GRMN vs SANM
Garmin vs Sanmina Corporation — AI-powered side-by-side comparison
VS
SANM
Sanmina Corporation
65
Buy
| Metric | GRMN | SANM |
|---|
| AI Score |
66
|
65
|
| Price |
$311.10
|
$202.71
|
| P/E Ratio |
31.89×
|
35.57×
|
| ROE |
18.5%
|
10.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
60.1%
|
9.0%
|
| Debt / Equity |
0.02×
|
0.95×
|
| Dividend Yield |
1.2%
|
0.0%
|
| RSI (14) |
81.9
|
52.5
|
| Beta |
0.914
|
1.561
|
| Expected Upside |
—
|
+42.3%
|
AI Committee View
Current Innellis committee reasoning for GRMN versus SANM.
GRMN leads by 1 points.
GRMN scores 66/100 (Buy) versus SANM at 65/100 (Buy).
GRMN Committee View
83% agreement
6 analysts
The primary driver is 3 consecutive earnings beats -- consistent execution. The main limiting factor is p/e of 31.9 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 21.0% shows genuine earnings power backing the valuation — Value
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 31.9 is moderate-to-rich — Value
- Price-to-book of 4.4x prices in significant intangible value — Value
- RSI at 82 is in overbought territory — Technical
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