SANM vs TRMB
Sanmina Corporation vs Trimble Inc. — AI-powered side-by-side comparison
SANM
Sanmina Corporation
64
Buy
VS
| Metric | SANM | TRMB |
|---|
| AI Score |
64
|
64
|
| Price |
$206.84
|
$57.56
|
| P/E Ratio |
36.65×
|
-119.89×
|
| ROE |
10.4%
|
7.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
9.0%
|
68.4%
|
| Debt / Equity |
0.95×
|
0.29×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
58.1
|
44.8
|
| Beta |
1.601
|
1.356
|
| Expected Upside |
+38.1%
|
+25.6%
|
AI Committee View
Current Innellis committee reasoning for SANM versus TRMB.
The committee scores are tied.
SANM and TRMB both score 64/100.
SANM Committee View
67% agreement
6 analysts
The primary driver is news sentiment is positive (+0.60 across 26 articles, 14d). The main limiting factor is p/e of 36.6 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 36.6 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
TRMB Committee View
67% agreement
6 analysts
The primary driver is eps growing 127.0% yoy. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- EPS growing 127.0% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Bollinger bandwidth of 22.1% signals elevated volatility — Risk