SANMINA CORP (SANM)
Printed Circuit Boards
Latest Price
$185.56
TTM P/E
33.20
Normalized P/E
40.53
Div Yield
--
Book Value
51.24
P/B Ratio
3.62
Valuation metrics
adjust assumptions →EPS: $4.46
Book value / share: $34.07
Formula: √(22.5 × EPS × BVPS)
Graham Number
$58.47
68% 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
67% 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
58% downside
EPS: $4.46
Target P/E: 41×
Formula: EPS × P/E
P/E Fair Value
$182.86
1% downside
Institutional Ownership
97.7% held by institutions| Institution | Shares | Value | Ownership % | Change | Filing Date |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8.59M | $1.11B | 15.88% | +258.5K | 2026-03-31 |
| FMR LLC | 7.26M | $940.0M | 13.41% | +367.8K | 2026-03-31 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.03M | $521.0M | 7.44% | -- | 2026-03-31 |
| Invesco Ltd. | 2.42M | $313.0M | 4.46% | -251.9K | 2026-03-31 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.35M | $304.0M | 4.35% | -- | 2026-03-31 |
| DIMENSIONAL FUND ADVISORS LP | 2.18M | $282.0M | 4.02% | -93.8K | 2026-03-31 |
| STATE STREET CORP | 2.16M | $280.0M | 3.99% | +54.9K | 2026-03-31 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.53M | $198.0M | 2.83% | -97.7K | 2026-03-31 |
| ADVANCED MICRO DEVICES INC | 1.15M | $149.0M | 2.13% | -- | 2026-03-31 |
| BANK OF AMERICA CORP /DE/ | 945.4K | $122.0M | 1.75% | +120.2K | 2026-03-31 |