Sanmina Corporation (SANM)vsTE Connectivity Ltd (TEL)
SANM
Sanmina Corporation
$216.00
+6.24%
TECHNOLOGY · Cap: $10.64B
TEL
TE Connectivity Ltd
$211.96
+3.58%
TECHNOLOGY · Cap: $61.37B
Smart Verdict
WallStSmart Research — data-driven comparison
TE Connectivity Ltd generates 51% more annual revenue ($19.32B vs $12.76B). TEL leads profitability with a 15.6% profit margin vs 2.4%. SANM appears more attractively valued with a PEG of 0.67. TEL earns a higher WallStSmart Score of 74/100 (B).
SANM
Strong Buy71
out of 100
Grade: B
TEL
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 69.7% year-over-year
Earnings expanding 68.3% YoY
Growing faster than its price suggests
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Strong operational efficiency at 20.8%
Generating 1.2B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.4% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TEL
The strongest argument for TEL centers on Market Cap, Return on Equity, PEG Ratio. Profitability is solid with margins at 15.6% and operating margin at 20.8%. Revenue growth of 13.8% demonstrates continued momentum.
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.
Bear Case : TEL
The primary concerns for TEL are Piotroski F-Score.
Key Dynamics to Monitor
SANM profiles as a hypergrowth stock while TEL is a mature play — different risk/reward profiles.
SANM carries more volatility with a beta of 1.60 — expect wider price swings.
SANM is growing revenue faster at 69.7% — sustainability is the question.
TEL generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
TEL scores higher overall (74/100 vs 71/100), backed by strong 15.6% margins and 13.8% revenue growth. Both earn "Strong Buy" and "Strong 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.
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.
TE Connectivity Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.
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