Sanmina Corporation
$10.01B- Market cap
- $10.64B
- Debt
- +$300.47M
- Cash
- −$926.27M
Capital structure 97% equity / 3% debt · EV / Revenue 1.23x · EV / EBITDA 22.02x
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 ·
Decision snapshot: SANM stock price at premium vs AGO $198.47 current versus $32.90 implied using P/E multiple.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at AGO's multiple
Implied fair value · at SANM's multiple
Snapshot Sep 4, 4:00 PM ET
Metric by metric
Where each company leads, and how wide the gap is.
Growth lag
Pricing power
Operating leverage
Multiple discount
Expensive
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: SANM FY 2025 (ended Sep 27, 2025) · AGO FY 2025 (ended Dec 31, 2025). Fiscal years are not aligned.
Trendline
Five fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Capital structure 97% equity / 3% debt · EV / Revenue 1.23x · EV / EBITDA 22.02x
Capital structure 66% equity / 34% debt · EV / Revenue 3.37x · EV / EBITDA 5.29x
SANM carries the larger enterprise value at $10.01B against $3.74B; SANM trades on the lower EV / Revenue multiple (1.23x vs 3.37x); AGO on the lower EV / EBITDA (5.29x vs 22.02x).
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
Sanmina Corporation · implied price per share
Bear
$82.13
Base
$96.02
Bull
$114.75
ASSURED GUARANTY LTD. · implied price per share
Five annual free-cash-flow observations are required for the filing-backed baseline.
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Debt / equity
Total debt against shareholders' equity
0.12x
0.30x
Net debt / EBITDA
Leverage against operating earnings
-1.38x
0.58x
Cash and equivalents
Liquid reserves on the balance sheet
$926.27M
$1.29B
Total debt
Interest-bearing obligations outstanding
$300.47M
$1.70B
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
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