SANM vs SMTC

Comparison between Sanmina Corp (SANM, Company) and Semtech Corp (SMTC, Company).

Both SANM and SMTC are from the Technology sector.

5-Year PerformanceSANM has outperformed SMTC, delivering a return of +40.9% compared to +17.6%

SANM vs SMTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SANM(COMPANY)	SMTC(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	99.66%	85.40%
Sharpe Ratio	1.86	2.34
5Y Beta	1.42	2.54
Industry	Electronic Components	Semiconductors
P/E Ratio	46.85	-316.80
Forward P/E	24.27	54.05
PEG Ratio	1.89	3.39
5Y EPS CAGR	17.65%	N/A
Debt to Equity	83.15%	89.36%
Free Cash Flow Yield	5.66%	1.32%
P/S Ratio	1.14	12.39
P/B Ratio	5.49	20.64

Market Cap

Winner

SANM

$13B

SMTC

$13B

Max Drawdown

SANM

99.66%

Winner

SMTC

85.40%

Sharpe Ratio

SANM

1.86

Winner

SMTC

2.34

5Y Beta

Winner

SANM

1.42

SMTC

2.54

Industry

SANM

Electronic Components

SMTC

Semiconductors

P/E Ratio

SANM

46.85

Winner

SMTC

-316.80

Forward P/E

Winner

SANM

24.27

SMTC

54.05

PEG Ratio

Winner

SANM

1.89

SMTC

3.39

5Y EPS CAGR

SANM

17.65%

SMTC

N/A

Debt to Equity

Winner

SANM

83.15%

SMTC

89.36%

Free Cash Flow Yield

Winner

SANM

5.66%

SMTC

1.32%

P/S Ratio

Winner

SANM

1.14

SMTC

12.39

P/B Ratio

Winner

SANM

5.49

SMTC

20.64

SANM vs SMTC - Historical Returns

Returns include dividend reinvestment.

Period	SANM	SMTC
1 month	+52.51%	+47.57%
3 months	+61.40%	+58.00%
6 months	+46.75%	+110.27%
1 year	+179.77%	+247.23%
5 years(CAGR)	+40.90%	+17.60%
10 years(CAGR)	+24.89%	+20.55%
Max(CAGR)	+2.12%	+7.83%

Winner

SANM

+52.51%

SMTC

+47.57%

Winner

SANM

+61.40%

SMTC

+58.00%

SANM

+46.75%

Winner

SMTC

+110.27%

SANM

+179.77%

Winner

SMTC

+247.23%

5Y(CAGR)

Winner

SANM

+40.90%

SMTC

+17.60%

10Y(CAGR)

Winner

SANM

+24.89%

SMTC

+20.55%

Max(CAGR)

SANM

+2.12%

Winner

SMTC

+7.83%

SANM vs SMTC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SANM	SMTC
2026	+47.74%	+82.89%
2025	+98.85%	+18.66%
2024	+50.11%	+185.81%
2023	-9.51%	-24.29%
2022	+36.31%	-68.12%
2021	+30.83%	+24.94%
2020	-7.97%	+33.85%
2019	+42.37%	+14.63%
2018	-27.75%	+31.81%
2017	-8.84%	+7.38%
2016	+79.66%	+66.84%
2015	-11.94%	-32.57%
2014	+43.13%	+10.55%
2013	+48.18%	-14.82%
2012	+14.72%	+14.65%
2011	-23.50%	+8.34%
2010	-0.61%	+30.94%
2009	+267.67%	+47.66%
2008	-73.60%	-23.59%
2007	-47.55%	+17.31%
2006	-21.23%	-30.26%
2005	-48.05%	-14.67%
2004	-32.56%	-4.75%
2003	+179.38%	+95.36%
2002	-77.83%	-70.17%
2001	-42.06%	+74.10%
2000	+54.46%	-22.60%
1999	+11.13%	+39.95%

SANM vs SMTC Drawdown Comparison

The maximum drawdown for SANM was -99.66%, occurring on Mar 5, 2009. This drawdown has not yet recovered.

The maximum drawdown for SMTC was -85.40%, occurring on Nov 1, 2023. Recovery took 1068 trading sessions.

The current SANM drawdown is -33.52%. The current SMTC drawdown is -2.49%.

Rank	SANM	SMTC
#1	-99.66% Aug 31, 2000 - Mar 5, 2009	-85.40% Nov 19, 2021 - Feb 25, 2026
#2	-27.01% Mar 31, 2000 - Jun 1, 2000	-85.10% Aug 31, 2000 - Aug 31, 2018
#3	-17.15% Jul 20, 2000 - Aug 7, 2000	-54.98% Sep 18, 2018 - Aug 10, 2020
#4	-15.12% Dec 13, 1999 - Jan 20, 2000	-40.70% Feb 24, 2000 - Jun 16, 2000
#5	-13.82% Mar 17, 2000 - Mar 31, 2000	-29.18% Jan 22, 2021 - Oct 28, 2021
#6	-10.91% Nov 11, 1999 - Dec 13, 1999	-26.68% Mar 2, 2026 - Apr 16, 2026
#7	-9.73% Aug 10, 2000 - Aug 31, 2000	-24.60% Nov 26, 1999 - Jan 3, 2000
#8	-9.23% Mar 9, 2000 - Mar 17, 2000	-21.87% Aug 12, 2020 - Nov 9, 2020
#9	-8.68% Jan 25, 2000 - Feb 3, 2000	-19.06% Jul 17, 2000 - Aug 21, 2000
#10	-6.56% Feb 8, 2000 - Feb 24, 2000	-14.02% Apr 24, 2026 - May 5, 2026
#11	-6.46% Feb 24, 2000 - Mar 9, 2000	-11.76% Jan 19, 2000 - Feb 17, 2000
#12	-5.47% Jul 3, 2000 - Jul 6, 2000	-9.31% Jun 22, 2000 - Jul 7, 2000
#13	-4.87% Aug 7, 2000 - Aug 10, 2000	-8.33% Jan 3, 2000 - Jan 10, 2000
#14	-4.83% Jun 5, 2000 - Jun 9, 2000	-6.19% Jan 10, 2000 - Jan 14, 2000
#15	-4.73% Jun 20, 2000 - Jun 26, 2000	-5.64% Nov 11, 1999 - Nov 19, 1999