Sanmina Corporation (SANM)vsTurtle Beach Corporation (TBCH)
SANM
Sanmina Corporation
$252.08
-10.01%
TECHNOLOGY · Cap: $13.68B
TBCH
Turtle Beach Corporation
$12.51
0.00%
TECHNOLOGY · Cap: $265.76M
Smart Verdict
WallStSmart Research — data-driven comparison
Sanmina Corporation generates 3703% more annual revenue ($11.34B vs $298.19M). SANM leads profitability with a 2.3% profit margin vs 0.4%. SANM appears more attractively valued with a PEG of 0.97. SANM earns a higher WallStSmart Score of 66/100 (B-).
SANM
Strong Buy66
out of 100
Grade: B-
TBCH
Hold43
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 102.3% year-over-year
Growing faster than its price suggests
Earnings expanding 46.6% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
2.3% margin — thin
Premium valuation, high expectations priced in
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
0.4% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TBCH
The strongest argument for TBCH centers on PEG Ratio, Price/Book. PEG of 1.00 suggests the stock is reasonably priced for its growth.
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.
Bear Case : TBCH
The primary concerns for TBCH are Altman Z-Score, Market Cap, Return on Equity. A P/E of 669.5x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
SANM profiles as a hypergrowth stock while TBCH is a value play — different risk/reward profiles.
TBCH carries more volatility with a beta of 2.29 — 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 43/100) 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.
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.
Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
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