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Sanmina Corp Stock Research

SANM

53.50USD+0.49(+0.92%)Delayedas of 20 Sep 2023, 01:04 pm
Watchlist

Market Summary

USD53.50+0.49
Delayedas of 20 Sep 2023, 01:04 pm
0.92%

SANM Alerts

  • 2 major insider sales recently.

SANM Stock Price

SANM RSI Chart

SANM Valuation

Market Cap

3.1B

Price/Earnings (Trailing)

10.03

Price/Sales (Trailing)

0.34

EV/EBITDA

4.37

Price/Free Cashflow

79.37

SANM Price/Sales (Trailing)

SANM Profitability

EBT Margin

4.29%

Return on Equity

13.85%

Return on Assets

6.11%

Free Cashflow Yield

1.26%

SANM Fundamentals

SANM Revenue

Revenue (TTM)

9.1B

Revenue Y/Y

9.08%

Revenue Q/Q

-4.87%

SANM Earnings

Earnings (TTM)

306.5M

Earnings Y/Y

-0.94%

Earnings Q/Q

-3.93%

Price Action

52 Week Range

44.2969.28
(Low)(High)

Last 7 days

1.4%

Last 30 days

-1.9%

Last 90 days

-9.6%

Trailing 12 Months

11.4%

SANM Financial Health

Current Ratio

1.79

SANM Investor Care

Buy Backs (1Y)

3.31%

Diluted EPS (TTM)

5.13

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales

Latest Insider Trading transactions for SANM

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-08-31
REID ALAN McWILLIAMS
sold
-298,821
55.9172
-5,344
evp, global human resources
2023-08-22
DELANEY EUGENE A
sold
-75,382
55.185
-1,366
-
2023-08-22
DELANEY EUGENE A
acquired
21,541
15.77
1,366
-
2023-08-18
SOLA JURE
sold
-7,032,800
54.1977
-129,762
chairman and ceo
2023-08-18
SOLA JURE
acquired
3,095,000
15.475
200,000
chairman and ceo
2023-03-15
PRABHU KRISH A
acquired
179,977
57.19
3,147
-
2023-03-15
DELANEY EUGENE A
acquired
179,977
57.19
3,147
-
2023-03-15
Johnson Susan A
acquired
179,977
57.19
3,147
-
2023-03-15
ROSATI MARIO M
acquired
179,977
57.19
3,147
-
2023-03-15
Hedley David V III
acquired
224,985
57.19
3,934
-

1–10 of 50

Which funds bought or sold SANM recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-12
Farther Finance Advisors, LLC
added
1,922
57,883
60,933
0.01%
2023-09-08
TUCKER ASSET MANAGEMENT LLC
sold off
-100
-25,433
-
-%
2023-08-28
DELPHI MANAGEMENT INC /MA/
new
-
1,426,000
1,426,000
1.48%
2023-08-24
Alberta Investment Management Corp
unchanged
-
-28,890
2,418,270
0.02%
2023-08-22
VIRGINIA RETIREMENT SYSTEMS ET AL
added
6.06
38,712
843,780
0.01%
2023-08-21
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
added
5.72
48,000
1,130,000
0.01%
2023-08-21
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
reduced
-1.64
-124,329
4,311,540
0.01%
2023-08-21
OSAIC HOLDINGS, INC.
reduced
-22.16
-325,870
1,088,040
-%
2023-08-17
Coppell Advisory Solutions LLC
new
-
2,694
2,694
-%
2023-08-16
Nuveen Asset Management, LLC
added
1.45
128,988
52,093,000
0.02%

1–10 of 48

Latest Funds Activity

Are funds buying SANM calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own SANM
No. of Funds

Schedule 13G FIlings of Sanmina

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 09, 2023
vanguard group inc
11.45%
6,576,813
SC 13G/A
Jan 23, 2023
blackrock inc.
17.9%
10,259,025
SC 13G/A
Feb 11, 2022
earnest partners llc
6.0%
3,843,812
SC 13G/A
Feb 10, 2022
vanguard group inc
10.78%
6,937,717
SC 13G/A
Feb 08, 2022
dimensional fund advisors lp
7.2%
4,607,977
SC 13G/A
Jan 27, 2022
blackrock inc.
15.8%
10,179,962
SC 13G/A
Jan 26, 2022
blackrock inc.
15.8%
10,179,962
SC 13G
Feb 16, 2021
dimensional fund advisors lp
7.6%
4,974,207
SC 13G/A
Feb 16, 2021
earnest partners llc
7.3%
4,726,748
SC 13G/A
Feb 10, 2021
vanguard group inc
10.27%
6,679,503
SC 13G/A

Recent SEC filings of Sanmina

View All Filings
Date Filed Form Type Document
Sep 19, 2023
4
Insider Trading
Sep 19, 2023
4
Insider Trading
Sep 19, 2023
4
Insider Trading
Sep 05, 2023
8-K
Current Report
Sep 01, 2023
4
Insider Trading
Aug 31, 2023
144
Notice of Insider Sale Intent
Aug 23, 2023
4
Insider Trading
Aug 22, 2023
144
Notice of Insider Sale Intent
Aug 21, 2023
4
Insider Trading
Aug 18, 2023
144
Notice of Insider Sale Intent

SANM Fair Value

Loading...

Peers (Alternatives to Sanmina)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
51.3B
12.6B
1.24% 18.57%
26.97
4.09
5.26% 6.38%
26.5B
13.3B
-0.84% -0.71%
28.4
1.93
-8.71% -68.18%
23.7B
5.6B
2.77% -19.88%
20.94
4.23
6.17% 2.08%
14.1B
35.3B
4.58% 79.73%
14.38
0.4
10.73% 14.25%
-
5.5B
-7.28% -13.41%
-
-
-5.22% 30.78%
MID-CAP
7.9B
1.3B
-2.87% 12.88%
35.95
6.12
2.12% 9.33%
4.7B
1.4B
0.27% 11.66%
44.52
3.44
-8.11% -60.37%
3.5B
3.5B
-4.77% 32.72%
8.37
0.99
5.02% 20.13%
3.1B
9.1B
-1.94% 11.39%
10.03
0.34
24.00% 28.81%
2.5B
4.3B
-6.71% -0.82%
16.71
0.58
22.08% 23.25%
SMALL-CAP
2.0B
1.3B
0.88% 46.81%
21.47
1.54
8.04% -20.43%
1.3B
585.4M
-3.61% -1.77%
22.9
2.27
6.90% 364.82%
856.1M
3.0B
-5.51% -7.23%
12.89
0.29
14.83% 36.44%
832.8M
168.6M
-40.84% -25.04%
25.07
4.94
24.14% 88.79%
486.9M
224.2M
-5.08% -0.29%
-9.33
2.17
-15.40% -50.79%

Sanmina News

MarketBeat
Foundry Partners LLC Has $5.96 Million Holdings in Sanmina Co ....
MarketBeat,
29 hours ago
StockNews.com

Returns for SANM

Cumulative Returns on SANM

11.4%


10-Year Cumulative Returns

9.6%


7-Year Cumulative Returns

12.9%


5-Year Cumulative Returns

23.9%


3-Year Cumulative Returns

Risks for SANM

What is the probability of a big loss on SANM?

57.3%


Probability that Sanmina stock will be more than 20% underwater in next one year

23.5%


Probability that Sanmina stock will be more than 30% underwater in next one year.

0%


Probability that Sanmina stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does SANM drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Sanmina was unfortunately bought at previous high price.

Drawdowns

Financials for Sanmina

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Revenue2.1%9,1088,9248,5197,9207,3456,9756,7396,7386,9536,9546,8666,9506,9787,3507,8868,2348,2188,0047,5537,1106,989
Gross Profit2.9%742721676622580553527526540536523517515532577592571542504464467
Operating Expenses1.9%282277277273268260268271276281286298307320312306338330320344314
  S&GA Expenses3.0%253245244245242238237235234236237241251258260260254249250251256
  R&D Expenses7.1%25.0023.0022.0021.0021.0021.0021.0021.0022.0022.0022.0023.0022.0024.0026.0028.0028.0029.0030.0031.0033.00
EBITDA-100.0%-526479452436453442436449415362344319318379------
EBITDA Margin-100.0%-0.06*0.06*0.06*0.06*0.06*0.07*0.06*0.06*0.06*0.05*0.05*0.05*0.04*0.05*------
Interest Expenses14.5%35.0031.0026.0022.0020.0019.0019.0020.0023.0027.0028.0029.0027.0026.0028.0031.0032.0031.0030.0028.0026.00
Earnings Before Taxes5.3%40438334330226928928528230626721219217817723524619517715098.00134
EBT Margin-100.0%-0.04*0.04*0.04*0.04*0.05*0.05*0.05*0.05*0.04*0.03*0.03*0.03*0.02*0.03*------
Net Income-0.2%30630727624023827725625023916714413310810614214212311497.00-95.53-70.47
Net Income Margin-100.0%-0.03*0.03*0.03*0.03*0.04*0.04*0.04*0.04*0.03*0.02*0.02*0.02*0.01*0.02*------
Free Cashflow-100.0%-98.00149192220242257265271239292235324406357------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Assets-1.4%4,9585,0295,2724,8364,7394,6474,5054,2043,9993,7663,7943,7734,4754,3603,8303,9064,0204,2074,3174,0853,893
  Current Assets-2.0%3,9534,0354,3093,8913,8223,7353,5873,2713,0562,8462,8552,8193,5003,3632,8052,9213,0023,1753,2743,0142,794
    Cash Equivalents-8.6%6577187355304935606286506245755164811,1171,115431455414405409420405
  Inventory-4.1%1,4891,5531,7001,6841,5901,4441,2541,0428937858198618848848449019151,0071,0541,3741,187
  Net PPE2.4%632617591575546525525533536515527559575592612631635640644643636
  Current Liabilities-4.3%2,1582,2552,5882,4712,4632,2982,0971,7861,6091,4381,4921,5232,2132,1311,5301,6831,8282,4192,5732,4022,215
    LT Debt, Non Current-1.3%317321325329298303307312316320325329334338343347351-14.0014.0015.00
Shareholder's Equity2.2%2,2662,2182,1361,8201,7691,8051,8531,8531,8141,7111,6731,6231,6531,6181,6791,6471,6271,5811,5331,4731,477
  Retained Earnings-----3,239----3,480----3,723----3,863----4,032-
  Additional Paid-In Capital----6,381---6,339---6,301---6,267---6,222-
Accumulated Depreciation----1,765---1,715-------------
Shares Outstanding-58.00-58.0057.0060.0063.0064.0064.0065.0065.0065.0065.0068.0071.0070.0070.0069.0069.0068.0068.0069.00
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q32018Q2
Cashflow From Operations-15.8%24028530033134134334533832728734130141151348338325315070.00156145
  Share Based Compensation5.8%48.0045.0042.0040.0038.0036.0036.0035.0030.0029.0028.0026.0032.0033.0032.0031.0025.0026.0030.0033.0040.00
Cashflow From Investing-7.7%-202-188-152-132-114-111-97.50-91.32-41.35-45.49-47.55-64.41-113-100-119-127-119-115-104-116-120
Cashflow From Financing102.8%12562.00-38.25-314-353-245-133-77.32-778-780-209-210405298-342-220-124-35.2138.00-28.33-56.36
  Buy Backs-100.0%-17027033133923112064.0011011217417910083.0018.0013.0020.0049.00124158290

SANM Income Statement

2023-07-01
Condensed Consolidated Statements of Income - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended9 Months Ended
Jul. 01, 2023
Jul. 02, 2022
Jul. 01, 2023
Jul. 02, 2022
Net sales$ 2,207,118$ 2,023,361$ 6,883,029$ 5,694,757
Cost of sales2,023,9101,861,1766,313,2465,244,780
Gross profit183,208162,185569,783449,977
Operating expenses:    
Selling, general and administrative68,82861,506192,948184,798
Research and development6,7195,07118,71215,320
Restructuring and other2963,9941,7313,730
Total operating expenses75,84370,571213,391203,848
Operating income107,36591,614356,392246,129
Interest income4,2135409,6851,198
Interest expense(10,066)(5,615)(28,033)(15,362)
Other expense(2,508)(7,774)(11,988)(7,110)
Interest and other, net(8,361)(12,849)(30,336)(21,274)
Income before income taxes99,00478,765326,056224,855
Provision for income taxes17,2671,54363,89842,835
Net income before noncontrolling interest81,73777,222262,158182,020
Less: Net income attributable to noncontrolling interest5,243014,0290
Net income attributable to common shareholders$ 76,494$ 77,222$ 248,129$ 182,020
Net income attributable to common shareholders per share:    
Basic$ 1.32$ 1.29$ 4.28$ 2.92
Diluted$ 1.28$ 1.25$ 4.14$ 2.83
Weighted average shares used in computing per share amounts:    
Basic57,98759,97057,99562,404
Diluted59,59261,70259,99664,292
Parent    
Operating expenses:    
Net income attributable to common shareholders$ 76,494$ 77,222$ 248,129$ 182,020

SANM Balance Sheet

2023-07-01
Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Jul. 01, 2023
Oct. 01, 2022
Current assets:  
Cash and cash equivalents$ 656,588$ 529,857
Accounts and Other Receivables, Net, Current1,279,9661,138,894
Contract assets459,145475,721
Inventories1,489,2001,684,099
Prepaid expenses and other current assets68,12162,044
Total current assets3,953,0203,890,615
Property, plant and equipment, net631,744575,170
Deferred tax assets187,434209,554
Other185,694160,192
Total assets4,957,8924,835,531
Current liabilities:  
Accounts payable1,724,0342,041,434
Accrued liabilities277,515281,599
Accrued payroll and related benefits138,815130,892
Short-term debt, including current portion of long-term debt17,50017,500
Total current liabilities2,157,8642,471,425
Long-term liabilities:  
Long-term debt316,552329,237
Other217,748215,333
Total long-term liabilities534,300544,570
Contingencies (Note 8)
Stockholders’ equity2,265,7281,819,536
Total liabilities and stockholders’ equity$ 4,957,892$ 4,835,531
Jure Sola
35000
Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. 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 manufacturing of components, subassemblies, and complete systems. In addition, the company provides interconnect systems, such as printed circuit board fabrication, backplane, cable assemblies, and plastic injection moldings; mechanical systems comprising enclosures and precision machining; memory, storage platforms, radio frequency, optical, and microelectronic solutions; defense and aerospace products; 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 solutions industries. Sanmina Corporation was founded in 1980 and is headquartered in San Jose, California.