SANM

Sanmina Corporation

Technology · $10.5B market cap

Share price

$229.04

close of Oct 3, 2026

Fair value

$110.72

Sticker Price

Payback Price

$44.29

buy price

Overpriced

SANM is Overpriced: at $229.04 it trades 107% above its fair value of $110.72. Its buy price (Payback Price) is $44.29, 81% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.

How we valued it

Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.

Business quality

2 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth5.3% a year✗

Equity per share growth10.3% a year✓

Sales growth1.5% a year✗

Free cash flow growth1.3% a year✗

Return on invested capital10.1%✓

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Superinvestors

3 of the investors we track hold SANM. In Q2 2026, 3 opened a position. Who we track

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$810K

3,200 shares

Lee Ainslie

Maverick Capital · as of Q2 2026

$582K

2,300 shares

Polen Capital Management

Polen Capital Management · as of Q2 2026

$224K

886 shares

Moves in Q2 2026

New position: Polen Capital Management, Lee Ainslie, First Eagle Investment Management

Insider activity

Since Aug 28, 2026: no open-market purchases and 1 sale worth $24K. Why purchases matter

Sales

Johnson Susan A

director · 2026-08-28

Sold

$24K

About Sanmina Corporation

Sanmina Corporation delivers comprehensive manufacturing services, encompassing components, finished goods, repair, supply chain management, and post-sale support on a global scale. Its operations are structured into two principal divisions: Integrated Manufacturing Solutions, and Components, Products and Services. The company's extensive service portfolio includes product ideation and engineering – from initial…

Hardware, Equipment & Parts