Sanmina Corporation (SANM)vsSony Group Corp (SONY)
SANM
Sanmina Corporation
$217.82
+4.38%
TECHNOLOGY · Cap: $11.77B
SONY
Sony Group Corp
$20.09
+1.57%
TECHNOLOGY · Cap: $118.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Sony Group Corp generates 116031% more annual revenue ($13.17T vs $11.34B). SANM leads profitability with a 2.3% profit margin vs -1.6%. 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-
SONY
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 SONY.
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
Generating 898.5B in free cash flow
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
2.3% margin — thin
Premium valuation, high expectations priced in
0.5% revenue growth
Expensive relative to growth rate
Currently unprofitable
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 : SONY
The strongest argument for SONY centers on Free Cash Flow, Market Cap, P/E Ratio.
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 : SONY
The primary concerns for SONY are Revenue Growth, PEG Ratio, Profit Margin.
Key Dynamics to Monitor
SANM profiles as a hypergrowth stock while SONY is a turnaround play — different risk/reward profiles.
SANM carries more volatility with a beta of 1.05 — expect wider price swings.
SANM is growing revenue faster at 102.3% — sustainability is the question.
SONY generates stronger free cash flow (898.5B), 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.
Sony Group Corp
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.
Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?