Assessing Sanmina (SANM) Valuation After Strong Growth Projections And Rising Investor Confidence

Simply Wall St.01:19

Sanmina (SANM) has been in focus after recent commentary highlighted projected earnings growth of about 38.6% a year and sales growth near 40%, alongside a forward P/E below that of more than 81% of ...

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See our latest analysis for Sanmina. Sanmina's recent move to US$177.44 comes alongside a 15.66% 7 day share price return and a 33.75% 90 day share price return, while its 1 year total shareholder return of 113.86% and 5 year total shareholder return of about 4x suggest strong momentum rather than a short lived spike. If Sanmina's run has caught your eye, it could be a good moment to see what else is moving and check out high growth tech and AI stocks. With earnings and sales growth projections near 40% a year and a forward P/E below most peers, Sanmina screens as affordable growth. However, at US$177.44 after a strong run, investors may question whether there is still a buying opportunity or if future growth is already priced in. AdvertisementMost Popular Narrative: 6.6% Undervalued Compared with Sanmina's last close of US$177.44, the most followed narrative anchors on a fair value of US$190, framing the recent share price strength through an earnings and cash flow lens using an 8.51% discount rate.  The imminent acquisition of ZT Systems is expected to add $5–6 billion of annual run rate revenue, positioning Sanmina to double its net revenue within three years and capitalize on explosive growth in data center and AI infrastructure investment; this should provide a multi-year boost to overall revenue and EPS accretion from synergies and integration.  Read the complete narrative. Curious what kind of revenue ramp, margin lift, and future P/E this view leans on, all under that 8.51% discount rate, the full narrative lays out the exact earnings path, profit assumptions, and valuation multiple that underpin the US$190 figure. Result: Fair Value of $190 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on smooth ZT Systems integration and the AMD ramp, where any hiccups in execution or returns on heavy investment could quickly challenge that US$190 view. Find out about the key risks to this Sanmina narrative. Another View: SWS DCF Flags Overvaluation While the narrative-based fair value points to Sanmina being 6.6% undervalued at US$190, our DCF model paints a very different picture, with a fair value of US$98.65 versus the current US$177.44. That implies Sanmina is trading well above this model, so which story do you trust more with your money? Look into how the SWS DCF model arrives at its fair value. SANM Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Sanmina for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 873 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Sanmina Narrative If you come away with a different view, or just want to stress test the numbers yourself, you can build a fresh Sanmina story in minutes: Do it your way. A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Sanmina. Looking for more investment ideas? If Sanmina has you thinking about what else could fit your watchlist, use the Simply Wall St Screener to quickly surface fresh, data driven ideas tailored to your style.  Target reliable income by zeroing in on these 12 dividend stocks with yields > 3% that may suit investors who care about regular cash returns. Tap into fast moving themes with these 24 AI penny stocks that sit at the intersection of technology and artificial intelligence. Focus on price and fundamentals together by scanning these 873 undervalued stocks based on cash flows that our models currently flag on cash flow metrics.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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