilities. Potential areas to watch are margin pressure and supply chain risks, but their strategy for growth looks like it is on track. Sanmina has the capabilities and financial performance to continue its growth in the EMS market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- Market research reports
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. Market data is based on available information and may not be entirely accurate. Past performance is not indicative of future results.
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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