Both in Printed Circuit Boards

Sanmina vs Jabil

Over the past year SANM returned −12.1% and JBL returned +23.6%; their daily moves had a correlation of 0.70.

SANM −12.1% JBL +23.6%Growth of $1, one year, split-adjusted
MetricSANMJBL
Price$143.77$258.56
Market cap$7.71B$26.63B
Today−12.60%−4.84%
1 month−37.0%−16.4%
6 months−39.7%−30.6%
Year to date−4.2%+13.4%
1 year+2.4%+17.4%
Revenue growth (YoY)+69.7%+28.6%
Gross margin10.5%9.4%
Net margin3.4%3.7%
P/E (TTM)25.0×25.6×
Price / sales0.6×0.7×
Net cash-$327.4M-$1.64B
Dividend yield—0.12%
Volatility (60d)65.8%49.4%
Short % of float3.2%2.7%
Next earnings——

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