Arrow Electronics (ARW) vs Sanmina (SANM)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 11, 2026.
Summary
Arrow Electronics (ARW) has outperformed Sanmina (SANM) over the past year, gaining 100.8% versus a gain of 77.2%. Over five years, SANM leads with a +450.3% price change compared with +93.3% for ARW. Sanmina is the larger company by market cap ($11.66 billion vs $11.60 billion), about 1.0 times the size, while Arrow Electronics is growing revenue faster (+10.5% vs +7.4%).
On valuation, Arrow Electronics trades at a lower forward P/E (9.5x vs 15.6x for Sanmina). Sanmina converts more of its revenue into profit, with a net margin of 3.0% versus 1.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ARW | SANM |
|---|---|---|
| Share price | $227.90 | $217.49 |
| Market cap | $11.60B | $11.66B |
| 1-day change | +0.51% | +3.33% |
| YTD return | +106.84% | +44.93% |
| 1-year return | +100.79% | +77.24% |
| 5-year return | +93.25% | +450.33% |
| P/E ratio (TTM) | 14.57 | 38.91 |
| Forward P/E | 9.53 | 15.63 |
| EPS (TTM) | $15.64 | $5.59 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $30.85B | $8.13B |
| Revenue growth (YoY) | +10.49% | +7.40% |
| Net income (latest FY) | $571.27M | $245.89M |
| Gross margin | 11.24% | 8.81% |
| Operating margin | 2.66% | 4.36% |
| Net margin | 1.85% | 3.03% |
| 52-week high | $249.43 | $288.68 |
| 52-week low | $101.79 | $118.10 |
| Distance from 52-week high | -8.63% | -24.66% |
| Analyst consensus | none | none |
| Avg. price target upside | +3.12% | +19.55% |
| Average volume | 554.10K | 678.75K |
| Shares outstanding | 50.91M | 53.60M |
| Employees | 22,230 | 35,000 |
| Sector | Technology | Technology |
| Industry | Electronic Components | Electronic Components |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ARW has outperformed SANM by 23.6 percentage points over the past year.
- Sanmina trades at a higher earnings multiple (38.9x vs 14.6x trailing P/E).
About Arrow Electronics
ARW stock →Arrow Electronics, Inc. sources and engineers technology for manufacturers, service providers, and users of enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Technology · Electronic Components · 22,230 employees
About Sanmina
SANM stock →Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company operates through two businesses: Integrated Manufacturing Solutions; and Components, Products and Services.
Technology · Electronic Components · 35,000 employees
ARW vs SANM FAQ
Which is bigger, Arrow Electronics or Sanmina?
Sanmina (SANM) is larger, with a market capitalization of $11.66B compared with $11.60B for Arrow Electronics (ARW).
Which stock has performed better over the past year, ARW or SANM?
ARW returned +100.79% over the past 12 months, compared with +77.24% for SANM (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ARW or SANM?
ARW has the lower trailing P/E at 14.6, versus 38.9 for SANM. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Arrow Electronics and Sanmina in the same industry?
Yes. Both are classified in the Electronic Components industry within the Technology sector.