Littelfuse, Inc. (LFUS) vs Sanmina Corporation (SANM)

Littelfuse, Inc. and Sanmina Corporation are both Electronic Components companies. Sanmina Corporation is the larger, with a market value of $12.0B against $10.7B — 1.1× the size. Littelfuse, Inc. has negative trailing earnings, so its P/E is not meaningful; Sanmina Corporation trades at 39.4×. Sanmina Corporation grew revenue faster over the last twelve months: 58.6% against 15.4%. Sanmina Corporation has the higher net margin (2.41% vs −0.31%) and the higher return on invested capital (10.7% vs 2.28%). Across the 21 metrics below, Sanmina Corporation leads on 15 and Littelfuse, Inc. on 6.

Valuation

Metric LFUS SANM Electronic Components median
P/E n/m 39.43 39.06
P/S 4.15 0.95 3.22
P/B 4.15 4.77 3.30
Price to free cash flow 23.69 20.21 26.65
EV/EBITDA 20.29 16.72 19.69
EV/Sales 4.16 0.97 3.53
Earnings yield (0.09%) 2.54% 1.34%
Free cash flow yield 4.22% 4.95% 0.40%

Profitability

Metric LFUS SANM Electronic Components median
Gross margin 39.28% 9.01% 33.21%
Operating margin 3.65% 4.15% 3.53%
Net margin (0.31%) 2.41% 2.57%
Free cash flow margin 17.54% 4.69% 0.20%
Return on equity (0.31%) 0.00% 2.60%
Return on assets (0.20%) 4.12% 2.50%
Return on invested capital 2.28% 10.74% 2.28%

Growth

Metric LFUS SANM Electronic Components median
Revenue growth (TTM) 15.44% 58.56% 12.01%
EPS growth (last fiscal year) (164.08%) 14.07% —
Revenue growth, 5-year CAGR 10.54% 3.18% 7.19%
Net income growth, 5-year CAGR 0.00% 13.05% 0.00%

Health

Metric LFUS SANM Electronic Components median
Debt to equity 0.24 0.79 0.16
Current ratio 2.76 1.78 2.41
Net debt to EBITDA 0.50 (1.32) 0.32

Dividend

Metric LFUS SANM Electronic Components median
Dividend yield 1.09% — 1.18%
Payout ratio 0.18 0.00 0.00

Size

Metric LFUS SANM Electronic Components median
Market cap 10.70b 11.96b 780.25m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack