Both in Printed Circuit Boards

Sanmina vs Flex

Over the past year SANM returned −12.1% and FLEX returned +25.0%; their daily moves had a correlation of 0.65.

SANM −12.1% FLEX +25.0%Growth of $1, one year, split-adjusted
MetricSANMFLEX
Price$143.77$77.24
Market cap$7.71B$28.54B
Today−12.60%−12.33%
1 month−37.0%−36.4%
6 months−39.7%−42.7%
Year to date−4.2%+27.8%
1 year+2.4%+20.9%
Revenue growth (YoY)+69.7%+24.8%
Gross margin10.5%9.6%
Net margin3.4%3.1%
P/E (TTM)25.0×27.5×
Price / sales0.6×0.9×
Net cash-$327.4M-$2.13B
Dividend yield——
Volatility (60d)65.8%70.6%
Short % of float3.2%2.2%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).