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FLEX vs SANM

Flex Ltd. (FLEX) and Sanmina Corp (SANM) are both filed with the SEC under Printed Circuit Boards. FLEX is 3.9× SANM's size by market cap ($42.6B against $10.9B); FLEX trades at the higher fiscal-year P/E (49.5× against 45.6×); FLEX reports the higher net margin (3.2% against 3.0%); SANM grew sales faster over three years (+0.9% against -0.7%); and over the past year FLEX returned +101.8% against SANM's +62.5%.

FLEXSANM
Last close$110.50$194.01
Market cap$42.6B$10.9B
P/E (FY)49.5×45.6×
P/S1.5×1.3×
EV/EBITDA21.7×
Gross margin9.2%8.8%
Operating margin4.9%4.4%
Net margin3.2%3.0%
Return on equity17.3%
Sales growth (3y)-0.7%+0.9%
EPS growth (3y)+10.6%+5.4%
1-year return+101.8%+62.5%

Screener snapshot — prices as of 2026-08-28. Each side's last close is the most recent session the snapshot holds for that company, which can be an earlier one, and its 1-year return is measured to that close. Market caps struck on 2026-08-27. Last close, market cap and the 1-year return are price figures; every other row is computed over the company's latest filed fiscal year, and the two differ: FLEX FY2026 (ended 2026-03-31); SANM FY2025 (ended 2025-09-27). — not published for this company. A ratio goes unpublished for more than one reason: a component the calculation needs is not on file, the filing does not tag the line it is read from, or the calculation is not defined on the filed basis — EV/EBITDA is not printed on non-positive EBITDA, and return on equity is not computed on a zero or negative equity base.

Who holds them, and who has traded them

FLEXSANM
Institutional holders (13F)782456
Insider buyers − sellers (180d)-5-5
Congressional trades disclosed (180d)100
Executive-branch officials on file — trades disclosed (180d)12

Counts only. The congressional figures count transactions dated in the trailing 180 days and disclosed in STOCK Act periodic transaction reports; amounts are filed as ranges and are never summed. The executive-branch figures count the same window of transactions, and they are scoped to one roster. The officials OGE posts for direct download. Insider buyers − sellers counts distinct people filing open-market Form 4 purchases minus distinct people filing open-market sales over the trailing 180 days, capped at ±5.

FLEX vs SANM: common questions

Is FLEX bigger than SANM?
FLEX carries the larger market cap — $42.6B against $10.9B, both struck on 2026-08-27.
Which trades at a higher P/E, FLEX or SANM?
FLEX, at a fiscal-year 49.5× against 45.6× for SANM. Both are price ÷ latest full-year diluted earnings per share, not a trailing-twelve-month P/E.
How have FLEX and SANM performed over the past year?
FLEX returned +101.8% and SANM +62.5%, measured on the trailing calendar year to the last close.
How many institutions hold FLEX and SANM?
782 13F filers report a position in FLEX and 456 in SANM, on the latest quarter in the panel.
Are FLEX and SANM in the same industry?
Both are filed with the SEC under Printed Circuit Boards, which is the classification this pairing is built on.