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SANM vs TTMI
Which Stock Would AI Choose? Sanmina Corporation (SANM) vs. TTM Technologies, Inc. (TTMI) Stock Comparison
Key Takeaways
- TTMI has delivered superior year-to-date (YTD) performance of approximately 108%, outpacing SANM's 23% gain amid recent market activity.
- Both companies operate in the electronics manufacturing services (EMS) sector, benefiting from demand in defense, aerospace, and advanced technology applications.
- TTMI exhibits stronger recent momentum with a 50% one-month rise, compared to SANM's 36% advance.
- SANM trades at a lower price-to-earnings (P/E) ratio of around 44 versus TTMI's 85, suggesting relative value but higher growth pricing for the latter.
- TTMI carries higher volatility with a beta of 1.76, while SANM's beta of 1.05 indicates greater stability.
- Analyst sentiment leans positive for both, with recent price target increases for TTMI reflecting optimism on its growth trajectory.
Introduction
Sanmina Corporation (SANM) and TTM Technologies, Inc. (TTMI) are key players in the electronics manufacturing services sector, providing critical components and assemblies for high-tech industries like defense, aerospace, and communications. This stock comparison analyzes their recent performance, business models, and market positioning in the current environment of rising demand for advanced manufacturing. Traders seeking momentum opportunities and investors focused on sector growth, relative valuation, and risk profiles will find value in understanding how these stocks stack up amid broader tech hardware trends.
SANM Overview and Recent Performance
Sanmina Corporation (SANM) delivers end-to-end manufacturing solutions, including design, production, and supply chain services for sectors such as medical devices, defense, aerospace, and cloud infrastructure. In recent market activity, SANM shares have shown solid gains, with a roughly 36% increase over the past month and YTD returns around 23%, trading near its 52-week high of $185. Sentiment has been supported by strong quarterly revenue growth to $2.04 billion in its latest report, though guidance slightly trailed expectations, alongside anticipation for Q2 fiscal 2026 earnings. Factors influencing performance include diversified exposure to stable defense portfolios and vertically integrated capabilities, contributing to improved operating margins despite moderating growth.
TTMI Overview and Recent Performance
TTM Technologies, Inc. (TTMI) specializes in printed circuit boards (PCBs) and backplane assemblies, with emphasis on high-reliability applications in defense, aerospace, space, and 5G infrastructure. Recent weeks have seen explosive momentum, with shares surging about 50% in the past month and YTD gains exceeding 107%, reaching a 52-week high near $144. Positive drivers include robust Q3 earnings, new defense contracts, and recognition as a momentum and growth stock, bolstered by analyst upgrades and raised price targets up to $162. Heightened demand for advanced PCBs in AI-related infrastructure and space applications has fueled investor enthusiasm, though elevated valuations reflect the rapid ascent.
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Head-to-Head Comparison
Both SANM and TTMI thrive in EMS, but SANM emphasizes full-system integration across medical and cloud, while TTMI leads in specialized PCBs for mission-critical defense and space. Growth drivers diverge: TTMI benefits from surging aerospace demand and AI infrastructure tailwinds, contrasting SANM's steadier defense and diversified revenue. Recent momentum heavily favors TTMI, with 600% one-year gains versus SANM's 130%. Risk profiles differ markedly—TTMI's higher beta signals volatility tied to growth bets, while SANM offers stability. Sector exposure overlaps in defense but TTMI edges in high-margin advanced tech; market sentiment tilts toward TTMI's catalysts amid broader relative performance shifts.
Tickeron AI Verdict
Tickeron’s AI currently favors TTMI over SANM, driven by superior trend consistency, explosive YTD and monthly momentum, and stronger growth catalysts in defense and advanced manufacturing. While SANM provides relative stability and valuation appeal, TTMI's positioning suggests higher probability of near-term outperformance, subject to market dynamics.
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 SANM is a Hold and TTMI 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).
SANM’s FA Score shows that 2 FA rating(s) are green whileTTMI’s FA Score has 2 green FA rating(s).
- SANM’s FA Score: 2 green, 3 red.
- TTMI’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.
SANM’s TA Score shows that 3 TA indicator(s) are bullish while TTMI’s TA Score has 3 bullish TA indicator(s).
- SANM’s TA Score: 3 bullish, 5 bearish.
- TTMI’s TA Score: 3 bullish, 5 bearish.
Price Growth
SANM (@Electronic Components) experienced а -2.05% price change this week, while TTMI (@Electronic Components) price change was -11.14% 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
SANM is expected to report earnings on Aug 03, 2026.
TTMI is expected to report earnings on Aug 05, 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.
| SANM | TTMI | SANM / TTMI | |
| Capitalization | 12.7B | 20B | 64% |
| EBITDA | 571M | 422M | 135% |
| Gain YTD | 57.626 | 178.739 | 32% |
| P/E Ratio | 53.70 | 120.36 | 45% |
| Revenue | 11.3B | 3.1B | 364% |
| Total Cash | 1.58B | 410M | 384% |
| Total Debt | 2.17B | 1.05B | 207% |
SANM | TTMI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 54 | 58 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 55 Fair valued | 74 Overvalued | |
PROFIT vs RISK RATING 1..100 | 9 | 2 | |
SMR RATING 1..100 | 68 | 67 | |
PRICE GROWTH RATING 1..100 | 36 | 34 | |
P/E GROWTH RATING 1..100 | 7 | 7 | |
SEASONALITY SCORE 1..100 | 49 | 50 |
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.
SANM's Valuation (55) in the Electronic Components industry is in the same range as TTMI (74). This means that SANM’s stock grew similarly to TTMI’s over the last 12 months.
TTMI's Profit vs Risk Rating (2) in the Electronic Components industry is in the same range as SANM (9). This means that TTMI’s stock grew similarly to SANM’s over the last 12 months.
TTMI's SMR Rating (67) in the Electronic Components industry is in the same range as SANM (68). This means that TTMI’s stock grew similarly to SANM’s over the last 12 months.
TTMI's Price Growth Rating (34) in the Electronic Components industry is in the same range as SANM (36). This means that TTMI’s stock grew similarly to SANM’s over the last 12 months.
TTMI's P/E Growth Rating (7) in the Electronic Components industry is in the same range as SANM (7). This means that TTMI’s stock grew similarly to SANM’s over the last 12 months.
| SANM | TTMI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 80% | 2 days ago 70% |
| Stochastic ODDS (%) | 2 days ago 82% | 2 days ago 69% |
| Momentum ODDS (%) | 2 days ago 65% | 2 days ago 76% |
| MACD ODDS (%) | 2 days ago 72% | 2 days ago 65% |
| TrendWeek ODDS (%) | 2 days ago 58% | 2 days ago 65% |
| TrendMonth ODDS (%) | 2 days ago 62% | 2 days ago 64% |
| Advances ODDS (%) | 3 days ago 75% | 6 days ago 78% |
| Declines ODDS (%) | 10 days ago 62% | 4 days ago 66% |
| BollingerBands ODDS (%) | 2 days ago 82% | 2 days ago 73% |
| Aroon ODDS (%) | 2 days ago 75% | 2 days ago 81% |
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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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TTMI and
Correlation & Price change
A.I.dvisor indicates that over the last year, TTMI has been closely correlated with BHE. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if TTMI jumps, then BHE could also see price increases.
| Ticker / NAME | Correlation To TTMI | 1D Price Change % | ||
|---|---|---|---|---|
| TTMI | 100% | -8.66% | ||
| BHE - TTMI | 68% Closely correlated | -5.29% | ||
| FN - TTMI | 66% Closely correlated | -7.57% | ||
| CLS - TTMI | 64% Loosely correlated | -6.60% | ||
| JBL - TTMI | 62% Loosely correlated | -4.28% | ||
| PLXS - TTMI | 61% Loosely correlated | -3.15% | ||
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