GoPro Inc (GPRO)vsSanmina Corporation (SANM)
GPRO
GoPro Inc
$1.65
+10.74%
TECHNOLOGY · Cap: $225.76M
SANM
Sanmina Corporation
$217.82
+4.38%
TECHNOLOGY · Cap: $11.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Sanmina Corporation generates 1641% more annual revenue ($11.34B vs $651.54M). SANM leads profitability with a 2.3% profit margin vs -14.3%. GPRO appears more attractively valued with a PEG of 0.73. SANM earns a higher WallStSmart Score of 68/100 (B-).
GPRO
Hold39
out of 100
Grade: F
SANM
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GPRO.
Margin of Safety
+18.9%
Fair Value
$184.12
Current Price
$217.82
$33.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 102.3% year-over-year
Growing faster than its price suggests
Earnings expanding 46.6% YoY
Areas to Watch
0.4% revenue growth
Smaller company, higher risk/reward
ROE of -81.9% — below average capital efficiency
Earnings declined 93.7%
Grey zone — moderate risk
2.3% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : GPRO
The strongest argument for GPRO centers on PEG Ratio. PEG of 0.73 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 : GPRO
The primary concerns for GPRO are Revenue Growth, Market Cap, Return on Equity.
Bear Case : SANM
The primary concerns for SANM are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 45.6x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
GPRO profiles as a turnaround stock while SANM is a hypergrowth play — different risk/reward profiles.
GPRO carries more volatility with a beta of 1.66 — 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 (68/100 vs 39/100) and 102.3% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
GoPro Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
GoPro, Inc. develops and sells mountable and portable cameras, drones, and accessories in the United States and internationally. The company is headquartered in San Mateo, California.
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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