Flex Ltd (FLEX)vsSanmina Corporation (SANM)
FLEX
Flex Ltd
$93.07
+0.04%
TECHNOLOGY · Cap: $33.42B
SANM
Sanmina Corporation
$175.78
+3.71%
TECHNOLOGY · Cap: $9.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 129% more annual revenue ($29.27B vs $12.76B). FLEX leads profitability with a 3.3% profit margin vs 2.4%. SANM appears more attractively valued with a PEG of 0.58. SANM earns a higher WallStSmart Score of 69/100 (B-).
FLEX
Buy65
out of 100
Grade: C+
SANM
Strong Buy69
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 52.0% YoY
Growing faster than its price suggests
Revenue surging 20.6% year-over-year
Revenue surging 69.7% year-over-year
Earnings expanding 68.3% YoY
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
3.3% margin — thin
Operating margin of 5.0%
Elevated debt levels
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.4% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : FLEX
The strongest argument for FLEX centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 20.6% 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, EPS Growth, PEG Ratio. Revenue growth of 69.7% demonstrates continued momentum. PEG of 0.58 suggests the stock is reasonably priced for its growth.
Bear Case : FLEX
The primary concerns for FLEX are P/E Ratio, Profit Margin, Operating Margin. Thin 3.3% margins leave little buffer for downturns.
Bear Case : SANM
The primary concerns for SANM are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.4% 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 1.66 — expect wider price swings.
SANM is growing revenue faster at 69.7% — sustainability is the question.
FLEX generates stronger free cash flow (40M), providing more financial flexibility.
Bottom Line
SANM scores higher overall (69/100 vs 65/100) and 69.7% 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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