Sanmina Corporation (SANM)
Technology · NMS
Price as at 1 Oct 2026, 06:14 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Sanmina Corporation trades at $214.91, close to the $215.22 our fair value estimate puts on the business. On this measure the market and the model broadly agree, so the interesting question is which of them is wrong.
Our moat model scores it 31 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 33.2 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
SANM earnings and analyst estimates
Recommendation mix, 4 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Sanmina Corporation
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.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
SANM passes 2 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
15 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- D. E. Shaw, D. E. Shaw & Co., Inc.$214.28M · 0.1% of book
- Ken Fisher, Fisher Asset Management, LLC$194.29M · 0.1% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$174.22M · 0.1% of book
- Ken Griffin, CITADEL ADVISORS LLC$99.08M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$34.93M · 0.1% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in SANM
Trades in SANM disclosed by members of Congress and executive-branch officials, latest first:
- Donald J Trump · Executive branchSell · $1,001 - $15,000 · traded 23 Jul 2026 · disclosed 22 Sept 2026
- Donald J Trump · Executive branchBuy · $1,001 - $15,000 · traded 15 Jun 2026 · disclosed 22 Aug 2026
- Donald J Trump · Executive branchSell · $250,001 - $500,000 · traded 22 Jun 2024 · disclosed 22 Aug 2026
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
SANM peers
The largest companies in the same industry (Electronic Components), then in the same sector.
- TEL TE Connectivity plc
- FLEX Flex Ltd.
- CLS.TO Celestica Inc.
- FN Fabrinet
- VICR Vicor Corporation
- TYOYY Taiyo Yuden Co., Ltd.
- RAL Ralliant Corporation
- HPHTY Hamamatsu Photonics K.K.
Every technology company we cover is on the Technology hub.
Common questions
Is Sanmina Corporation (SANM) undervalued?
Against our fair value estimate of $215.22, SANM at $214.91 is 0% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own SANM?
15 of the institutions we track reported a position in SANM in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is SANM's P/E ratio?
SANM trades at 33.2 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its SANM data?
Fundamentals for SANM come from company filings and exchange data, as listed on NMS; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 06:14 UTC and is delayed. Our data quality score for this company is 96/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for SANM, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.