Apple Inc. (AAPL)vsSanmina Corporation (SANM)
AAPL
Apple Inc.
$338.19
-1.41%
TECHNOLOGY · Cap: $4.79T
SANM
Sanmina Corporation
$183.48
+11.98%
TECHNOLOGY · Cap: $10.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Apple Inc. generates 3881% more annual revenue ($451.44B vs $11.34B). AAPL leads profitability with a 27.2% profit margin vs 2.3%. SANM appears more attractively valued with a PEG of 0.77. SANM earns a higher WallStSmart Score of 71/100 (B).
AAPL
Strong Buy67
out of 100
Grade: B-
SANM
Strong Buy71
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 115 in profit
Strong operational efficiency at 32.3%
Generating 26.7B in free cash flow
Keeps 27 of every $100 in revenue as profit
16.6% revenue growth
Revenue surging 102.3% year-over-year
Growing faster than its price suggests
Earnings expanding 46.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 46.6x book value
Grey zone — moderate risk
2.3% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AAPL
The strongest argument for AAPL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.2% and operating margin at 32.3%. Revenue growth of 16.6% demonstrates continued momentum.
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 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : AAPL
The primary concerns for AAPL are P/E Ratio, PEG Ratio, Price/Book.
Bear Case : SANM
The primary concerns for SANM are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 41.9x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
AAPL profiles as a growth stock while SANM is a hypergrowth play — different risk/reward profiles.
SANM carries more volatility with a beta of 1.56 — expect wider price swings.
SANM is growing revenue faster at 102.3% — sustainability is the question.
AAPL generates stronger free cash flow (26.7B), providing more financial flexibility.
Bottom Line
SANM scores higher overall (71/100 vs 67/100) and 102.3% 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.
Apple Inc.
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Apple Inc. is an American multinational technology company that specializes in consumer electronics, computer software, and online services. Apple is the world's largest technology company by revenue (totalling $274.5 billion in 2020) and, since January 2021, the world's most valuable company. As of 2021, Apple is the world's fourth-largest PC vendor by unit sales, and fourth-largest smartphone manufacturer. It is one of the Big Five American information technology companies, along with Amazon, Google, Microsoft, and Facebook.
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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