TORVANTA
Other · S&P 500 · data as of 2026-10-05

SANM stock analysis: SANM

SANM (SANM) is an S&P 500 company in Other. It grades weakest on profitability and value.

The model's view of SANM · subscribers

Where SANM ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with SANM · updated 2026-10-05 · from prices and SEC filings

SANM price performance

SANM against the S&P 500, one year
+0%+50%+100%+150%SANM +98%S&P 500 +18%2025-09-292026-10-05
Year to date+50.0%S&P 500 +14.5% · ahead by 35.5 pts
1 year+97.3%S&P 500 +17.0% · ahead by 80.3 pts
3 years+325.8%S&P 500 +89.3% · ahead by 236.5 pts
5 years+468.4%S&P 500 +91.3% · ahead by 377.1 pts

Total returns with dividends reinvested.

SANM factor grades

Each grade compares SANM with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

D+ValueP/E 40.3x (industry 20.1x)FCF yield 4.9% (industry 6.0%)
B+GrowthRevenue growth +59% (industry +8%)EPS growth +20% (industry +10%)
C-ProfitabilityOperating margin 4.2% (industry 9.6%)ROIC 12.3% (industry 10.1%)
B+Momentum12-month change +97%From 52-wk high -20%

SANM in plain numbers

SANM key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$12.1B
Revenue growth (y/y)+59%
Free-cash-flow yield4.9%
Dividend yieldn/a
Next earnings (expected)2026-11-02
Valuation measures
Market value$12.1B
Enterprise value$12.4B
P/E (trailing)40.3x
Forward P/E (Torvanta estimate)35.6x
PEG (Torvanta estimate)2.70
Price / sales0.9x
Price / book4.4x
EV / revenue1.0x
EV / EBITDA17.8x
Financial highlights
Revenue, last 12 months$12.8B
Net income, last 12 months$308.1M
EPS, last 12 months (GAAP)$5.59
Gross margin9.0%
Operating margin4.2%
Net margin2.4%
Return on equity11.8%
Return on invested capital12.3%
Cash$1.8B
Total debt$2.2B
Debt / equity0.79x
Free cash flow, last 12 months$594.1M
Interest cover5.6x
Current ratio1.78x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

SANM earnings trends

Revenue vs earnings
$0$1.0B$2.0B$3.0B$4.0BSep 2024 Revenue: $2.0BDec 2024 Revenue: $2.0BMar 2025 Revenue: $2.0BJun 2025 Revenue: $2.0BSep 2025 Revenue: $2.1BDec 2025 Revenue: $3.2BMar 2026 Revenue: $4.0BJun 2026 Revenue: $3.5BSep 2024 Net income: $61.4MDec 2024 Net income: $65.0MMar 2025 Net income: $64.2MJun 2025 Net income: $68.6MSep 2025 Net income: $48.1MDec 2025 Net income: $49.3MMar 2026 Net income: $93.6MJun 2026 Net income: $117.1MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 3.0%Net margin: 3.2%Net margin: 3.2%Net margin: 3.4%Net margin: 2.3%Net margin: 1.5%Net margin: 2.3%Net margin: 3.4%0%2%3%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.5$1.1$1.6$2.1Sep 2024 EPS (GAAP, diluted): $1.1Dec 2024 EPS (GAAP, diluted): $1.2Mar 2025 EPS (GAAP, diluted): $1.2Jun 2025 EPS (GAAP, diluted): $1.3Sep 2025 EPS (GAAP, diluted): $0.9Dec 2025 EPS (GAAP, diluted): $0.9Mar 2026 EPS (GAAP, diluted): $1.7Jun 2026 EPS (GAAP, diluted): $2.1Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 -19% · Dec 2025 -23% · Mar 2026 +47% · Jun 2026 +68%

From the company's 10-Q and 10-K filings with the SEC.

SANM financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$6.8B$7.9B$8.9B$7.6B$8.1B
Net income$268.4M$249.8M$306.4M$222.5M$245.9M
EPS (GAAP)$3.99$3.99$5.13$3.91$4.46
Free cash flow$265.0M$192.2M$43.8M$229.0M$473.3M

SANM earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-27$2.12+68%+70%-17.5%
2026-04-27$1.70+47%+102%+12.4%
2026-01-26$0.89-23%+59%-20.4%
2025-11-03$0.88-19%+4%+20.4%
2025-07-28$1.26+38%+11%+22.8%
2025-04-28$1.16+25%+8%-4.6%

Companies similar to SANM

CompanyMarket valueP/ERevenue growthOperating margin12-month change
SANM SANM$12.1B40.3x+59%4.2%+97%
CR CR$12.1B36.6x+14%17.9%+17%compare
MANH MANH$12.0B59.0x+6%24.3%+2%compare
WTS WTS$12.2B31.7x+17%19.1%+29%compare
RPM RPM$12.2B18.4x+7%n/a-17%
EHC EHC$11.9B19.7x+9%n/a-1%
RMBS RMBS$11.9B52.5x+19%35.9%+10%

All Other stock ratings

Frequently asked questions

Is SANM stock a buy?

Torvanta does not tell individuals what to buy. Its grades for SANM are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is SANM's P/E ratio?

SANM trades at about 40.3 times its last 12 months of GAAP earnings reported to the SEC, and about 35.6 times Torvanta's own estimate of the next 12 months.

When does SANM report earnings next?

Based on its filing history, Torvanta expects SANM to report around 2026-11-02.

How has SANM performed against the S&P 500?

Over the past year SANM returned +97.3%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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