IPGP vs SANM
IPG Photonics vs Sanmina Corporation — AI-powered side-by-side comparison
IPGP
IPG Photonics
63
Buy
VS
SANM
Sanmina Corporation
65
Buy
| Metric | IPGP | SANM |
|---|
| AI Score |
63
|
65
|
| Price |
$84.80
|
$199.12
|
| P/E Ratio |
136.71×
|
35.57×
|
| ROE |
1.5%
|
10.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.4%
|
9.0%
|
| Debt / Equity |
0.01×
|
0.95×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
47.5
|
52.5
|
| Beta |
0.999
|
1.601
|
| Expected Upside |
+0.7%
|
+42.3%
|
AI Committee View
Current Innellis committee reasoning for IPGP versus SANM.
SANM leads by 2 points.
SANM scores 65/100 (Buy) versus IPGP at 63/100 (Buy).
IPGP Committee View
67% agreement
6 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is p/e of 136.8 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.4x is a discount to asset value — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 136.8 is expensive by classic value standards — Value
- ROE of only 1.3% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 36.2% signals elevated volatility — Risk
SANM Committee View
67% agreement
6 analysts
The primary driver is news sentiment is positive (+0.60 across 44 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 29.0% signals elevated volatility — Risk