SMTC vs SANM

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

Both SMTC and SANM are from the Technology sector.

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

SMTC vs SANM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

SMTC

$13B

Winner

SANM

$13B

Max Drawdown

Winner

SMTC

85.40%

SANM

99.66%

Sharpe Ratio

Winner

SMTC

2.34

SANM

1.86

5Y Beta

SMTC

2.54

Winner

SANM

1.42

Industry

SMTC

Semiconductors

SANM

Electronic Components

P/E Ratio

Winner

SMTC

-316.80

SANM

46.85

Forward P/E

SMTC

54.05

Winner

SANM

24.27

PEG Ratio

SMTC

3.39

Winner

SANM

1.89

5Y EPS CAGR

SMTC

N/A

SANM

17.65%

Debt to Equity

SMTC

89.36%

Winner

SANM

83.15%

Free Cash Flow Yield

SMTC

1.32%

Winner

SANM

5.66%

P/S Ratio

SMTC

12.39

Winner

SANM

1.14

P/B Ratio

SMTC

20.64

Winner

SANM

5.49

SMTC vs SANM - Historical Returns

Returns include dividend reinvestment.

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

SMTC

+47.57%

Winner

SANM

+52.51%

SMTC

+58.00%

Winner

SANM

+61.40%

Winner

SMTC

+110.27%

SANM

+46.75%

Winner

SMTC

+247.23%

SANM

+179.77%

5Y(CAGR)

SMTC

+17.60%

Winner

SANM

+40.90%

10Y(CAGR)

SMTC

+20.55%

Winner

SANM

+24.89%

Max(CAGR)

Winner

SMTC

+7.83%

SANM

+2.12%

SMTC vs SANM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SMTC vs SANM Drawdown Comparison

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

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

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

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