Sanmina Corporation (SANM)
SuperavaliadaFundamental
59
Preço
$214.91
Capitalização de Mercado
$11.52B
Parte 1 · Quanto vale a empresa
Visão Geral
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. The company operates through 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 engaging in the manufacture of components, subassemblies, and complete systems; and direct order fulfilment and logistics services. In addition, the company provides components, such as printed circuit boards, backplane fabrication 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.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
No editorial profile for this company yet
No competitor list for this company yet.
Balanço & Liquidez
Receita
$12.76B
Últimos 12 meses (até 27/06/2026)
Resultado Líquido
$308M
Últimos 12 meses (até 27/06/2026)
Fluxo de Caixa Livre
$473M
Capital Próprio Total
$2.54B
Passivo Total
$3.32B
Rácio de Liquidez
1.78
Cobertura de Juros
5.61
Dívida/EBITDA
5.13
Resultados Por Ação
Receita & Resultado Líquido
Fluxo de Caixa Livre
Decomposição dos Resultados
Demonstração histórica
Margens ao longo do tempo
A dívida ao longo do tempo
Quanto pesa a dívida
Grelha do crescimento
Crescimento — Receitas
Estimativa de Valor Justo
Valor Justo
$173.73
Preço Atual
$214.91
Margem de Segurança
-23.7%
Intervalo de Valor Justo
$112.92 - $234.53
Dispersão entre os métodos de avaliação utilizados, não um intervalo de confiança calibrado estatisticamente.
Métodos de Estimativa
Métricas de Avaliação
Rácio P/E
38.45
ROE
9.7%
Rácio P/B
4.17
P/FCF
19.39
Margem Bruta
9.0%
ROIC
7.8%
Radar de Rentabilidade
Criação de Valor (Vantagem Competitiva)
ROIC
7.8%
WACC
11.5%
ROIC − WACC
-3.7 pp
O ROIC está abaixo do custo do capital — a empresa está a destruir valor a cada dólar investido.
Critérios de Análise Fundamental
Aprovado (17)
- EPS shows upward trend
- Price CAGR 19.73%
- ROIC 7.8%
- P/FCF 19.39
- Debt/Equity ratio
- Positive Free Cash Flow
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- Low reliance on intangibles
- ROE 12.6%
- Analyst Consensus 62% Buy
- Earnings Surprise avg 15.0%
- Earnings Quality (OCF/NI) 2.92
- Share Dilution -3.1%
- Piotroski F-Score 5/9
Reprovado (9)
- Gross Margin 9.0%
- P/B Ratio 4.17
- Operating Margin 4.2%
- CapEx intensity
- Price below Graham Number
- DCF valuation (Overvalued)
- Revenue Growth 5Y 3.1%
- PEG Ratio 2.05
- Net Margin Trend 2.4% vs 3.2%
Indisponível (1)
- Dividend Payout NaN%
Piotroski F-Score
Sinais mistos: algumas áreas requerem atenção
Qualidade dos Resultados
Alta qualidade: resultados respaldados por caixa
Diluição de Ações
A recomprar ações. Favorável ao acionista
Participações institucionais
Governação
Equipa Executiva
| Nome | Cargo | Idade |
|---|---|---|
| Mr. Jure Sola | Co-Founder, Executive Chairman & CEO | 74 |
| Mr. Jonathan P. Faust | Executive VP & CFO | 46 |
| Mr. Charles Cudworth Mason Jr. | Executive Vice President of Worldwide Sales | 59 |
| Mr. Alan McWilliams Reid | Executive Vice President of Global Human Resources | 62 |
| Mr. Vishnu Gangaswamy Venkatesh | Senior VP, Global Controller & Chief Accounting Officer | 46 |
| Ms. Paige Melching | Senior Vice President of Investor Communications | - |
| Mr. Christopher K. Sadeghian | VP of Legal, Corporate Secretary & Acting General Counsel | - |
| Mr. Ramakrishna Pillai | President of Components Technology | 65 |
| Mr. Marco Gonzalez Hagelsieb | Chief Operating Officer of Americas IMS | - |
| Mr. Brian P. Casey | Senior VP & Treasurer | 71 |
Risco de Auditoria
5
Risco do Conselho
6
Risco de Remuneração
5
Risco dos Direitos dos Acionistas
2
Parte 2 · O preço e o momento de entrar
Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.
Documentos
- Ver documento
Relatório anual (10-K)
Uma visão anual do negócio, dos resultados financeiros e dos riscos da empresa.
Arquivado em 2025-11-13
- Ver documento
Relatório trimestral (10-Q)
Uma atualização sobre o desempenho financeiro dos últimos três meses.
Arquivado em 2026-07-27
- Ver documento
Relatório de fato relevante (8-K)
Um aviso sobre um fato relevante, como uma mudança na liderança ou um grande anúncio.
Arquivado em 2026-09-15
via SEC EDGAR
Histórico de Resultados
via SEC EDGAR
Latest News
Recent headlines for SANM, sourced from Markets Gazette.
- 4/27/2026POSITIVESanmina Stock Surges On Q2 Earnings: What To Know
Sanmina Corporation (NASDAQ:SANM) experienced a significant surge in its stock price during extended trading following the release of its fiscal second-quarter financial results. While specific earnings figures and revenue details were not provided in the initial report, the positive market reaction indicates that the company's performance likely exceeded analyst expectations or offered a strong forward-looking guidance. Investors are closely watching Sanmina's ability to capitalize on its market position in complex manufacturing solutions, and this stock movement suggests renewed confidence in its growth trajectory and operational execution.
via Markets Gazette