SANM
Sanmina Corporation
SANM has lower modeled downside risk, despite its lower overall score.
SNDK
Sandisk Corporation
SNDK has the edge over SANM overall, supported by stronger fundamentals and stronger modeled upside.
SANM Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Stable | |
| Healthy |
SANM's revenue, profitability and balance sheet are currently healthy, and its cash flow is stable.
SNDK Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
SNDK's revenue, profitability, cash flow and balance sheet are all currently strong.
SANM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 10x | $69.85 | -58% |
| Fair | 16x | $111 | -32% |
| Current | 24x | $164 | — |
| Expensive | 25x | $170 | +3.4% |
Historical ranges are pointers, not guarantees.
SANM's PE is 24x, but its earnings don't support one, so it isn't a reliable read right now.
SNDK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.8x | $937 | — |
| Current | 7.5x | $937 | — |
| Cheap | 17x | $2,173 | +132% |
| Fair | 24x | $3,048 | +225% |
| Expensive | 59x | $7,452 | +695% |
Historical ranges are pointers, not guarantees.
SNDK has the edge over SANM in the historical PE scenario, which offers more potential upside but is not a forecast.
SANM Forward outlook
There aren't enough analyst estimates for SANM to show an outlook.
SNDK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect strong earnings and revenue growth for SNDK, with profitability improving.
SANM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $6.85 | +54% |
SANM's earnings per share have climbed steadily: $6.85 over the past year, up 54% from the year before, and higher year over year every quarter since late 2026.
SNDK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $247.30 | +97% |
| Q3 2026 | $125.61 | +$137.63 |
| Q2 2026 | $73.76 | +$85.07 |
| Q2 2025 | -$11.31 | -$6.65 |
SNDK has the edge over SANM in the latest year-over-year earnings comparison.
SANM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.9B | +84% |
| Q2 2026 | $3.5B | +70% |
| Q1 2026 | $4B | +102% |
| Q4 2025 | $3.2B | +59% |
SANM's revenue has grown year over year every quarter since late 2025: $3.9B last quarter, up 84% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 6.4% | +1.7 points |
| Q1 2026 | 3.9% | -0.7 points |
| Q4 2025 | 2.3% | -2.1 points |
| Q3 2025 | 3.7% | N/A |
| Q2 2025 | 4.7% | N/A |
| Q1 2025 | 4.6% | N/A |
| Q4 2024 | 4.4% | N/A |
SANM's operating margin was 6.4% last quarter, up 1.7 points from the same quarter a year ago.
SNDK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11B | +378% |
| Q2 2026 | $9B | +372% |
| Q1 2026 | $6B | +251% |
| Q4 2025 | $3B | +61% |
| Q3 2025 | $2.3B | +23% |
| Q2 2025 | $1.9B | +8% |
| Q1 2025 | $1.7B | -0.6% |
| Q4 2024 | $1.9B | +13% |
SNDK has the edge over SANM on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 80% | +72 points |
| Q2 2026 | 78% | +78 points |
| Q1 2026 | 69% | +180 points |
| Q4 2025 | 35% | +25 points |
| Q3 2025 | 7.6% | -9 points |
| Q2 2025 | 0.9% | N/A |
| Q1 2025 | -111% | -122 points |
| Q4 2024 | 10% | +6.6 points |
SNDK has the edge over SANM on profitability, with a higher operating margin.
SANM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $23.6M | -86% |
| Q1 2026 | $342M | +171% |
| Q4 2025 | $91.9M | +96% |
SNDK has the edge over SANM in the latest year-over-year cash flow comparison.
SNDK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.3B | +1340% |
| Q2 2026 | $7.1B | +14355% |
| Q1 2026 | $3B | +$3B |
| Q3 2025 | $438M | +$636M |
| Q2 2025 | $49M | +$217M |
| Q1 2025 | -$18M | +$23M |
| Q3 2024 | -$198M | -$157M |
SNDK has the edge over SANM in the latest year-over-year cash flow comparison.
SANM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | +25K shares |
| 1 year | +1.2% | +640K shares |
SANM has the edge over SNDK on shareholder dilution, with a more favorable share count trend.
SNDK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1M shares |
| 1 year | +3.4% | +5M shares |
| 3 years | +6.9% | +10M shares |
SNDK has 154M diluted shares, up 3.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5B |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
SANM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 0.5x | Very low |
| Q1 2026 | 1.1x | Healthy |
| Q4 2025 | 1.6x | Healthy |
| Q3 2025 | -1.3x | Net Cash |
| Q2 2025 | -1.0x | Net Cash |
| Q1 2025 | -0.7x | Net Cash |
| Q4 2024 | -0.7x | Net Cash |
SANM's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt a year ago.
SNDK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
SNDK has the edge over SANM on leverage, with a lower net debt burden relative to earnings.
SANM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.3 | Neutral |
| Stochastic | 20.6 | Neutral |
SANM's weekly RSI is 44 (neutral) and its Stochastic is 21 (neutral).
SNDK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 10.6 | Oversold |
SNDK's weekly RSI is 40 (neutral) and its Stochastic is 11 (oversold).
SANM PE vs Technology Sector
| Metric | SANM | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 28x | 14% below |
| PE % | 82 | 35 | 47 pts above |
SANM is trading at 24x earnings, a 14% discount to the Technology sector's median of 28x, though its earnings don't support one.
SNDK PE vs Technology Sector
| Metric | SNDK | Sector median | Relative |
|---|---|---|---|
| PE | 7.5x | 28x | 73% below |
| PE % | 4 | 27 | 23 pts below |
SNDK has the edge over SANM on valuation relative to its sector.
SANM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $183.4 | 10% below |
| 20 week MA | $194.9 | 16% below |
| 50 week MA | $185.5 | 11% below |
| 100 week MA | $142.9 | 15% above |
| 200 week MA | $101.8 | 62% above |
SANM has stronger trend alignment. SANM is above 2 of 5 weekly averages versus SNDK above 0 of 3.
SNDK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,317.5 | 29% below |
| 20 week MA | $1,465.4 | 36% below |
| 50 week MA | $1,119.6 | 16% below |
SNDK is in a downtrend: it's below all three of its weekly moving averages, and 16% below its 50-week average.
SANM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $34.2 | $32.3 | -5.4% |
| 2021 | $32.3 | $40.6 | +26% |
| 2022 | $40.6 | $58.4 | +44% |
| 2023 | $58.4 | $51.4 | -12% |
| 2024 | $51.4 | $76.6 | +49% |
| 2025 | $76.6 | $154.3 | +101% |
| 2026 YTD | $154.3 | $164.5 | +6.6% |
SANM has finished higher in four of the last six years. It's up 6.6% so far in 2026.
SNDK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $50.4 | $250.1 | +396% |
| 2026 YTD | $250.1 | $937.5 | +275% |
SNDK has the edge over SANM on returns for 2026, with the stronger performance.