Flex Ltd (FLEX)vsSanmina Corporation (SANM)
FLEX
Flex Ltd
$70.02
+1.34%
TECHNOLOGY · Cap: $25.55B
SANM
Sanmina Corporation
$138.56
+2.79%
TECHNOLOGY · Cap: $7.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 188% more annual revenue ($26.83B vs $9.31B). FLEX leads profitability with a 3.2% profit margin vs 2.5%. SANM appears more attractively valued with a PEG of 0.68. SANM earns a higher WallStSmart Score of 59/100 (C).
FLEX
Buy57
out of 100
Grade: C
SANM
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-327.7%
Fair Value
$15.16
Current Price
$70.02
$54.86 premium
Margin of Safety
-424.2%
Fair Value
$28.49
Current Price
$138.56
$110.07 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 59.0% year-over-year
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
3.2% margin — thin
Elevated debt levels
Earnings declined 4.5%
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.5% margin — thin
Operating margin of 3.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : FLEX
The strongest argument for FLEX centers on PEG Ratio. 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. Revenue growth of 59.0% demonstrates continued momentum. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bear Case : FLEX
The primary concerns for FLEX are P/E Ratio, Profit Margin, Debt/Equity. Thin 3.2% margins leave little buffer for downturns.
Bear Case : SANM
The primary concerns for SANM are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
FLEX profiles as a value stock while SANM is a hypergrowth play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.25 — expect wider price swings.
SANM is growing revenue faster at 59.0% — sustainability is the question.
FLEX generates stronger free cash flow (272M), providing more financial flexibility.
Bottom Line
SANM scores higher overall (59/100 vs 57/100) and 59.0% revenue growth. Both earn "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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