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Upturn AI SWOT - About
SANM 
Sanmina Corporation (SANM)
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Upturn Advisory Summary
04/01/2025: SANM (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 10.17% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.66B USD | Price to earnings Ratio 16.45 | 1Y Target Price 91 |
Price to earnings Ratio 16.45 | 1Y Target Price 91 | ||
Volume (30-day avg) 381620 | Beta 1 | 52 Weeks Range 57.52 - 91.12 | Updated Date 04/4/2025 |
52 Weeks Range 57.52 - 91.12 | Updated Date 04/4/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.09 |
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 2.99% | Operating Margin (TTM) 4.49% |
Management Effectiveness
Return on Assets (TTM) 4.59% | Return on Equity (TTM) 10.58% |
Valuation
Trailing PE 16.45 | Forward PE 11.47 | Enterprise Value 3431647834 | Price to Sales(TTM) 0.47 |
Enterprise Value 3431647834 | Price to Sales(TTM) 0.47 | ||
Enterprise Value to Revenue 0.45 | Enterprise Value to EBITDA 7.28 | Shares Outstanding 54325300 | Shares Floating 52545078 |
Shares Outstanding 54325300 | Shares Floating 52545078 | ||
Percent Insiders 3.39 | Percent Institutions 100.47 |
Analyst Ratings
Rating 3.5 | Target Price 71 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Sanmina Corporation
Company Overview
History and Background
Sanmina Corporation was founded in 1980 as Sanmina Technologies. It has grown through acquisitions and organic growth to become a leading global provider of integrated manufacturing solutions, engineering and design services, and supply chain management services.
Core Business Areas
- Integrated Manufacturing Solutions (IMS): Provides end-to-end manufacturing solutions, including printed circuit board assembly (PCBA), system assembly, and test services.
- Engineering and Design Services (EDS): Offers product design, prototyping, and new product introduction (NPI) services.
- Supply Chain Management (SCM): Manages the sourcing, procurement, and logistics of components and materials.
Leadership and Structure
Jure Sola is the Executive Chairman. The company has a hierarchical organizational structure with functional departments and business units.
Top Products and Market Share
Key Offerings
- PCBA: Printed Circuit Board Assembly. Sanmina's market share is difficult to pinpoint exactly, but it is a significant player in the EMS market. Competitors include Flex (FLEX), Jabil (JBL), and Foxconn.
- System Assembly: Complete system assembly services. Market share data is not readily available. Competitors include Flex (FLEX), Jabil (JBL), and Foxconn.
- Engineering Services: Design and engineering solutions for various industries. Specific market share figures are not available, but Sanmina competes with firms like Accenture (ACN) and Tata Consultancy Services (TCS).
Market Dynamics
Industry Overview
The EMS (Electronics Manufacturing Services) industry is characterized by intense competition, globalization, and technological advancements. Demand is driven by the need for outsourcing manufacturing to reduce costs and improve efficiency.
Positioning
Sanmina is a major player in the EMS industry, focusing on high-complexity, high-value products and services. Its competitive advantages include its global footprint, technological expertise, and strong customer relationships.
Total Addressable Market (TAM)
The global EMS market is estimated to be several hundred billion USD. Sanmina is positioned to capture a portion of this TAM by focusing on key industries and strategic customers.
Upturn SWOT Analysis
Strengths
- Global manufacturing footprint
- Strong engineering capabilities
- Focus on high-complexity products
- Established customer relationships
- Extensive supply chain expertise
Weaknesses
- Dependence on a limited number of customers
- Exposure to economic cycles
- Margin pressure from price competition
- Potential disruptions in the supply chain
Opportunities
- Growth in emerging markets
- Increased outsourcing by OEMs
- Adoption of new technologies (e.g., 5G, AI)
- Expansion into new industries
- Strategic acquisitions
Threats
- Intense competition
- Fluctuations in currency exchange rates
- Geopolitical risks
- Tariffs and trade barriers
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- FLEX
- JBL
- HON
Competitive Landscape
Sanmina competes with larger and smaller EMS providers. It differentiates itself through its focus on high-complexity products and its engineering capabilities.
Major Acquisitions
SCI Systems
- Year: 2001
- Acquisition Price (USD millions): 4500
- Strategic Rationale: Expanded Sanmina's manufacturing capabilities and global footprint significantly.
Growth Trajectory and Initiatives
Historical Growth: Sanmina's growth has been driven by both organic expansion and strategic acquisitions. Past performance reflects the overall health of the EMS industry.
Future Projections: Analyst estimates vary but generally project moderate revenue growth based on industry trends and company-specific initiatives.
Recent Initiatives: Recent initiatives include investments in new technologies, expansion into new markets, and strategic partnerships.
Summary
Sanmina is a strong player in the EMS industry, focusing on complex manufacturing solutions. Its global presence and engineering expertise are key strengths. Dependence on specific customers and economic volatility remain challenges. Strategic acquisitions and technological advancements will influence future growth.
Similar Companies
AVAV
AeroVironment Inc
AVAV
AeroVironment Inc
FLEX
Flex Ltd
FLEX
Flex Ltd
JBL
Jabil Circuit Inc
JBL
Jabil Circuit Inc
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly. Verify data with official sources before making any decisions.
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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