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STOCK COMPARISON

Sanmina vs Delta Electronics: Fair Value & Quality

Both stocks run through our valuation models. Here is how Sanmina (SANM) and Delta Electronics (2308) compare, as of Aug 14, 2026.

As of Aug 14, 2026, Fair Value Calculator sees Sanmina as the less overvalued of the two: Sanmina trades at $207 versus a fair value of $128 (-38%), while Delta Electronics trades at TWD 1,885 versus TWD 512 (-73%).
Sanmina
SANM · USD · Information Technology
-38%
upside to fair value
overvalued
Price$207
Fair Value$128
Quality63/100
Delta Electronics
2308.TW · TWD · Information Technology
-73%
upside to fair value
overvalued
PriceTWD 1,885
Fair ValueTWD 512
Quality58/100

Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

SanminaDelta Electronics
Valuation
42.7×P/E (TTM)81.3×
0.98×P/S (TTM)8.20×
4.73×P/B18.22×
13.8×EV/EBITDA37.9×
0.79×PEG1.68×
—Dividend yield0.6%
—Dividend per shareTWD 11.60
Profitability
2%Net margin12%
6%Operating margin18%
11%Return on equity24%
5%Return on assets10%
Growth
102%Revenue growth (YoY)34%
0.9%Avg. growth/yr (3Y)13.0%
3.2%Avg. growth/yr (5Y)14.4%
Balance & size
0.12×Debt / equity0.21×
$11BMarket cap$152B
healthyGrowth qualityhealthy

Sanmina leads: 7 to 6 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Sanminaof which business quality 64 · market factors 56 Delta Electronicsof which business quality 60 · market factors 61
ProfitabilityMargins and returns on capital today
46
65
Quality GrowthAre margins and returns improving?
37
77
CashflowEarnings quality: real cash, not paper profit
60
52
Fin. StrengthBalance sheet, leverage, solvency risk
77
85
InvestmentDisciplined investing over empire-building
74
43
Low VolatilityCalm price path (market factor)
9
17
MomentumPrice trend over the last 3–12 months (market factor)
73
77
52W MomentumDistance to the 52-week high (market factor)
79
84
Net IssuanceBuybacks instead of dilution
100
21

What the models say

The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.

Sanmina

DCF Models$154
Earnings-Based$50.68
Dividend Discount$1.10
Multiples$114
Asset-Based$29.43
Growth DCF$144
Economic Profit$62.23
Growth Earnings$111

26 of 26 models see the stock below the current price.

Delta Electronics

DCF ModelsTWD 602
Earnings-BasedTWD 283
Dividend DiscountTWD 134
MultiplesTWD 594
Asset-BasedTWD 69.14
Growth DCFTWD 495
Economic ProfitTWD 318
Growth EarningsTWD 520

26 of 26 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Sanmina
Bear $96.34Fair Value $128Bull $161
$207 = current price (white tick)
Delta Electronics
Bear TWD 303Fair Value TWD 512Bull TWD 778
TWD 1,885 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Sanmina · Information Technology

Quality score63 · above median
Fair value upside-38% · below median

Delta Electronics · Information Technology

Quality score58 · above median
Fair value upside-73% · bottom 25%

Bottom line

As of Aug 14, 2026, Fair Value Calculator sees Sanmina as the less overvalued of the two: Sanmina trades at $207 versus a fair value of $128 (-38%), while Delta Electronics trades at TWD 1,885 versus TWD 512 (-73%).

Sanmina has the higher quality score (63/100).

See the full analysis →
Sanmina · Delta Electronics

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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.