Stock comparison
Sanmina
Tower Semiconductor
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
SANM
Sanmina
Market cap
$12.61B
Sector
Technology
TSEM
Tower Semiconductor
Market cap
$30.62B
Sector
Technology
Overall winner
Sanmina SANM
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | SANM | TSEM | Winner |
|---|---|---|---|
| Warren Buffett | 45D | 35D | SANM |
| Benjamin Graham | 78B | 81A | TSEM |
| Philip Fisher | 31F | 41D | TSEM |
| Peter Lynch | 46D | 53C | TSEM |
| Joel Greenblatt | 45D | 42D | SANM |
| Charlie Munger | 32F | 34F | TSEM |
| Terry Smith | 35D | 23F | SANM |
Side-by-side metrics
| Metric | SANM | TSEM |
|---|---|---|
| Market cap | $12.61B | $30.62B |
| P/E (TTM) | 49.2x | 129.6x |
| EV/EBIT | 37.3x | 159.9x |
| ROIC (TTM) | 7.43% | 6.08% |
| Gross margin | 8.53% | 24.77% |
| Net margin | 2.29% | 15.13% |
| Revenue CAGR 5y | 4.8% | 0.95% |
| EPS CAGR 5y | 2.57% | 9.11% |
| Debt / Equity | 0.9x | 0.1x |
| Dividend yield | 0.0% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
SANM leads on
- Revenue CAGR 5y4.8%vs 0.95%+80%
- EV/EBIT37.3xvs 159.9x+77%
- P/E (TTM)49.2xvs 129.6x+62%
- ROIC (TTM)7.43%vs 6.08%+18%
TSEM leads on
- Debt / Equity0.1xvs 0.9x+94%
- Net margin15.13%vs 2.29%+85%
- EPS CAGR 5y9.11%vs 2.57%+72%
- Gross margin24.77%vs 8.53%+66%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.