KEYS vs SANM
Keysight Technologies vs Sanmina Corporation — AI-powered side-by-side comparison
KEYS
Keysight Technologies
66
Buy
VS
SANM
Sanmina Corporation
65
Buy
| Metric | KEYS | SANM |
|---|
| AI Score |
66
|
65
|
| Price |
$340.76
|
$202.71
|
| P/E Ratio |
56.08×
|
35.57×
|
| ROE |
14.4%
|
10.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.7%
|
9.0%
|
| Debt / Equity |
0.44×
|
0.95×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
66.1
|
52.5
|
| Beta |
1.214
|
1.561
|
| Expected Upside |
+8.6%
|
+42.3%
|
AI Committee View
Current Innellis committee reasoning for KEYS versus SANM.
KEYS leads by 1 points.
KEYS scores 66/100 (Buy) versus SANM at 65/100 (Buy).
KEYS Committee View
67% agreement
6 analysts
The primary driver is eps growing 43.0% yoy. The main limiting factor is p/e of 55.3 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 17.5% shows genuine earnings power backing the valuation — Value
- EPS growing 43.0% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 55.3 is expensive by classic value standards — Value
- Price-to-book of 5.3x prices in significant intangible value — Value
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