Sanmina Corporation (SANM)
被高估基本面
59
价格
$220.86
市值
$11.52B
第一部分 · 这家公司值多少
概览
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.
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Direct competitors
Who this company fights with for the same customers
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资产负债表与流动性
营收
$12.76B
最近12个月（截至2026/6/27）
净利润
$308M
最近12个月（截至2026/6/27）
自由现金流
$473M
股东权益合计
$2.54B
负债合计
$3.32B
流动比率
1.78
利息覆盖率
5.61
债务/EBITDA
5.13
每股收益
营收与净利润
自由现金流
收入构成
历史财务表
利润率变化
债务变化
债务负担有多重
增长一览表
增长 — 营业收入
公允价值估算
公允价值
$173.73
当前价格
$220.86
安全边际
-27.1%
公允价值区间
$112.92 - $234.53
所用估值方法之间的离散区间，并非经过统计校准的置信区间。
估算方法
估值指标
市盈率（P/E）
38.45
ROE
9.7%
市净率（P/B）
4.17
P/FCF
19.39
毛利率
9.0%
ROIC
7.8%
盈利能力雷达图
价值创造（经济护城河）
ROIC
7.8%
WACC
11.5%
ROIC − WACC
-3.7 pp
ROIC 低于资本成本：公司每投入一美元都在毁灭价值。
基本面分析标准
通过（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
未通过（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%
不可用（1）
- Dividend Payout NaN%
Piotroski F-评分
信号混杂：部分领域需关注
盈利质量
高质量：盈利有现金流支撑
股权稀释
正在回购股份，对股东友好
机构持股
公司治理
管理团队
| 姓名 | 职位 | 年龄 |
|---|---|---|
| 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 |
审计风险
5
董事会风险
6
薪酬风险
5
股东权利风险
2
第二部分 · 价格与买入时机
这一部分不判断公司是否值得拥有：它帮助你在基本面说服你之后，选择何时买入。包含：技术分析、潜力、历史回撤、Gamma 敞口。
损益历史
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