ASML vs SANM
ASML Holding N.V. vs Sanmina Corporation — AI-powered side-by-side comparison
ASML
ASML Holding N.V.
71
Buy
VS
SANM
Sanmina Corporation
66
Buy
| Metric | ASML | SANM |
|---|
| AI Score |
71
|
66
|
| Price |
$1,846.52
|
$210.88
|
| P/E Ratio |
57.31×
|
36.99×
|
| ROE |
49.0%
|
10.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
52.7%
|
9.0%
|
| Debt / Equity |
0.09×
|
0.95×
|
| Dividend Yield |
0.5%
|
0.0%
|
| RSI (14) |
69.8
|
55.6
|
| Beta |
1.394
|
1.601
|
| Expected Upside |
+8.3%
|
+36.8%
|
AI Committee View
Current Innellis committee reasoning for ASML versus SANM.
ASML leads by 5 points.
ASML scores 71/100 (Buy) versus SANM at 66/100 (Buy).
ASML Committee View
80% agreement
5 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Bollinger bandwidth of 20.0% signals elevated volatility — Risk
SANM Committee View
67% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 36.6 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 36.6 is moderate-to-rich — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 29.1% signals elevated volatility — Risk