Both in Printed Circuit Boards
Sanmina vs Benchmark Electronics
Over the past year SANM returned −12.1% and BHE returned +51.8%; their daily moves had a correlation of 0.71.
SANM −12.1% BHE +51.8%Growth of $1, one year, split-adjusted
| Metric | SANM | BHE |
|---|---|---|
| Price | $143.77 | $65.26 |
| Market cap | $7.71B | $2.33B |
| Today | −12.60% | −7.99% |
| 1 month | −37.0% | −24.1% |
| 6 months | −39.7% | −24.6% |
| Year to date | −4.2% | +52.6% |
| 1 year | +2.4% | +48.3% |
| Revenue growth (YoY) | +69.7% | +19.1% |
| Gross margin | 10.5% | 10.4% |
| Net margin | 3.4% | 2.1% |
| P/E (TTM) | 25.0× | 41.7× |
| Price / sales | 0.6× | 0.8× |
| Net cash | -$327.4M | $132.8M |
| Dividend yield | — | 1.04% |
| Volatility (60d) | 65.8% | 49.3% |
| Short % of float | 3.2% | 3.8% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).