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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash to Debt 0.63
SANM's Cash to Debt is ranked lower than
62% of the 2488 Companies
in the Global Electronic Components industry.

( Industry Median: 4.04 vs. SANM: 0.63 )
SANM' s 10-Year Cash to Debt Range
Min: 0.24   Max: No Debt
Current: 0.63

Equity to Asset 0.36
SANM's Equity to Asset is ranked lower than
65% of the 2478 Companies
in the Global Electronic Components industry.

( Industry Median: 0.58 vs. SANM: 0.36 )
SANM' s 10-Year Equity to Asset Range
Min: 0.17   Max: 0.77
Current: 0.36

0.17
0.77
Interest Coverage 3.84
SANM's Interest Coverage is ranked lower than
65% of the 1547 Companies
in the Global Electronic Components industry.

( Industry Median: 76.29 vs. SANM: 3.84 )
SANM' s 10-Year Interest Coverage Range
Min: 0.23   Max: 38.71
Current: 3.84

0.23
38.71
F-Score: 6
Z-Score: 2.86
M-Score: -2.72
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry
vs
history
Operating margin (%) 2.66
SANM's Operating margin (%) is ranked higher than
59% of the 2464 Companies
in the Global Electronic Components industry.

( Industry Median: 3.42 vs. SANM: 2.66 )
SANM' s 10-Year Operating margin (%) Range
Min: -31.55   Max: 16.15
Current: 2.66

-31.55
16.15
Net-margin (%) 1.34
SANM's Net-margin (%) is ranked higher than
54% of the 2465 Companies
in the Global Electronic Components industry.

( Industry Median: 2.74 vs. SANM: 1.34 )
SANM' s 10-Year Net-margin (%) Range
Min: -30.78   Max: 10.13
Current: 1.34

-30.78
10.13
ROE (%) 7.27
SANM's ROE (%) is ranked higher than
71% of the 2428 Companies
in the Global Electronic Components industry.

( Industry Median: 5.17 vs. SANM: 7.27 )
SANM' s 10-Year ROE (%) Range
Min: -96.72   Max: 35.29
Current: 7.27

-96.72
35.29
ROA (%) 2.65
SANM's ROA (%) is ranked higher than
62% of the 2466 Companies
in the Global Electronic Components industry.

( Industry Median: 2.74 vs. SANM: 2.65 )
SANM' s 10-Year ROA (%) Range
Min: -35.87   Max: 15.88
Current: 2.65

-35.87
15.88
ROC (Joel Greenblatt) (%) 13.62
SANM's ROC (Joel Greenblatt) (%) is ranked higher than
70% of the 2460 Companies
in the Global Electronic Components industry.

( Industry Median: 10.23 vs. SANM: 13.62 )
SANM' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -120.62   Max: 66.91
Current: 13.62

-120.62
66.91
Revenue Growth (%) -3.30
SANM's Revenue Growth (%) is ranked higher than
52% of the 1668 Companies
in the Global Electronic Components industry.

( Industry Median: 3.30 vs. SANM: -3.30 )
SANM' s 10-Year Revenue Growth (%) Range
Min: -16.9   Max: 74.2
Current: -3.3

-16.9
74.2
EBITDA Growth (%) -11.70
SANM's EBITDA Growth (%) is ranked higher than
52% of the 1276 Companies
in the Global Electronic Components industry.

( Industry Median: 5.20 vs. SANM: -11.70 )
SANM' s 10-Year EBITDA Growth (%) Range
Min: -50.9   Max: 58
Current: -11.7

-50.9
58
EPS Growth (%) -14.30
SANM's EPS Growth (%) is ranked higher than
52% of the 1124 Companies
in the Global Electronic Components industry.

( Industry Median: 5.90 vs. SANM: -14.30 )
SANM' s 10-Year EPS Growth (%) Range
Min: -29   Max: 117.8
Current: -14.3

-29
117.8
» SANM's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2013

SANM Guru Trades in Q1 2013

David Dreman 1,212,838 sh (New)
Paul Tudor Jones 38,800 sh (+218.03%)
Joel Greenblatt 272,220 sh (+13.1%)
Chuck Royce 1,678,231 sh (+7.28%)
Donald Smith 8,229,825 sh (+0.89%)
George Soros Sold Out
Columbia Wanger 6,445,000 sh (-2.05%)
Jim Simons 106,833 sh (-68.03%)
Steven Cohen 26,093 sh (-98.55%)
» More
Q2 2013

SANM Guru Trades in Q2 2013

Chuck Royce 1,684,831 sh (+0.39%)
Steven Cohen Sold Out
Donald Smith 7,939,250 sh (-3.53%)
Jim Simons 100,933 sh (-5.52%)
Joel Greenblatt 250,756 sh (-7.88%)
Paul Tudor Jones 35,200 sh (-9.28%)
David Dreman 1,089,189 sh (-10.2%)
Columbia Wanger 5,447,600 sh (-15.48%)
» More
Q3 2013

SANM Guru Trades in Q3 2013

John Hussman 146,000 sh (New)
Steven Cohen 44,972 sh (New)
Joel Greenblatt 535,065 sh (+113.38%)
Jim Simons 125,733 sh (+24.57%)
Chuck Royce 1,778,831 sh (+5.58%)
Donald Smith 7,489,508 sh (-5.66%)
Columbia Wanger 5,020,000 sh (-7.85%)
Paul Tudor Jones 28,600 sh (-18.75%)
David Dreman 220,418 sh (-79.76%)
» More
Q4 2013

SANM Guru Trades in Q4 2013

Jeremy Grantham 11,823 sh (New)
Paul Tudor Jones 46,900 sh (+63.99%)
John Hussman 200,000 sh (+36.99%)
Joel Greenblatt 678,607 sh (+26.83%)
David Dreman 251,827 sh (+14.25%)
Donald Smith 8,012,186 sh (+6.98%)
Chuck Royce 1,796,923 sh (+1.02%)
Jim Simons Sold Out
Steven Cohen Sold Out
Columbia Wanger 4,640,000 sh (-7.57%)
» More
» Details

Insider Trades

Latest Guru Trades with SANM

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Donald Smith 2013-12-31 Add 6.98%0.18%$14.555 - $17.85 $ 17.569%8012186
John Hussman 2013-12-31 Add 36.99%0.06%$14.555 - $17.85 $ 17.569%200000
Joel Greenblatt 2013-12-31 Add 26.83%0.06%$14.555 - $17.85 $ 17.569%678607
David Dreman 2013-09-30 Reduce -79.76%0.43%$14.75 - $18.13 $ 17.567%220418
Joel Greenblatt 2013-09-30 Add 113.38%0.16%$14.75 - $18.13 $ 17.567%535065
John Hussman 2013-09-30 New Buy0.14%$14.75 - $18.13 $ 17.567%146000
Donald Smith 2013-09-30 Reduce -5.66%0.14%$14.75 - $18.13 $ 17.567%7489508
David Dreman 2013-03-31 New Buy0.36%$9.2 - $12.08 $ 17.5662%1212838
George Soros 2013-03-31 Sold Out 0.01%$9.2 - $12.08 $ 17.5662%0
George Soros 2012-12-31 Reduce -90%0.08%$7.6 - $11.03 $ 17.5691%66666
George Soros 2012-09-30 New Buy0.09%$7.18 - $9.54 $ 17.56108%666666
Joel Greenblatt 2012-06-30 Add 54.2%0.05%$6.76 - $11.68 $ 17.56108%223384
Joel Greenblatt 2012-03-31 Add 37.64%0.04%$9.5 - $12.37 $ 17.5666%144870
Joel Greenblatt 2011-12-31 New Buy0.12%$6.11 - $9.54 $ 17.56110%105252
George Soros 2011-06-30 Sold Out $9.26 - $12.13 $ 17.5664%0
Donald Smith 2011-03-31 Add 22.73%0.52%$10.22 - $16.94 $ 17.5626%8031976
George Soros 2011-03-31 Reduce -84.01%$10.22 - $16.94 $ 17.5626%10700
John Hussman 2011-03-31 Sold Out $10.22 - $16.94 $ 17.5626%0
Premium More recent guru trades are included for Premium Members only!!
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Ratios

vs
industry
vs
history
P/E(ttm) 14.80
SANM's P/E(ttm) is ranked higher than
72% of the 1771 Companies
in the Global Electronic Components industry.

( Industry Median: 19.30 vs. SANM: 14.80 )
SANM' s 10-Year P/E(ttm) Range
Min: 3.53   Max: 28.43
Current: 14.8

3.53
28.43
P/B 1.30
SANM's P/B is ranked higher than
62% of the 2370 Companies
in the Global Electronic Components industry.

( Industry Median: 1.48 vs. SANM: 1.30 )
SANM' s 10-Year P/B Range
Min: 0.16   Max: 2.47
Current: 1.3

0.16
2.47
P/S 0.26
SANM's P/S is ranked higher than
92% of the 2534 Companies
in the Global Electronic Components industry.

( Industry Median: 0.91 vs. SANM: 0.26 )
SANM' s 10-Year P/S Range
Min: 0.02   Max: 0.71
Current: 0.26

0.02
0.71
PFCF 7.70
SANM's PFCF is ranked higher than
87% of the 1305 Companies
in the Global Electronic Components industry.

( Industry Median: 16.38 vs. SANM: 7.70 )
SANM' s 10-Year PFCF Range
Min: 1.29   Max: 1140
Current: 7.7

1.29
1140
EV-to-EBIT 10.30
SANM's EV-to-EBIT is ranked higher than
79% of the 1925 Companies
in the Global Electronic Components industry.

( Industry Median: 15.73 vs. SANM: 10.30 )
SANM' s 10-Year EV-to-EBIT Range
Min: 5.4   Max: 457.8
Current: 10.3

5.4
457.8
PEG 1.00
SANM's PEG is ranked higher than
67% of the 796 Companies
in the Global Electronic Components industry.

( Industry Median: 1.26 vs. SANM: 1.00 )
SANM' s 10-Year PEG Range
Min: 0   Max: 7.6
Current: 1

0
7.6

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.40
SANM's Price/Tangible Book is ranked higher than
65% of the 2297 Companies
in the Global Electronic Components industry.

( Industry Median: 1.60 vs. SANM: 1.40 )
SANM' s 10-Year Price/Tangible Book Range
Min: 0.24   Max: 10.75
Current: 1.4

0.24
10.75
Price/DCF (Projected) 1.10
SANM's Price/DCF (Projected) is ranked higher than
67% of the 947 Companies
in the Global Electronic Components industry.

( Industry Median: 1.30 vs. SANM: 1.10 )
SANM' s 10-Year Price/DCF (Projected) Range
Min: 0.11   Max: 14.26
Current: 1.1

0.11
14.26
Price/Median PS Value 1.40
SANM's Price/Median PS Value is ranked lower than
62% of the 2361 Companies
in the Global Electronic Components industry.

( Industry Median: 1.10 vs. SANM: 1.40 )
SANM' s 10-Year Price/Median PS Value Range
Min: 0.14   Max: 20.18
Current: 1.4

0.14
20.18
Price/Graham Number 0.90
SANM's Price/Graham Number is ranked higher than
69% of the 1701 Companies
in the Global Electronic Components industry.

( Industry Median: 1.20 vs. SANM: 0.90 )
SANM' s 10-Year Price/Graham Number Range
Min: 0.35   Max: 11.97
Current: 0.9

0.35
11.97
Earnings Yield (Greenblatt) 9.70
SANM's Earnings Yield (Greenblatt) is ranked higher than
80% of the 2081 Companies
in the Global Electronic Components industry.

( Industry Median: 6.10 vs. SANM: 9.70 )
SANM' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.2   Max: 18.3
Current: 9.7

0.2
18.3
Forward Rate of Return (Yacktman) 3.29
SANM's Forward Rate of Return (Yacktman) is ranked higher than
70% of the 1318 Companies
in the Global Electronic Components industry.

( Industry Median: 3.15 vs. SANM: 3.29 )
SANM' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -5.9   Max: 24.2
Current: 3.29

-5.9
24.2

Business Description

Industry: Computer Hardware » Electronic Components
Compare:HTHIY, MIELY, APH, TEL, GLW » details
Traded in other countries:SAYN.Germany
Sanmina Corp was incorporated in Delaware in May 1989. The Company is an independent global provider of customized, integrated electronics manufacturing services, or EMS. It provides these services to original equipment manufacturers, or OEMs, in the communications, enterprise computing and storage, multimedia, industrial and semiconductor capital equipment, defense and aerospace, medical, renewable energy and automotive industries The Company's services consists of product design and engineering, including initial development, detailed design, prototyping, validation, preproduction services and manufacturing design, volume manufacturing of complete systems, components and subassemblies, final system assembly and test, direct order fulfillment and logistics services and after-market product service and support. System components and subassemblies manufactured by the Company include printed circuit boards, printed circuit board assemblies, backplanes and backplane assemblies, enclosures, cable assemblies, precision machine components, optical modules and memory modules. Historically, EMS Companies generally manufactured only components or partial assemblies. As the EMS industry has evolved, OEMs have increased their reliance on EMS companies for additional, more complex manufacturing services including design services. Some EMS companies now often manufacture and test complete systems and manage the entire supply chains of their customers. The EMS companies offer end-to-end services including product design and engineering, manufacturing, final system assembly and test, direct order fulfillment, after-market product service and support, and global supply chain management. It manufactures products in 18 countries on five continents. The Company's objective is to maintain and enhance its leadership position in the EMS industry. It offers OEM customers end-to-end services that span the entire product life cycle. It also provides initial product development and detailed product design and engineering services for products such as communications base stations, optical switches and modules, set top boxes, network switches and routers, computer server and storage products and medical devices. The Company faces competition from other global EMS companies such as Benchmark Electronics, Inc., Celestica, Inc., Flextronics International Ltd., Hon Hai (Foxconn), Jabil Circuits, Inc. and Plexus Corp. The Company is subject to a variety of local, state and federal environmental laws and regulations in the United States, as well as foreign laws and regulations relating to the treatment, storage, use, discharge, emission and disposal of chemicals, solid waste and other hazardous materials used during its manufacturing processes.

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