Lumida
/SANM
⌘K
Sanmina Corp

Sanmina Corp

SANM
$216.00USD+6.24%+12.69 today

MARKET CAP

11.6B

P/E (TTM)

45.7x

FWD P/E

DAY RANGE

$206 – $219

52W RANGE

$110
$289

AI Summary

Stalk
StalkMedium

SANM has cleared the $200–203 resistance cluster and reclaimed key EMAs on strong volume, but price is now extended above rising 9- and 20-day EMAs and nearing overbought. Under the Momentum + EPS strategy, patience is warranted: wait for a shallow pullback into the EMA zone (200–203) and confirmation of acceptance above short-term structure before initiating a long.

  • Q3 revenue $3.46B (+69.7% YoY) led by AI infrastructure growth
  • Non-GAAP operating margin at 8.0%, reflecting improved efficiency
  • P/E at 38.6x vs 5-year median flags overvaluation
Full analysis →
STATEMENT·Income statement
USD · GAAP
METRICFY 2021FY 2022FY 2023FY 2024FY 2025TREND
Sales, Adj.$6.7B$7.9B$8.9B$7.6B$8.1B
YoY %-3.2%+17.5%+12.8%-15.3%+7.4%
P / Sales0.4x0.4x0.4x0.5x0.8x
EV / Sales0.6x0.7x0.6x0.8x1.1x
Gross Profit, Adj.$526.4M$622.2M$743.2M$640.4M$716.4M
YoY %+0.1%+18.2%+19.4%-13.8%+11.9%
Margin %7.8%7.9%8.3%8.5%8.8%
EV / Gross Profit8.1x8.8x6.9x9.0x12.1x
EBITDA, Adj.$380.6M$465.1M$579.9M$468.1M$514.5M
YoY %+1.1%+22.2%+24.7%-19.3%+9.9%
Margin %5.6%5.9%6.5%6.2%6.3%
EV / EBITDA11.3x11.8x8.8x12.3x16.8x
EBIT$255.9M$349.5M$455.7M$335.5M$354.6M
YoY %+12.4%+36.5%+30.4%-26.4%+5.7%
Margin %3.8%4.4%5.1%4.4%4.4%
EV / EBIT16.8x15.7x11.3x17.1x24.4x
Net Income$249.5M$240.4M$310.0M$222.5M$245.9M
YoY %+78.6%-3.7%+28.9%-28.2%+10.5%
Net Margin3.7%3.0%3.5%2.9%3.0%
EPS (GAAP)$3.72$3.81$5.18$3.91$4.46
YoY %+88.8%+2.4%+36.0%-24.5%+14.1%