Flex Ltd (FLEX)vsSanmina Corporation (SANM)
FLEX
Flex Ltd
$159.51
-1.50%
TECHNOLOGY · Cap: $54.85B
SANM
Sanmina Corporation
$252.08
-10.01%
TECHNOLOGY · Cap: $13.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 146% more annual revenue ($27.91B vs $11.34B). FLEX leads profitability with a 3.1% profit margin vs 2.3%. FLEX appears more attractively valued with a PEG of 0.94. SANM earns a higher WallStSmart Score of 66/100 (B-).
FLEX
Buy60
out of 100
Grade: C
SANM
Strong Buy66
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
16.9% revenue growth
Revenue surging 102.3% year-over-year
Growing faster than its price suggests
Earnings expanding 46.6% YoY
Areas to Watch
Trading at 11.3x book value
3.1% margin — thin
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.3% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : FLEX
The strongest argument for FLEX centers on Market Cap, Debt/Equity, PEG Ratio. Revenue growth of 16.9% demonstrates continued momentum. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bull Case : SANM
The strongest argument for SANM centers on Revenue Growth, PEG Ratio, EPS Growth. Revenue growth of 102.3% demonstrates continued momentum. PEG of 0.97 suggests the stock is reasonably priced for its growth.
Bear Case : FLEX
The primary concerns for FLEX are Price/Book, Profit Margin, P/E Ratio. A P/E of 64.0x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Bear Case : SANM
The primary concerns for SANM are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 54.1x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
FLEX profiles as a growth stock while SANM is a hypergrowth play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.64 — expect wider price swings.
SANM is growing revenue faster at 102.3% — sustainability is the question.
SANM generates stronger free cash flow (342M), providing more financial flexibility.
Bottom Line
SANM scores higher overall (66/100 vs 60/100) and 102.3% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Flex Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Flex Ltd. provides design, engineering, manufacturing and supply chain services and solutions to OEMs in Asia, the Americas and Europe. The company is headquartered in Singapore.
Visit Website →Sanmina Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Sanmina Corporation offers integrated solutions for manufacturing, components, products and repair, logistics and after-sales services globally. The company is headquartered in San Jose, California.
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