Sanmina Corporation (SANM)vsVuzix Corp Cmn Stk (VUZI)
SANM
Sanmina Corporation
$252.08
-10.01%
TECHNOLOGY · Cap: $13.68B
VUZI
Vuzix Corp Cmn Stk
$4.23
+3.05%
TECHNOLOGY · Cap: $259.45M
Smart Verdict
WallStSmart Research — data-driven comparison
Sanmina Corporation generates 186091% more annual revenue ($11.34B vs $6.09M). SANM leads profitability with a 2.3% profit margin vs 0.0%. SANM earns a higher WallStSmart Score of 66/100 (B-).
SANM
Strong Buy66
out of 100
Grade: B-
VUZI
Avoid16
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SANM.
Margin of Safety
+40.5%
Fair Value
$4.15
Current Price
$4.23
$0.08 discount
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
Conservative balance sheet, low leverage
Areas to Watch
Grey zone — moderate risk
2.3% margin — thin
Premium valuation, high expectations priced in
Trading at 14.1x book value
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
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 : VUZI
The strongest argument for VUZI centers on Debt/Equity.
Bear Case : SANM
The primary concerns for SANM are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 54.1x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Bear Case : VUZI
The primary concerns for VUZI are Price/Book, EPS Growth, Market Cap.
Key Dynamics to Monitor
SANM profiles as a hypergrowth stock while VUZI is a value play — different risk/reward profiles.
VUZI carries more volatility with a beta of 1.69 — expect wider price swings.
SANM is growing revenue faster at 102.3% — sustainability is the question.
SANM generates stronger free cash flow (342M), providing more financial flexibility.
Bottom Line
SANM scores higher overall (66/100 vs 16/100) and 102.3% revenue growth. VUZI offers better value entry with a 40.5% margin of safety. Both earn "Strong Buy" and "Avoid" 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.
Vuzix Corp Cmn Stk
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Vuzix Corporation designs, manufactures, markets and sells augmented reality (AR) computing and display devices for consumer and business markets in North America, Asia-Pacific, Europe, and internationally. The company is headquartered in West Henrietta, New York.
Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?