SANMINA CORP (SANM)
Printed Circuit Boards
Latest Price
$196.04
TTM P/E
35.07
Normalized P/E
42.82
Div Yield
--
Book Value
51.24
P/B Ratio
3.83
Valuation metrics
adjust assumptions →EPS: $4.46
Book value / share: $34.07
Formula: √(22.5 × EPS × BVPS)
Graham Number
$58.47
70% downside
Norm. op. income: $335M (median of 7yr)
Tax rate: 22%
Discount rate: 10%
Growth assumption: zero (EPV is a no-growth value)
Earnings Power Value
$61.00
69% downside
Base FCF: $229M (median of recent 5yr)
Growth: 4%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$78.31
60% downside
EPS: $4.46
Target P/E: 43×
Formula: EPS × P/E
P/E Fair Value
$191.78
2% downside
Institutional Ownership
93.4% held by institutions| Institution | Shares | Value | Ownership % | Change | Filing Date |
|---|---|---|---|---|---|
| FMR LLC | 8.03M | $2.03B | 14.84% | +776.1K | 2026-06-30 |
| BlackRock, Inc. | 5.50M | $1.39B | 10.15% | -3.10M | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.05M | $772.0M | 5.64% | -974.5K | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.33M | $589.0M | 4.30% | -24.5K | 2026-06-30 |
| Invesco Ltd. | 2.17M | $548.0M | 4.00% | -248.6K | 2026-06-30 |
| JANE STREET GROUP, LLC | 1.79M | $452.0M | 3.31% | +1.55M | 2026-06-30 |
| STATE STREET CORP | 1.70M | $429.0M | 3.13% | -464.3K | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 1.34M | $339.0M | 2.48% | -835.0K | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.21M | $305.0M | 2.23% | -325.3K | 2026-06-30 |
| ADVANCED MICRO DEVICES INC | 1.15M | $291.0M | 2.13% | -- | 2026-06-30 |