INOD vs SANM
Innodata Inc. vs Sanmina Corporation — AI-powered side-by-side comparison
INOD
Innodata Inc.
66
Buy
VS
SANM
Sanmina Corporation
65
Buy
| Metric | INOD | SANM |
|---|
| AI Score |
66
|
65
|
| Price |
$62.80
|
$202.55
|
| P/E Ratio |
43.85×
|
35.57×
|
| ROE |
30.1%
|
10.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
42.6%
|
9.0%
|
| Debt / Equity |
0.09×
|
0.95×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
47.1
|
49.4
|
| Beta |
2.915
|
1.601
|
| Expected Upside |
—
|
+44.9%
|
AI Committee View
Current Innellis committee reasoning for INOD versus SANM.
INOD leads by 1 points.
INOD scores 66/100 (Buy) versus SANM at 65/100 (Buy).
INOD Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 37.5% shows genuine earnings power backing the valuation — Value
- Revenue growing 40.1% YoY -- genuine top-line momentum — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 55.9 is expensive by classic value standards — Value
- Price-to-book of 15.2x prices in significant intangible value — Value
- Bollinger bandwidth of 24.2% signals elevated volatility — Risk
SANM Committee View
60% agreement
5 analysts
Positive signals support the current rating — vix regime is low -- calm backdrop supports risk-taking. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- 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