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PLXS vs SANM
Which Stock Would AI Choose? Plexus Corp. (PLXS) vs. Sanmina Corporation (SANM) Stock Comparison
Key Takeaways
- PLXS has significantly outperformed SANM year-to-date (YTD), with gains around 70% compared to SANM's approximately 23%, fueled by strong industrial segment momentum.
- Both companies operate in the electronics manufacturing services (EMS) sector, but PLXS boasts a lower beta of 0.75 (a measure of volatility relative to the market), indicating lower risk compared to SANM's 1.05.
- Recent quarterly earnings for both exceeded expectations, with PLXS reporting Q1 FY2026 EPS of $1.78 and SANM achieving EPS of $2.38 amid a 59% revenue surge.
- Analysts rate PLXS as a Buy with targets up to $250, while SANM holds a Neutral rating with a lower average target around $174.
- PLXS has a smaller market capitalization of about $6.7 billion versus SANM's $10.1 billion, potentially offering higher growth agility.
- Both stocks benefit from sector tailwinds in healthcare, defense, and cloud infrastructure, but PLXS shows stronger recent price momentum.
Introduction
Plexus Corp. (PLXS) and Sanmina Corporation (SANM) are key players in the electronics manufacturing services (EMS) industry, providing design, assembly, and supply chain solutions for sectors like healthcare, defense, aerospace, and cloud infrastructure. This stock comparison is particularly relevant for investors and traders seeking exposure to technology manufacturing amid rising demand for semiconductors and industrial automation. By examining recent performance, financial metrics, and market positioning, readers can assess relative strengths in a volatile market environment where EMS firms navigate supply chain dynamics and end-market growth. Understanding these contrasts aids in evaluating portfolio diversification or sector bets.
PLXS Overview and Recent Performance
Plexus Corp. (PLXS) specializes in electronics manufacturing services (EMS), serving healthcare, life sciences, industrial, and aerospace & defense end-markets. In recent market activity, PLXS shares have exhibited robust upward momentum, with year-to-date gains exceeding 69% and a one-year return near 96%. This performance stems from strong Q1 FY2026 results, including revenue of $1.07 billion and non-GAAP EPS of $1.78, beating estimates, alongside significant program wins and a $3.6 billion pipeline. Positive sentiment has been bolstered by analyst upgrades, such as Stifel's Buy rating with a $250 target, and momentum in the industrial segment. The stock's price-to-earnings (P/E) ratio stands at about 39, reflecting growth expectations, while its low beta of 0.75 signals relative stability.
SANM Overview and Recent Performance
Sanmina Corporation (SANM) delivers integrated manufacturing solutions, including components, repair, and logistics for medical, defense, automotive, communications, and cloud infrastructure markets. Over recent weeks, SANM has shown solid gains, with YTD returns around 23% and a one-year surge over 130%, supported by Q1 FY2026 revenue of $3.19 billion—up 59% year-over-year—and EPS of $2.38 exceeding forecasts. Tailwinds from AI infrastructure demand have influenced positive price behavior, though guidance has occasionally lagged expectations, contributing to moderated momentum. With a P/E ratio near 44 and beta of 1.05, the stock reflects higher volatility amid broader sector exposure.
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Head-to-Head Comparison
Both PLXS and SANM thrive in the EMS space, but PLXS emphasizes healthcare and industrial growth drivers, while SANM leverages broader exposure to cloud infrastructure and defense. Recent momentum favors PLXS with superior YTD performance and analyst enthusiasm, contrasting SANM's revenue scale but tempered guidance. Risk profiles differ: PLXS's lower beta and debt-to-equity (13%) offer stability over SANM's higher leverage (89%). Market sentiment tilts toward PLXS amid industrial recovery, though SANM benefits from AI catalysts. Trade-offs include PLXS's agility versus SANM's diversification.
Tickeron AI Verdict
Tickeron’s AI would currently favor PLXS over SANM, based on stronger trend consistency, superior YTD relative performance, recent earnings beats with upbeat guidance, and positive analyst positioning in the EMS sector. While SANM offers scale and AI exposure, PLXS demonstrates higher stability and momentum, suggesting greater near-term upside probability in recent market conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PLXS is a Hold and SANM is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
PLXS’s FA Score shows that 2 FA rating(s) are green whileSANM’s FA Score has 2 green FA rating(s).
- PLXS’s FA Score: 2 green, 3 red.
- SANM’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
PLXS’s TA Score shows that 2 TA indicator(s) are bullish while SANM’s TA Score has 3 bullish TA indicator(s).
- PLXS’s TA Score: 2 bullish, 6 bearish.
- SANM’s TA Score: 3 bullish, 5 bearish.
Price Growth
PLXS (@Electronic Components) experienced а -4.18% price change this week, while SANM (@Electronic Components) price change was -2.05% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -4.78%. For the same industry, the average monthly price growth was -3.02%, and the average quarterly price growth was +45.85%.
Reported Earning Dates
PLXS is expected to report earnings on Jul 29, 2026.
SANM is expected to report earnings on Aug 03, 2026.
Industries' Descriptions
@Electronic Components (-4.78% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| PLXS | SANM | PLXS / SANM | |
| Capitalization | 7.69B | 12.7B | 61% |
| EBITDA | 297M | 571M | 52% |
| Gain YTD | 95.537 | 57.626 | 166% |
| P/E Ratio | 44.48 | 53.70 | 83% |
| Revenue | 4.31B | 11.3B | 38% |
| Total Cash | 303M | 1.58B | 19% |
| Total Debt | 260M | 2.17B | 12% |
PLXS | SANM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 14 | 54 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 51 Fair valued | 55 Fair valued | |
PROFIT vs RISK RATING 1..100 | 10 | 9 | |
SMR RATING 1..100 | 63 | 68 | |
PRICE GROWTH RATING 1..100 | 37 | 36 | |
P/E GROWTH RATING 1..100 | 14 | 7 | |
SEASONALITY SCORE 1..100 | 50 | 49 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
PLXS's Valuation (51) in the Electronic Components industry is in the same range as SANM (55). This means that PLXS’s stock grew similarly to SANM’s over the last 12 months.
SANM's Profit vs Risk Rating (9) in the Electronic Components industry is in the same range as PLXS (10). This means that SANM’s stock grew similarly to PLXS’s over the last 12 months.
PLXS's SMR Rating (63) in the Electronic Components industry is in the same range as SANM (68). This means that PLXS’s stock grew similarly to SANM’s over the last 12 months.
SANM's Price Growth Rating (36) in the Electronic Components industry is in the same range as PLXS (37). This means that SANM’s stock grew similarly to PLXS’s over the last 12 months.
SANM's P/E Growth Rating (7) in the Electronic Components industry is in the same range as PLXS (14). This means that SANM’s stock grew similarly to PLXS’s over the last 12 months.
| PLXS | SANM | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 60% | 2 days ago 80% |
| Stochastic ODDS (%) | 2 days ago 61% | 2 days ago 82% |
| Momentum ODDS (%) | 2 days ago 58% | 2 days ago 65% |
| MACD ODDS (%) | 2 days ago 62% | 2 days ago 72% |
| TrendWeek ODDS (%) | 2 days ago 57% | 2 days ago 58% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 62% |
| Advances ODDS (%) | 6 days ago 70% | 3 days ago 75% |
| Declines ODDS (%) | 4 days ago 55% | 10 days ago 62% |
| BollingerBands ODDS (%) | 2 days ago 72% | 2 days ago 82% |
| Aroon ODDS (%) | 2 days ago 61% | 2 days ago 75% |
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PLXS and
Correlation & Price change
A.I.dvisor indicates that over the last year, PLXS has been closely correlated with BHE. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if PLXS jumps, then BHE could also see price increases.
| Ticker / NAME | Correlation To PLXS | 1D Price Change % | ||
|---|---|---|---|---|
| PLXS | 100% | -3.15% | ||
| BHE - PLXS | 74% Closely correlated | -5.29% | ||
| KN - PLXS | 67% Closely correlated | -1.81% | ||
| LFUS - PLXS | 61% Loosely correlated | -5.21% | ||
| TTMI - PLXS | 61% Loosely correlated | -8.66% | ||
| JBL - PLXS | 60% Loosely correlated | -4.28% | ||
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SANM and
Correlation & Price change
A.I.dvisor indicates that over the last year, SANM has been loosely correlated with BHE. These tickers have moved in lockstep 56% of the time. This A.I.-generated data suggests there is some statistical probability that if SANM jumps, then BHE could also see price increases.
| Ticker / NAME | Correlation To SANM | 1D Price Change % | ||
|---|---|---|---|---|
| SANM | 100% | -6.71% | ||
| BHE - SANM | 56% Loosely correlated | -5.29% | ||
| PLXS - SANM | 53% Loosely correlated | -3.15% | ||
| TTMI - SANM | 50% Loosely correlated | -8.66% | ||
| JBL - SANM | 49% Loosely correlated | -4.28% | ||
| FLEX - SANM | 49% Loosely correlated | -9.20% | ||
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