Nova (NVMI) 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
Sanmina (SANM) has outperformed Nova (NVMI) over the past year, gaining 77.2% versus a gain of 16.8%. Over five years, SANM leads with a +450.3% price change compared with +240.0% for NVMI. Sanmina is the larger company by market cap ($11.66 billion vs $11.23 billion), about 1.0 times the size, while Nova is growing revenue faster (+31.0% vs +7.4%).
On valuation, Sanmina trades at a lower forward P/E (15.6x vs 25.8x for Nova). Nova converts more of its revenue into profit, with a net margin of 29.4% versus 3.0%.
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 | NVMI | SANM |
|---|---|---|
| Share price | $353.00 | $217.49 |
| Market cap | $11.23B | $11.66B |
| 1-day change | -0.45% | +3.33% |
| YTD return | +7.49% | +44.93% |
| 1-year return | +16.78% | +77.24% |
| 5-year return | +239.98% | +450.33% |
| P/E ratio (TTM) | 44.13 | 38.91 |
| Forward P/E | 25.84 | 15.63 |
| EPS (TTM) | $8.00 | $5.59 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $880.58M | $8.13B |
| Revenue growth (YoY) | +30.96% | +7.40% |
| Net income (latest FY) | $259.22M | $245.89M |
| Gross margin | 57.37% | 8.81% |
| Operating margin | 28.78% | 4.36% |
| Net margin | 29.44% | 3.03% |
| 52-week high | $615.99 | $288.68 |
| 52-week low | $266.43 | $118.10 |
| Distance from 52-week high | -42.69% | -24.66% |
| Analyst consensus | strong_buy | none |
| Avg. price target upside | +50.71% | +19.55% |
| Average volume | 514.85K | 678.75K |
| Shares outstanding | 31.81M | 53.60M |
| Employees | 1,612 | 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
- SANM has outperformed NVMI by 60.5 percentage points over the past year.
- Nova is more profitable, keeping 29.4 cents of every revenue dollar as net income versus 3.0 cents for Sanmina.
- Nova grew revenue faster in its latest fiscal year (+30.96% vs +7.40%).
About Nova
NVMI stock →Nova Ltd. engages in the design, development, production, and sale of process control systems used in the manufacture of semiconductors in Taiwan, the United States, China, Korea, and internationally.
Technology · Electronic Components · 1,612 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
NVMI vs SANM FAQ
Which is bigger, Nova or Sanmina?
Sanmina (SANM) is larger, with a market capitalization of $11.66B compared with $11.23B for Nova (NVMI).
Which stock has performed better over the past year, NVMI or SANM?
SANM returned +77.24% over the past 12 months, compared with +16.78% for NVMI (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, NVMI or SANM?
SANM has the lower trailing P/E at 38.9, versus 44.1 for NVMI. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Nova and Sanmina in the same industry?
Yes. Both are classified in the Electronic Components industry within the Technology sector.