SANM vs TSM
Sanmina Corporation vs Taiwan Semiconductor Mfg. — AI-powered side-by-side comparison
SANM
Sanmina Corporation
65
Buy
VS
TSM
Taiwan Semiconductor Mfg.
69
Buy
| Metric | SANM | TSM |
|---|
| AI Score |
65
|
69
|
| Price |
$202.71
|
$419.92
|
| P/E Ratio |
35.57×
|
27.47×
|
| ROE |
10.4%
|
32.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
9.0%
|
64.2%
|
| Debt / Equity |
0.95×
|
0.15×
|
| Dividend Yield |
0.0%
|
0.9%
|
| RSI (14) |
52.5
|
58.7
|
| Beta |
1.561
|
1.369
|
| Expected Upside |
+42.3%
|
+14.0%
|
AI Committee View
Current Innellis committee reasoning for SANM versus TSM.
TSM leads by 4 points.
TSM scores 69/100 (Buy) versus SANM at 65/100 (Buy).
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
TSM Committee View
75% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Risk/reward is unfavorable: 25.3% downside vs 14.0% upside.