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MXL vs SANM

MaxLinear, Inc. vs Sanmina Corporation — AI-powered side-by-side comparison
MXL
MaxLinear, Inc.
66
Buy
VS
SANM
Sanmina Corporation
65
Buy
MetricMXLSANM
AI Score 66 65
Price $69.00 $202.55
P/E Ratio -58.00× 35.57×
ROE -30.2% 10.4%
Revenue Growth YoY
Gross Margin 57.4% 9.0%
Debt / Equity 0.29× 0.95×
Dividend Yield 0.0% 0.0%
RSI (14) 45.9 49.4
Beta 3.975 1.601
Expected Upside +44.9%

AI Committee View

Current Innellis committee reasoning for MXL versus SANM.
MXL leads by 1 points.

MXL scores 66/100 (Buy) versus SANM at 65/100 (Buy).

MXL Committee View
50% agreement
4 analysts

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull Case
  • MACD histogram positive -- bullish momentum — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Bollinger bandwidth of 51.4% 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
Want the full breakdown?
Committee votes, technicals, and trade plans for both companies.
MXL Full Analysis SANM Full Analysis