Flex Ltd (FLEX)vsSanmina Corporation (SANM)
FLEX
Flex Ltd
$108.32
-6.44%
TECHNOLOGY · Cap: $42.23B
SANM
Sanmina Corporation
$216.00
+6.24%
TECHNOLOGY · Cap: $10.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 129% more annual revenue ($29.27B vs $12.76B). FLEX leads profitability with a 3.3% profit margin vs 2.4%. SANM appears more attractively valued with a PEG of 0.67. SANM earns a higher WallStSmart Score of 71/100 (B).
FLEX
Buy65
out of 100
Grade: C+
SANM
Strong Buy71
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 52.0% YoY
Growing faster than its price suggests
Revenue surging 20.6% year-over-year
Revenue surging 69.7% year-over-year
Earnings expanding 68.3% YoY
Growing faster than its price suggests
Areas to Watch
3.3% margin — thin
Operating margin of 5.0%
Elevated debt levels
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.4% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : FLEX
The strongest argument for FLEX centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 20.6% demonstrates continued momentum. PEG of 0.94 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 : FLEX
The primary concerns for FLEX are Profit Margin, Operating Margin, Debt/Equity. A P/E of 44.3x leaves little room for execution misses. Thin 3.3% margins leave little buffer for downturns.
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
FLEX profiles as a growth stock while SANM is a hypergrowth play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.65 — expect wider price swings.
SANM is growing revenue faster at 69.7% — sustainability is the question.
FLEX generates stronger free cash flow (283M), providing more financial flexibility.
Bottom Line
SANM scores higher overall (71/100 vs 65/100) and 69.7% revenue growth. Both earn "Strong Buy" and "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.
Flex Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Flex Ltd. provides design, engineering, manufacturing and supply chain services and solutions to OEMs in Asia, the Americas and Europe. The company is headquartered in Singapore.
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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