Intel Corporation (INTC)vsSanmina Corporation (SANM)
INTC
Intel Corporation
$102.94
+2.61%
TECHNOLOGY · Cap: $544.15B
SANM
Sanmina Corporation
$216.00
+6.24%
TECHNOLOGY · Cap: $10.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Intel Corporation generates 347% more annual revenue ($57.03B vs $12.76B). SANM leads profitability with a 2.4% profit margin vs -19.8%. INTC appears more attractively valued with a PEG of 0.50. SANM earns a higher WallStSmart Score of 71/100 (B).
INTC
Hold41
out of 100
Grade: D
SANM
Strong Buy71
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Revenue surging 25.4% year-over-year
Generating 4.5B in free cash flow
Revenue surging 69.7% year-over-year
Earnings expanding 68.3% YoY
Growing faster than its price suggests
Areas to Watch
Distress zone — elevated risk
ROE of -12.9% — below average capital efficiency
Earnings declined 71.7%
Currently unprofitable
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.4% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : INTC
The strongest argument for INTC centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 25.4% demonstrates continued momentum. PEG of 0.50 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 0.67 suggests the stock is reasonably priced for its growth.
Bear Case : INTC
The primary concerns for INTC are Altman Z-Score, Return on Equity, EPS Growth.
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
INTC profiles as a growth stock while SANM is a hypergrowth play — different risk/reward profiles.
INTC carries more volatility with a beta of 2.23 — expect wider price swings.
SANM is growing revenue faster at 69.7% — sustainability is the question.
INTC generates stronger free cash flow (4.5B), providing more financial flexibility.
Bottom Line
SANM scores higher overall (71/100 vs 41/100) and 69.7% 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.
Intel Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Intel Corporation is an American multinational corporation and technology company headquartered in Santa Clara, California, in Silicon Valley. It is the world's largest semiconductor chip manufacturer by revenue, and is the developer of the x86 series of microprocessors, the processors found in most personal computers (PCs).
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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