ONTO vs SANM
Onto Innovation vs Sanmina Corporation — AI-powered side-by-side comparison
ONTO
Onto Innovation
64
Buy
VS
SANM
Sanmina Corporation
65
Buy
| Metric | ONTO | SANM |
|---|
| AI Score |
64
|
65
|
| Price |
$291.66
|
$199.12
|
| P/E Ratio |
114.61×
|
35.57×
|
| ROE |
6.5%
|
10.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
50.4%
|
9.0%
|
| Debt / Equity |
0.77×
|
0.95×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
63.4
|
52.5
|
| Beta |
1.587
|
1.601
|
| Expected Upside |
+2.5%
|
+42.3%
|
AI Committee View
Current Innellis committee reasoning for ONTO versus SANM.
SANM leads by 1 points.
SANM scores 65/100 (Buy) versus ONTO at 64/100 (Buy).
ONTO Committee View
60% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 35.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Bollinger bandwidth of 35.3% 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