Sanmina Corporation (SANM)vsSynopsys Inc (SNPS)
SANM
Sanmina Corporation
$217.82
+4.38%
TECHNOLOGY · Cap: $11.77B
SNPS
Synopsys Inc
$482.60
+0.29%
TECHNOLOGY · Cap: $92.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Sanmina Corporation generates 42% more annual revenue ($11.34B vs $8.01B). SNPS leads profitability with a 13.8% profit margin vs 2.3%. SANM appears more attractively valued with a PEG of 0.97. SANM earns a higher WallStSmart Score of 68/100 (B-).
SANM
Strong Buy68
out of 100
Grade: B-
SNPS
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+18.9%
Fair Value
$184.12
Current Price
$217.82
$33.70 discount
Intrinsic value data unavailable for SNPS.
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
Revenue surging 65.5% year-over-year
Large-cap with strong market position
Areas to Watch
Grey zone — moderate risk
2.3% margin — thin
Premium valuation, high expectations priced in
ROE of 5.5% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : SNPS
The strongest argument for SNPS centers on Revenue Growth, Market Cap. Revenue growth of 65.5% demonstrates continued momentum.
Bear Case : SANM
The primary concerns for SANM are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 45.6x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Bear Case : SNPS
The primary concerns for SNPS are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 74.3x leaves little room for execution misses.
Key Dynamics to Monitor
SANM profiles as a hypergrowth stock while SNPS is a growth play — different risk/reward profiles.
SNPS carries more volatility with a beta of 1.15 — expect wider price swings.
SANM is growing revenue faster at 102.3% — sustainability is the question.
SNPS generates stronger free cash flow (822M), providing more financial flexibility.
Bottom Line
SANM scores higher overall (68/100 vs 47/100) 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.
Synopsys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Synopsys is an American electronic design automation company that focuses on silicon design and verification, silicon intellectual property and software security and quality. Products include logic synthesis, behavioral synthesis, place and route, static timing analysis, formal verification, hardware description language (SystemC, SystemVerilog/Verilog, VHDL) simulators, and transistor-level circuit simulation.
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