ERIC vs SANM
Telefonaktiebolaget LM Ericsson (publ) vs Sanmina Corporation — AI-powered side-by-side comparison
ERIC
Telefonaktiebolaget LM Ericsson (publ)
63
Buy
VS
SANM
Sanmina Corporation
64
Buy
| Metric | ERIC | SANM |
|---|
| AI Score |
63
|
64
|
| Price |
$10.19
|
$208.96
|
| P/E Ratio |
13.25×
|
35.57×
|
| ROE |
24.4%
|
10.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
48.1%
|
9.0%
|
| Debt / Equity |
0.38×
|
0.95×
|
| Dividend Yield |
3.0%
|
0.0%
|
| RSI (14) |
51.3
|
52.5
|
| Beta |
0.521
|
1.601
|
| Expected Upside |
+2.8%
|
+42.4%
|
AI Committee View
Current Innellis committee reasoning for ERIC versus SANM.
SANM leads by 1 points.
SANM scores 64/100 (Buy) versus ERIC at 63/100 (Buy).
ERIC Committee View
60% agreement
5 analysts
The primary driver is p/e of 12.8 is inexpensive for the broad market. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- P/E of 12.8 is inexpensive for the broad market — Value
- ROE of 25.1% shows genuine earnings power backing the valuation — Value
- Dividend yield of 3.1% pays you to wait — Value
Bear Case
- Revenue declining -7.5% YoY -- this is not a growth story right now — Growth
SANM Committee View
67% agreement
6 analysts
The primary driver is news sentiment is positive (+0.60 across 25 articles, 14d). The main limiting factor is p/e of 35.2 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 35.2 is moderate-to-rich — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 28.9% signals elevated volatility — Risk