COMP <GO>
TTMI vs SANM // EV/EBITDA & P/E VALUATION
TTM Technologies Inc. (NASDAQ) VS. Sanmina Corporation (NASDAQ) • 15-METRIC TALLY: TTMI 7
— SANM 6
▲ EV/EBITDA & P/E VALUATION LEADER: TTMI
LAST: $82.94 (-5.35%) • MKT CAP: $9.23B
valuation
18.8x
LAST: $165.57 (-4.33%) • MKT CAP: $9.28B
valuation
20.5x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TTMI VS. SANM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TTMI | SANM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 20.70% | 8.80% | +11.90 | TTMI | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.60% | 4.90% | +4.70 | TTMI | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 18.8x | 20.5x | -1.70 | TTMI | /valuation <GO> |
| Free Cash Flow Yield | -0.01% | 5.10% | -5.11 | SANM | /fcf-yield <GO> |
| Operating Margin | 9.10% | 4.40% | +4.70 | TTMI | /operating-margins <GO> |
| Net Profit Margin | 6.10% | 3.00% | +3.10 | TTMI | /net-margins <GO> |
| Revenue Growth (YoY) | 19.00% | 7.40% | +11.60 | TTMI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.64 | 2.82 | +1.82 | TTMI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | SANM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.7 | 42.5 | -1.80 | SANM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.38 | 1.39 | -0.01 | SANM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 43.7x | 35.1x | +8.60 | SANM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.23B | $9.28B | -$41.5M | SANM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TTMI REV | SANM REV | TTMI GROSS % | SANM GROSS % | TTMI FCF | SANM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.91B | $8.13B | 20.7% | 8.8% | -$683.0K | $473.3M |
| FY 2024 | $2.44B | $7.57B | 19.5% | 8.5% | $51.2M | $229.0M |
| FY 2023 | $2.23B | $8.94B | — | — | $86.8M | -$166.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TTMI // BETA 1.38
SANM // BETA 1.39