ADI vs SANM
Analog Devices vs Sanmina Corporation — AI-powered side-by-side comparison
ADI
Analog Devices
68
Buy
VS
SANM
Sanmina Corporation
65
Buy
| Metric | ADI | SANM |
|---|
| AI Score |
68
|
65
|
| Price |
$389.87
|
$202.71
|
| P/E Ratio |
57.68×
|
35.57×
|
| ROE |
6.7%
|
10.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
9.0%
|
| Debt / Equity |
0.26×
|
0.95×
|
| Dividend Yield |
1.1%
|
0.0%
|
| RSI (14) |
63.7
|
52.5
|
| Beta |
1.188
|
1.561
|
| Expected Upside |
+14.3%
|
+42.3%
|
AI Committee View
Current Innellis committee reasoning for ADI versus SANM.
ADI leads by 3 points.
ADI scores 68/100 (Buy) versus SANM at 65/100 (Buy).
ADI Committee View
67% agreement
6 analysts
The primary driver is revenue growing 29.8% yoy -- genuine top-line momentum. The main limiting factor is p/e of 57.3 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- Revenue growing 29.8% YoY -- genuine top-line momentum — Growth
- EPS growing 83.2% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 57.3 is expensive by classic value standards — Value
SANM Committee View
67% agreement
6 analysts
The primary driver is news sentiment is positive (+0.60 across 42 articles, 14d). The main limiting factor is p/e of 35.3 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- Revenue growing 58.6% YoY -- genuine top-line momentum — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 35.3 is moderate-to-rich — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 29.0% signals elevated volatility — Risk